The 30 Best Estate planning legal services in New Jersey
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Cooper Levenson
Located in Atlantic City, New Jersey, Cooper Levenson is a renowned law firm specializing in various areas of law including gaming, casino, and iGaming. With a team of 75 attorneys and a wide range of support staff, we offer full-service legal representation to businesses and individuals in tax, business, estate planning, litigation, labor and employment, health care, personal injury, maritime, education, and more. Founded in 1957, Cooper Levenson has a reputation for excellence and a commitment to providing exceptional legal services with a focus on the client. Our success over the last 60 years is attributed to our client-first approach, ensuring that each client receives top-notch service and representation.
Dependable
Dependable is a reputable institution located at 14 Pebble Beach Drive in Livingston, New Jersey, United States. With a commitment to excellence and reliability, Dependable offers a range of services tailored to meet the needs of its clients. Whether you are looking for trustworthy financial advice, dependable legal assistance, or reliable business solutions, Dependable has a team of experienced professionals ready to assist you. Visit Dependable today and experience the peace of mind that comes with working with a trusted institution.
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.
Chris Alevras - State Farm Insurance Agent
Chris Alevras - State Farm Insurance Agent is located at 595 Eagle Rock Avenue in West Orange, New Jersey. As an insurance agency, we provide a range of services to help you protect your assets and loved ones. Whether you need coverage for your home, car, or life insurance, we are here to help. At our agency, we understand the importance of updating your estate plan during significant life events such as marriage, death, or divorce. We also offer advice on volunteer vacations and DIY auto maintenance to help you save money.
4 Law Drive, Morris Plains, NJ
4 Law Drive in Morris Plains, New Jersey is a prestigious institution that offers a wide range of legal services to individuals and businesses. With a team of experienced attorneys and legal professionals, this institution is dedicated to providing top-notch legal representation and guidance. Whether you are in need of assistance with a personal injury case, real estate transaction, or business matter, the experts at 4 Law Drive are here to help. Conveniently located in Morris Plains, this institution is easily accessible and committed to serving the legal needs of the community.
Bradford Arms Office
Bradford Arms Office is a professional institution located at 146 Tierney Drive in Cedar Grove, New Jersey, United States. Our office provides a range of services including legal advice, financial planning, and business consulting. With a team of experienced professionals, we strive to meet the needs of our clients with expertise and excellence. Whether you are seeking assistance with estate planning, tax preparation, or investment strategies, Bradford Arms Office is here to help. Contact us today to schedule a consultation and learn more about how we can assist you in achieving your goals.
Cathedral Park Associates Inc
Cathedral Park Associates Inc is a renowned institution located at 151 Clifton Avenue in Newark, New Jersey, United States. They specialize in providing top-notch services and support to individuals and businesses in the area. With a team of highly skilled professionals, Cathedral Park Associates Inc is dedicated to helping clients achieve their goals and navigate through various challenges. Whether you are looking for financial advice, legal assistance, or business consulting, this institution has the expertise and resources to meet your needs. Visit Cathedral Park Associates Inc today and experience the difference they can make for you.
Rules Court West
Rules Court West is a prestigious institution located at 131 U.S. 46 in Lodi, New Jersey. As a leading legal entity, Rules Court West is dedicated to upholding justice and ensuring fair and impartial rulings. With a team of experienced judges and legal professionals, this institution is committed to providing top-notch legal services and maintaining the highest standards of professionalism. Whether you are seeking legal counsel or representation, Rules Court West is the go-to destination for all your legal needs.
Dey & Bergen
Dey & Bergen is a reputable institution located at 1 Bergen Street, Harrison, New Jersey, United States. With a focus on providing top-notch services to its clients, Dey & Bergen offers a wide range of financial and legal solutions. Whether you are looking for expert advice on tax planning, estate planning, or business transactions, the experienced professionals at Dey & Bergen are here to help. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in navigating complex financial and legal matters. Visit Dey & Bergen today to see how they can assist you in achieving your goals.
1249 Waverly Pl LLC
1249 Waverly Pl LLC is a reputable institution located at 1249 Waverly Place in Elizabeth, New Jersey, United States. The institution is known for its commitment to providing exceptional services and solutions to meet the needs of its clients. With a strong track record of success, 1249 Waverly Pl LLC is a trusted partner for individuals and businesses looking for reliable and professional services. Whether you are in need of financial advice, legal assistance, or real estate services, 1249 Waverly Pl LLC has the expertise and experience to help you achieve your goals. Visit them today at their convenient location in Elizabeth, New Jersey.
Patriots Cove Urban Renewal
Patriots Cove Urban Renewal is a prestigious law firm located in Barnegat Township, New Jersey. Our team of experienced and dedicated lawyers are committed to helping clients navigate the complexities of urban renewal projects. We specialize in a wide range of legal services related to urban development, including zoning laws, property acquisitions, and land use regulations. At Patriots Cove Urban Renewal, we strive to provide our clients with expert legal advice and personalized solutions to help them achieve their goals. Visit us at 5 Union Boulevard to learn more about how we can assist you with your urban renewal needs.
Wealth Financial Partners
Wealth Financial Partners is a finance institution located at 22 Church Street in Bernards, New Jersey, United States. They offer comprehensive investment, tax, and legacy planning services to help individuals maintain their chosen lifestyle and ensure they do not run out of money in retirement. Their team of experts can help clients navigate the complexities of wealth planning, managing risk associated with distribution strategies, minimizing tax burdens, and creating a legacy for heirs. With over 30 years of experience, Wealth Financial Partners is dedicated to guiding families through the planning process to achieve a rewarding retirement. They offer a personalized wealth management process tailored to each client's goals and needs. Securities are offered through Avantax Investment Services℠, Member FINRA, SIPC, and investment advisory services are offered through Avantax Advisory Services℠. Insurance services are also available through an Avantax affiliated insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation.
Highland Financial Advisors, LLC
Highland Financial Advisors, LLC is a finance institution located at 1680 New Jersey 23, Wayne, New Jersey, United States. They are fee-only financial advisors offering personalized wealth management services to help clients achieve their financial goals and dreams. The firm is committed to providing transparent and personalized financial planning, tax planning, and investment management services. Their fee structure is based on a percentage of assets under management, starting at a minimum fee of $10,000. Highland Financial Advisors is a fiduciary advisor, meaning they are legally bound to act in the best interests of their clients. They have been named one of the top-rated wealth management firms in New Jersey for 2021-2022. Clients can expect a team approach to managing their finances and investments, ensuring they receive comprehensive support and recommendations tailored to their individual needs. If you are looking for a trustworthy and transparent financial advisor, Highland Financial Advisors, LLC may be the right fit for you.
Merrill Lynch Financial Advisor Ken P Fukushima
Merrill Lynch Financial Advisor Ken P Fukushima, located at 100 Campus Drive in Florham Park, New Jersey, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With a focus on connecting all aspects of your financial life, Ken Fukushima can create a personalized wealth management strategy tailored to your needs. As a Registered Senior Wealth Management Client Associate, Ken Fukushima and his team at Merrill Lynch Wealth Management are committed to building strong client relationships based on trust and personalized service. By participating in the Merrill tradition of community involvement, Ken Fukushima also volunteers with organizations in the local community. Through the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Ken Fukushima can help clients build and document a personalized financial plan that reflects their goals and priorities. With access to the global resources of Merrill and banking solutions from Bank of America, Ken Fukushima works with clients to develop a financial approach designed to address their needs.
Merrill Lynch Financial Advisor Mary-Ann Abida
Merrill Lynch Financial Advisor Mary-Ann Abida, located at 1700 New Jersey 23, Wayne, New Jersey, United States, is a finance institution that offers personalized wealth management services. Mary-Ann Abida and her team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Mary-Ann focuses on helping clients achieve their financial goals by creating customized plans tailored to their needs and priorities. The institution offers the Merrill Personal Wealth Analysis™ to develop personalized financial strategies, utilizing the global resources of Merrill and the banking convenience of Bank of America. With a focus on understanding clients' investment personalities and goals, Mary-Ann works to ensure that their financial strategies adapt to life changes and market conditions. By providing ongoing support and guidance, Mary-Ann helps clients navigate financial transitions and make informed decisions to pursue their goals. With a commitment to putting clients first, Mary-Ann and her team strive to provide the latest investment insights, tips, and strategies to help clients live their best financial lives. Mary-Ann Abida is registered to do business in multiple states and holds certifications in financial planning and divorce financial analysis. Investing involves risk, and clients should consult with legal and tax advisors before making any financial decisions.
Professional Economic Growth Group
Professional Economic Growth Group is a leading institution located at 75 Lane Road in Fairfield, New Jersey. Specializing in finance, insurance, and legal services, we are dedicated to helping individuals and businesses achieve their economic goals and grow their wealth. Our team of experts offers personalized solutions and strategies to navigate the complex world of finance, insurance, and legal matters. Whether you are looking to invest in your future, protect your assets, or resolve legal issues, Professional Economic Growth Group is here to guide you every step of the way. Contact us today to learn how we can help you reach new heights of economic success.
CK ACCOUNTING GROUP
CK Accounting Group is a leading institution offering expert accounting, finance, and legal services. Located at 150 River Road in Montville, New Jersey, United States, our team of experienced professionals is dedicated to providing top-notch financial and legal solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, or legal advice, CK Accounting Group is here to assist you every step of the way. Trust us to help you navigate the complexities of accounting and finance with precision and expertise.
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.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Millburn, New Jersey is dedicated to supporting the wealth goals of individuals and families. With a team that has deep knowledge working with wealth builders, corporate executives, and retirees, we are committed to helping our clients work towards the life and legacy they deserve. Our Tri-State, Indiana, and Ohio teams strive to create genuine connections with our clients and community. We believe in giving back, with $3 million in U.S. Bank Foundation and corporate giving provided in the past three years, along with 3,000 volunteer hours. Our services include investment and insurance products, annuities, and advice on managing concentration risk in portfolios. U.S. Bank is not responsible for the products or services of U.S. Bancorp Investments, Inc., but we do offer insurance products through our affiliate. Remember to consult with your tax or legal advisor for advice specific to your situation.
Merrill Lynch Financial Advisor Harold Cho
Merrill Lynch Financial Advisor Harold Cho is located at 51 John F Kennedy Parkway in Millburn, New Jersey, United States. Harold is a Vice President and Senior Financial Advisor at the Merrill Complex in Short Hills, NJ. With a Bachelor of Science in Finance from The University of Connecticut, Harold holds FINRA Series 3, 7, 9, 63, and 65 registrations. He is dedicated to serving his clients with integrity and professionalism, focusing on helping individuals achieve their life goals through wealth creation, preservation, and asset transfer. Harold works closely with each client to design, implement, and manage a personalized financial strategy to meet their specific objectives. In his free time, Harold enjoys sports such as tennis, soccer, and golf, as well as cooking and spending time with his family. At Merrill Lynch Wealth Management, Harold and his team are committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies tailored to each client's goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Harold helps clients address their financial needs and achieve their goals. As a Merrill Lynch Wealth Management Advisor, Harold focuses on understanding his clients' goals and priorities to create a customized financial approach that reflects their unique needs and financial situation. Harold is registered to do business in multiple states and emphasizes the importance of personalized investment strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should consult their advisors before making any financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Harold Cho is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 51 John F Kennedy Parkway in Millburn, New Jersey, United States. This branch offers clients the combined investing insights of Merrill Lynch and the extensive banking capabilities of Bank of America. The financial advisors at this branch have years of wealth management knowledge and experience, providing strategies to help clients preserve, grow, and distribute wealth. They offer retirement income planning, guidance on investments, estate planning services, and more. The advisors work closely with clients to understand their goals and create personalized financial strategies. Additionally, the branch is committed to giving back to the community through volunteerism and charitable outreach. Merrill Lynch Wealth Management provides clients with access to industry-skilled advisors, a disciplined wealth planning platform, and the resources of a leading global financial services firm. Whether you are an experienced investor or looking to start a career as a financial advisor, Merrill Lynch offers training, mentoring, and technology to support your professional growth. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Merrill Lynch Wealth Management is dedicated to helping individuals pursue their financial goals through customized investment approaches and wealth management advice.
Prestige Wealth Management Group
Prestige Wealth Management Group is a leading financial and legal institution located at 374 Millburn Avenue in Millburn, New Jersey. Our team of experienced professionals is dedicated to providing top-notch wealth management services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, our experts are here to assist you every step of the way. Trust Prestige Wealth Management Group to help you secure your financial future.
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.
TPS Financial Verona
TPS Financial Verona, located at 280 Bloomfield Avenue in Verona, New Jersey, is a finance institution specializing in Personalized Wealth Management and Financial Planning. Our team of professional financial planners will guide you through the complexities of managing your wealth, tax issues, and financial decisions to help you achieve your goals. We offer personalized wealth management services, including developing long-term asset allocation strategies, evaluating your current financial situation, and providing retirement planning advice. Our experienced team of financial professionals also offers estate planning services and unbiased investment advice. At TPS Financial, we value every client, particularly educators, who are the backbone of our practice. We are dedicated to helping our clients feel confident and secure in their financial future. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Please consult with your tax and legal advisors regarding your specific circumstances. Visit our website for more information about our services and offerings. Free yourself from the complexity of finances and enjoy life's journey with TPS Financial Verona.
Integra Wealth Management
Integra Wealth Management, located at 461 From Road in Paramus, New Jersey, is a finance institution that is redefining integrated wealth management. With a team of experienced professionals with years of Wall Street experience, Integra Wealth is dedicated to helping high-net-worth individuals achieve their financial goals. At Integra Wealth, we offer more than just management of financial assets. Our Certified Financial Planner (CFP®) team works closely with successful individuals and families in Bergen County and Southern New Jersey to create personalized strategies for financial well-being and prosperity.
Michael McSweeney | Financial Advisor
Michael McSweeney | Financial Advisor is a finance institution located at 52 Forest Avenue, Paramus, New Jersey, United States. As a resource for all your financial needs, we welcome any questions, concerns, or comments you may have. Our team is dedicated to providing personalized financial solutions with no obligation. Contact us for a conversation today. Our investment professionals are registered representatives and financial advisors of Park Avenue Securities LLC (PAS), offering securities products and advisory services. We are also Financial Representatives of The Guardian Life Insurance Company of America® (Guardian). Certified Financial Services, LLC is not affiliated with PAS or Guardian. Please consult with your tax, legal, or accounting professional for personalized advice. This material is for general use only, and we do not provide specific investment advice. We look forward to hearing from you soon. (FINRA’s BrokerCheck: 2024-167549 Exp. 1/17)
Wealth Master Group, Inc.
Wealth Master Group, Inc. is a finance institution located at 411 Hackensack Avenue in Hackensack, New Jersey, United States. Specializing in assisting retirees and pre-retirees with retirement planning, Wealth Master Group, Inc. is dedicated to helping individuals achieve their financial goals. Please note that Jack Ko and Kyle Cai do not provide tax or legal advice, and recommend discussing these topics with your CPA, tax advisor, or attorney.
Merrill Lynch Financial Advisor Ofer Ouriel
Merrill Lynch Financial Advisor Ofer Ouriel, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is dedicated to helping clients prioritize and pursue their financial goals. Ofer Ouriel, a Certified Plan Fiduciary Advisor, takes the time to understand each client's unique financial situation and personal priorities. The institution offers personalized wealth analysis to create a customized plan centered on the client's goals. With access to the global resources of Merrill, Ofer and his team provide personalized service and build strong client relationships based on trust. The focus is on helping clients manage, grow, and preserve their wealth while addressing changes in their lives and the financial markets. Through ongoing conversations and adjustments to the financial approach, the goal is to help clients achieve what matters most to them. The institution offers a range of financial services and solutions, tailored to each client's individual needs. Ofer Ouriel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation. Investing involves risk, and clients are encouraged to consult with their legal and tax advisors before making financial decisions. With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Ofer Ouriel is committed to helping clients achieve their financial aspirations.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2200 Fletcher Avenue in Fort Lee, New Jersey, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides personalized financial strategies tailored to meet the unique needs and goals of each client. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to create strategies designed to help them achieve their long-term objectives.
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