Merrill Lynch Financial Advisor James P. Maltese
194 Wood Avenue, Woodbridge Township, NJ 08830
About the Business
than 20 years, Merrill Lynch Financial Advisor James P. Maltese has been providing exceptional financial services to clients at the address 194 Wood Avenue, Woodbridge Township, New Jersey, United States. The Maltese Group, led by James P. Maltese, values client relationships based on service and trust. They assist clients in defining their goals, tailoring strategies to meet their needs, and helping them navigate life's changes. The team at The Maltese Group believes in understanding each client's unique concerns, priorities, and goals to create a personalized wealth management strategy. They provide advice on planning for children's education, retirement, and healthcare costs, among others. With a focus on transparency and simplicity, the team is dedicated to helping clients achieve their financial objectives. Recognized by prestigious financial industry publications, The Maltese Group is committed to providing exemplary client service and building strong relationships based on trust and personalized service. With a holistic approach and access to global resources, The Maltese Group is dedicated to helping clients achieve their financial goals and navigate life's financial challenges.
Photos
Location & Phone number
194 Wood Ave S 4th Floor, Iselin, NJ 08830, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Education Funding Options
- Estate Planning
- Estate Planning Services
- Estate Tax Avoidance
- Family Office Services
- Financial Advisor
- Financial Goal Setting
- Financial Independence
- Financial Security
- Financial Wellness
- Generational Wealth
- Healthcare Cost Planning
- Inheritance Planning
- Investing In The Future
- Investment Advice
- Investment Guidance
- Investment Strategy
- Investor Education
- Jersey Financial Planning
- Legacy Planning
- Long Term Care Planning
- Long Term Financial Goals
- Retirement Planning Strategies
- Retirement Readiness
- Tax Planning
- Trustee Services
- Wealth Creation
- Wealth Management Services
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