Investment Services at OceanFirst

Our vision at OceanFirst Bank is to provide our clients with sound financial solutions, comprehensive products and an unparalleled service experience.

 

The partnership you have with OceanFirst Bank extends to Investment Services at OceanFirst through our broker dealers. These experienced financial advisors can provide you with personalized service in developing overall financial guidance, assistance with a specific financial goal or creating a comprehensive long-term plan*.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†
  • Retirement Income Strategies
  • Education Funding
  • Life and Long-Term Care Insurance

 

To get started please contact your local OceanFirst branch.

If you are an existing SPF client, Log in the Sorrento Pacific Financial Portal

If you are an existing LPL client, please contact your advisor directly.

 

 
 

*Investments are not FDIC or otherwise federally insured, are not a deposit or guarantee of OceanFirst Bank, and may involve investment risk including possible loss of principal. †For specific tax advice, please consult a qualified tax professional.