Financial Planning and Investment Services

Financial Planning and Investment Services

Strategic Solutions in Toms River, NJ

AFM Investments offers financial planning services in Toms River and surrounding counties, personalized to our clients' unique financial circumstances. At AFM, we realize that each individual, family or institution has their own set of goals, resources and risk tolerance, and we therefore formulate a financial plan that is suitable to their situation.

Louis Scatigna, CFP and Martin Saltzman, COO established the firm 28 years ago with the goal of offering financial planning and investment services independent of the conflicts of interest embedded in large Wall Street brokerage firms. The financial well-being of our clients is the number one concern of the experienced financial professionals at AFM investments.

AFM Investments clients are handled with personal attention not available at larger firms. Each AFM client is important to us and is treated with special attention regardless of the size of their investment portfolio. AFM Investments offers complimentary initial consultations to introduce the firm and explain our fees and services.

Financial Planning and Investment Services:

Financial Planning and Investment Services:


Retirement Planning
Bond Mutual Fund Program Management
Estate Planning
Estate Settlement Services
College Funding
Income Tax Preparation
Tax Planning
Mutual Funds
Stocks & Bonds
Options
Money Market Funds