Business finance expertise 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.

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.

Kaplan, Plavin & Steinhardt, LLP is a reputable accounting and finance institution located at 10 Paragon Drive in Montvale, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.

Beacon CPA is a reputable accounting and finance institution located at 50 Chestnut Ridge Road in Montvale, New Jersey. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and consulting. We are committed to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. With a focus on integrity and excellence, Beacon CPA is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Rausa, Barlotta & Associates, PA is a reputable accounting and finance firm located at 85 Chestnut Ridge Road in Montvale, New Jersey, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.

Purchase With TLC is a reputable accounting and finance institution located at 19 Cottage Avenue in Montvale, New Jersey. Our team of experienced professionals is dedicated to helping individuals and businesses make sound financial decisions with tender loving care. Whether you need help with budgeting, investing, tax preparation, or any other financial need, Purchase With TLC is here to provide expert guidance and support. Trust us to handle your finances with care and expertise.

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.

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.

Welcome to Embassy Funding LLC Located at 210 Summit Avenue in the charming town of Montvale, New Jersey, Embassy Funding LLC is your trusted partner in financial solutions. As a premier provider of funding services, we specialize in assisting embassies and international organizations with their unique financial needs.

Welcome to Cofinance Team, your trusted partner for comprehensive accounting and finance solutions, conveniently located at 72 Summit Avenue, Montvale, New Jersey. Our team of experienced professionals is dedicated to providing personalized financial services to meet the unique needs of both individuals and businesses. Whether you're seeking expert tax preparation, strategic financial planning, or accurate bookkeeping, Cofinance Team is here to help you achieve your financial goals with precision and integrity. We pride ourselves on building strong relationships with our clients, offering tailored advice and innovative solutions to ensure your financial success. Visit us today to discover how our expertise can make a difference in your financial journey.

Welcome to Purchase With TLC, your trusted partner in accounting and finance located in the heart of Montvale, New Jersey. Situated at 19 Cottage Avenue, our firm is dedicated to providing personalized and comprehensive financial services tailored to meet the unique needs of each client. At Purchase With TLC, we pride ourselves on our meticulous attention to detail and commitment to helping individuals and businesses achieve their financial goals with confidence and clarity. Whether you require expert bookkeeping, tax preparation, financial planning, or business consulting, our team of experienced professionals is here to guide you every step of the way. Discover the difference that personalized care and expertise can make in your financial journey. Visit us today and let Purchase With TLC help you navigate your financial future with precision and care.

Welcome to Broad Financial LLC, your trusted partner in financial services located in the heart of Montvale, New Jersey. Situated at 1 Paragon Drive, Broad Financial LLC is dedicated to providing innovative and personalized financial solutions to meet the diverse needs of our clients. Our experienced team is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation with integrity and expertise. At Broad Financial LLC, we understand that each client’s financial journey is unique. Whether you're planning for retirement, looking to grow your investments, or seeking comprehensive financial advice, we tailor our services to align with your specific goals and aspirations. Our client-focused approach ensures that you receive the attention and customized strategies you deserve.

Welcome to Corporate Real Estate Services, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 25 Philips Parkway, Montvale, New Jersey, we specialize in delivering tailored real estate solutions that meet the unique needs of businesses and investors. With a deep understanding of the local market and a commitment to excellence, we offer a comprehensive range of services, including property acquisitions, leasing, and strategic real estate consulting. Our experienced team is dedicated to providing personalized service and expert guidance, ensuring that you make informed decisions and achieve your real estate goals. Whether you're looking to expand your business footprint or optimize your property portfolio, Corporate Real Estate Services is here to help you succeed. Visit us at our Montvale office or contact us today to discover how we can assist you in achieving your real estate objectives.