CONNECT

Address:

40 Bey Lea Road, Suite C 102
Toms River, NJ 08753

Phone:

732-473-9700

Fax/Other:

732-473-0366

Anne Kraljic, CFP®,CRPC®

Anne Kraljic, CFP®,CRPC®

Financial Advisor

Anne's focus is on developing strategies and solutions for high net worth individuals, their families and their businesses to help them meet their short- and long term financial goals.

Anne's approach to wealth management is consultative, objective and committed to excellence.  First, she takes the time to listen to and review client financial situations, preferences and goals.  Second she offers recommendations for asset allocations designed to reflect each client's income and growth expectations.  She then follows up with discussions covering a wide range of opportunities, including investments, retirement, and estate planning services, long term care planning and philanthropy.

As a Certified Retirement Planning Counselor, Anne demonstrates a specialized knowledge and professional commitment to her clients pre- and post- retirement needs. This allows her to transform the retirement planning process into a positive experience for her clients.

Anne is a cum laude graduate of the University of Delaware, with a B.S. in Business Administration and a double minor in Economics and Management Information Systems.  After graduation Anne was recruited into the highly competitive Analyst Training Program at Merrill Lynch Investment Managers.  She began her career as a Risk Analyst and moved up to be an Associate Portfolio Manager with MLIM.

When she and her husband started their family, Anne transitioned within Merrill Lynch as a Financial Advisor.  Anne is a Financial Advisor who brings over 15 years of investment experience to Vision Financial Services and through INVEST provides access to a comprehensive array of financial products and services.

Phone 732.473.9700 ext. 203
Fax 732.473.0366
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck