Dynasty Advisors – Corporate Office

Dynasty Advisors - Corporate Office is a Financial Planner in Freehold, NJ, located at 303 W Main St Suite 410. The firm provides personalized financial planning services to individuals, business owners, and institutions, focusing on retirement preparation, business exit strategies, college savings, and estate planning. Their approach emphasizes a process that comes before product, acting as client advocates with independence and objective advice. The team includes professionals with decades of experience, such as Managing Director Ronald Lomangino, who brings thirty years of wealth management experience, and partners like William "Bud" James, who holds CFP®, CLU®, ChFC®, and AIF® designations. Other team members include William Grundig, Margaret Saulon, Kevin Hutnik, Alex Saulon, Eric Colella, Peter A. D’Amico, Michael Fish, Eric James, Ian, and B. Jayne Levy, each bringing specialized backgrounds in insurance, group benefits, and investment management to help clients navigate financial challenges.

The firm’s mission is to serve clients as lifelong financial advisors and sustain trusted relationships that span generations. They offer resources on topics such as retirement income, tax liabilities, long-term care costs, and estate planning for digital assets. Dynasty Advisors also assists with group benefits for businesses, aiming to attract and retain valuable team members. The firm operates offices in Pennsylvania and New Jersey, with the Freehold location serving as a key office for the region.

The business holds a rating of 4.9 based on 21 reviews.

Dynasty Advisors - Corporate Office combines decades of collective financial planning experience with a client-first philosophy to serve the Freehold community.

Dynasty Advisors is situated on West Main Street, just a short walk from the Freehold Bypass and West Freehold Elementary School. The office is also near the Freehold Raceway Mall and the Jewish Heritage Museum of Monmouth County.

BizScoreAI gives the business a Technical score of 78 out of 100, which ensures the website is secure and easy for search engines to read. The Discoverability score is 75 out of 100, meaning AI crawlers can access all pages to help recommend the firm.