We are a Fee Only Registered Investment Advisory firm.
Mullooly Asset Management is located in Monmouth County, NJ.
We work strictly on a fee-only basis with our clients. Accepting commissions puts your adviser (or stockbroker) squarely across from you. We believe it’s a conflict of interest and puts the advisor’s needs ahead of yours.
Managing money is tough enough, you don’t need to make it any tougher by trying to decide if someone is just trying to sell you something.
We work with individual clients with their brokerage investments, and we also manage 401k accounts at work. We also assist with financial planning help. We are a strictly fee-only investment advisor. Clients are free to hold their investment accounts at whatever brokerage firm they choose. If they do not have a broker they absolutely adore, we have relationships with discount brokers, which we can discuss.
One of the areas where our firm has the fastest growth is in advising our clients with their 401k account through work, or their deferred compensation plan (or section 457 plan), or 403b annuity. We can help you TODAY as you wrestle with the choices in your plan at work. There’s often no help or guidance, or sometimes just generic (or worse, computerized pie-chart reports) available.
Call us at 732-223-9000 to find out how we can help you manage the risk in your investments — whether that be in your 401k, or your investment account, or IRA. Or even just to ask a simple question about financial planning, saving for retirement or paying for college.
Our office is located at 38 Taylor Avenue (which is Route 71), Manasquan, NJ 08736