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TOP 30 Building management for industries in Red Bank, NJ
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Merrill Lynch Financial Advisor Karen Rodriguez
Merrill Lynch Financial Advisor Karen Rodriguez is a wealth management advisor located at 77 Broad Street in Red Bank, New Jersey. With over twenty-five years of experience in the financial industry, Karen specializes in wealth planning and analysis, with a strong background in equities, derivatives, and alternative investments. She works with high-earning individuals and families to help them pursue their financial goals and objectives. Karen holds an M.B.A. in Finance from The University of Chicago Booth School of Business and a B.A. in Economics from Lafayette College, as well as the Chartered Financial Analyst® designation. Karen is actively involved in her community, serving as the Merrill Ambassador for the local chapter of the National Association of Women Business Owners (NAWBO) and participating in organizations such as Impact 100 Jersey Coast and the Monmouth Conservation Foundation. She is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships based on trust.
First National Realty Partners
First National Realty Partners is a finance institution located at 151 Bodman Place in Red Bank, New Jersey, United States. Investors partner with us to acquire necessity-based commercial real estate properties such as grocery-anchored shopping centers, premium multi-family housing, and strategically-located industrial centers. Our stringent investment criteria ensure potential for attractive risk-adjusted returns for our investment partners. We leverage our trusted relationships with national brand tenants to secure profitable deals. Interested individuals can arrange a call with our investor relations team to discuss their goals and objectives, access new properties in our Deal Lobby, and invest online or through a call with our team. Once we close on and assume control of the asset, we distribute income plus capital appreciation to our investor-partners. Our focus on grocery-anchored CRE offers a reliable income and growth opportunity to hedge against portfolio risks. Please note that commercial real estate investment is speculative and subject to risks, and cash distributions and specific returns are not guaranteed. Securities are only available to verified accredited investors. The information provided is for informational purposes only, and investors should seek advice from legal counsel, tax accountants, and IRA servicers before making any investment decisions. FNRP is not affiliated with any trademark holders mentioned.
Rosenberg & Fecci Consulting
Rosenberg & Fecci Consulting is a full-service financial consulting firm located at 331 Newman Springs Road in Red Bank, New Jersey, United States. Specializing in accounting and finance, we deliver the industry's highest quality field examinations and specialized financial services. Our team strives to provide clients with professional insights to assist in their decision-making process. With valued partnerships across various industries, we can accommodate all field exam needs, including ABL, factor, commodity, recurring revenue, forensic, and more. Our due diligence services range from standard collateral field examinations to complex commodity exams, catering to lenders of all sizes. No engagement is too small or too large, as we approach each assignment with equal energy and importance. We believe in providing unique solutions tailored to each client's specific needs, whether it be minimizing lending risks, valuing collateral assets, or improving management controls.
Merrill Lynch Financial Advisor Michael J. Holden
Merrill Lynch Financial Advisor Michael J. Holden is a finance institution located at 77 Broad Street, Red Bank, New Jersey, United States. The institution, known as CH Wealth Management Group, prioritizes their clients' needs and goals. With over 50 years of combined financial services experience, the team at CH Wealth Management Group is dedicated to the long-term well-being of their clients and their families. They work with a diverse range of clients, including corporate executives, physicians, attorneys, and business owners, providing strategic advice and guidance to help achieve their financial goals. The team at CH Wealth Management Group believes in creating personalized financial approaches tailored to each client's unique aspirations and priorities.
Michael Guido, CFP - UBS Financial Services Inc.
Michael Guido, CFP - UBS Financial Services Inc. is a reputable finance institution located in Red Bank, New Jersey, United States. Specializing in financial planning and investment management, the institution is led by Michael Guido, a Certified Financial Planner with years of experience in the industry. Clients can expect personalized financial advice and tailored investment strategies to help them reach their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Michael Guido, CFP - UBS Financial Services Inc. is a trusted partner for individuals and families looking to secure their financial future.
Merrill Lynch Financial Advisor Brett Palumbo
Merrill Lynch Financial Advisor Brett Palumbo is a finance institution located at 77 Broad Street, Red Bank, New Jersey, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We offer resources, investment choices, and strategies to help you position yourself for the retirement lifestyle you desire. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. We are proud to participate in the communities we serve, sponsoring local organizations such as The State Theatre of NJ and the Arc of Monmouth. Our mission is to understand your goals and priorities, helping you pursue financial success and manage investment risk. With access to investment insights and banking solutions, we work with you to develop a personalized plan to address your financial needs. Let's work together to help you achieve your goals and navigate the financial landscape.
Merrill Lynch Financial Advisor Stephanie Malewski
Merrill Lynch Financial Advisor Stephanie Malewski is located at 77 Broad Street in Red Bank, New Jersey, United States. With over 25 years of experience in the financial services industry, Stephanie joined Merrill Lynch Wealth Management in 2013. She is dedicated to helping clients achieve their short- and long-term financial objectives by providing personalized investment guidance. Stephanie holds a bachelor's degree in Psychology from Fordham University, graduating Magna Cum Laude with honors. She is actively involved in supporting the community, particularly in areas such as the environment, special needs individuals, and the arts. Stephanie is committed to putting her clients first and providing outstanding service to help them plan for their futures. She believes in building enduring relationships with individuals, families, businesses, and non-profit organizations by understanding their values and objectives. Stephanie also holds Series 7 and Series 66 FINRA registrations, as well as licenses in NJ and FL for Life and Health Insurance. She has earned the CFP® marks as a CERTIFIED FINANCIAL PLANNER™ professional.
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