TOP 30 Best Estate advisor in Passaic, New Jersey

Planned Giving Advisors, located at 12 Bradford Ave, Passaic, NJ 07055, is your go-to legal expert for hassle-free estate planning and ensuring your assets are protected and secure. We understand that every client's situation is unique, and we are here to listen and provide tailored solutions that meet your specific needs. Our planned giving service is designed to be comprehensive and cost-effective, covering all aspects including legal advice, marketing strategies, and personalized coaching. Our primary goal is to empower nonprofit staff to develop a strategic approach tailored to their unique circumstances. We guide you through the challenges of implementing your program and are always ready to step in and assist you in closing a planned gift successfully.

Welcome to Celia Riggio Real Estate, your trusted partner in navigating the dynamic world of residential real estate in Northern New Jersey. Located conveniently at 1009 MacArthur Boulevard, Mahwah, NJ, Celia Riggio brings over 20 years of unparalleled experience in marketing and sales to help you achieve your real estate goals. As a Broker Associate, Celia specializes in serving the vibrant communities of Bergen, Passaic, Morris, and Essex Counties. Whether you're a first-time homebuyer, seeking a more spacious residence, or considering downsizing, Celia is dedicated to guiding you through every step of the real estate process with expertise and care. Her passion for New Jersey extends beyond the local area, as she also brings her knowledge and love for the Jersey Shore to those interested in coastal properties.

Lyle Weintraub, CFP - Wealth Advisor, located at 100 Passaic Avenue in Fairfield, New Jersey, is a finance institution specializing in wealth management. Serving clients nationwide, our team believes in the importance of listening, caring, customizing, and providing dedicated service to meet the unique needs of each individual or family. With a focus on building strong relationships and understanding the emotional aspect of wealth, we go beyond the numbers to create personalized financial plans that align with our clients' goals and desires. As Forbes Best-in-State Wealth Advisors for 2022 and 2023, we take a holistic approach to financial planning, taking into account short and long-term investment strategies, tax codes, estate planning, and risk management. Our team of experienced advisors works diligently to ensure clear communication and transparency throughout the planning process, making sure our clients feel comfortable and informed every step of the way.

Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 201 West Passaic Street, Rochelle Park, New Jersey, United States. The institution offers a range of certifications and designations 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 expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and personalized financial planning.

Wells Fargo Advisors is a financial institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. As a branch of Wells Fargo, one of the largest financial services companies in the country, Wells Fargo Advisors offers a wide range of financial services and products to help individuals and businesses manage their money and investments. From retirement planning to wealth management, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Additionally, the institution also provides convenient ATM services for quick and easy access to cash.

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.

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 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.

Gary Pottinger is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. With a background in finance and qualifications available on FINRA's BrokerCheck website, Gary focuses on understanding your individual goals and risk tolerance to provide personalized investment recommendations. He helps clients document and track their progress towards goals such as retirement, education, or major purchases. Gary offers complimentary initial consultations to discuss how he can assist you in achieving your financial objectives. The institution is proud to be recognized for its commitment to diversity, inclusion, and supporting veterans and individuals with disabilities. Securities business is conducted with residents of states where the advisor is properly registered. Visit the website for more information on corporate entities, disclosures, and privacy and security measures. Feel free to refer friends and family members to Gary for financial guidance.

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 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.

Michelle Russotto, a financial advisor at Ameriprise Financial Services, LLC, is located at 350 Passaic Avenue in Fairfield, New Jersey, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise, we strive to provide personalized financial advice tailored to your individual needs and goals. Our financial advisors are registered to do business in specific U.S. states, so please check their personal website or FINRA’s BrokerCheck website for more details.

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."

Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, located at 201 West Passaic Street, Rochelle Park, New Jersey, United States, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that their advisors are highly qualified to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Manoda Chauhan - Financial Advisor has the expertise to guide you through your financial goals. Additionally, they offer certifications in specialized areas such as divorce financial analysis, estate planning, exit planning, and long-term care planning, ensuring that their advisors are equipped to handle complex financial situations with professionalism and expertise. Trust Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, to help you navigate the world of finance with confidence and clarity.

IBS Tax Services LLC is a leading accounting and finance institution located at 256 Monroe Street in Passaic, New Jersey, United States. With a team of experienced professionals, IBS Tax Services LLC offers a wide range of tax services to individuals and businesses. From tax preparation to financial planning, their experts provide personalized solutions to meet their clients' specific needs. Whether you need help with tax filing or financial consulting, IBS Tax Services LLC is dedicated to helping you achieve your financial goals.

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.

Martone & Uhlmann, A Professional Corporation is a reputable and experienced real estate law firm located at 777 Passaic Avenue in Clifton, New Jersey. With a focus on real estate and bankruptcy law, our knowledgeable attorneys have been providing quality legal services since 1992. Whether you are buying or selling a home, facing foreclosure, or need assistance with commercial real estate transactions, we are here to help. Our dedicated team is committed to providing personalized and efficient service to meet the needs of our clients. Contact Martone & Uhlmann for all your real estate legal needs in New Jersey.

Fernando Frias - State Farm Insurance Agent is a reputable insurance agency located at 34-12 Broadway in Fair Lawn, New Jersey. As a State Farm Agent since 2014, Fernando Frias and his professional staff offer a wide range of insurance products including Auto, Home, Renters, Business, and Life insurance. The agency is dedicated to providing remarkable service to all customers and is conveniently located to serve the communities of Bergen and Passaic County. Fernando Frias is a graduate of Brewton Parker College with a background in Business and division one baseball. The agency also serves as a Notary Public for existing and non-existing policyholders. The team at Fernando Frias - State Farm Agent is committed to helping people manage risks, recover from unexpected events, and achieve their dreams.

Haghi Law LLC is a reputable finance and legal institution located at 151 West Passaic Street in Rochelle Park, New Jersey, United States. With a team of experienced lawyers specializing in finance and legal matters, Haghi Law LLC offers expert advice and representation to clients in need of financial and legal assistance. Whether you are facing a complex financial issue or require legal representation, Haghi Law LLC is dedicated to providing top-notch service and achieving the best possible outcome for their clients.

O'Keeffe Financial Partners is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our goal is to provide personalized financial solutions tailored to meet the unique needs and goals of each of our clients. Contact us today to schedule a consultation and start planning for a secure financial future.

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.

Cornerstone Planning Group, LLC is an independent financial planning and investment management firm located at 350 Passaic Avenue in Fairfield, New Jersey. With almost two decades of experience, we specialize in providing financial clarity, confidence, and direction to our clients. Our focus is on your individual goals, your family, and your life, ensuring that your financial plan is tailored specifically to you. As an independent firm, we have no conflicts of interest and no pressure from a parent company, allowing us to serve you with complete transparency and dedication. Our goal is to help you achieve financial freedom, enjoy the life you desire, and leave a legacy you can be proud of. At Cornerstone Planning Group, we prioritize your needs above all else, offering guidance and support to bring clarity to your objectives, direction for your next steps, and confidence about your future. Your life is our priority, and we are committed to helping you reach your financial goals with unwavering dedication and personalized service.

John DiGiorgio is a reputable institution located at 12 Smull Avenue in Caldwell, New Jersey. Easily accessible from Passaic Avenue, our complex is situated between Franklin Steak House and Quick Check. With a convenient and free 90-stall parking lot, visitors can easily find a spot to park. Our first floor unit (Suite #103) can be accessed through the front or rear of the building, with doors locked after 8 p.m. Visitors are encouraged to ring the doorbell for reception. Our operating hours are from 9:00 AM to 6:00 PM, Monday through Friday, with evening and Saturday appointments available upon request. Visit John DiGiorgio for top-notch services and support.

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.

Welcome to Artusa Law Firm PC, your trusted legal partner located at 3 Hoover Avenue, Passaic, New Jersey. Specializing in finance and legal services, our firm is dedicated to providing expert guidance and personalized solutions to meet your unique needs. With years of experience in the legal industry, our team of skilled attorneys is committed to delivering exceptional service and achieving the best possible outcomes for our clients. At Artusa Law Firm PC, we understand the complexities of financial law and are here to help you navigate through any challenges you may face. Whether you're dealing with corporate finance, estate planning, or personal financial matters, our knowledgeable lawyers are equipped to offer you comprehensive advice and representation.

Welcome to Kenneth L Rose Law Offices, your trusted partner for comprehensive legal solutions in Passaic, New Jersey, and beyond. Located at 157 Prospect Street, Passaic, NJ 07055, our firm specializes in Real Estate, Litigation, Business, and Cannabis Law, offering a wealth of experience and expertise to address your legal needs. Our dedicated team of litigators is committed to protecting your interests and achieving your goals with efficiency and cost-effectiveness. With decades of courtroom excellence, we have successfully handled numerous landmark cases, ensuring the best possible outcomes for our clients.

Lifelong Investments is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. With a focus on helping individuals secure their financial future through smart investments, our team of experienced professionals offers personalized advice and guidance to help clients achieve their long-term financial goals. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Lifelong Investments is committed to providing the expertise and resources needed to make informed decisions and build a solid financial foundation for the future. Contact us today to learn more about how we can help you grow and protect your wealth for a lifetime.

Family Financial Centers is a leading finance institution located at 50 Monroe Street in Passaic, New Jersey. Our dedicated team of financial experts is committed to providing top-notch services to help families achieve their financial goals. Whether you need assistance with budgeting, saving, investing, or managing debt, we are here to help. Visit us today to learn more about our comprehensive range of financial services and start on the path to financial success.

Astorino Financial Group Inc is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Astorino Financial Group Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence set them apart in the industry, making them a trusted partner for all your financial needs.

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.