William 'bill' Surdovel CRPC-UBS Financial Service

Feldman Group-UBS Financial Services Inc, located in Manasquan, NJ, specializes in tailored wealth management strategies designed to meet the unique financial goals of individuals, families, and small businesses. With a commitment to quality client service, the firm emphasizes the development of long-term relationships to guide clients through their financial journeys. Led by George Feldman, a seasoned financial advisor with over 30 years of experience, the team offers expertise in estate planning, insurance, investment, retirement, and tax strategies. Donna Feldman, a registered client associate, complements the team's efforts with her legal background and dedication to enhancing client service. Generated from the website

Founded in 1960, George McKelvey Co. Inc. is a full-service investment firm. The company provides financial consulting and investment management services to individuals and their families. Based in Sea Girt, N.J., it also offers a variety of specialized services to its investment advisory clients. George McKelvey Co. Inc. is a registered investment advisor with the Securities and Exchange Commission. The company holds its client securities at National Financial Services LLC (NFS), one of the largest professional custodians in the securities industry.

Partners Financial Group, LLC has over 60 years combined experience in the financial services industry. Our client focused approach is geared towards the individual needs of each client offering a range of solutions from simple asset reallocations to complex financial program construction. While working with our client through the development stage of their program into the implementation stage, they are continually educated and always an informed integral part of the process.