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Financial Planning

Comprehensive & Individualized Financial Planning

Leaving your finances to chance is never a smart idea. A smart idea is having an individualized and comprehensive financial plan to enhance the quality of your life today and the lives of those you love tomorrow. The financial planners of PG&S offer exceptional service and a holistic approach to your finances. We believes individualized care is essential to a well-crafted financial plan.

PG&S provides comprehensive financial services that are tailored for your unique personality, needs and situations. We will work hand in hand with you to assess your goals, understand your priorities and develop a long-standing relationship built on trust. We will thoroughly research to provide you with the best options for your life right now and as your life evolves and changes, we will re-evaluate and adjust. We will discuss with you the 8 Wealth Management Issues®, which encompass the financial challenges that affect everyone at some point in their lives.

Our plans include an assessment of your investments, insurance coverage, tax return, estate plan, college savings, employee benefits, and generational transfers.

Financial Services PG&S Provides:

  • Retirement Plans
  • Estate Plans
  • Disability Income Insurance
  • Tax Plans
  • 403(b) Planning
  • Life Insurance
  • 401(k) Planning
  • College Plans
  • Long Term Care Insurance

The PG&S goal is to partner with you to provide continuous counsel and help you pursue the life you and your family deserve.

Contact us today so we can help your family on a secure financial path for tomorrow.

PG&S Accountants and Advisors
{We’ve Got This}

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Contact Us

9700 Pacific Ave, Suite 102,
Wildwood Crest, NJ
Phone: (609) 729-0215


21031 Catawba Ave, Suite 104
Cornelius, NC
Phone: (704) 765-5188

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by, to provide information on a topic that may be of interest., is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Walter Shoczolek is a registered representative with the following registrations 6, 7, 63, 65 and can transact business with clients in NJ, PA, DE, FL. Walter Shoczolek is also an insurance agent licensed in FL, PA, and NJ. Greg Guyon is a registered representative with the following registrations 6, 63, and can transact business with clients in NJ. Guyon is also an insurance agent licensed in NJ. Jeffrey Kronemeyer is a registered representative with the following registrations 6, 63, and can transact business with clients in NJ, NC. Kronemeyer is also an insurance agent licensed in NJ, NC. Walter Shoczolek III is a registered representative with the following registrations 6, 63, 65 and can transact business with clients in NC, NJ, PA, DE, and FL Walter Shoczolek III is also an insurance agent licensed in NC, FL, PA, and NJ. If you are not a resident of the states noted above for each registered representative and insurance agent, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

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Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value.