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Proactive Planning

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Contact

Mark Angelo

732-286-6200
info@rpcofnj.com

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.


Photo of team member

Mark J. Angelo, CERTIFIED FINANCIAL PLANNER™

CFP®, MBA

Mark Angelo is a CERTIFIED FINANCIAL PLANNER™ practitioner committed to the highest degree of integrity and ethics. He consistently enhances his knowledge through continuing education. With decades of experience in the financial services industry, Mark focuses on serving the unique needs of individuals, retirees, women investors and business owners.

Mark is a family man, dedicated to serving his community in the Toms River and Ocean County area, and has volunteered his service to his town as an appointed community member. Mark supports local civic groups, as well as the charitable foundation Mark helped to establish on behalf of his late father, Salvatore J. Angelo, at Community Medical Center. Mark has served on school advisory boards and church committees, and works with local Little League, basketball, and other youth sports organizations. 


Address

616 Washington Street
Toms River, New Jersey
08753 United States


Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Quick Message

616 Washington Street
Toms River, New Jersey
08753 United States

  •  Tel: 732-286-6200
  •  Fax: (732) 286-6633
  •  info@rpcofnj.com
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Securities and advisory services offered through LPL Financial, a registered investment adviser, member FINRA/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

CO, CT, SC,VA,DE,FL,MD,MA,NJ,NY,NC,PA

*Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners. The information provided by the Retirement Results Team is not intended to be the primary basis for your investment decision. Retirement Results Specialists are registered representatives of LPL Financial. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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