Certified financial planners in Plainsboro Township, New Jersey

Edward Jones - Financial Advisor: James Mekovetz, CFP® is a reputable financial institution located at 4 Market Street in Plainsboro Township, New Jersey, United States. With a focus on providing personalized financial planning services, James Mekovetz, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Edward Jones is committed to helping you make informed decisions and secure your financial future. Contact James Mekovetz today to schedule a consultation and take the first step towards financial success.

Omni 360 Advisors LLC (Formerly Shah Total Planning LLC) is a comprehensive financial institution located at 777 Scudders Mill Road, Plainsboro Township, New Jersey, United States. Our team consists of in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance Agents who are dedicated to partnering with you through life's opportunities and challenges. We offer a 360 approach to creating and implementing powerful life and legacy plans for our clients' long-term success. Our services cater to individuals, families, businesses, retirees, executives, professionals, and young professionals. From tax planning strategies to estate tax and distribution planning, retirement planning, and insurance needs analysis, we provide a wide range of financial support and planning services.

Welcome to NextGen Wealth Counselors - Keka H Rath, CFP® At NextGen Wealth Counselors, we are committed to guiding you towards a prosperous financial future. Led by Keka H Rath, a Certified Financial Planner® with years of experience, our firm specializes in providing personalized financial planning and wealth management services tailored to meet your unique needs and goals.