AFM Investments Logo WHITe 1

AFM Investments

Make an investment in your future

circle 01
Retirement Planning

When you are planning for retirement, you need retirement plan consultants that will listen. You need one of the best retirement planning firms with one of the best retirement planning services in Monmouth County, NJ and Ocean County, NJ.

circle 04
Estate Planning
When you are planning for the future, you need an estate planner who can provide you with excellent estate planning services. We are not attorneys, but we can help you fit your estate plan into your overall financial plan in order to minimize tax impact.
circle 02
Investment Planning

When you want to make your money work for you, you need to make sure that you are making the right investments. Looking for investment planners and investment firms you can trust with your investments requires patience.

circle 01
Tax Planning

Everyone has to pay taxes, but trying to figure out how much you need to pay can be difficult. When it comes to income tax planning, you need one of the best tax planning firms providing excellent tax planning services in Monmouth County, NJ and Ocean County, NJ.

circle 02
Income Taxes Preparation

Preparing your income tax returns can be confusing. Whether you are a single income individual or someone who has multiple sources of income, you need to make sure that your tax returns are prepared properly. 

circle 04
Financial Planning

When you need a Certified Financial Planner, you should find the best financial planning services possible. For one of the best financial planning firms with financial planning near me, choose AFM Investments.

circle 02
College Funding

College is expensive. With college fees increasing 25% over the past 10 years, it is more important than ever to hire college funding advisors. For incredible college funding planning and college funding services in Monmouth County, NJ, and Ocean County, NJ, choose AFM Investments.

shield white

Since 1987, both Louis and Martin have provided retirement planning services to the local area. Every case is looked at with a level of precision and care that is second to none. With this level of professionalism, it is no wonder AFM Investments has gained so many happy clients and glowing reviews.

For over 30 years, both Louis and Martin have established AFM Investments as one of the leading estate planning firms in Toms River, NJ, and surrounding areas. They take on each case with a level of personalization that is difficult to rival. 

Founded in 1987, Louis and Martin have made AFM Investments one of the most highly-reputable investment firms in Ocean County, NJ and Monmouth County, NJ. They both have extensive investment experience and financial knowledge. This enables them to read the market and suggest the right investments for you.

Since 1987, both Louis and Martin have dealt with every tax planning eventuality. They understand that every case is different. Therefore, when they provide tax planning services, they make sure that every case is dealt with a level of personalization that is difficult to rival.

For over 30 years, AFM Investments has provided Toms River, NJ with exceptional tax preparation services. Each case is approached with a level of professionalism and personalization that is difficult to rival. 

With over 30 years of experience, Louis and Martin have used their comprehensive financial knowledge to provide excellent financial planning services to Ocean County, NJ and Monmouth County, NJ. Both provide professional, personalized services that others may find difficult to match.

Planning for your child’s future is important. It gives you peace of mind knowing that your child will be able to attend college. It also creates a concrete plan that you can stick to no matter what life throws your way. 

Financial Planning Ocean County, NJ and Monmouth County, NJ

Looking for an financial planner near me that offers retirement planning services in Ocean County, NJ and Monmouth County, NJ? For exceptional tax planning services, call AFM Investments. Founded in 1987 by Louis Scatigna, CFP, and Martin Saltzman, AFM Investments provides a broad range of financial services and is the number one choice for exceptional financial planning services in the area.

Tax Planning

When you are looking for an tax planner near me, there are many reasons to pick AFM Investments. From lengthy financial planning experience to incredible customers reviews, AFM Investments is one of the best tax planning and retirement planning service in Ocean County, NJ and Monmouth County, NJ.

Dealing with your personal finances can be confusing and complex. So making sure that you pick the right financial planner is paramount. So, you need a team that understands the importance of picking the right investments while reducing your risk. You also need a team that understands how important it is to invest in your future. With a wide range of financial services from retirement planning to tax planning, AFM Investments has a financial service for you no matter where you are on your financial journey. We are committed to providing excellent customer services and unrivaled financial planning services. So, when you pick AFM Investments, you can be sure that you are getting one of the best estate planners in Ocean County, NJ, and Monmouth County, NJ and surrounding areas.

Whether you need someone to help you with your tax returns or help you plan for your children’s future, AFM Investments has you covered. With over 50 years of combined experience and comprehensive financial knowledge, we will help you achieve the best financial outcome possible. So why not call now for a no-obligation 1-hour consultation?

*We are not CPAs. However, we are experienced financial professionals with extensive tax law knowledge. 

Read More

Retirement Planning

When it comes to choosing the best estate planner near me, AFM Investments is your best choice. We offer a wide range of financial planning services. These services include:

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Income Taxes Preparation
  • College Funding

AFM Investments understand that when it comes to your money, you need a financial planner that has your best interests at heart. Therefore, you also need a team of financial advisers and tax accountants that can deal with any financial situation. From everyday financial services like tax planning and general financial planning, to planning for the future with our retirement planning service, AFM Investments is the estate planner near me in Monmouth County, NJ and Ocean County, NJ that you can trust to make your financial dreams a reality.

Furthermore, both founders Louis and Martin understand that when you are looking for a financial planner, you need one that you can trust to offer you the best advice and make the right financial decisions for you. AFM Investments knows that no two financial cases are the same. With our no-obligation 1 hour consultation, we will listen to your financial goals and strive to create a plan that will make your financial goals become a reality. That’s why, when you pick AFM Investments, you can be sure that you are getting a team of financial advisers that will work hard to get the right result for you.

Read More

Estate Planner Near Me

Need an estate planner near me? Want an exceptional financial planning service that can help you with tax planning and retirement planning? Call AFM Investments now. Our office is located at 81 E. Water St. Suite 1B, Toms River, NJ 08753. Contact us via the contact form below or by calling (732) 905-8100. We currently offer our services to Tom’s River, Monmouth County and Ocean County, NJ.

So why not call now for a no-obligation 1-hour consultation? We look forward to hearing from you and providing you with exceptional financial planning services.

AFM Investments

Plan your finances for a better future

About

When you need financial planning services, you need a financial planner that can provide you with easy to understand advice. That’s where AFM Investments comes in. They are incredible financial planning specialists. They use their experience and know-how to provide you with one of the best financial planning service in Ocean County, NJ, and the surrounding areas.

Since 1987, AFM Investments has provided a wide range of financial planning and investment services. They combine their extensive experience and comprehensive financial knowledge to ensure that your money works for you.

FINANCIAL DISCLAIMER:
The information contained on this website is presented for informational and marketing purposes only and is not to be understood as financial advice. You should consult with a representative from our Leigh Baldwin & Co., LLC for further information, the mere act of contacting Leigh Baldwin & Co., LLC does not create a client relationship. As a result, you should never send any confidential information to our office until representation or client relationship has been established.

Scroll to Top