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TOP 30 Financial consulting for small businesses in Montclair, NJ
12 results found
Search for local businesses, places and services near you
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.
Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
John Nasisi - Financial Advisor, Ameriprise Financial Services, LLC
John Nasisi - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. John Nasisi 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 showcase his expertise in asset management, retirement planning, estate planning, investment management, and more. John Nasisi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to continuing education and ethical standards ensures that clients receive the highest level of service and expertise in the field of financial planning and investment management.
Jessica E Palatucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
Steven Snoha - State Farm Insurance Agent
Steven Snoha - State Farm Insurance Agent is a reputable insurance agency located at 23 Church Street in Bernards, New Jersey. Owned by Steven Snoha, a graduate of Montclair State University, this agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and State Farm Financial Services. With a dedicated team of professionals, they are also available to assist small business owners with Commercial Insurance quotes. Recognized for their outstanding service, the agency has received several State Farm awards including Ambassador Travel qualifier, Honor Club recipient, and Chairman's Club recipient. The team is committed to helping clients create Personal Price Plans that fit their budget and needs. They offer various communication options such as phone, email, video chat, and walk-ins for convenience.
Andrew Sorger
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.
Huu Cuong Merrigan, CPA
Huu Cuong Merrigan, CPA is a trusted accounting and finance institution located at 59 Hillcrest Avenue in Morristown, New Jersey, United States. With over 25 years of professional experience, Huu Merrigan specializes in providing personalized tax planning and preparation services for individuals and small businesses. Established in 2012, Huu has built strong relationships with clients throughout New Jersey and New York, working closely with a network of financial and legal professionals to meet their needs and goals. Huu's expertise stems from years of private and public accounting and tax experience in the region. He graduated from Rutgers University-New Brunswick with an accounting degree and has worked for both a regional accounting firm and in private industry before starting his own tax practice.
Northkit Roofing
Welcome to Northkit Roofing – Your Trusted Roofing Experts in New Jersey Located at 10 Village Park Road, Cedar Grove, NJ, Northkit Roofing is your premier destination for top-notch roofing and general contracting services. Serving Essex, Passaic, Morris, and Bergen Counties, we pride ourselves on delivering quality, reliability, and stunning design in every project we undertake. Whether your job is large or small, we are committed to ensuring complete satisfaction with our comprehensive roofing solutions.
Sturcke & Associates
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.
Krys Hall,CPA
Welcome to Krys Hall, CPA – Your Trusted Partner in Accounting and Finance Solutions Located at 34 Valley Road, Montclair, New Jersey, Krys Hall, CPA is your go-to destination for comprehensive accounting and financial services tailored to meet the unique needs of individuals and businesses alike. With a commitment to excellence and a personalized approach, we provide a wide range of services, including tax preparation, bookkeeping, financial planning, and business consulting.
State Farm Insurance
Welcome to State Farm Insurance, your trusted insurance agency located at 216 Old Tappan Road, Old Tappan, New Jersey 07675. We are committed to helping you protect what matters most – your family, your belongings, and your financial well-being. Our dedicated agent, Joe Rubino, is here to assist you with all your insurance needs and help you create a personalized coverage plan that fits your lifestyle and budget. Auto Insurance: We offer a variety of auto insurance options tailored to your needs, whether you're a new driver, business traveler, or collector. With safe driving rewards, bundling options, and discounts available, you can save more while ensuring comprehensive coverage. Please note that all auto insurance quotes are provided through our agents. Call us during business hours to create your Personal Price Plan.
Dan DeSimone - State Farm Insurance Agent
Welcome to Dan DeSimone - State Farm Insurance Agent, your trusted partner in Englewood, New Jersey for all your insurance needs. Conveniently located at 105 North Dean Street, our agency is dedicated to providing you with personalized insurance solutions to protect what matters most to you—your family, assets, and future. At Dan DeSimone's agency, we understand the importance of saving money while ensuring comprehensive coverage. Our team is here to help you customize a Personal Price Plan that fits your lifestyle and budget. Whether you need auto insurance, home insurance, renters insurance, or coverage for your recreational vehicles, we have a range of options designed to meet your specific needs. Enjoy potential savings with safe driving rewards, bundling options, and various discounts.
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