Financial Planning
For a Brighter Future
Get a blueprint for what’s next with OceanFirst trust and investment services
intended to provide financial peace of mind.
Our services
Your Investment Options
Build a financial strategy that addresses your needs and evolves with you.
- Trust & Estate Services
- Nest Egg Investments
Trust & Estate Services
Plan for tomorrow with OceanFirst trust services that help you manage generational wealth, care for your assets, set your loved ones up for success, and so much more.
Get help with:
- Trust administration
- Charitable planning
- Fiduciary services
- Executor & estate planning
- Speed needs trust administration
- And more
Nest Egg Investments
Save, protect, and maximize the money you worked hard for. OceanFirst Bank savings accounts and CDs will help you prepare for whatever tomorrow brings.
Get help with:
- Managed money portfolios (Individual, Joint, IRAs, 401(k), 403(b), 457s, and TSP Rollovers)
- Retirement planning
- College planning
- Mutual funds
- Insurance products
- Risk assessment
- And more
Connect with Us
Whatever stage of your financial journey you’re on, we can assist.