Corey Mulholland, Cfp®, Cpfa® Email & Phone Number

As a partner of The Beckett, George, Bernstein and Mulholland Wealth Management Group, I provide a broad range of wealth management strategies to select clients throughout Southern New Jersey and many other states across the country. We serve families, business owners and retirement benefit plans such as 401(k). We believe in fostering deep relationships by building trust through transparency and always acting in our clients' best interests. They rely on our help through stressful financial decisions at every phase of their life or business cycle, ultimately helping them to achieve their financial goals. Clients tell us they made the decision to work with our team not because of what we do, but how we do it... with empathy, diligence and passion. As a Marine Corps Veteran I bring the same dedication to service, attention to detail and focus on mission accomplishment from my military career into the relationships with clients I now serve. Every relationship starts with thorough discussion around: •What is most important to you? •What keeps you worried at night? •What is it that you are trying to accomplish, what are your goals? •Do you feel like you are on track or falling behind? Four key aspects I find important in any client/advisor relationship, I call the 4 P's: •Psychology- understanding how people feel about risk, investing and their goals. •Planning- helping clients define specific planning strategies for both short and long term goals. •Process- delivering a prudent investment process that is thorough and understandable. •Proactive Service- providing proactive and consistent world class service that our clients deserve.