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TOP 30 Financial legacy planning in New Jersey
150 results found
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George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC
George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3000 Atrium Way in Mount Laurel Township, New Jersey, is a leading finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service to their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, their team of advisors are equipped to provide comprehensive financial planning tailored to individual needs. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or those going through a divorce, the team at George Pittaoulis - Private Wealth Advisor has the knowledge and expertise to guide you through every step of the financial planning process. Their commitment to ethical practices, ongoing education, and professional development sets them apart as a trusted partner in helping clients achieve their financial goals.
Banyan Wealth Management & Financial Planning
Banyan Wealth Management & Financial Planning is a finance institution located at 74 Brick Boulevard, Brick Township, New Jersey, United States. We are dedicated to focusing on your financial well-being so you can enjoy life with the confidence that your dreams of tomorrow are always within reach. Our team is committed to creating a financial roadmap that represents your dreams, ambitions, and financial legacy for generations to come. We strive to remove the stress from managing your financial future, empowering you and your family to live the life you love today while ensuring your vision of tomorrow is always on the horizon. At Banyan Wealth, we offer a four-step planning and investment approach to help you achieve financial independence. As we approach the first quarter of 2024, we emphasize the importance of staying ahead in your financial journey. Our team is prepared for the potential bumpy roads and opportunities ahead, and we provide Q1 insights to ensure your financial strategy is resilient and adaptable.
D&M Wealth Management Group - UBS Financial Services Inc.
D&M Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 1337 Tilton Road in Northfield, New Jersey, United States. Specializing in wealth management services, they offer personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, D&M Wealth Management Group provides expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, D&M Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.
Master Legacy Planning
Master Legacy Planning is a premier finance institution located at 650 New Road in Linwood, New Jersey, United States. Our team of expert financial advisors specializes in creating customized legacy plans to protect and grow your wealth for future generations. Whether you are looking to build a secure financial future for your family or establish a lasting legacy, our dedicated professionals are here to help you every step of the way. Contact us today to start planning for your financial legacy.
Hart Financial Services LLC
Hart Financial Services LLC is a reputable finance institution located at 366 Herbertsville Road in Brick Township, New Jersey, United States. We offer a wide range of financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, we are here to help you every step of the way. Visit us today to learn more about how Hart Financial Services LLC can help you secure your financial future.
Alfredo Otero Accounting Service/Legacy Accounting LLC
Alfredo Otero Accounting Service/Legacy Accounting LLC is a reputable accounting and finance institution located at 429 Clifton Avenue, Clifton, New Jersey, United States. With a legacy of providing top-notch accounting services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve financial success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to guide you every step of the way. Trust Alfredo Otero Accounting Service/Legacy Accounting LLC for all your accounting and finance needs.
Steve Gish - Raymond James
Steve Gish - Raymond James is a finance institution located at 179 Kings Highway in Woolwich Township, New Jersey, United States. Our team of experienced professionals offers a wide range of financial services including investment management, retirement planning, and wealth management. We pride ourselves on providing personalized and tailored financial solutions to help our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
Jack Kennedy - Raymond James
Jack Kennedy - Raymond James is a reputable finance institution located at 196 Delaware Street in West Deptford, New Jersey. As a part of the Raymond James financial services network, they offer a wide range of investment and wealth management services to individuals and businesses. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Jack Kennedy - Raymond James is dedicated to providing expert guidance and support every step of the way.
Marsh & McLennan Agency
Marsh & McLennan Agency (MMA) is located at 510 Bank Street in Cape May, New Jersey, United States. As part of the Marsh McLennan family of companies, MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals. With a team of professionals who have specific expertise in various industries, MMA delivers customized solutions to meet unique needs. In light of the evolving situation in Ukraine, businesses should be aware of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh has created a page with information, tools, and resources related to the Russia-Ukraine conflict for the latest updates.
Heels on Wheels
Heels on Wheels is a finance institution located at 310 Front Street in Belvidere, New Jersey, United States. Specializing in providing financial services to women, Heels on Wheels offers personalized financial planning and investment solutions tailored to meet the unique needs and goals of female clients. With a team of experienced financial advisors, Heels on Wheels is dedicated to empowering women to take control of their financial future and achieve their financial dreams. Whether you are looking to grow your wealth, plan for retirement, or secure your financial legacy, Heels on Wheels is committed to helping you reach your financial goals with confidence and peace of mind.
Morgan Sayre - State Farm Insurance Agent
Morgan Sayre - State Farm Insurance Agent is a family-owned insurance agency located at 270 South Main Street in Flemington, New Jersey, United States. With a legacy passed down over three generations, Morgan Sayre is dedicated to providing personalized and transparent insurance options for auto, home, and life coverage in New Jersey. As a wife and mother, Morgan understands the importance of protecting your family's future and is committed to helping you secure your dreams. The agency also offers competitive motorcycle and RV insurance in addition to auto insurance. At Morgan Sayre - State Farm Insurance Agent, you can expect honesty, openness, and a commitment to putting your needs first. The dedicated team is experienced in providing insurance and financial services tailored to your individual needs. Whether you're looking for car insurance, home insurance, renters insurance, business insurance, or life insurance, Morgan Sayre and her team are here to help you find the right coverage. They also offer lessons on money management for teens and advice on DIY auto maintenance to help you save money.
Edward Jones
Edward Jones is a reputable finance institution located at 221 Rocktown Lambertville Road in Lambertville, New Jersey, United States. With a focus on personalized financial services, Edward Jones offers a range of investment options and financial planning solutions to help individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provide expert guidance and tailored strategies to help clients navigate the complexities of the financial market and make informed decisions. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones is committed to providing top-notch financial services and support to help you secure a prosperous future.
Hoey Hecht Wealth Management of Janney Montgomery Scott
Hoey Hecht Wealth Management of Janney Montgomery Scott is a leading finance institution located at 701 East Gate Drive in Mount Laurel Township, New Jersey, United States. With a team of experienced financial advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Hoey Hecht Wealth Management has the expertise and resources to guide you every step of the way. Trust in their personalized approach and commitment to excellence to secure your financial future.
The Rasner and Daverso Group - Morgan Stanley
The Rasner and Daverso Group at Morgan Stanley is a leading financial institution located at 330 Fellowship Road in Mount Laurel Township, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and financial planning, we strive to deliver exceptional service and guidance to our clients. Contact us today to learn more about how we can help you secure your financial future.
EKS Associates
EKS Associates is a leading finance institution located at 601 Ewing Street in Princeton, New Jersey, United States. With a team of experienced financial professionals, EKS Associates provides a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized service and tailored financial solutions to help them achieve their financial goals. With a commitment to integrity and excellence, EKS Associates is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.
Scott Siripalaka - Thrivent
Scott Siripalaka - Thrivent is a finance institution located at 2920 New Jersey 23, Jefferson, New Jersey, United States. They are licensed in multiple states including AZ, CA, CO, CT, DE, FL, IN, KS, LA, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TN, VA, WI, and WV. The institution specializes in simplifying complex financial concepts and providing a comprehensive range of financial strategies to help individuals on their financial journey. Services include retirement planning, cash flow management, education planning, investments, legacy strategies, social security maximization, and tax diversification. Scott Siripalaka has assisted numerous member-owners in making money choices that align with their values, protect their families, and contribute to the community.
Breakthrough Insurance Group
Breakthrough Insurance Group (BIG) is a national full-service insurance agency located at 2 North Main Street in Medford, New Jersey. As a Simplicity Group Company, we support agents and financial advisors throughout the entire insurance planning process. Our agency provides producers with the best insurance products, carrier partners, and services in the market, partnering with highly rated carriers and offering top compensation. We are dedicated to providing an exceptional customer experience and are committed to educating our agents and advisors to help clients plan and leave a legacy. With product design and illustrations for point-of-sale, proprietary technology, and tools for quoting and submitting applications, we strive to advance holistic financial planning for Americans preparing for retirement. Our focus on education ensures that our partners can effectively educate their clients on securing their financial futures. At Breakthrough Insurance Group, we prioritize delivering value to our distribution partners and their clients through best-in-class insurance, investment, and business development solutions for every stage of life. Our strong relationships at every level allow us to understand and meet the needs of financial professionals and their clients, providing the necessary support for securing financial futures. Contact us at our Medford location for more information on how we can help you achieve your insurance planning goals.
Allen & Allen Insurance Agency
Allen & Allen Insurance Agency Inc. is a longstanding institution located at 228 Boulevard in Hasbrouck Heights, New Jersey. Serving clients for over 90 years, the agency was founded in 1924 by brothers Floyd and Harlan Allen. Originally a real estate office, the agency quickly expanded to offer homeowners insurance to its clientele. Today, Allen & Allen Insurance Agency Inc. represents top insurance companies such as The Hartford, Travelers, MetLife, and AIG, providing insurance solutions for thousands of New Jersey residents and businesses. Harlan Allen, a lifelong resident of Hasbrouck Heights, was a prominent figure in the community and played a key role in its development. His dedication to the town and commitment to providing quality insurance services laid the foundation for the agency's success. Over the years, the business has grown and evolved, with Harlan's son Frederick and grandsons Peter and Jeffrey joining the company and continuing its legacy.
Strub Law LLC
Strub Law LLC is a trusted estate planning law firm located in Highland Park, NJ, dedicated to empowering your legacy for today and tomorrow. We specialize in keeping you out of court and out of conflict, ensuring that your loved ones are taken care of according to your wishes. Our personalized approach to estate planning makes the process easy, effective, and affordable. Whether you have a lot of money or a little, we are here to guide you through important legal and financial decisions to protect your assets and ensure your family's well-being. From planning for children with special needs to navigating healthcare costs and business succession, we are committed to helping you create a solid foundation for your future.
Waypoint Legal
Waypoint Legal is a law firm located at 4400 U.S. 9 in Freehold, New Jersey, United States. Specializing in serving seniors and adults with aging parents, our dedicated team of attorneys provides assistance with a variety of legal matters such as Medicaid, wills, trusts, advanced directives, Veteran’s benefits, probate, and more. Whether you are planning for the future or dealing with the loss of a loved one, we are here to support you every step of the way. As we age, important legal questions arise regarding property distribution, long-term care, and financial planning. Our experienced elder law attorneys in Freehold are here to guide you through these complex matters and help you create a comprehensive estate plan that meets your needs both now and in the future.
Levine, Furman & Rubin, LLC
Levine, Furman & Rubin, LLC is a professional institution located in Jackson Township, New Jersey, specializing in accounting, finance, and legal services. They offer free estate planning seminars to help individuals secure their legacy and financial future for their loved ones. The office is known for being flexible with scheduling appointments and providing clear explanations of the documents being signed. With a focus on protecting and preserving wealth, the team at Levine, Furman & Rubin, LLC is dedicated to creating comprehensive estate plans that safeguard assets for both the present and the future. By navigating the complex laws surrounding estate planning, they strive to give clients peace of mind and ensure their assets are protected throughout their lifetime. With a commitment to providing free resources and educational materials, including worksheets and reports, the institution aims to empower individuals to make informed decisions about their estate planning needs. Contact Levine, Furman & Rubin, LLC to schedule a consultation or reserve a spot at one of their free estate planning seminars.
Matus Law Group
Located at 81 East Water Street in Toms River, New Jersey, the Matus Law Group has been serving the residents of New Jersey for over 20 years in matters of estate planning and real estate law. Specializing in estate planning for families with special needs members, our dedicated team of attorneys understands the unique challenges and concerns that these families face. At Matus Law Group, we believe that every estate, regardless of size, deserves a comprehensive plan to protect your loved ones. Our special needs estate planning services provide peace of mind for families, ensuring that their disabled family members are cared for in the future.
The Matus Law Group
The Matus Law Group, located at 125 Half Mile Road in Red Bank, New Jersey, is a trusted estate planning and real estate law firm with over 20 years of experience. Led by attorney Christine Matus, the firm specializes in helping families plan for financial security and create a lasting legacy for future generations. The firm offers comprehensive estate planning services, including guidance on real estate law and planning for families with special needs. With a focus on transparency and compassion, the Matus Law Group is dedicated to protecting your family's assets and ensuring a smooth inheritance process. Whether you need assistance with wills, trusts, probate, or estate administration, the experienced team at Matus Law Group is here to help. Contact them today at (732) 785-4453 to start planning for your family's future.
Heritage Square Associates LLC
Heritage Square Associates LLC is a well-established institution located at 1250 New Jersey 34 in Matawan, New Jersey. This organization is dedicated to preserving and promoting the rich heritage and history of the local area. With a focus on community engagement and education, Heritage Square Associates LLC offers a variety of programs and events that celebrate the cultural diversity and traditions of the region. Visitors can explore exhibits, attend workshops, and participate in guided tours to learn more about the fascinating history of Matawan and its surrounding areas. Whether you are a history enthusiast or simply curious about the past, Heritage Square Associates LLC is the perfect place to immerse yourself in the stories and legacies that have shaped this vibrant community.
Conway Wealth Group, LLC
Conway Wealth Group, LLC is a finance institution located at 4 Campus Drive in Parsippany-Troy Hills, New Jersey, United States. At Conway Wealth Group, we believe that life and wealth are interconnected, and we focus on helping our clients achieve success in all aspects of their lives. Our multi-faceted team offers comprehensive financial planning services that align with our clients' personal values and goals. We provide personalized investing experiences by deeply understanding our clients' needs and objectives. Our services include data aggregation, custom reporting, cash flow management, bill pay, and reconciliation to simplify the complexities of financial planning. We also offer advanced estate planning techniques, tax planning strategies, and risk management solutions to help our clients secure their financial future.
Red Hook Management
Red Hook Management is a finance institution located at 65 Madison Avenue, Morristown, New Jersey, United States. We are dedicated to helping individuals who are focused on their family, future, and legacy. Our team of fee-only advisors works closely with clients to develop highly customized financial and investment solutions. We do not earn commissions or push products - our advice is honest and unbiased, with the sole purpose of protecting your financial future. As a Registered Investment Advisor (RIA) with a diverse team located throughout the United States, we bring a wealth of experience, education, and designations to the table. Our fiduciary duty is to always act in your best interest, and we take this responsibility seriously in everything we do. Our CERTIFIED FINANCIAL PLANNER™ professionals collaborate with clients to create financial plans tailored to their needs, risk tolerances, and tax situations.
American Prosperity Group
American Prosperity Group is a finance institution located at 901 New Jersey 23, Pequannock Township, New Jersey, United States. Our Wealth Management & Legacy Planner is dedicated to providing the finest financial solutions for our clients, addressing their specific needs with unparalleled expertise. We offer informational seminars in North Jersey to educate clients on various financial topics, empowering them to make sound decisions for their financial future. Our personalized planning process begins by understanding your goals and crafting a strategy to meet your needs. Our priority is to provide you and your family with the financial confidence you deserve, every step of the way.
Beacon Pointe Advisors
Beacon 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.
Keating Meizoso Wealth Management Group
The Keating Meizoso Wealth Management Group is a prestigious finance institution located at 200 Park Avenue in Florham Park, New Jersey, United States. With a team of experienced financial advisors, the institution offers comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, the Keating Meizoso Wealth Management Group is dedicated to providing personalized and professional financial guidance to individuals and families.
The Lepore Kostecki Group - Morgan Stanley
The Lepore Kostecki Group at Morgan Stanley is a leading financial institution located at 150 Clove Road in Little Falls, New Jersey. With a team of experienced professionals, they offer a wide range of financial services including wealth management, investment planning, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, The Lepore Kostecki Group is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and begin your journey towards financial success.
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