TOP 30 Estate advisor in Summit, New Jersey

17 results found

Summit Place Financial Advisors is a leading finance institution located at 18 Bank Street in Summit, New Jersey, United States. With a team of experienced financial advisors, Summit Place offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Clients can trust Summit Place to provide personalized financial solutions to help them achieve their financial goals. Contact Summit Place Financial Advisors today to schedule a consultation and take the first step towards securing your financial future.

Beacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

Merrill Lynch Financial Advisor Robert Schiano, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a finance institution that offers a disciplined, relationship-based approach to wealth management. Robert Schiano, a trusted advisor, serves individuals, families, and corporate executives, providing a wide range of wealth management services. He works closely with clients to understand their goals, financial dynamics, risk tolerances, and time horizons, developing personalized strategies to address their specific needs. Robert also collaborates with clients' attorneys and CPAs to integrate all aspects of their financial lives. With a commitment to being personally available to clients, Robert ensures that their financial strategies evolve with their changing needs and objectives. In addition to his professional work, Robert participates in community events and enjoys skiing and fishing in his spare time. With a focus on building personalized financial plans centered on clients' goals and priorities, Robert believes in helping clients achieve their financial aspirations through thoughtful planning and investment strategies.

Merrill Lynch Financial Advisor Ralph James Costanza, located at 1 Deforest Avenue, Summit, New Jersey, United States, is part of The Trinkoff Wattick Group with over 50 years of collective experience in guiding wealthy families towards their financial goals. Specializing in serving business owners, professionals, and corporate executives, the team aspires to be the leading wealth management group in New Jersey. Led by brothers-in-law David Trinkoff and Michael Wattick, the institution prioritizes building long-term relationships with clients and providing personalized financial advice tailored to individual needs. By focusing on open communication, the team helps clients clarify their financial objectives and make informed decisions for the future. With access to the resources of Bank of America, the team offers comprehensive financial services including retirement planning, estate planning, and investment strategies. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals through personalized and strategic financial planning.

Merrill Lynch Financial Advisor Kathleen "KC" Maloney is located at 1 Deforest Avenue, Summit, New Jersey, United States. As a First Vice President, Wealth Management Advisor in the Short Hills, Merrill Complex, KC is a CERTIFIED FINANCIAL PLANNER™ certificate and holds a CPFA designation. With Series 7 and 66 FINRA registrations, KC collaborates with clients to clarify their current situation, risk parameters, objectives, and life goals. By analyzing data gathered during the preliminary meeting, she constructs a plan to help clients reach their financial goals. The institution offers personalized wealth management plans that are continuously reviewed and updated to ensure they align with clients' evolving needs and goals. KC's team at Merrill Lynch Wealth Management provides comprehensive financial services including retirement planning, investment management, estate planning, and risk management strategies. By focusing on building strong client relationships based on trust and personalized service, the team helps clients achieve their financial goals. Through a personalized approach and ongoing monitoring, Merrill Lynch Financial Advisor Kathleen "KC" Maloney aims to provide clients with confidence that their financial goals and dreams can be achieved.

Anthony DeAngelo is a Financial Advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue, Summit, New Jersey, United States. He 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 cover a wide range of topics including asset management, retirement planning, investment strategies, estate planning, and insurance products. Anthony DeAngelo is dedicated to providing comprehensive financial planning services to individuals and small business owners, helping them make informed decisions to achieve their financial goals.

Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 129 Summit Avenue, Summit, New Jersey, United States. The institution offers a wide range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. Some of the certifications offered include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover various aspects of financial planning such as asset management, estate planning, retirement planning, and investment strategies. The advisors at Shivam Mittal - Financial Advisor are highly trained and knowledgeable professionals who are committed to helping their clients achieve their financial goals. Whether you are looking for advice on investments, retirement planning, estate planning, or insurance products, the experts at Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC are here to help.

Summit Global Asset Management is a finance institution located at 64 Commonwealth Avenue in New Providence, New Jersey, United States. They specialize in insurance products such as Accident & Health or Sickness, as well as Life insurance. The institution is licensed by the NJ Department of Banking & Insurance and the Real Estate Commission. They also hold non-resident insurance licenses in Florida, North Carolina, Nevada, and Texas. In addition to their insurance services, Summit Global Asset Management also offers Information Technology Asset Management and is a member of the Information Systems Audit and Control Association (ISACA).

Merrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey. The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.

Frank D'Erasmo Jr is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. Frank 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's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Frank D'Erasmo Jr can provide you with the financial guidance you need.

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.

Welcome to The Wright Group at Christie’s International Real Estate in Montclair, your premier destination for top-tier real estate services in Montclair, New Jersey, and beyond. Located at 325 Claremont Avenue, Montclair, NJ 07042, we are proud to be recognized as Montclair real estate specialists, offering luxury service at every price point. Our team, led by Curtis and Erica Wright, combines extensive experience with a deep commitment to achieving seamless, record-breaking results for our clients. As top-producing agents and a top team at Christie’s Montclair from 2021 to 2023, The Wright Group has been honored at the 2024 Beverly Hills Agent Summit for Christie's International Real Estate. We specialize in the Montclair area, surrounding regions, and the Jersey Shore, ensuring each transaction is handled with the utmost expertise and care.

LuxeLife Group | Simon Westfall-Kwong is a prestigious institution located at 520 Morris Avenue in Summit, New Jersey, United States. Specializing in luxury lifestyle management, this renowned group offers unparalleled services to enhance the lives of their elite clientele. From personalized concierge services to exclusive event planning, LuxeLife Group is dedicated to providing the highest level of sophistication and excellence. Experience the epitome of luxury living with LuxeLife Group | Simon Westfall-Kwong.

Beacon Hill Private Wealth, LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. Our firm offers wealth advice with a disciplined, evidence-based approach to help clients navigate life's financial complexities. With a family office service model that focuses on what's important to you, we design strategic plans using a comprehensive and integrated approach. Our goal is to reduce lifetime tax liabilities and improve wealth transfer opportunities for our discerning clients. Established to provide sophisticated advice and highly personalized service, Beacon Hill Private Wealth combines the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm. We cultivate productive client relationships and deliver sound and comprehensive wealth planning advice in a fiduciary manner. Our services include investment management, retirement and estate planning, tailored financial plans, and evidence-based investment portfolios to help clients achieve their long-term goals with the least amount of risk.

Merrill Lynch Wealth Management, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a reputable finance institution that offers comprehensive wealth management services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, the advisors at Merrill Lynch can provide tailored financial strategies to address your wealth planning challenges and opportunities. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America’s estate planning services. The dedicated financial advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies.

Arleatha Williams Wealth Management is a finance institution located at 25 Deforest Avenue in Summit, New Jersey, United States. The goal of the institution is to help individuals take a proactive approach to their personal financial situation. Services offered include assistance with investing, retirement planning, estate planning, and wealth preservation. The institution helps clients gain a better understanding of their financial goals and offers guidance on creating and managing retirement plans. Additionally, they provide information on options for qualified employer-sponsored retirement plan assets, estate planning, insurance, and business planning. The LifeSync® experience offered by the institution helps clients align their finances with their values and goals. Wells Fargo Investment Institute’s 2024 outlook for various investments is also provided. It is important to note that by accessing certain information, clients may be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Clients are advised to review the third-party's policies and terms and conditions before proceeding.

Welcome to J.L. Apter Jewish Memorial Chapel, a dedicated non-profit funeral home located at 156 Main Street, Newton, New Jersey. With over a century of service, our family has been committed to providing dignified and affordable Jewish funerals to the communities of Essex, Morris, Middlesex, Hunterdon, Somerset, Sussex, Union, and Warren counties. Our mission is to honor the Jewish tradition of caring and community support, ensuring that every family receives the compassionate service they deserve at a reduced cost. As the only non-profit, family-managed Jewish funeral chapel in several counties, we pride ourselves on our transparent pricing and commitment to community support. We offer comprehensive funeral services starting at $4,695, which includes a donation of up to $500 to a synagogue or organization of the family's choice. Our services are designed to be accessible and inclusive, with options for at-need and pre-need arrangements that can be conducted in the comfort of your home.