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Directed Trust Services |
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To help you meet your needs for wealth transfer
planning and administration services, you can utilize the Directed Trust
Services provided by The Bank of New York, a product offering that can equip
you with an essential tool for financial and estate planning. |
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Through this arrangement, you can receive trust
services administered by The Bank of New York, a financial organization with
170 years of trust experience. Additionally, through a convenient data feed
that exists between the NetExchangeŽ platform and The Bank of New York's
trust accounting system, we are able to manage your brokerage and trust
accounts via the NetExchange platform. |
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To download a new account application
click here. Complete
and return the signed form to:
Jersey Benefits Group, Inc. P.O.
Box 1406 Ocean City, NJ 08226
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*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.