TOP 30 Estates planning in Summit, New Jersey
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Summit Tax Services LLC
● ClosedSummit Tax Services LLC is a reputable accounting and finance institution located at 223 North Main Street in Manville, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Summit Tax Services LLC for all your accounting and finance needs.
223 N Main St, Manville, NJ 08835, United States -
Summit Beech, LLC
● ClosedSummit Beech, LLC is a premier institution located on Beech Spring Drive in Summit, New Jersey, United States. We are dedicated to providing top-quality services and resources to our clients, ensuring their success and satisfaction. Our team of experts is committed to delivering exceptional results and exceeding expectations. At Summit Beech, LLC, we prioritize professionalism, integrity, and excellence in all that we do. Join us and experience the difference at Summit Beech, LLC.
Beech Spring Dr, Summit, NJ 07901, United States -
Summit Place Financial Advisors
● ClosedSummit 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.
18 Bank St Ste 202, Summit, NJ 07901, United States -
Summit Global Asset Management
● ClosedSummit 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).
64 Commonwealth Ave, New Providence, NJ 07974, United States -
Summit Advisory Group
● ClosedSummit 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.
155 Chestnut Ridge Rd, Montvale, NJ 07645, United States -
Living Great Real Estate
● ClosedWelcome to Living Great Real Estate, your premier real estate agency located at 22-24 Morlot Avenue, Fair Lawn, New Jersey 07410. We specialize in providing a seamless and comprehensive real estate experience, whether you're searching for homes, condos, land, or foreclosure properties. Our website is designed to be the ultimate resource for all your real estate needs, featuring an easy-to-use interface that is updated every 15 minutes from the official REALTOR® database. With Living Great Real Estate, you can effortlessly save your property searches and receive daily email alerts about new listings, price changes, sold data, and market reports. Our Interactive Map Search tool allows you to visualize properties on a map, or refine your search by drawing boundaries around specific areas of interest.
22-24 Morlot Avenue, Fair Lawn, New Jersey 07410, United States -
Middlebrooks Shapiro
● OpenMiddlebrooks Shapiro is a reputable law firm located at 841 Mountain Avenue in Springfield, New Jersey, United States. Specializing in Assignments for the Benefit of Creditors & Liquidation, Adversary Proceedings, and Federal & State Litigation, our experienced attorneys have been serving clients since 1993. We represent corporations, estates, and individuals in a variety of bankruptcy and business-related cases, providing tailored legal strategies and guidance every step of the way. Our team of professionals pride themselves on offering insightful and effective advice to clients of all sizes. Active members of state and federal bars, our attorneys are well-respected in the New Jersey and New York legal community. Whether you're facing business insolvency, liquidation, or need help with bankruptcy alternatives, Middlebrooks Shapiro can provide you with the right legal solution. From Chapter 7 for businesses to Subchapter V bankruptcy for small businesses, our firm offers comprehensive bankruptcy law services to clients throughout New Jersey and New York. We serve a wide range of communities, including Springfield, Union, Cranford, Westfield, Summit, Newark, Jersey City, Belmar, and Long Island. Trust Middlebrooks Shapiro for all your bankruptcy law needs in 2021 and beyond.
841 Mountain Ave, Springfield, NJ 07081, United States -
Dascal Law
● ClosedDascal Law is a prestigious law firm located at 350 Springfield Avenue in Summit, New Jersey. Our team of experienced attorneys is dedicated to providing top-notch legal services to individuals and businesses in the United States. With a focus on professionalism, integrity, and client satisfaction, Dascal Law is committed to delivering excellent results in a variety of legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled lawyers are here to help. Contact Dascal Law today for expert legal counsel you can trust.
350 Springfield Ave #200, Summit, NJ 07901, United States -
Ventura Miesowitz Albano
● ClosedVentura Miesowitz Albano is a prestigious law firm located at 783 Springfield Avenue in Summit, New Jersey, United States. With a team of highly skilled and experienced lawyers, this institution specializes in providing top-notch legal services to clients in various areas of law. Whether you are in need of assistance with personal injury cases, real estate transactions, estate planning, or business law matters, the professionals at Ventura Miesowitz Albano are dedicated to providing expert guidance and representation. Their commitment to excellence and client satisfaction sets them apart as a trusted and reliable legal resource in the Summit community.
783 Springfield Ave, Summit, NJ 07901, United States -
Bhatt Law Group, P.C. - Family Law
● OpenBhatt Law Group, P.C. is a reputable family law firm located at 378 Summit Avenue in Jersey City, New Jersey. Our team of experienced lawyers specializes in assisting clients with a wide range of family law matters, including divorce, child custody, adoption, and more. We are dedicated to providing personalized and compassionate legal representation to help our clients navigate the complexities of family law proceedings. Whether you are facing a difficult divorce or need assistance with a child custody issue, Bhatt Law Group, P.C. is here to help. Contact us today to schedule a consultation.
378 Summit Ave, Jersey City, NJ 07306, United States -
Frances Nicotra, Esq.
● ClosedFrances Nicotra, Esq. is a reputable law firm located at 853 Summit Avenue in Jersey City, New Jersey. Specializing in various areas of law, including family law, real estate law, and estate planning, Frances Nicotra, Esq. is dedicated to providing top-notch legal services to clients in the Jersey City area. With a track record of success and a commitment to client satisfaction, this institution is a trusted resource for individuals seeking expert legal representation. Contact Frances Nicotra, Esq. today for all your legal needs.
853 Summit Ave, Jersey City, NJ 07307, United States -
Rubas Law Offices
● OpenRubas Law Offices is a reputable law firm located at 549 Summit Avenue in Jersey City, New Jersey. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with a real estate transaction, or require representation in a criminal matter, our skilled attorneys are here to help. With a proven track record of success and a commitment to client satisfaction, Rubas Law Offices is the go-to choice for legal representation in Jersey City and beyond. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
549 Summit Ave, Jersey City, NJ 07306, United States -
Mc Breen & Kopko
● OpenMc Breen & Kopko is a reputable law firm located at 110 Summit Avenue in Montvale, New Jersey. With a dedicated team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including business law, real estate law, and estate planning, Mc Breen & Kopko is committed to providing top-notch legal representation and achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with contracts, Mc Breen & Kopko is a trusted institution that you can rely on.
110 Summit Ave, Montvale, NJ 07645, United States -
William Schiffman, Attorney
● ClosedWilliam Schiffman, Attorney is a reputable law firm located at 210 Summit Avenue in Montvale, New Jersey. As a skilled lawyer, William Schiffman offers top-notch legal services to clients in need of expert legal representation. With years of experience and a strong track record of success, William Schiffman is dedicated to providing personalized and effective legal solutions to his clients. Whether you are facing a criminal charge, dealing with a family law matter, or in need of assistance with a business dispute, William Schiffman, Attorney is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
210 Summit Ave, Montvale, NJ 07645, United States -
Bourne, Noll & Kenyon, A Professional Corporation
● ClosedBourne, Noll & Kenyon, A Professional Corporation is a law firm located at 382 Springfield Avenue in Summit, New Jersey, United States. With a team of experienced attorneys, they specialize in providing legal services in various practice areas including corporate law, real estate law, estate planning, and litigation. Clients can expect personalized and professional representation to help navigate through legal matters effectively. Contact Bourne, Noll & Kenyon for expert legal advice and assistance.
382 Springfield Ave # 507, Summit, NJ 07901, United States -
Spurr Law LLC
● ClosedSpurr Law LLC is a reputable law firm located at 382 Springfield Avenue in Summit, New Jersey, United States. Specializing in a wide range of legal services, including estate planning, real estate law, business law, and more, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized attention to every client. With a commitment to excellence and a track record of success, Spurr Law LLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
382 Springfield Ave Suite 315, Summit, NJ 07901, United States -
Anuforo Law Firm, LLC
● ClosedAnuforo Law Firm, LLC is a dedicated team of experienced attorneys located at 551 Summit Avenue in Jersey City, New Jersey, United States. Specializing in immigration law, we offer a wide range of services to assist you in navigating the complex immigration process and achieving your goals. From creating customized plans to handling wills, trusts, powers of attorney, healthcare directives, and guardianships, our team is here to support you every step of the way. In addition to immigration services, we also provide Business and Real Estate solutions such as business formation, contract review, title examinations, and real estate closings. Our comprehensive services are tailored to meet your unique needs and goals, ensuring that you receive the support and guidance you need.
551 Summit Ave, Jersey City, NJ 07306, United States -
Ansetti & Associates LLC
● OpenAnsetti & Associates LLC is a reputable and experienced law firm located at 551 Summit Avenue in Jersey City, New Jersey. Specializing in a wide range of legal services, our team of skilled attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. With a focus on integrity, professionalism, and results, we strive to achieve the best possible outcomes for each case we handle. Whether you are in need of legal advice for a business matter, personal injury claim, or estate planning, Ansetti & Associates LLC is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
551 Summit Ave, Jersey City, NJ 07306, United States -
LuxeLife Group | Simon Westfall-Kwong
● OpenLuxeLife 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.
LuxeLife Group, 520 Morris Ave, Summit, NJ 07901, United States -
Lakeland Bank
● ClosedLakeland Bank, located at 510 Morris Avenue in Summit, New Jersey, is a full-service financial institution offering a range of banking and finance services. Whether you need to access our convenient ATM, manage your accounts online through our digital banking solutions, or seek expert advice on estate planning or mortgages, our team is here to help. Our Treasury Management Solutions can help streamline your financial operations and drive profitability, while our free guides provide valuable information and support for your unique journey. Trust Lakeland Bank to provide the tools and resources you need to achieve your financial goals.
510 Morris Ave, Summit, NJ 07901, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
47 Maple St #306, Summit, NJ 07901, United States -
Beacon Hill Private Wealth, LLC
● ClosedBeacon 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.
350 Springfield Ave #200, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Robert Schiano
● ClosedMerrill 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.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Ralph James Costanza
● ClosedMerrill 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.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Kathleen "KC" Maloney
● ClosedMerrill 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.
1 Deforest Ave, Summit, NJ 07901, United States -
Journey Strategic Wealth, Brian Flynn
● ClosedJourney Strategic Wealth, led by Brian Flynn, is a reputable finance institution located at 104 Summit Avenue in Summit, New Jersey, United States. Specializing in strategic wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Journey Strategic Wealth is committed to providing top-tier financial guidance and support to individuals and families seeking to secure their financial future.
104 Summit Ave, Summit, NJ 07901, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1 Deforest Ave, Summit, NJ 07901, United States -
Anthony DeAngelo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony 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.
129 Summit Ave Fl 2nd, Summit, NJ 07901, United States -
Jeremy Westaway - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeremy Westaway is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. With a focus on individual goals and risk tolerance, Jeremy provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. Jeremy is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to discuss your financial needs and goals. Ameriprise Financial Services, LLC cannot guarantee future financial results. Member FINRA and SIPC.
129 Summit Ave Fl 2nd, Summit, NJ 07901, United States -
Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedShivam 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.
129 Summit Ave Fl 2nd, Summit, NJ 07901, United States
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