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TOP 30 Business advisory and consulting in Montclair, NJ
5 results found
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Vigilaire Tax And Financial Services
Vigilaire Tax And Financial Services is a reputable institution located at 29 Northfield Avenue in West Orange, New Jersey, United States. Specializing in accounting, finance, and legal services, we cater to individuals and businesses looking for expert guidance in managing their financial affairs. Our team is dedicated to providing personalized solutions to meet your specific needs and help you maximize your returns. With years of experience in the industry, we have built a strong reputation for delivering top-quality advisory services tailored to each client's unique financial situation. Our clients have consistently praised our expertise and professionalism, and we are confident that you will have a positive experience working with us.
Merrill Lynch Financial Advisor Todd J. Dates
Merrill Lynch Financial Advisor Todd J. Dates is a finance institution located at 1700 New Jersey 23, Wayne, New Jersey, United States. Todd Dates began his career in financial services in 1998 and has a bachelor's degree from Montclair State University. He believes in building successful client relationships through exemplary service, focusing on accuracy, responsiveness, and proactive communication. Todd, along with his wife and two sons, resides in Wayne and enjoys exercising and running. The institution offers personalized financial planning centered around clients' goals and priorities, with a focus on long-term success. Todd Dates is committed to helping clients navigate their financial future and achieve their goals by collaborating with other professional advisors. The institution believes in the power of a dedicated team of Merrill Lynch Wealth Management Advisors to help clients navigate the financial landscape. Todd Dates is registered to do business in various states and offers personalized investment strategies tailored to each client's unique needs and financial situation. Investing involves risk, and past performance does not guarantee future results. Clients are advised to consult their legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services to help clients live their best financial life.
Andrew Sorger
Andrew Sorger is a finance institution located at 33 Plymouth Street in Montclair, New Jersey, United States. As a Financial Advisor, Financial Services Executive, and Investment Advisor Representative, Andrew is dedicated to helping individuals, families, and small businesses build, grow, and protect their wealth and financial futures. With a comprehensive approach, Andrew helps clients define their financial goals and objectives, working together to create a long-term plan to meet these goals. Andrew, who was born and raised in Montclair, has a background in finance, capital markets, and investment management. He graduated with honors from Drew University and holds an MBA in Finance from Columbia University Business School. Andrew also holds the RICP designation (Retirement Income Certified Professional®) and teaches financial education at major US companies.
Patrick Garcia - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Garcia - Financial Advisor, Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Patrick provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Background and qualification information can be found on FINRA's BrokerCheck website. The institution is committed to diversity, inclusion, and creating a better future for all. A complimentary initial consultation is available for those interested in learning more about how Patrick can help them secure a more confident financial future.
Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Sara Koshan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 491 Bloomfield Avenue in Montclair, New Jersey, United States. Sara holds multiple certifications including 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®. Sara specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Sara is committed to helping clients achieve their financial goals and maximize their wealth management opportunities. Contact Sara Koshan today for expert financial advice and personalized investment strategies.
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