Committed to Serving Your Financial Planning Needs
Fence Financial LLC is established in the legacy of K & R Tax and Financial Service, a family business founded in 1974 by Karen and Roger Fence. Since that time, we have helped thousands of clients navigate the complexities of income tax preparation and financial planning.
“My parents put their trust in the Fence family to manage their portfolio and see them through their later years. So as I neared my own retirement I knew exactly who to sit down with!” – Second-generation Fence Financial client
William R Fence
Founder & CEO
William Fence worked 31 years alongside his family as Vice President of K&R Tax and Financial Service Inc. William is a Registered Investment Advisor with American Portfolio Financial Services. He is most proud of his three children, Erin, Billy and Caleb, and in his spare time enjoys flying airplanes. William gives back to the community often. For over 30 years, he has served as director for many non-profit organizations and currently sits on the board for the Jersey Shore Flag Football League.
The Team
Maureen Castor
Office Manager
Teresa Cioffi
Collation Dept.
Jennifer Singh
Platinum Client Services