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 real decisions about real issues.  The failure to have proper information can be costly.  Without planning i.e. lack of a will or marital trust, inadequate life insurance, budgeting and retirement savings, just to name a few, people may find themselves on the precipice of financial disaster.

At INVEST Financial Corporation we can assist with legacy continuation also known as intergenerational planning.  Business succession is another vital area of interest.  Maybe you have spent a lifetime building a company and now need to determine how to pass it to the next generation.  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 impetus is the goals and needs of those we serve.  Instead of just listing on a piece of paper categories or areas of planning, 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 greater peace of mind knowing you have arrived at your desired destination and dreams.

Network of Relationships

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

American United Mortgage Corp.
210 Haven Avenue
Scotch Plains, NJ 07076
908-322-5535
908-322-5538 Fax
www.AmericanUnited.com

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

 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.