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TOP 30 Comprehensive financial planning services in Passaic, NJ
26 results found
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Zambito Financial Services Corp. / Matthew Zambito, CPA, CFP, MS
Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.
Polo Financial Consulting
Polo Financial Consulting is a reputable accounting and finance institution located at 80 East Passaic Avenue in Nutley, New Jersey, United States. With a team of experienced professionals, Polo Financial Consulting offers a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Whether you are an individual or a business owner, Polo Financial Consulting is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.
Victoria McMahon Croce, Bankers Life Agent and Bankers Life Securities Financial Representative
Victoria McMahon Croce is a highly skilled Financial Advisor and Insurance Agent at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. located in Rochelle Park, New Jersey. With a focus on providing top-notch insurance options, Victoria and her team offer a wide range of products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized for her expertise and dedication, Victoria was awarded as a 2024 Top Women Financial Advisor at Bankers Life. Specializing in Medicare Advantage plans, Victoria can help you navigate the complex world of healthcare coverage to find the plan that best suits your needs. With Medicare Advantage offering comprehensive coverage, including prescription drug benefits and low monthly premiums, Victoria can guide you through the process to ensure you have the right plan in place.
Frank V Gonnella - Financial Advisor, Ameriprise Financial Services, LLC
Frank V Gonnella is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Ave, Fairfield, New Jersey, United States. Frank V Gonnella 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®. Frank V Gonnella provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Frank V Gonnella is dedicated to helping clients achieve their financial goals.
James Kahrar - Financial Advisor, Ameriprise Financial Services, LLC
James Kahrar is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue, Fairfield, New Jersey, United States. James 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®, CFMA®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, James provides comprehensive financial services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of divorce financial planning, James Kahrar can provide expert guidance tailored to your specific needs. Contact James Kahrar at Ameriprise Financial Services, LLC for personalized financial advice and strategies to help you achieve your financial goals.
Frank Jaffe - Financial Advisor, Ameriprise Financial Services, LLC
Frank Jaffe is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Frank Jaffe 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 demonstrate Frank Jaffe's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Frank Jaffe is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and seniors.
Daniel Vidovich - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Vidovich is a Financial Advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Daniel 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 demonstrate Daniel's expertise in asset management, retirement planning, estate planning, investment management, and more. Contact Daniel Vidovich for comprehensive financial advice and services.
Nikolas Butkov - Financial Advisor, Ameriprise Financial Services, LLC
Nikolas Butkov is a Financial Advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Nikolas Butkov 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nikolas Butkov's expertise in asset management, estate planning, investment strategies, retirement planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Nikolas Butkov is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals."
Anthony Pio Costa IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Pio Costa IV - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. 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, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on education and expertise, Anthony Pio Costa IV - Private Wealth Advisor is dedicated to providing top-notch financial services to their clients.
BMS Financial Services
BMS Financial Services is a reputable finance institution located at 875 Main Avenue in Passaic, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Easy Tax & Multi-Services
Easy Tax & Multi-Services is a trusted institution located at 173 Passaic Street in Passaic, New Jersey, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch assistance for all your tax and financial needs. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help. With years of experience and expertise, you can trust Easy Tax & Multi-Services to handle your finances with accuracy and precision. Contact us today to learn more about how we can assist you with all your accounting and financial needs.
NP Services LLC
NP Services LLC is a reputable institution located at 92 Broadway in Passaic, New Jersey, United States. Specializing in accounting, finance, and health services, NP Services LLC provides top-notch professional expertise to individuals and businesses alike. With a team of experienced professionals, they offer comprehensive financial planning, tax preparation, bookkeeping, and healthcare consulting services. Trust NP Services LLC to provide reliable and efficient solutions to meet all your financial and healthcare needs.
State Farm Insurance : Lou Ingles
State Farm Insurance: Lou Ingles is an insurance agency located at 256 U.S. 206, Hillsborough Township, New Jersey, United States. The agency is led by Lou Ingles, who has been a State Farm agent since 2012 and has years of experience in the insurance industry. The friendly and knowledgeable team at State Farm Insurance: Lou Ingles is dedicated to serving customers in New Jersey for all their insurance and financial services needs. They offer Personal Price Plans for Auto Insurance, Homeowners Insurance, Boat Insurance, Condo Insurance, Renters Insurance, and Life Insurance. The agency also assists small business owners and offers free Notary services. State Farm Insurance: Lou Ingles is conveniently located for residents in Somerset, Middlesex, Mercer, Hunterdon, Morris, Sussex, Warren, and Passaic counties. Customers can visit the agency's website to make payments, file claims, obtain ID cards, and view policies. The agency's mission is to listen to customers, assist them with their future goals, and provide exceptional service. Customers are encouraged to contact State Farm Insurance: Lou Ingles for a free review of their insurance needs. The agency is committed to protecting customers and their families from the unexpected with personalized insurance plans. Customers can also access investment information and services through State Farm VP Management Corp. and U.S. Bank National Association. Contact State Farm Insurance: Lou Ingles for all your insurance needs in New Jersey.
Matthette Williams - State Farm Insurance Agent
Matthette Williams - State Farm Insurance Agent is a trusted insurance agency located at 60 Broadway in Denville, New Jersey. We offer a variety of insurance options including Auto, Home, Renters, Condo, Personal Articles, and Life Insurance. Our team is dedicated to providing excellent customer service and ensuring that you have the right policy for your budget. We also offer Notary services in New Jersey. If you are in Morris, Sussex, Essex, Warren, or Passaic Counties, we can assist with your insurance needs. Whether you need Auto Insurance, Homeowners Insurance, Boat Insurance, Condo Insurance, Renters Insurance, or Business Insurance, we are here to help. We also specialize in Life Insurance to make sure your family is financially protected. Call or visit us for a free quote today. In addition to insurance services, we provide valuable information on topics such as drunk driving prevention, jet ski safety, and ATV safety. Our goal is to keep you and your family safe and protected from the unexpected. Our team is knowledgeable about all State Farm Insurance products and is ready to assist you with your Personal Price Plan. Contact us today to learn more about our services and how we can help you and your family. If you are having trouble accessing our website, please call (973) 625-0586 for assistance.
Adfp Management Inc
Adfp Management Inc is a renowned food and restaurant management institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. With years of experience in the industry, Adfp Management Inc specializes in providing top-notch management services for restaurants, ensuring efficiency and profitability for their clients. Their team of experts are dedicated to helping restaurants thrive and succeed in the competitive food industry. Whether you are a new restaurant looking to establish your brand or an established eatery seeking to improve operations, Adfp Management Inc is the perfect partner for all your management needs.
Schumacher Insurance Agency
Schumacher Insurance Agency is a reputable health insurance agency located at 551 Passaic Avenue in West Caldwell, New Jersey. With a strong commitment to providing personalized and comprehensive insurance solutions, they pride themselves on offering top-notch customer service and tailored coverage options to meet the individual needs of their clients. Whether you are looking for health insurance for yourself or your family, Schumacher Insurance Agency is dedicated to helping you find the right plan at the right price. Contact them today to learn more about their services and how they can help you protect your health and financial well-being.
InsureOne Insurance
InsureOne Insurance is a reputable health insurance agency located at 54 Main Avenue in Passaic, New Jersey, United States. We specialize in providing comprehensive insurance coverage to individuals and families, ensuring peace of mind and financial security in times of need. Our knowledgeable agents are dedicated to helping clients find the best insurance plans tailored to their specific needs and budget. With a commitment to excellence and customer satisfaction, InsureOne Insurance is the trusted choice for all your health insurance needs. Contact us today to learn more about our services and how we can help protect your health and well-being.
Falen Agency INC
Falen Agency INC is a reputable finance and insurance agency located at 181 Prospect Street in Passaic, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Falen Agency INC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
Vidal Travel Inc
Vidal Travel Inc is a comprehensive institution located at 667 Main Avenue in Passaic, New Jersey, United States. We specialize in providing top-notch services in accounting, finance, insurance, and travel agency. Our dedicated team of professionals is committed to ensuring that our clients receive the best possible solutions for their financial and travel needs. Whether you're looking for assistance with tax preparation, investment advice, insurance coverage, or planning your next vacation, Vidal Travel Inc is here to help. Visit us today and let us take care of all your financial and travel requirements.
Strategic Family Wealth Counselors, LLC
Strategic Family Wealth Counselors, LLC is a leading financial institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Our team of experienced advisors specializes in providing comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to estate and retirement planning, we are dedicated to helping families build and preserve their wealth for future generations. Trust Strategic Family Wealth Counselors, LLC to provide expert guidance and personalized strategies to help you achieve your financial goals.
People Wealth Matters, LLC
People Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.
Vaughan & Co. Securities, Inc.
Vaughan & Co. Securities, Inc. is a reputable finance institution located at 68 Passaic Street in Ridgewood, New Jersey, United States. With a strong focus on providing top-notch financial services, Vaughan & Co. Securities, Inc. offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring a secure and successful financial future.
John M Lisa CPA
John M Lisa CPA is a reputable accounting and finance institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. With years of experience and expertise in the field, the institution provides top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, John M Lisa CPA is committed to providing personalized and professional services to meet your specific needs.
Stavitsky & Associates LLC
Stavitsky & Associates LLC is a trusted firm located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing personalized and comprehensive solutions to meet the needs of our clients. Whether you require assistance with tax preparation, financial planning, or legal representation, we are committed to delivering top-notch services with integrity and expertise. Contact us today to learn how we can help you achieve your financial and legal goals.
Botwinick & Company, LLC
Botwinick & Company, LLC is a renowned accounting and finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. We are thrilled to welcome the esteemed Bergen County public accounting firm of Dugan, Scotti & Zoch P.A. to our team, further enhancing our ability to provide comprehensive services to our clients. With over 60 years of combined experience in public accounting, tax planning, estate planning, and more, our team is dedicated to helping businesses achieve growth and profitability. Our full-service firm caters to a wide range of industries, offering high-quality accounting, tax, and advisory services to businesses and high-net-worth individuals. We also provide specialized services such as Electronic Federal Tax Payment System (EFTPS) services, New Jersey Corporation Business Tax Online Filing and Payments, and more. Clients have praised our personalized approach and industry-specific knowledge, making us a trusted partner in their success. Contact us today to see how we can help you achieve your financial goals.
365 Finance
365 Finance is a leading accounting and finance institution located at 61 Westervelt Place in Passaic, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment strategies, we are here to help you navigate the complex world of finance. Trust 365 Finance to help you achieve your financial goals and secure a prosperous future.
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