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Jeffrey A. Looker, CFP®

Sea Coast Wealth Care, LLC

605 River Ter
Toms River, NJ 08755
Phone: (732) 300-9112
Fax: (732) 240-5117

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.