Estate planning finance in Passaic, New Jersey
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Passaic County Clerk Satellite Office
Welcome to the Passaic County Clerk Satellite Office, conveniently located at 1237 County Road 511 in Wanaque, New Jersey. Our office is dedicated to serving the residents of Passaic County by providing a wide range of essential services. Whether you need assistance with vital records, passport applications, or other official documents, our friendly and knowledgeable staff is here to help. We pride ourselves on offering efficient and reliable service to meet the diverse needs of our community. Visit us today to experience our commitment to excellent customer service and support.
A & E Finance
Welcome to A & E Finance, your trusted partner in financial solutions located in the heart of Passaic, New Jersey. Situated at 120 President Street, our firm is committed to providing exceptional financial services tailored to meet the unique needs of our community. With a focus on personalized service, A & E Finance offers a comprehensive range of financial solutions designed to help individuals and businesses achieve their financial goals. Whether you're seeking expert advice on investments, planning for retirement, or need assistance with budgeting and financial planning, our experienced team is here to guide you every step of the way. At A & E Finance, we pride ourselves on our integrity, expertise, and dedication to client satisfaction. Visit us today to discover how we can help you secure a brighter financial future.
McBride Corporate Real Estate
Welcome to McBride Corporate Real Estate, your trusted partner in navigating the dynamic world of real estate. Conveniently located at 201 West Passaic Street in Rochelle Park, New Jersey, our agency is dedicated to providing exceptional real estate services to businesses and individuals throughout the region. At McBride Corporate Real Estate, we specialize in commercial property transactions, offering expert guidance whether you are buying, selling, or leasing. Our team of experienced professionals is committed to understanding your unique needs and delivering tailored solutions to help you achieve your real estate goals.
InnoSolutions - Cindy Esteban NJ State Notary
InnoSolutions - Cindy Esteban NJ State Notary is a reputable institution located at 15 Broadway in Passaic, New Jersey. Specializing in accounting and finance services, they offer expert assistance in managing financial matters for individuals and businesses alike. With a focus on innovation and problem-solving, their team is dedicated to providing top-notch services to meet their clients' needs. Whether you require notary services or help with tax preparation, InnoSolutions is the go-to destination for all your financial needs in the New Jersey area.
Marcel R. Wurms, Esq.
Marcel R. Wurms, Esq. is a reputable institution located at 335 Passaic Avenue in Lodi, New Jersey, United States. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance to individuals and businesses seeking assistance with their financial and legal matters. With a team of experienced professionals, Marcel R. Wurms, Esq. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you require assistance with tax planning, financial management, or legal representation, this institution is committed to helping you achieve your goals and navigate complex financial and legal issues with ease.
Haghi Law LLC
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.
Fernando Frias - State Farm Insurance Agent
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.
O'Keeffe Financial Partners
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.
Astorino Financial Group Inc
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. / 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.
Lifelong Investments
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.
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.
Financial Principles
Financial Principles is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. Our institution is dedicated to providing expert guidance and education on sound financial practices and principles. With a team of experienced professionals, we offer a wide range of services including financial planning, investment management, and retirement planning. Whether you are a seasoned investor or just starting out, our institution is committed to helping you achieve your financial goals and secure your financial future. Visit us today to learn more about how Financial Principles can help you make informed financial decisions.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 100 Passaic Avenue, Fairfield, New Jersey, United States, is a leading finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings and recognition for our exceptional customer experience, we offer a wide range of financial options tailored to your specific goals. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your desired lifestyle. Contact us today to start planning for a secure financial future with Northwestern Mutual Financial.
Klara Leon - Raymond James
Klara Leon - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity and excellence, Klara Leon - Raymond James is committed to helping our clients secure their financial future.
CJM Capital Management, LLC
CJM Capital Management, LLC is a leading finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in investment management and financial planning, CJM Capital Management provides tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust CJM Capital Management to provide expert guidance and personalized service. Contact them today to see how they can help you secure your financial future.
Louis Tomasella - Raymond James
Louis Tomasella - Raymond James is a reputable financial institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Louis Tomasella - Raymond James provides personalized solutions and expert advice to individuals and businesses alike. Whether you are looking to build wealth, plan for retirement, or secure your financial future, this institution is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit Louis Tomasella - Raymond James today to learn more about their services and how they can assist you in reaching your financial objectives.
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.
Gary Pottinger - Financial Advisor, Ameriprise Financial Services, LLC
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 - 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.
Michelle Russotto - Financial Advisor, Ameriprise Financial Services, LLC
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 - 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."
Lyle Weintraub, CFP - Wealth Advisor, Bleakley Financial Group
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.
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.
SeaCrest Wealth Management, LLC
SeaCrest Wealth Management, LLC is a leading finance institution located at 330 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, SeaCrest Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, SeaCrest Wealth Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in SeaCrest Wealth Management to guide you towards a secure financial future.
Strata Capital
Strata Capital, located at 350 Passaic Avenue in Fairfield, New Jersey, is a finance institution dedicated to providing financial direction to help individuals live their best lives. With a focus on balance and clarity, the experienced wealth managers and financial planners at Strata Capital help clients make informed decisions that impact their future. By offering tools, resources, and information, Strata Capital aims to simplify the often daunting and complex world of finance for their clients. Trusted by those with busy lives, Strata Capital is committed to maximizing and protecting the hard-earned wealth of their clients. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
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