Services / Network of Relationships

"Your Pipeline to a Wealth of Information"

We act on your behalf as a "Human Browser" to a plethora of important information.  As opposed to just financial data and figures which maybe inanimate and intangible, our "Service" is designed to help people make the best decisions about real issues.  The failure to have proper information can be costly.  Without planning people may find themselves on the precipice of financial disaster.

At INVEST Financial we concentrate on three main components:

• Preservation of assets
• Accumulation within the portfolio
• Distribution of wealth to create a lifetime income

After spending a lifetime building wealth, protection and preparation are the key ingredients in the perpetuation of assets during one's lifetime and beyond. 

Our expertise enables us to address your deepest concerns, and come up with possible solutions.  Our extended family of relationships with other professionals can help you address tax and estate issues, financing for business or real estate, as well as many other aspects of your plan.

Our main focus is the goals and needs of those we serve, we provide superior service by listening and responding to our clients. In addition we are committed to servicing our community and participating in charitable causes.

In essence we work for you.  Our role is to provide knowledge and expertise that can help guide you toward your desired objectives.  The result is a greater peace of mind knowing you have arrived at your desired financial destination and fulfilment of your dreams.

Network of Relationships

Joel Penchina, Estate Attorney
2 Northwoods Road
Ocean, NJ  07712
732.493.2624

Paul Edinger, Attorney
211 Monmouth Road
West Long Branch, NJ  07764
732-222-3424
732-222-3448 Fax
 edingerlaw@msn.com 

Michael D'Altrui

 INVEST Financial Corporation does not provide tax or legal advice. The companies and people named in the Network of Relationships are not affiliated with INVEST Financial Corporation. INVEST has not performed due diligence on any of the companies or people named in the Network of Relationships.