Back to corporate site

Joseph Okaly

  • Mortgage Consultant
  • NMLS: 272353
  • (800) 833-1862 x194
  • (973) 540-1775
  • 437 Newman Springs Road
  • Lincroft, New Jersey 07738

Joseph P. Okaly, CFS 

Joe graduated from The College of New Jersey where he obtained a Bachelor of Arts degree in Finance and graduated with honors. He has worked for New Horizons Wealth Management LLC as a Financial Advisor since 2008, working with clients to develop plans and reach their goals. Additionally, Joe has served as the Assistant Portfolio Manager at TFS Advisory Services (formerly Innovative Market Trends) for the Buy/Hold Plus Portfolios since 2011.  

Joe currently holds Series 7, 24, and 66 Securities Licenses as well as a CFS designation. He also has Life, Health, andLong-Term Care Insurance licenses and is a Mortgage Originator.

His wife, Lauren, taught at Radcliffe Elementary School in Nutley, NJ. She now works from home as a Lead Social Media Marketer, so as to be able to be there for their young daughter, Avery. They reside in the Packanack Lake Community of Wayne, NJ.

In his spare time, Joe enjoys traveling with Lauren, playing soccer, woodworking, home improvement projects, any outside exercise activity, and reading classic fiction books.

 

The Perks of Living in a Multigenerational Home
The Perks of Living in a Multigenerational Home
Nov 30 2022   first time buyer first home first mortgage home loan apply for a first home loan
If you are facing a financial or health-related problem or simply going through a new phase in life, you may be thinking about sharing a home with close family or extended family members. Many people have decided that living in a multigenerational... Read More
Choosing the Best Mortgage Options for Unique Circumstances
Choosing the Best Mortgage Options for Unique Circumstances
Nov 24 2022   first time buyer first home first mortgage home loan apply for a first home loan
Not all loan products are the same, nor are borrower situations. For first-time homebuyers, you’ll most likely hear about the most popular 30-year fixed-rate conventional loan, and there’s no arguing that it's a great loan product for... Read More
10 Things to Check Before Buying in a New Neighborhood
10 Things to Check Before Buying in a New Neighborhood
Nov 16 2022   first time buyer first home first mortgage home loan apply for a first home loan
If you plan on buying a new house, you should thoroughly research the property that meets your needs. But you shouldn’t only be diligent about the house-hunting part during your research. You would also like to know more about the neighborhood... Read More
Add Instant Curb Appeal With These Ideas
Add Instant Curb Appeal With These Ideas
Nov 9 2022   first time buyer first home home improvement home loan apply for a first home loan
Does your house need curb appeal? Making your home’s exterior more attractive is a wonderful and fast way to add value to it, but it also makes it more welcoming, stylish, and personalized.  So whether you’re thinking about selling... Read More