Achieve The Clarity You’re Entitled To

Meet New Era Financial

Get The Understanding You Deserve

Client-Focused Financial Solutions For Your Future

We assist our clients in developing customized financial strategies that align with their unique needs and goals. Our primary focus is to help clients build financial confidence, and our dedicated team is committed to offering personalized, attentive service to ensure they receive the highest level of financial guidance.
A Strategic Approach Beyond The Ordinary
Are Your Retirement Savings On Track?
Maintain Income For Life with Strategic Planning

New Era Financial, LLC

Interested in attending an educational retirement planning seminar or event at no cost or obligation?

At New Era Financial, LLC, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.

Meet New Era Financial, LLC
Christmas 2025 with our children.

Frank J Davis III

President

With over 20 years of experience in the financial industry, Frank is dedicated to helping individuals navigate retirement planning with confidence. His passion for financial education stems from a first-hand experience where an agent of his own took advantage of his trust and lack of knowledge. Determined to prevent others from facing the same challenges, he committed himself to gaining expertise and empowering clients to make informed decisions.

Frank specializes in retirement planning, focusing on client education and risk management strategies to protect against the five biggest risks in retirement. His approach sets him apart—he prioritizes understanding each client’s unique situation before evaluating opportunities for improvement. By providing a personalized retirement report card reviewed annually, he ensures clients stay aligned with their financial goals. Whether retired or approaching retirement, clients trust Frank for his transparency, education-first approach, and commitment to their long-term financial security.

Frank was born in Ocean County, New Jersey where he still currently resides with his family. He and his wife have built a large family with 3 kids of their own, one step son, 4 adopted children, and the newest addition, a beautiful granddaughter. After spending years coaching his sons in football, they now enjoy watching it together as often as they can.

We’re only a phone call away! Call (848) 238-7036 and let us know how we can help.

Get Started With New Era Financial, LLC

Still Have Questions? Contact Us Today To Secure Your Financial Future

We offer a specialized planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.
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