“We are proud to call our clients our friends, with whom we share experiences, challenges and memories. When it comes to serving you, your best interests are always our interests too.”


What’s in a name?

Do you remember when actual names and faces stood behind the businesses that served you—instead of holding companies, call centers or e-commerce sites? At Mark Angelo Financial Services (MAFS) we believe that the financial decisions you make for your family or your business are far too important to relegate to a faceless call center or online calculator that can result in a piece-meal approach to financial management.

At Mark Angelo Financial Services, you’ll find:

  • Real people, available to talk to you, work with you and meet with you in person.
  • A collaborative approach to financial decision-making that seeks to seamlessly connect the many aspects and variables that make up your financial life from a holistic perspective.
  • A partner in your financial journey who will lead you along the path to pursuing the important goals you have established for your life and your family.

Serving as your financial advocate, we help empower you to pursue your desires and ambitions. We endeavor to help you balance your day-to-day financial needs with long-term security, and find the happy medium between what you MUST do and what you CAN do. All the while, we help prepare you to meet life’s challenges with thoughtful strategies and life advice.


Comprehensive services. Personal attention.

We understand that in today’s complex world, it is difficult to know where to turn for guidance on your path toward financial freedom. If you are looking for clear direction, we invite you to find out why so many of our friends and neighbors in Toms River, Ocean County and surrounding communities trust us to provide the unprecedented level of service and caring guidance they seek in a warm and friendly atmosphere.

It would be our pleasure to help you retire on your terms and establish a lasting legacy for future generations.


Independence Powered by LPL Financial

Mark Angelo Financial Services is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

*As reported by Financial Planning magazine, June 1996–2020, based on total revenue.


CFP®Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. Mark J. Angelo’s certification is a symbol of his knowledge and credibility among his peers, and indicates his status as a qualified, trustworthy financial planner.


Learn more about Our Team and Our Planning Process