James J Gilmartin - Private Wealth Advisor, Ameriprise Financial Services, LLC
125 Elm Street, Westfield, NJ 07090
About the Business
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James J Gilmartin, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 125 Elm Street in Westfield, New Jersey, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and more. James J Gilmartin holds several prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, demonstrating his commitment to excellence and ethical standards in the finance industry. With specialized expertise in areas such as portfolio management, investment strategies, and retirement planning, clients can trust James J Gilmartin to provide personalized financial solutions tailored to their unique needs and goals. Whether you are a retiree, small business owner, or high net worth individual, James J Gilmartin has the knowledge and experience to help you navigate the complexities of financial planning and achieve your long-term financial objectives. Contact James J Gilmartin today to schedule a consultation and start planning for a secure financial future.
Photos
Location & Phone number
125 Elm St Ste 10, Westfield, NJ 07090, United States
Hours open
Monday:
8:30 AM - 6:00 PM
Tuesday:
8:30 AM - 6:00 PM
Wednesday:
8:30 AM - 6:00 PM
Thursday:
8:30 AM - 6:00 PM
Friday:
8:30 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Management
- Asset Protection
- Business Succession Planning
- Estate Planning
- Estate Tax
- Family Office
- Financial Planning
- Financial Planning For Retirees
- Financial Security
- Financial Services
- Generational Wealth
- High Net Worth Individual
- Inheritance Tax
- Investment Goals
- Investment Strategies
- Investment Strategies For Retirees
- Life Insurance
- Long Term Care
- Long Term Investment
- Portfolio Management
- Private Wealth Advisor
- Retirement Income
- Retirement Planning
- Risk Management
- Senior Care Planning
- Small Business Owner
- Tax Planning
- Wealth Management
- Wealth Preservation
- Wealth Transfer
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