Comprehensive financial planning services in Montclair, NJ
31 results found
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Solomon Financial Consulting
● OpenSolomon Financial Consulting is a premier accounting and finance institution located at 202 Park Street in Montclair, New Jersey, United States. With a team of experienced professionals, we provide comprehensive financial consulting services to individuals and businesses. Our services include tax preparation, financial planning, investment advice, and more. Trust Solomon Financial Consulting to help you navigate the complexities of the financial world and achieve your financial goals.
202 Park St, Montclair, NJ 07042, United States -
Bautis Financial
● OpenBautis Financial is a reputable finance institution located at 8 Hillside Avenue in Montclair, New Jersey, United States. We specialize in providing comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to helping clients navigate the complexities of personal finance and make informed decisions about their money. Whether you are planning for retirement, saving for college, or building wealth for the future, Bautis Financial is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
8 Hillside Ave Suite LL1, Montclair, NJ 07042, United States -
Murnick Financial Group
● OpenMurnick Financial Group is a finance institution located at 141 Gordonhurst Avenue in Montclair, New Jersey, United States. With a focus on providing comprehensive financial services, Murnick Financial Group offers a range of solutions to help clients achieve their financial goals. From investment management to retirement planning, the experienced team at Murnick Financial Group is dedicated to providing personalized and professional service to each client. Whether you are looking to grow your wealth or secure your financial future, Murnick Financial Group is here to help you every step of the way.
141 Gordonhurst Ave, Montclair, NJ 07043, United States -
Jill Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJill Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution specializing in providing comprehensive financial planning and wealth management services. Jill Williams holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Jill Williams is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jill Williams is committed to providing personalized and knowledgeable guidance to help you secure your financial future.
491 Bloomfield Ave Ste 104, Montclair, NJ 07042, United States -
Dick Mitchell - Ameriprise Financial Services, LLC
● OpenDick Mitchell - Ameriprise Financial Services, LLC is a finance institution located at 28 Valley Road, Montclair, New Jersey, United States. The institution offers a range of certifications and designations for financial professionals to enhance their expertise and provide specialized services to clients. These certifications include 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on professionalism, ethics, and expertise in the field of finance.
28 Valley Rd Suite 1, Montclair, NJ 07042, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable financial institution located at 105 Grove Street in Montclair, New Jersey, United States. As a leading finance company, Raymond James offers a wide range of financial services including investment management, wealth planning, retirement planning, and more. With a team of experienced financial advisors and a commitment to providing personalized solutions for their clients, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit them today to learn more about their comprehensive financial services.
Brass Works, 105 Grove St, Montclair, NJ 07042, United States -
Edward Jones - Financial Advisor: James M Kelly, CFP®
● OpenEdward Jones - Financial Advisor: James M Kelly, CFP® is a reputable finance institution located at 622 Valley Road in Montclair, New Jersey, United States. Specializing in providing personalized financial planning services, James M Kelly, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James M Kelly, CFP® is committed to helping individuals and families secure their financial futures.
622 Valley Rd #7, Upper Montclair, NJ 07043, United States -
Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenSara 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.
491 Bloomfield Ave Ste 104, Montclair, NJ 07042, United States -
CFS Montclair
● OpenCFS Montclair is a trusted finance, insurance agency, and lawyer institution located at 103 Eisenhower Parkway in Roseland, New Jersey, United States. With a team of experienced professionals, we provide comprehensive financial planning, insurance solutions, and legal services to meet the diverse needs of our clients. Whether you are looking to secure your financial future, protect your assets, or navigate legal matters, CFS Montclair is dedicated to providing personalized and reliable guidance every step of the way. Contact us today to learn more about how we can help you achieve your goals.
103 Eisenhower Pkwy 2nd floor, Roseland, NJ 07068, United States -
John Nasisi - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Nasisi - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. John Nasisi holds various 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®. These certifications showcase his expertise in asset management, retirement planning, estate planning, investment management, and more. John Nasisi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to continuing education and ethical standards ensures that clients receive the highest level of service and expertise in the field of financial planning and investment management.
75 Midland Ave Ste 2, Montclair, NJ 07042, United States -
Bowden Group Bookkeeping and Controller Services
● OpenWelcome to Bowden Group Bookkeeping and Controller Services, your trusted partner in accounting and financial management located in the heart of Montclair, New Jersey. Situated at 18-20 Lackawanna Plaza, we specialize in providing comprehensive bookkeeping and controller services tailored to meet the unique needs of businesses of all sizes. Our experienced team is dedicated to delivering accurate, timely, and insightful financial solutions that empower you to make informed decisions and drive your business forward. Whether you need assistance with day-to-day bookkeeping, financial reporting, or strategic financial planning, Bowden Group is here to support your success. Discover the peace of mind that comes with having a reliable financial partner by your side. Contact us today to learn more about how we can help streamline your financial operations and enhance your business's financial health.
18-20 Lackawanna Plaza, Montclair, New Jersey 07042, United States -
Jessica E Palatucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jessica E Palatucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey. As a distinguished finance expert, Jessica E Palatucci brings a wealth of knowledge and specialized credentials to help clients achieve their financial goals. Jessica holds multiple prestigious certifications, each reflecting a commitment to excellence and ethical standards in financial advisory services. With an AAMS™ certification, Jessica is skilled in applying investment concepts to real-world asset management scenarios, focusing on asset allocation, investment strategies, and estate planning. Her expertise extends to serving domestic partners through the ADPA™ designation, which encompasses wealth transfers, federal taxation, and retirement planning.
75 Midland Avenue, Montclair, New Jersey 07042, United States -
Moving Insurance LLC
● OpenMoving Insurance LLC is a reputable insurance agency located at 209 Cooper Avenue in Montclair, New Jersey. We specialize in providing comprehensive insurance coverage for all your moving needs. Our experienced team is dedicated to protecting your belongings during transportation, ensuring peace of mind throughout the moving process. With Moving Insurance LLC, you can trust that your valuables are in safe hands. Contact us today for a personalized insurance plan tailored to your specific requirements.
209 Cooper Ave # 7, Montclair, NJ 07043, United States -
Steven Snoha - State Farm Insurance Agent
● OpenSteven Snoha - State Farm Insurance Agent is a reputable insurance agency located at 23 Church Street in Bernards, New Jersey. Owned by Steven Snoha, a graduate of Montclair State University, this agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and State Farm Financial Services. With a dedicated team of professionals, they are also available to assist small business owners with Commercial Insurance quotes. Recognized for their outstanding service, the agency has received several State Farm awards including Ambassador Travel qualifier, Honor Club recipient, and Chairman's Club recipient. The team is committed to helping clients create Personal Price Plans that fit their budget and needs. They offer various communication options such as phone, email, video chat, and walk-ins for convenience.
23 Church St, Basking Ridge, NJ 07920, United States -
Melanie Ciappi - State Farm Insurance Agent
● OpenMelanie Ciappi - State Farm Insurance Agent is a reputable insurance agency located at 175 Broad Avenue in Fairview, New Jersey, United States. While online quoting is not currently available, customers are encouraged to call, text, visit, or ask for a quote in person. The second-generation State Farm Agent, Melanie Ciappi, is a proud New Jersey native and Montclair State University alumni who is actively involved in the community. She serves as a Board Member for the American Foundation of Suicide Prevention, volunteers for Cancer Hope Network, and is a member of the Borough of Fairview Chamber of Commerce. Melanie Ciappi and her team offer a range of insurance services including life insurance, auto insurance, home insurance, renters insurance, and commercial insurance. They are now also offering pet insurance for cats and dogs in New Jersey. Their goal is to help the community feel like family while making everyday risks more manageable with State Farm's insurance products.
175 Broad Ave Ste 4, Fairview, NJ 07022, United States -
Roundout Wealth Management Inc
● OpenRoundout Wealth Management Inc is a leading finance institution located at 14 Amelia Street in the vibrant city of Montclair, New Jersey, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Trust Roundout Wealth Management Inc to help you navigate the complexities of the financial world and secure a prosperous future.
14 Amelia St, Montclair, NJ 07042, United States -
Andrew Sorger
● OpenAndrew 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.
33 Plymouth St Suite 205, Montclair, NJ 07042, United States -
Avis Car Rental
● OpenWelcome to Avis Car Rental in Montclair, New Jersey, your trusted partner for quality car rentals. Conveniently located at 575 Valley Road, we offer a wide range of vehicles to suit your travel needs, whether you're planning a family trip, a business journey, or just a weekend getaway. Special Offer: Enjoy one day free of daily time and mileage charges when you rent an intermediate (Group C) to a full-size four-door (Group E) car for a minimum of three days. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items such as Loss Damage Waiver (LDW) and other surcharges may also apply. This offer is not valid for one-way rentals and cannot be combined with any other promotions.
575 Valley Road, Montclair, New Jersey 07043, United States -
Northkit Roofing
● OpenWelcome to Northkit Roofing – Your Trusted Roofing Experts in New Jersey Located at 10 Village Park Road, Cedar Grove, NJ, Northkit Roofing is your premier destination for top-notch roofing and general contracting services. Serving Essex, Passaic, Morris, and Bergen Counties, we pride ourselves on delivering quality, reliability, and stunning design in every project we undertake. Whether your job is large or small, we are committed to ensuring complete satisfaction with our comprehensive roofing solutions.
10 Village Park Road, Cedar Grove, New Jersey 07009, United States -
Elliot M. Baumgart
● OpenWelcome to Elliot M. Baumgart, your trusted partner in accounting, finance, and legal services, conveniently located at 52 Upper Montclair Plaza, Montclair, New Jersey. We are dedicated to providing comprehensive and personalized solutions to meet the diverse needs of our clients. Whether you're an individual seeking tax assistance, a business in need of financial planning, or require expert legal advice, our team of experienced professionals is here to help. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Visit us today and discover how we can support your financial and legal endeavors with the utmost precision and care.
52 Upper Montclair Plaza, Montclair, New Jersey 07043, United States -
Baker & Associates
● OpenWelcome to Baker & Associates, your trusted partner in accounting and financial services, conveniently located at 209 Cooper Avenue in the heart of Montclair, New Jersey. At Baker & Associates, we are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to helping you navigate the complexities of accounting, tax preparation, financial planning, and business consulting with precision and integrity. Whether you are a small business owner seeking expert advice or an individual in need of tax assistance, Baker & Associates is here to support your financial journey. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
Burton Cieri Del Sordi & Co
● OpenWelcome to Burton Cieri Del Sordi & Co, your trusted partner in accounting and financial services, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services designed to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial advisory services. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that help our clients achieve their financial goals.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
Leidl Maureen A CPA
● OpenWelcome to Leidl Maureen A CPA, your trusted partner in accounting and finance located in the heart of Montclair, New Jersey. Situated at 223 Lorraine Avenue, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community. With a commitment to accuracy, integrity, and personalized service, we offer a comprehensive range of accounting solutions tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experienced team is here to guide you every step of the way. At Leidl Maureen A CPA, we pride ourselves on building lasting relationships with our clients, ensuring their financial well-being and success.
223 Lorraine Avenue, Montclair, New Jersey 07043, United States -
Sturcke & Associates
● OpenWelcome to Sturcke & Associates, your trusted partner in accounting and finance, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and personalized service, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting. At Sturcke & Associates, we understand the unique challenges you face and provide tailored solutions to meet your specific needs. Whether you are a small business owner seeking strategic financial advice or an individual looking for expert tax assistance, we are here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of accounting and finance with confidence and ease.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
Krys Hall,CPA
● OpenWelcome to Krys Hall, CPA – Your Trusted Partner in Accounting and Finance Solutions Located at 34 Valley Road, Montclair, New Jersey, Krys Hall, CPA is your go-to destination for comprehensive accounting and financial services tailored to meet the unique needs of individuals and businesses alike. With a commitment to excellence and a personalized approach, we provide a wide range of services, including tax preparation, bookkeeping, financial planning, and business consulting.
34 Valley Road, Montclair, New Jersey 07042, United States -
Petra's Bookkeeping
● OpenWelcome to Petra's Bookkeeping, your trusted partner in accounting and finance solutions. Conveniently located at 42 Saint Lukes Place, Montclair, New Jersey, we are dedicated to serving the financial needs of individuals and small businesses in our community. At Petra's Bookkeeping, we offer a comprehensive range of services including bookkeeping, payroll management, tax preparation, and financial consulting. Our team of experienced professionals is committed to delivering personalized and reliable service, ensuring your financial records are accurate and up-to-date. Whether you are looking to streamline your business operations or need expert advice on financial planning, Petra's Bookkeeping is here to help you achieve your goals with confidence. Visit us today and experience the difference of working with a team that truly cares about your success.
42 Saint Lukes Place, Montclair, New Jersey 07042, United States -
State Farm Insurance
● OpenWelcome to State Farm Insurance, your trusted insurance agency located at 216 Old Tappan Road, Old Tappan, New Jersey 07675. We are committed to helping you protect what matters most – your family, your belongings, and your financial well-being. Our dedicated agent, Joe Rubino, is here to assist you with all your insurance needs and help you create a personalized coverage plan that fits your lifestyle and budget. Auto Insurance: We offer a variety of auto insurance options tailored to your needs, whether you're a new driver, business traveler, or collector. With safe driving rewards, bundling options, and discounts available, you can save more while ensuring comprehensive coverage. Please note that all auto insurance quotes are provided through our agents. Call us during business hours to create your Personal Price Plan.
216 Old Tappan Road, Old Tappan, New Jersey 07675, United States -
Dan DeSimone - State Farm Insurance Agent
● OpenWelcome to Dan DeSimone - State Farm Insurance Agent, your trusted partner in Englewood, New Jersey for all your insurance needs. Conveniently located at 105 North Dean Street, our agency is dedicated to providing you with personalized insurance solutions to protect what matters most to you—your family, assets, and future. At Dan DeSimone's agency, we understand the importance of saving money while ensuring comprehensive coverage. Our team is here to help you customize a Personal Price Plan that fits your lifestyle and budget. Whether you need auto insurance, home insurance, renters insurance, or coverage for your recreational vehicles, we have a range of options designed to meet your specific needs. Enjoy potential savings with safe driving rewards, bundling options, and various discounts.
105 North Dean Street, Englewood, New Jersey 07631, United States -
Logistics Insurance
● OpenWelcome to Logistics Insurance, your trusted partner in comprehensive insurance solutions located in the heart of Montclair, New Jersey. Situated at 209 Cooper Avenue, our agency is dedicated to providing tailored insurance services designed to meet the diverse needs of our clients. Whether you are a business owner seeking protection for your logistics operations or an individual looking for personalized coverage, our experienced team is here to guide you every step of the way. At Logistics Insurance, we pride ourselves on our commitment to customer satisfaction and our deep understanding of the insurance landscape. Our experts work closely with you to identify risks and craft insurance plans that offer peace of mind and financial security. We offer a wide range of insurance products, including commercial vehicle insurance, cargo insurance, liability coverage, and more, ensuring that you receive the best protection for your specific requirements.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
TD Bank
● OpenWelcome to TD Bank Montclair, your local partner in banking and financial services. Conveniently located at 233 Bloomfield Avenue, Montclair, New Jersey, our branch offers a comprehensive suite of services to meet all your banking, finance, and investment needs. At TD Bank, we believe in providing personalized service with a human touch. Our dedicated Relationship Managers and team of wealth professionals are here to guide you through private banking, credit, investment, and financial planning. Work with a TD Financial Advisor to create a detailed Client Profile and develop a customized TD Wealth Plan that aligns with your unique financial goals.
233 Bloomfield Avenue, Montclair, New Jersey 07042, United States
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