Financial advisory services in Montclair, New Jersey

Merrill Lynch Financial Advisor Todd J. Dates is a finance institution located at 1700 New Jersey 23, Wayne, New Jersey, United States. Todd Dates began his career in financial services in 1998 and has a bachelor's degree from Montclair State University. He believes in building successful client relationships through exemplary service, focusing on accuracy, responsiveness, and proactive communication. Todd, along with his wife and two sons, resides in Wayne and enjoys exercising and running. The institution offers personalized financial planning centered around clients' goals and priorities, with a focus on long-term success. Todd Dates is committed to helping clients navigate their financial future and achieve their goals by collaborating with other professional advisors. The institution believes in the power of a dedicated team of Merrill Lynch Wealth Management Advisors to help clients navigate the financial landscape. Todd Dates is registered to do business in various states and offers personalized investment strategies tailored to each client's unique needs and financial situation. Investing involves risk, and past performance does not guarantee future results. Clients are advised to consult their legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services to help clients live their best financial life.

RAVIA Global Services, located at 41 Watchung Plaza in Montclair, New Jersey, is a leading consulting firm with over 30 years of experience in helping organizations achieve their goals and improve performance. Specializing in digital solutions, our team of experts can assist with Analytics & Big Data, Artificial Intelligence, Cloud Computing, Business Process, and more. Whether you're looking to expand regionally, nationally, or globally, we can help you develop a strategic plan and execute it effectively. As your trusted partner, we work closely with your management team to create a customized strategy that aligns with your business objectives. Contact us at info@raviaglobalservices.com or visit our website www.raviaglobalservices.com to learn more about how we can help take your organization to the next level.

Curtis White - Financial Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey, offers personalized financial planning tailored to your individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Curtis provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular progress reviews and updates ensure your approach adapts to life changes, while secure online access allows you to track your investments anytime, anywhere. Curtis White is registered in states where securities business is conducted, and a complimentary initial consultation can kickstart your financial planning journey. Stay informed on market trends and cash back opportunities with exclusive Ameriprise credit cards. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, committed to helping you and your loved ones reach financial success.

Patrick Garcia - Financial Advisor, Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Patrick provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Background and qualification information can be found on FINRA's BrokerCheck website. The institution is committed to diversity, inclusion, and creating a better future for all. A complimentary initial consultation is available for those interested in learning more about how Patrick can help them secure a more confident financial future.

Edward Jones - Financial Advisor: James M Kelly, CFP® is a reputable finance institution located at 622 Valley Road in Montclair, New Jersey, United States. Specializing in providing personalized financial planning services, James M Kelly, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James M Kelly, CFP® is committed to helping individuals and families secure their financial futures.

Sara Koshan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 491 Bloomfield Avenue in Montclair, New Jersey, United States. Sara holds multiple 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®. Sara specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Sara is committed to helping clients achieve their financial goals and maximize their wealth management opportunities. Contact Sara Koshan today for expert financial advice and personalized investment strategies.

Vigilaire Tax And Financial Services is a reputable institution located at 29 Northfield Avenue in West Orange, New Jersey, United States. Specializing in accounting, finance, and legal services, we cater to individuals and businesses looking for expert guidance in managing their financial affairs. Our team is dedicated to providing personalized solutions to meet your specific needs and help you maximize your returns. With years of experience in the industry, we have built a strong reputation for delivering top-quality advisory services tailored to each client's unique financial situation. Our clients have consistently praised our expertise and professionalism, and we are confident that you will have a positive experience working with us.

Welcome to Jessica E Palatucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey. As a distinguished finance expert, Jessica E Palatucci brings a wealth of knowledge and specialized credentials to help clients achieve their financial goals. Jessica holds multiple prestigious certifications, each reflecting a commitment to excellence and ethical standards in financial advisory services. With an AAMS™ certification, Jessica is skilled in applying investment concepts to real-world asset management scenarios, focusing on asset allocation, investment strategies, and estate planning. Her expertise extends to serving domestic partners through the ADPA™ designation, which encompasses wealth transfers, federal taxation, and retirement planning.

Andrew Sorger is a finance institution located at 33 Plymouth Street in Montclair, New Jersey, United States. As a Financial Advisor, Financial Services Executive, and Investment Advisor Representative, Andrew is dedicated to helping individuals, families, and small businesses build, grow, and protect their wealth and financial futures. With a comprehensive approach, Andrew helps clients define their financial goals and objectives, working together to create a long-term plan to meet these goals. Andrew, who was born and raised in Montclair, has a background in finance, capital markets, and investment management. He graduated with honors from Drew University and holds an MBA in Finance from Columbia University Business School. Andrew also holds the RICP designation (Retirement Income Certified Professional®) and teaches financial education at major US companies.

SFI Advisors is a reputable finance institution located at 79 Midland Avenue in Montclair, New Jersey, United States. With a team of experienced financial experts, SFI Advisors provides a wide range of financial services including investment management, financial planning, and wealth management. Clients can trust SFI Advisors to provide personalized solutions to help them achieve their financial goals.

Raymond James is a reputable finance institution located at 209 Cooper Avenue in Montclair, New Jersey, United States. With a strong presence in the financial services industry, Raymond James offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, Raymond James is dedicated to providing top-notch financial solutions tailored to each client's unique needs. With a team of experienced professionals, Raymond James is committed to delivering exceptional service and expert guidance to help clients navigate the complexities of the financial world.

Taiwo Tax & Accounting is a reputable institution located at 28 Valley Road in Montclair, New Jersey. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. From tax preparation and planning to bookkeeping and financial consulting, we offer a wide range of services to meet our clients' diverse needs. Trust Taiwo Tax & Accounting to handle all of your financial matters with precision and expertise.

OBS Bookkeeping is a reputable accounting and finance institution located at 41 Watchung Plaza in Montclair, New Jersey, United States. With a team of experienced professionals, OBS Bookkeeping offers a wide range of services including bookkeeping, financial reporting, tax preparation, and payroll processing. Whether you are a small business owner or an individual in need of financial assistance, OBS Bookkeeping is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you manage your finances with ease and efficiency.

Spinelli Stephen M CPA is a reputable accounting and finance institution located at 900 New Jersey 71, Spring Lake, New Jersey, United States. Stephen Spinelli, a licensed Certified Public Accountant with 39 years of experience, offers strategic financial advice for individuals and businesses, with a focus on wholesale, retail, and professional industries. Specializing in construction, real estate development, and medical fields, Stephen is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. With a bachelor's degree in Business from Montclair State University, Stephen is dedicated to providing quality service to his diverse clientele. Visit our office in Spring Lake Heights to benefit from Stephen's expertise and personalized financial solutions.

Welcome to Baker & Associates, your trusted partner in accounting and financial services, conveniently located at 209 Cooper Avenue in the heart of Montclair, New Jersey. At Baker & Associates, we are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to helping you navigate the complexities of accounting, tax preparation, financial planning, and business consulting with precision and integrity. Whether you are a small business owner seeking expert advice or an individual in need of tax assistance, Baker & Associates is here to support your financial journey. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.

Welcome to Burton Cieri Del Sordi & Co, your trusted partner in accounting and financial services, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services designed to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial advisory services. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that help our clients achieve their financial goals.

Welcome to Sturcke & Associates, your trusted partner in accounting and finance, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and personalized service, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting. At Sturcke & Associates, we understand the unique challenges you face and provide tailored solutions to meet your specific needs. Whether you are a small business owner seeking strategic financial advice or an individual looking for expert tax assistance, we are here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of accounting and finance with confidence and ease.

Welcome to Fortunato & Alampi LLC Located in the heart of Montclair, New Jersey, Fortunato & Alampi LLC is your trusted partner in accounting and finance. Situated at 206 Bellevue Avenue, we specialize in providing personalized financial solutions to meet the diverse needs of our clients. Our team of experienced professionals is committed to delivering high-quality services that help individuals and businesses achieve their financial goals.