TOP 30 Audit execution in Bedminster, New Jersey

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Merrill Lynch Financial Advisor Agne Mir is a finance institution located at 1 Crossroads Drive, Bedminster, New Jersey, United States. Agne has over ten years of experience in the industry and joined Merrill in 2021. She has a loyal circle of successful clients, including corporate executives, attorneys, physicians, business owners, and couples accumulating wealth. Agne focuses on building relationships with her clients and takes the time to understand their goals and priorities. She provides personalized financial planning strategies that cover investment, retirement planning, tax-minimization, estate planning, and more. Agne believes in educating her clients and regularly adjusts their strategies to optimize their wealth. She also offers access to alternative investments and coordinates with clients' CPAs and attorneys. Agne, who was born in Lithuania and played Division 1 basketball in the United States, is passionate about helping her clients achieve their financial goals. She believes in starting every relationship with a conversation to understand what matters most to her clients. With access to the resources of Merrill and Bank of America, Agne works with clients to develop a financial approach tailored to their needs and aspirations.

Mosaik Consulting, located at 336 Main Street in Bedminster, New Jersey, has been a trusted partner in the wealth management industry for over a decade. Specializing in creating powerful Salesforce® solutions, Mosaik is a boutique consulting firm with the focus and perspective to help clients achieve their critical projects and long-term needs. With a strategic planning approach, Mosaik delivers high-value CRM solutions by clearly identifying needs, establishing project scope, and creating a strategic plan. Through effective execution and methodology, Mosaik keeps clients informed of progress and ensures projects are completed on-time and on-budget.