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Wealth Management

No matter your stage of life, Amboy can help you create and execute a financial plan. Don’t be caught off guard by retirement, education, or other needs.  

Available features and benefits:*

Free consultation with financial advisor
Personalized investment plan
Ongoing access to a dedicated advisor
Online access to your portfolio
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Investments

A diverse array of investments geared to your specific goals can be used to implement your financial plan. Your advisor will help you manage your investments with our concierge-level service.

  • Mutual funds and ETFs
  • Stocks
  • Bonds
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Annuities

Annuities are ideal for conservative investors with longer term savings goals.

  • Interest earned is tax-deferred
  • Flexible payout options
  • Premium is guaranteed
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Financial Planning

Without a map, it’s difficult to get to your intended destination. When you take advantage of our offerings, we can help guide the way.

  • We listen, understand, and explain 
  • We provide a plan customized for your needs, goals, and timeframe
  • Regular plan updates and modification when necessary
Terms & Disclosures * Fees or restrictions may apply depending on your account type and relationship. Please see our General Service Fees and Account Disclosures for complete information.

Securities and insurance products are provided by various companies and are offered through Amboy Financial Services, a licensed insurance producer in the state of New Jersey and a division of Amboy Bank.  It is not required to obtain credit or services from Amboy Bank when purchasing security or insurance products from Amboy Financial Services.  These products are not insured by FDIC or any other federal agency, are not a deposit of or guaranteed by Amboy Bank or any of its affiliates, and may lose value. Products may be subject to investment risk with possible loss of principal. Representatives can offer no legal or tax advice.