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TOP 30 Estate planning for business owners in Jersey City, NJ
153 results found
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The Durkin Firm, LLC
The Durkin Firm, LLC, located at 354 Eisenhower Parkway in Livingston, New Jersey, is a reputable law firm specializing in estate planning, real estate, and business transactions. With over 25 years of experience, our founding attorney provides expert legal counsel to clients in Essex County and surrounding areas. During the COVID-19 pandemic, we remain dedicated to serving our clients both in person and virtually, ensuring their needs are met while prioritizing their health and safety. Our firm offers general counsel services for business owners, guiding them through various legal transactions and providing support from formation to succession planning. Whether your legal matter is simple or complex, our responsive team is committed to delivering exceptional results. Contact us today for all your transactional needs in Essex and Morris County, New Jersey.
Bittiger Elias Triolo & Diehl P.C.
Bittiger Elias Triolo & Diehl P.C. is a prestigious law firm located at 12 New Jersey 17 in Paramus, New Jersey, United States. With a team of highly experienced and skilled attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, litigation, and estate planning. Clients can expect top-notch legal representation and personalized attention to their individual needs. Whether you are a business owner, individual, or family seeking legal assistance, Bittiger Elias Triolo & Diehl P.C. is dedicated to providing expert legal counsel and achieving the best possible outcomes for their clients.
Beinhaker Law
Beinhaker Law is a legal institution located at 100 Walnut Avenue in Clark, New Jersey, United States. Specializing in business and estate law, we provide expert advice and representation to simplify and solve all your legal challenges. Our services range from wills and trusts for business owners to federal tax strategies, offering a comprehensive approach to your situation. Additionally, we offer online systems for basic legal needs such as forming a company or creating estate planning documents. With nearly 30 years of experience, our founder, Mitchell C. Beinhaker, Esq., is dedicated to helping business owners, entrepreneurs, executives, and professionals navigate legal issues with ease. Contact us today to learn more about our services and how we can assist you with your legal needs.
Lawandi.com
Lawandi.com is a reputable institution located at 72 Main Street in South River, New Jersey, United States. Specializing in a wide range of legal services, including commercial transactions, commercial leasing, residential transactions, residential leasing, personal injury cases, and wills, trusts, and estate planning. With a team of experienced and dedicated professionals, Lawandi.com is committed to providing top-notch legal representation and guidance to clients in need. Whether you are a business owner looking to secure a lease or an individual planning for the future, Lawandi.com is here to help you navigate the complexities of the legal system with ease and confidence.
Canarick & Canarick
Canarick & Canarick is a boutique estate planning law firm located at 11 Wharf Avenue in Red Bank, New Jersey. With over 20 years of experience, they specialize in guiding clients through the process of formalizing their legacy planning, including the preparation of legal documents such as Wills, Trusts, Powers of Attorney, and Medical Directives. In addition to estate planning, Canarick & Canarick also provides guidance for real estate transactions, helping clients understand their contracts and terms from start to finish. They offer advice to reduce or eliminate transfer taxes, including Estate Taxes, Gift Taxes, and Generation Skipping Transfer Taxes.
Rubin Ehrlich & Buckley
Rubin Ehrlich & Buckley is a prestigious law firm located at 700 Alexander Park Drive in Princeton, New Jersey. With a team of experienced attorneys dedicated to providing exceptional legal services, the firm specializes in a wide range of practice areas including corporate law, litigation, real estate, and estate planning. Clients can trust Rubin Ehrlich & Buckley for personalized attention, strategic advice, and effective representation. Whether you are a business owner, individual, or family seeking legal assistance, this firm is committed to helping you navigate complex legal matters with professionalism and expertise.
Komari & Alkhasoneh LLP
Komari & Alkhasoneh LLP is a prestigious law firm located at 55 Madison Avenue in the heart of Morristown, New Jersey. Our team of experienced attorneys specialize in a wide range of legal services, including corporate law, real estate law, and estate planning. With a commitment to providing personalized and high-quality legal representation, our firm has earned a reputation for excellence in the legal community. Whether you are a business owner, individual, or family seeking legal guidance, Komari & Alkhasoneh LLP is dedicated to helping you navigate the complexities of the legal system with skill and professionalism. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Lum, Drasco & Positan LLC
Lum, Drasco & Positan LLC is a prestigious law firm located at 103 Eisenhower Parkway, Roseland, New Jersey, United States. Established in 1870, the firm has a rich history of serving the legal needs of the business community in New Jersey and New York. Specializing in a wide range of legal services, including commercial litigation, estate planning, labor and employment law, real estate transactions, and more, Lum, Drasco & Positan is committed to providing high-caliber, professional, and efficient legal solutions to its clients. With experienced attorneys and a tradition of excellence, the firm has been exceeding client expectations for over 150 years. Whether you are a business owner, individual, or governmental entity, Lum, Drasco & Positan LLC is dedicated to protecting your rights and interests. Contact them today at 973-403-9000 for expert legal advice and representation.
Sobel Han
Sobel Han is a reputable law firm located at 365 West Passaic Street in Rochelle Park, New Jersey. Our team of experienced attorneys specializes in real estate law, commercial litigation, business law, and other civil court matters. With over 70 years of combined experience, we are well-equipped to help businesses, property owners, management companies, and public entities navigate legal challenges. Our mission is to provide innovative legal solutions, excellent representation, and top-notch customer service to our clients. We offer proactive solutions to prevent future disputes and strategic legal plans for when issues arise. Our trial lawyers are known for their thorough case analysis and preparation to put our clients in the strongest legal position.
Desmond Management Group
Desmond Management Group is a premier institution located at 2123 Dune Drive in Avalon, New Jersey, United States. With a reputation for excellence in management services, Desmond Management Group offers a wide range of solutions for property owners, businesses, and individuals seeking expert guidance and support. From property management to financial planning, the experienced team at Desmond Management Group is dedicated to providing top-notch service and personalized attention to help clients achieve their goals. Whether you are looking for assistance with real estate investments, asset management, or strategic planning, Desmond Management Group is your trusted partner for success.
Merrill Lynch Financial Advisor Ralph James Costanza
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.
Bauman, Noonan and Associates
Bauman, Noonan and Associates is a finance and insurance agency located at 40 Baldwin Road in Parsippany-Troy Hills, New Jersey, United States. Specializing in retirement plans for small businesses since 1970, we offer comprehensive 401k and profit sharing plan services. As experienced retirement plan specialists, we have the technical expertise and commitment to ensure that you and your employees receive the maximum benefit from your plan. As a small business owner sponsoring a retirement plan, it is important to understand your legal responsibilities as a plan fiduciary. Our website provides valuable information to help you make informed decisions regarding your retirement plan. While not a do-it-yourself guide, our non-technical material aims to educate and empower you in managing your plan effectively. Remember to verify the credentials of our investment professionals on FINRA's BrokerCheck. Trust Bauman, Noonan and Associates to guide you towards a secure financial future.
Merrill Lynch Wealth Management
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.
JRICKSS Financial Services
JRICKSS Financial Services is a reputable institution located at 170 Scotland Road in the City of Orange, New Jersey, United States. Specializing in accounting and finance, JRICKSS offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, JRICKSS is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, investment planning, or budgeting, JRICKSS Financial Services is here to help you achieve your financial goals.
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey, United States, is a finance institution that offers a wide range of services and expertise. Luidgi Faubert holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing top-notch financial advice and services to his clients. With specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products, Luidgi Faubert is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Whether you are looking for assistance with portfolio management, estate planning, retirement planning, or investment opportunities, Luidgi Faubert has the expertise and credentials to help you make informed decisions and achieve your financial goals. Contact Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC, for expert financial advice and personalized service tailored to your unique needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1700 New Jersey 23, Wayne, New Jersey, United States, is a renowned finance institution offering a wide range of wealth planning services. With experienced advisors specializing in working with individuals, families, business owners, executives, and institutions, Merrill Lynch is equipped to address various financial challenges and opportunities in both stable and volatile markets. The advisors at Merrill Lynch Wealth Management branch in Wayne, New Jersey, bring together years of wealth management knowledge and experience to provide personalized financial strategies tailored to each client's unique goals and circumstances. Beyond wealth planning advice, the advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America's estate planning services.
Walter J Loin - Associate Financial Advisor, Ameriprise Financial Services, LLC
Walter J Loin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 E Route 4, Paramus, New Jersey, United States. Walter holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and comprehensive knowledge in financial planning, Walter is committed to providing personalized and strategic financial advice to individuals, retirees, small business owners, and high net worth clients. His diverse range of certifications and training demonstrate his dedication to helping clients make informed decisions and achieve their financial goals. Contact Walter J Loin for expert financial advice and guidance tailored to your specific needs."
Merrill Lynch Financial Advisor Richard J Miktus
Merrill Lynch Financial Advisor Richard J Miktus, located at 101 Hudson Street in Jersey City, New Jersey, is dedicated to helping clients prioritize and pursue their financial goals. Richard Miktus, a Vice President and Financial Advisor with over 15 years of experience, focuses on creating customized wealth management strategies tailored to each client's personal and financial objectives. Specializing in tax-efficient investing for high net worth clients, Richard works closely with executives, consultants, attorneys, doctors, and small business owners to help them achieve their goals. With a background in Applied Mathematics and Financial Management, Richard is well-equipped to provide wealth, executive compensation, and estate planning services to clients in the Sports & Entertainment industries. He is passionate about building strong relationships with his clients and believes that understanding their needs is essential to helping them reach their financial targets.
HUB International
HUB International, located at 570 Sylvan Avenue in Englewood Cliffs, New Jersey, is a reputable insurance agency specializing in Commercial Real Estate Insurance. With over three decades of experience, the firm, formerly known as OSA Insurance, is led by Managing Partner Max Osa, a highly respected insurance specialist and risk advisor. The dedicated team at OSA prides themselves on delivering outstanding and personalized customer service, with a focus on Real Estate Owners and Builders, Management Companies, Luxury Condominiums/Co-Ops, and the Construction Industry. OSA has established strong relationships with top-tier carriers, offering specialized insurance programs tailored for builders, condominiums, co-ops, and apartment buildings. Their expertise in the construction industry allows them to provide peace of mind and security to clients throughout all stages of project development. With a deep understanding of the New York Labor Law, OSA ensures that contractors and building owners are protected from major policy exclusions.
New York Life Insurance Agent
The New York Life Insurance Agent located at 250 Pehle Avenue in Saddle Brook, New Jersey, offers permanent policies with a guaranteed death benefit and cash value that grows over time. They provide long-term coverage that is customizable to your needs and budget, with the ability to invest your policy's cash value in the market. The institution helps pay for everyday tasks assistance, replaces lost income due to sickness or injury, and offers professionally managed investments with potential market gains. They also provide guidance on creating investment strategies, setting up estate plans, and offering insurance options for employees, executives, and small business owners. Additionally, they offer bereavement support, financial assistance for education, workplace initiatives, and charitable giving at a local and national level. The institution is committed to helping clients understand their options and achieve their financial goals, offering personalized approaches to meet individual needs. With a focus on financial security and growth, the New York Life Insurance Agent strives to make a difference in the lives of their clients and the community.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located in Westfield, New Jersey, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to each client's unique goals and circumstances. In addition to wealth planning advice, the institution offers retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their long-term objectives and create financial strategies to achieve them. Through volunteerism and charitable outreach, the branch supports the communities in which it operates. Clients of Merrill Lynch Wealth Management have access to industry-skilled advisors, investing insights, and a wealth planning platform to help them pursue their financial and life goals. With a focus on personalized service and client satisfaction, Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and prepare for future challenges.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 173 Elm Street in Westfield, New Jersey, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to meet the unique needs of each client, including retirement income planning, guidance on investments, and estate planning services through Bank of America. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting local economic, social, and cultural initiatives. Clients have access to industry-skilled advisors who prioritize their financial and life goals, using Merrill's tools and resources to help them navigate financial challenges and plan for the future.
Tomoro LLC
Tomoro LLC is a finance, insurance agency, and lawyer institution located at 11 Wharf Avenue, Red Bank, New Jersey, United States. Our dedicated advisors use the individualized WealthMaps™ process to provide strategies and guidance to help you make the most of your wealth-building potential. From managing cash flow to maximizing savings, we are here to help you achieve your financial goals. Our proprietary mobile app allows you to have your advisor in your pocket, making it convenient for you to access financial advice whenever you need it. We understand that each individual has unique financial needs and goals, which is why we work with you to transform your cash flow into sources of passive income for financial freedom.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4400 U.S. 9, Freehold, New Jersey, United States, is a leading finance institution that offers a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience, going beyond traditional wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch's financial advisors are dedicated to client service and satisfaction, helping clients identify their personal and professional goals and creating financial strategies to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. Clients of Merrill Lynch Wealth Management have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to help them pursue their financial and life goals.
Zenith Marketing Group Inc
Zenith Marketing Group Inc is an insurance agency located at 303 West Main Street, Freehold, New Jersey, United States. We specialize in providing solutions for business-owner and estate planning cases. Our team is always on the lookout for talented individuals to join us. We offer a range of insurance solutions including life insurance, annuities, long-term care, and disability insurance to protect clients in every stage of life. Whether you are a seasoned professional or new to the insurance business, you will find your fit here at Zenith Marketing Group Inc. As an independently owned brokerage firm, we represent more than 80 top-rated insurance carriers, giving you the tools and people you need to secure your client's future. From term life insurance coverage to legacy planning and wealth transfer strategies, we are here to help you every step of the way. Connect with us to learn more about how we can assist you in protecting and providing income for retirement, estate planning, and life's unexpected events. Let us be your partner in success and help you grow your business. Visit us at Zenith Marketing Group Inc to get started today.
Ash Brokerage Corporation
Ash Brokerage Corporation is an insurance agency located at 125 Half Mile Road in Red Bank, New Jersey, United States. We specialize in providing solutions for business-owner and estate planning cases. Our team is dedicated to helping financial professionals find and understand insurance solutions to protect clients in every stage of life. Whether you are a seasoned pro or new to the insurance business, we have the tools and people to support you. As an independently owned brokerage firm, we represent more than 80 top-rated insurance carriers, allowing us to discover new possibilities, innovate, and grow. Our commitment to being the best partner for our clients is reflected in our dedication to providing excellent service and support. From protecting and providing income for retirement to addressing life's unexpected events, we are here to help you and your clients navigate the world of insurance.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1415 Hooper Avenue in Toms River, New Jersey, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond just offering advice, also assisting with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial resources.
Anthony Marino - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Marino is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Campus Drive in Florham Park, New Jersey, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Anthony is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Anthony Marino is equipped to help you achieve your financial goals.
Benjamin Burklow - Financial Advisor, Ameriprise Financial Services, LLC
Benjamin Burklow is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 East Halsey Road, Parsippany-Troy Hills, New Jersey, United States. He holds multiple certifications such as 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Benjamin Burklow is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact him for expert advice on your financial needs.
Glassner Carlton Financial
Glassner Carlton Financial is a family-owned finance institution located at 163 Madison Avenue in Morristown, New Jersey. Founded in 1985 by Bill Glassner, our team is dedicated to providing financial planning services to individuals, families, businesses, and professionals in the community. We believe in the values of hard work, honesty, and perseverance, and strive to make a positive impact on our clients' lives. As the President of the firm, I lead our team in serving clients while upholding our core values. With a background in economics and accounting, I work as a financial advisor helping clients achieve their financial goals and plan for retirement. Our wealth advisors are committed to aligning financial plans with personal goals and objectives, providing customized solutions to meet each client's unique needs.
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