Investment
Advisement
is available to all clients in New Jersey, to help understand the
myriad of investment choices available including stocks, bonds, mutual funds,
ETF’s, hedge funds, commodities, options, variable annuities and other
insurance products. Gain access to
research and advice on various types of investment products, copies of our
newsletters, stock reports, retirement products and planners, college savings
plans, FAFSA, taxes and other information to assist with investment
decisions.
Account Management Services
- detailed information in regard to the management of your portfolio in an
account, which ties all of your stocks, mutual funds, bonds, ETF’s, annuities
and other investments into one report on a quarterly basis. Confirmations are available on all
transactions. Click here to
download a New Account
Application.
College Tuition Planning - learn about methods of saving for
college tuition costs using a diversified, methodical approach with the
Coverdell Education Savings Account, or one of the various 529 College Savings
Plans. Information is available to
help manage tuition and other expenses, while your children are in
college.
Online Services - access account information &
transaction history, check account balances, make trades, read research reports
and much more, through our online center
Wealth Management - a
comprehensive integration of our many financial services to help you plan and
manage your various assets
Retirement Planning - We offer advice and implementation of
various retirement plans for individuals, as well as small & large
businesses. These include plans
such as the 401k, SIMPLE IRA, SEP, Profit Sharing, 403b, ROTH IRA. We also offer assistance with the
selection of Third Party Administration (TPA) Services.
To
download a new account application click here. Complete and return
the signed form to:
Jersey Benefits Advisors P.O.
Box 1406 Ocean City, NJ 08226
Please note that you must have Adobe Acrobat Reader to
view this page. Get it at http://www.adobe.com/
*Jersey Benefits Advisors is a
Registered Investment Advisor in the State of New Jersey. This website should not be considered a
solicitation of investment advisory services in any other state outside of New
Jersey. Jersey Benefits Advisors
is not affiliated with Transamerica Financial Advisors, Inc. (“TFA”) John Kaighn offers investment advice through Jersey
Benefits Advisors.
*This website was created by Jersey
Benefits Group, Inc. Browse our site to gain more knowledge of retirement products
and services we offer, as well as the many other reasons to make us your
financial services representative.
*This web page offers links to other
companies. Once a hyperlink is
activated, you will be leaving Jersey Benefits Group, Inc., and operate outside
Jersey Benefits Group, Inc. Website.
Jersey Benefits Group, Inc. is not responsible for the validity,
completeness or accuracy of any information provided on those sites to which
you may link. Furthermore, Jersey
Benefits Group, Inc. shall not be liable for any direct or indirect system
damage or other problems you may incur as a result of linking to any other
website, including any consequences arising from your accessing third party
technologies, sites, information and programs made available through Jersey
Benefits Group, Inc.