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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
The Nelson Remey Retirement Group
77 Broad Street
Red Bank NJ 07701
(732) 530.3022
(732) 530.3022
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
About Us
Mission
Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.
Meet Our Team
John Nelson,
CEPA®, CKP®, CPFA®, CPWA®
Senior Vice President, Wealth Management Advisor
732.530.3022
732.530.3022
Michael Remey,
CEPA®, CFP®, CPFA®
First Vice President, Wealth Management Advisor
732.530.3097
732.530.3097
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Aileen T. Takio
Employee Benefits Specialist
Bank of America, N.A.
Michael Venturi
Director
Retirement Plan Manager
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.