TOP 30 Audit execution in New Providence, New Jersey

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Merrill Lynch Financial Advisor Stephen Smoragiewicz is located at 51 John F Kennedy Parkway in Millburn, New Jersey. As a Financial Advisor with Merrill Lynch Wealth Management, Steve leverages his 20 years of capital markets experience to provide high net worth individuals and families with advisory guidance and investment management strategies. His diverse client base includes finance professionals, business owners, entrepreneurs, C-suite executives, and those going through life transitions. Steve takes a proactive approach to portfolio management, focusing on long-term aspirations while meeting short-term needs. He works closely with clients to help them become informed stewards of their financial lives and legacies. Steve's reputation is built on hard work, integrity, and responsiveness. With a background in institutional capital markets, Steve offers a differentiated wealth management experience for his clients. He is a graduate of Providence College and is actively involved in community organizations such as the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. As a Merrill Lynch Wealth Management Advisor, Steve focuses on personalized financial planning centered on his clients' goals and priorities. He believes in a client-first approach, helping individuals and families navigate the complexities of the financial markets and achieve their financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Steve works with clients to develop tailored approaches to address their financial needs. Investing involves risk, and Steve is registered to do business in multiple states across the United States. Contact Merrill Lynch Financial Advisor Stephen Smoragiewicz for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.

Merrill Lynch Financial Advisor David Trinkoff, located at 1 Deforest Avenue in Summit, New Jersey, is a premier finance institution with a focus on guiding wealthy families towards their financial goals. With over 50 years of combined experience, the Trinkoff Wattick Group serves a select clientele of business owners, professionals, and corporate executives. David Trinkoff and Michael Wattick, brothers-in-law and business partners, prioritize a family-oriented approach to wealth management, aiming to help clients grow and preserve their wealth for generations. Their personalized process-driven approach ensures that each client receives tailored financial advice and guidance. The team at Merrill Lynch also offers access to the resources of Bank of America, including cash-flow management services and credit capabilities. Recognized as industry leaders, the advisors at Merrill Lynch have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." By prioritizing client relationships and staying abreast of changes in both personal circumstances and financial markets, Merrill Lynch Financial Advisor David Trinkoff provides comprehensive and personalized financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey. The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.

Cliff Williams - Financial Advisor at Ameriprise Financial Services, LLC, located at 300 Executive Drive in West Orange, New Jersey, offers personalized financial planning services to help clients reach their goals. With a focus on retirement, education, and major purchases, Cliff provides investment recommendations tailored to individual risk tolerances. Regular meetings ensure progress is tracked and adjustments are made as needed. Clients can access their accounts and track their goals securely from any device. To learn more and schedule a complimentary consultation, visit the website or contact Cliff Williams directly. Please note that securities business is conducted only in registered states. Ameriprise Financial cannot guarantee future results, but strives to help clients achieve financial success.

Gary Ginsberg is a financial advisor at Ameriprise Financial Services, LLC, located at 300 Executive Drive in West Orange, New Jersey, United States. Gary specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Gary offers complimentary initial consultations to discuss financial planning concepts and determine appropriate investment strategies. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Gary Ginsberg is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Whether you are planning for retirement, education, or a major purchase, Gary is dedicated to helping clients achieve their financial goals.

Joanne Danckwerth - TIAA Wealth Management Advisor is a reputable financial institution located at 5 Becker Farm Road in Roseland, New Jersey, United States. Specializing in wealth management services, Joanne Danckwerth and her team provide personalized financial solutions to help clients achieve their financial goals. With a focus on building and preserving wealth, the institution offers expert advice and guidance to individuals and families looking to secure their financial future. Trustworthy and experienced, Joanne Danckwerth - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for long-term financial success.

Baird Fixed Income Capital Markets, located at 3 Becker Farm Road in Roseland, New Jersey, is a leading finance institution offering a seasoned sales, trading, and analytical platform. Specializing in corporate credit, government and agency, municipal, and securitized products, Baird provides precise trade execution, timely analysis, and unique ideas to its clients. With a focus on transparency, partnership, and a genuine interest in client success, Baird has been a trusted name in fixed income business for over 100 years. Institutions turn to Baird for its teamwork-driven approach, aiming to achieve the best execution for clients through collaboration and dedication. The Sales & Trading and Public Finance departments at Baird are core businesses within the firm, with a nationwide presence and a commitment to expanding product expertise and services. With a focus on both client and associate success, Baird has been recognized as one of the Fortune 100 Best Companies to Work For® since 2004.

Vincent J Dotti, a Financial Advisor at Ameriprise Financial Services, LLC, located at 300 Executive Drive in West Orange, New Jersey, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Vincent provides investment recommendations and portfolio analysis to help you track your progress and make adjustments as needed. By scheduling a complimentary initial consultation, you can learn more about how Vincent can assist you in achieving your financial objectives. As a registered advisor with FINRA, Vincent can conduct securities business with residents of specific states. Take advantage of this opportunity to discuss your financial priorities and start planning for a secure future.

Artie Grossbard - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 Executive Drive, West Orange, New Jersey, United States. With a focus on individual goals and personal risk tolerance, Artie provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular progress reviews and updates ensure that strategies remain aligned with changing life circumstances. Clients can easily access their investments and track their progress towards goals securely from any device. Those interested can schedule a complimentary initial consultation to learn more about how Artie can help them achieve financial success. The institution emphasizes the importance of retirement planning, providing tools such as the Retirement InteractiveSM tool to help clients explore potential challenges and ensure a secure financial future. Backed by the Ameriprise Investment Research Group, clients can trust in expert guidance and market analysis. Securities offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Artie Grossbard is registered in states where securities business is conducted. Get in touch to discuss your financial goals and take the first step towards a more confident financial future.

Jeanette F Chung - Ameriprise Financial Services, LLC is a finance institution located at 300 Executive Drive, West Orange, New Jersey, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track goals. Clients can access their investments and accounts securely from any device. The institution offers information on stock prices and market trends, as well as advice on risk tolerance and investment strategies. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Meetings can be scheduled to discuss financial goals and strategies for a more confident financial future. Referrals are welcome, and clients can expect to hear from the institution soon. Privacy and security are a top priority, and clients can access important disclosures and regulations on the institution's website.

Dan J Hopkins - Ameriprise Financial Services, LLC is a finance institution located at 300 Executive Drive in West Orange, New Jersey, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides an overview of financial planning concepts during a complimentary initial consultation. They emphasize the importance of understanding risk tolerance when making investment decisions. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. The institution values client referrals and strives to help friends and family achieve their financial goals.

Anthony M D'Auria - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 Executive Drive, West Orange, New Jersey, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device securely. The institution provides an overview of financial planning concepts through a complimentary initial consultation. They offer insights on stock market trends and risk tolerance to help clients make informed investment decisions. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Residents of certain states can conduct securities business with Anthony M D'Auria. The institution prioritizes client relationships and aims to help individuals achieve their financial goals.

Bryan H Kossove - Ameriprise Financial Services, LLC is a finance institution located at 300 Executive Drive, West Orange, New Jersey, United States. They offer a variety of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and demonstrate expertise in areas such as asset management, retirement planning, estate planning, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses.

Matthew McKenna is a financial advisor at Ameriprise Financial Services, LLC, located at 300 Executive Drive in West Orange, New Jersey. With a focus on individual goals and risk tolerance, Matthew provides investment recommendations and portfolio analysis to help clients achieve their financial objectives. Regular meetings and updates ensure that strategies are adjusted as life circumstances change. Clients have access to their accounts and progress tracking from any device, securely and conveniently. For those interested in learning more about financial planning concepts and strategies, a complimentary initial consultation can be scheduled. Ameriprise clients benefit from the expertise of the Ameriprise Investment Research Group, which monitors market conditions and provides guidance to advisors and clients.

UBS Financial Services Inc. is a finance institution located at 1000 Harbor Boulevard, Weehawken, New Jersey, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means to you personally, and we strive to turn your financial vision into a reality. Our expertise and attention to detail ensure that our financial advice is finely crafted for what matters most to you. Join our virtual event on April 4th to learn more about the implications of the 2024 election. We offer tailored advice to help you pursue your financial goals today, tomorrow, and for generations to come. Whether you are an individual, family, or company, we can help you create a wealth strategy that supports you at every stage of your life. Our team of experts can assist you in understanding the markets, economy, trends, and investor mindset to help you stay ahead of the curve. We offer a range of solutions to help executives excel and advance the family office industry. With UBS Wealth Way, we can assist you in exploring and pursuing your wealth management needs and goals over different timeframes. Our services include investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. It is important to understand the ways in which we conduct business, and we encourage you to carefully review the agreements and disclosures we provide. Please consult the sales restrictions relating to our services for further information. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer offering securities, trading, brokerage, and related products and services.

Sung Park - Prudential Financial is a reputable finance and insurance agency located at 260 Columbia Avenue in Fort Lee, New Jersey, United States. With a commitment to providing top-notch financial services and insurance products, this institution is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Sung Park - Prudential Financial is here to assist you every step of the way. Trust in their expertise and experience to secure your financial future.

Greenspring Advisors is a leading finance institution located at 650 From Road in Paramus, New Jersey, United States. Specializing in financial advisory services, Greenspring Advisors offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Greenspring Advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management services, Greenspring Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Asta Funding Inc is a finance institution located at 210 Sylvan Avenue in Englewood Cliffs, New Jersey, United States. Specializing in debt management and investment services, Asta Funding Inc offers a range of financial solutions to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to consolidate debt, invest in securities, or explore other financial opportunities, Asta Funding Inc is dedicated to helping you navigate the complex world of finance with confidence and ease.

Merrill Lynch Financial Advisor Samuel Santiago, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers a full range of wealth management services to corporate executives, business owners, and their families. With over 20 years of experience in the financial services industry, Sam Santiago and his team provide personalized investment strategies tailored to each client's unique needs and goals. By combining the industry knowledge and capabilities of Merrill Lynch, they help clients integrate corporate benefits into a long-term financial strategy. Through the Merrill Personal Wealth Analysis™, clients receive a personalized plan centered on their goals and aspirations. With a focus on understanding clients' behavior and financial goals, Sam Santiago helps clients make informed investment decisions and navigate the complexities of the financial markets. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals. Sam Santiago is registered to do business in multiple states and is committed to providing personalized financial solutions to help clients pursue their financial aspirations.

Prospect Capital Advisors is a leading finance institution located at 110 Prospect Street in Summit, New Jersey, United States. With a team of experienced financial advisors, Prospect Capital Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Prospect Capital Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Prospect Capital Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Merrill Lynch Financial Advisor Lisa A Morrison is a finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution prides itself on the recognition its advisors have received from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Morrison, Longo and De Stefano Group, within Merrill Lynch Wealth Management, focuses on delivering "meaning and metrics" to a diverse clientele, including successful corporate executives, business owners, physicians, attorneys, and up-and-coming clients accumulating wealth. The team is known for managing clients' money and emotions during market volatility and helping clients prosper from new opportunities. They provide personalized financial planning, tax efficiencies, and estate planning strategies, with a focus on understanding clients' values, goals, and family dynamics. The team is committed to spending quality time with clients, providing highly individualized service, and building enduring relationships based on trust and understanding. With a dedicated support staff of experienced professionals, clients can expect a seamless and efficient experience, allowing them to focus on the people and passions in their lives.

Merrill Lynch Financial Advisor Kelley A Mack is a prestigious finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, showcasing their commitment to excellence in the financial industry. The team at Merrill Lynch Wealth Management, led by Kelley A Mack, focuses on understanding the individual needs and priorities of their clients, including family, goals, and evolving circumstances. They offer a comprehensive range of services, from risk-managed investing to retirement planning, education planning, gifting, wealth transfer, and more.

Iglika Dimitrova is a reputable finance institution located at 70 Middlesex Avenue in Metuchen, New Jersey, United States. With a focus on providing expert financial services and advice to clients, Iglika Dimitrova offers personalized solutions to help individuals and businesses achieve their financial goals. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complexities of the financial world with confidence and success.

Merrill Lynch Financial Advisor John H Hemmens, located at 100 Campus Drive in Florham Park, New Jersey, offers a range of financial services for retirement benefit plan sponsors, participants, wealthy families, and individuals. With over 15 years of experience, John focuses on creating personalized strategies tailored to each client's financial goals. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and is qualified as a Retirement Benefits Consultant, offering access to Fiduciary Services for retirement plans. John also provides wealth management guidance to individual investors, including professionals, business owners, and corporate executives. He is a Portfolio Manager who can manage investments on a discretionary basis, incorporating various strategies such as individual stocks, bonds, Merrill model portfolios, and third-party investment options. John earned his B.A. and MBA degrees in finance and investments from Rutgers University. In his free time, he enjoys skiing, golfing, and tennis, and is actively involved in supporting his daughters' school and athletic activities. As a Merrill advisor, John focuses on building personalized plans centered on clients' goals and priorities, helping them navigate life's financial complexities and adjust their strategies as needed.

William Andrew Risberg Jr., CFP - UBS Financial Services Inc. is a reputable finance institution located in Westfield, New Jersey, United States. Specializing in wealth management, financial planning, and investment services, the team at UBS Financial Services Inc. is led by certified financial planner William Andrew Risberg Jr. With a focus on providing personalized financial strategies tailored to each client's unique goals and needs, the institution is dedicated to helping individuals and families achieve financial success and security. Trusted by clients for their expertise and commitment to excellence, UBS Financial Services Inc. is a top choice for those seeking professional financial guidance.

Foxs Chase Capitol Partners is a leading finance institution located at 5 Lee Street in Woodbridge Township, New Jersey, United States. With a team of experienced professionals, we provide a wide range of financial services including investment management, advisory services, and strategic planning. Our commitment to excellence and personalized approach sets us apart in the industry, helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Foxs Chase Capitol Partners can help you navigate the complexities of the financial world.

Wright Investment Partners, LLC is a reputable finance institution located at 15 Prospect Lane in Woodbridge Township, New Jersey, United States. With a focus on providing expert financial services and investment solutions, Wright Investment Partners, LLC is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, the experienced team at Wright Investment Partners, LLC is dedicated to providing personalized and comprehensive financial guidance. Contact them today to learn more about how they can help you reach your financial objectives.

Merrill Lynch Financial Advisor Edward T. Donnelly Jr. is a trusted finance institution located at 7 Roszel Road in Princeton, New Jersey, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With a team of talented and experienced professionals, Merrill Lynch offers a full range of wealth management services to corporate executives, business owners, and high net worth families. Edward T. Donnelly Jr. joined Merrill in 2011, bringing with him 20 years of professional experience in the financial services industry. His team combines industry knowledge and capabilities with the global resources of Merrill to provide personalized and trustworthy service to clients. Whether it's managing corporate benefit programs, concentrated stock positions, or important transition events, Edward and his team are dedicated to helping clients achieve their financial goals.

Frank Corrado, Robertson Stephens is a finance institution located at 101 Crawfords Corner Road in Holmdel, New Jersey, United States. Frank, along with his son Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA, offers comprehensive financial life guidance to individuals, families, and business entrepreneurs. With over 15 years of experience, Frank advises clients on various personal finance opportunities such as cash management, investment strategies, tax planning, risk mitigation, and estate planning. In the past 5 years, Frank has also developed life planning and coaching skills to provide a holistic client experience. Before joining Robertson Stephens, Frank was the CEO of Blue Blaze Financial Advisors, where he led a team counseling clients on achieving their optimal life goals. He also served as a Vice President at JP Morgan, providing financial advice on executive compensation programs. Frank began his career at Ernst & Young in New York, working with companies in various industries. Frank graduated summa cum laude with a BS in Finance from Boston College and holds certifications as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Registered Life Planner (RLP®). He and his wife Dawn reside in Holmdel with their four grown children and five grandchildren. In his free time, Frank enjoys spending time with family, socializing with friends, and supporting client relationships.

Christopher M. Andreach - UBS Financial Services Inc. is a finance institution located at 331 Newman Springs Road in Red Bank, New Jersey, United States. They provide a wide range of financial services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, they offer personalized solutions to help clients reach their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Christopher M. Andreach - UBS Financial Services Inc. is dedicated to helping you achieve financial success.