Certified Public Accountant
Rely on your accountant for expert advice on the financial aspect of your home purchase — from minimizing tax implications to recommendations for structuring the transaction in a way that best fits your financial needs.
Whale Mallozzi & Padgett PC
Thomas J. Whale
3301 Route 66 #130
Neptune City, NJ 07753
Phone: (732) 945-5995
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Estate Planning Attorney
Your home purchase is naturally part of your estate. An attorney who specializes in estate planning will help you protect your family and the assets you’ve worked hard to build.
Schillberg Law, LLC
Robert Schillberg
280 Route 35 #403
Red Bank, NJ 07701
Phone: (732) 758–1990
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Financial Planner
Because buying a home is a major financial decision, it makes sense to work with a financial planner to determine how your purchase of a home fits within your overall financial goals.
New York Life
Dan Mueller
1963 Route 34, Building B Suite 201
Wall, NJ 07719
Phone: (732) 282-2146
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Property & Casualty Insurance Agent
All mortgages require that you show proof of homeowners’ insurance on your new property. An insurance agent can help you determine the specific type and amount of insurance coverage that fits your needs.
Allstate / The Colts Neck Agency
186 Route 537
Colts Neck, NJ 07722
Phone: (732) 431-4033
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Mortgage Company
Every successful home purchase starts with securing a financing commitment. Your mortgage consultant can help you evaluate your options and choose the loan that’s ideal for your unique circumstances.
CrossCountry Mortgage, LLC
Lawrence Montani
960 Holmdel Road,
Building II Suite C
Holmdel, NJ 07733
Phone:(732) 455-8990
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CrossCountry Mortgage, LLC
Nicholas Montani
3301 Route 66 F1 Floor​,
Building C Suite 130
Neptune, NJ 07753
Phone:(732) 455-8990
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Life Insurance Planner
These professionals work with you to create a strategy that's customized to your needs and goals. A Life Insurance Professional can help develop a personalized approach that meets today's needs and tomorrow's as well.
New York Life Insurance Company
James Reuter
1963 Route 34, Building B Suite 201
Wall, NJ 07719
Phone: 732-282-0901
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