Business advisory in Montvale, New Jersey

Summit Advisory Group is a leading finance institution located at 155 Chestnut Ridge Road in Montvale, New Jersey, United States. Our team of experienced financial advisors offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, our dedicated team is here to provide personalized solutions to meet your needs. With a commitment to excellence and a focus on building long-term relationships with our clients, Summit Advisory Group is your trusted partner in financial success.

KPMG is a renowned accounting and finance institution located at 51 Chestnut Ridge Road in Montvale, New Jersey, United States. With a global presence and a reputation for excellence, KPMG offers a wide range of services including audit, tax, and advisory services to clients across various industries. Known for their commitment to quality and integrity, KPMG is a trusted partner for businesses seeking expert financial guidance and solutions.

H Landazabal & Co is a reputable accounting and finance institution located at 28 West Grand Avenue in Montvale, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, H Landazabal & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances. Visit their office today to see how they can help you secure a strong financial future.

KPMG LLP, located at 3 Chestnut Ridge Road in Montvale, New Jersey, is a leading institution in the fields of accounting and finance. They are known for creating a caring, inclusive, Purpose-led, and Values-driven culture. Working with a wide range of clients, from asset management firms to energy companies, KPMG helps organizations make bold decisions for future success. They provide expertise in navigating regulatory changes, operational pressures, and technological advancements to help clients prepare for the future. With a global network of professionals, KPMG delivers meaningful results and objective assurance to clients worldwide. Whether it's transforming biotechnology companies or helping entrepreneurs build successful businesses, KPMG is dedicated to creating lasting value and responsible growth for their clients. By signing up for personalized content, clients can access relevant information and viewpoints from KPMG leaders and experts. As part of the KPMG network of independent firms, KPMG International Limited does not provide services to clients directly, but collaborates with member firms to deliver exceptional results.

Welcome to Health Monitor Network, your premier destination for targeted healthcare marketing solutions. Located at 11 Philips Parkway, Montvale, New Jersey, we are proud to be the leading platform that builds brands and empowers patients through innovative and impactful content. At Health Monitor Network, we offer the broadest reach in the industry, connecting with over 250,000 physician offices nationwide. Our comprehensive range of digital and print solutions ensures greater scale, precise targeting, and unparalleled efficiency, all designed to maximize your brand's impact.

FCM Travel is a travel agency located at 5 Paragon Drive, Montvale, New Jersey, United States. At FCM, we pride ourselves on being the alternative for business travel. We believe in making business trips enjoyable, not just about reaching a destination. We create global connections, think differently, and travel better. With FCM, you have the flexibility to set the terms of your business travel. Our mission is to change business travel sustainably. Our modern platform, combined with top-notch customer service, ensures you travel relaxed and arrive safely. From extraordinary travel experiences to cost-saving strategies, expense tracking, data transparency, and more, we help you travel differently in the future. Stay up-to-date with all the latest news and useful information at your fingertips. Over the years, we have received prestigious awards that we are proud of. Check out our best achievements, thanks to our legendary employees and their unique skills in Travel Management. Take your travel program to the next level. Talk to our experts at FCM Travel.

Sally McLeod - Financial Advisor is a finance institution located at 50 Chestnut Ridge Road, Montvale, New Jersey, United States. Managing your wealth begins with a deep understanding of your full financial picture. The institution offers personalized wealth management strategies, access to investment insights from Merrill and banking solutions from Bank of America. The financial advisor focuses on your family, goals, and priorities, adapting to changes over time. They work to help you pursue your financial goals through a personalized plan. By understanding your aspirations and priorities, they provide tailored solutions to help you achieve your goals. The institution offers tools to track changes in your life and financial approach, ensuring you stay on track to reach your objectives. With a dedicated Merrill advisor, you can receive personalized investment strategies and comprehensive financial solutions from Bank of America. Sally McLeod is registered to do business in multiple states and holds the Chartered Retirement Plans Specialist™ certification. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and financial planning services to help you achieve your financial goals.

Merrill Lynch Financial Advisor Charles I. Slater is a finance institution located in Montvale, New Jersey, United States. Charles I. Slater has been in the financial services industry since 1989 and leads a team that specializes in working with high net worth clients and corporate retirement plans. The team focuses on developing, implementing, and reviewing customized financial strategies for individuals, families, and businesses, with the goal of helping clients achieve their financial goals and expectations while managing risk appropriately. They also provide tax planning and wealth strategies to benefit their clientele. Charles I. Slater holds various FINRA registrations and licenses and is dedicated to building long-term relationships with clients, helping them establish financial strategies based on their individual needs and goals. The team at Merrill Lynch Wealth Management offers personalized investment and banking services through Bank of America, N.A. to help clients meet their financial goals.

Merrill Lynch Financial Advisor Dennis Cordova is a finance institution located in Montvale, New Jersey, United States. Dennis Cordova has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2019. He is a CERTIFIED FINANCIAL PLANNER™ professional with a bachelor's degree in Finance from Penn State University. Dennis focuses on developing strategies and offering guidance for individuals, families, and businesses to help them achieve their short and long-term financial objectives. He and his wife Caitlin are active in the community and live in Warwick, NY with their three children. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™ and is supported by a team of experienced professionals dedicated to building strong client relationships. They work closely with clients to identify and define their goals, creating a financial strategy tailored to their investment style and life plan. By understanding clients' goals and priorities, they can customize their approach to help them pursue what matters most. The institution prioritizes staying updated on clients' changing life circumstances and financial goals to ensure they stay on track. Dennis Cordova is registered to do business in multiple states and holds the CFP® certification. The institution offers a range of services including investment advisory, financial planning, and more. It is important to consult legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Mark L Rosalimsky is a finance institution located in Montvale, New Jersey, United States. Mark has over 35 years of experience in the financial services industry and takes a holistic approach to wealth management, offering advice on all aspects of a client's financial affairs. He believes in collaborative and educational client relationships, with a focus on frequent communication and high standards of service. Mark works with a team of specialists and utilizes the resources of the firm to address complex financial matters. In addition to personalized investment advice, Mark has expertise in insurance, small business 401k, and pension plan design. He holds the CLU® professional designation and graduated from the State University of New York at Binghamton with a Bachelor of Arts in Economics. Mark is actively involved in his community, serving on various Boards and Committees of local schools and synagogues. He is also an avid history buff and long-distance runner, having completed three marathons. Mark's community involvement is an integral part of his client interactions, and he is dedicated to volunteering and fundraising for various organizations. As a Merrill Lynch Wealth Management Advisor, Mark focuses on building strong client relationships based on trust and personalized service. He believes in creating personalized financial plans centered on client goals and priorities, with a focus on adapting to life changes and market fluctuations. Mark is registered to do business in several states and is committed to helping clients achieve their financial goals through thoughtful planning and investment strategies.