Financial life planning 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.

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.

Dick Mitchell - Ameriprise Financial Services, LLC is a finance institution located at 28 Valley Road, Montclair, New Jersey, United States. The institution offers a range of certifications and designations for financial professionals to enhance their expertise and provide specialized services to clients. These certifications include 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 financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on professionalism, ethics, and expertise in the field of finance.

Mindful Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team works closely with clients to document goals, review progress regularly, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. If you or someone you know has financial questions, please consider introducing them to our practice. We offer complimentary initial consultations to discuss financial planning concepts and help individuals achieve their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect our clients' information.

Richard (Dick) Mitchell - Financial Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue in Montclair, New Jersey, offers a wide range of financial services to individuals and small business owners. Dick Mitchell 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®, CFP®, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and specialized knowledge, Richard Mitchell is dedicated to helping clients achieve their financial goals.

Nexus Wealth Management - Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution that focuses on building deep, lifelong relationships with clients who value advice and are committed to achieving their goals. As the recipient of the Ameriprise Client Experience Award for 2023, we provide investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our mission is to provide financial peace of mind for our clients while staying true to our values of Trust, Respect, Integrity, Authenticity, and Leadership. We offer complimentary initial consultations to discuss what's most important to you, and we work with clients to track progress towards their goals and adjust strategies as life changes. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on FINRA's BrokerCheck website. We invite you to schedule a consultation to learn more about how we can help you achieve financial success.

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.

CFS Montclair is a trusted finance, insurance agency, and lawyer institution located at 103 Eisenhower Parkway in Roseland, New Jersey, United States. With a team of experienced professionals, we provide comprehensive financial planning, insurance solutions, and legal services to meet the diverse needs of our clients. Whether you are looking to secure your financial future, protect your assets, or navigate legal matters, CFS Montclair is dedicated to providing personalized and reliable guidance every step of the way. Contact us today to learn more about how we can help you achieve your goals.

Christine Frole & Associates - Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their investments and accounts securely from any device. The institution provides a complimentary initial consultation to help clients achieve their financial goals, including retirement planning and addressing concerns about market fluctuations and inflation. Ameriprise financial advisors are registered in specific U.S. states, and clients can access background and qualification information on FINRA's BrokerCheck website. The institution emphasizes privacy and security, and clients can refer friends or family members for financial assistance. Members of Ameriprise Financial Services, LLC are part of FINRA and SIPC.

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.

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 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.

Yolanda Diaz: Allstate Insurance is a trusted insurance agency located at 195 Bellevue Avenue in Montclair, New Jersey, United States. With a commitment to providing personalized insurance solutions to meet the unique needs of each client, Yolanda Diaz and her team offer a wide range of insurance products, including auto, home, life, and business insurance. With a focus on exceptional customer service and a dedication to helping clients protect what matters most, Yolanda Diaz: Allstate Insurance is the go-to choice for reliable and comprehensive insurance coverage in the Montclair area.

Ronald DeMyers Sr. - State Farm Insurance Agent is a reputable insurance agency located at 119 Grove Street in Montclair, New Jersey, United States. With a focus on providing exceptional service and comprehensive coverage options, Ronald DeMyers Sr. and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can trust Ronald DeMyers Sr. - State Farm Insurance Agent to provide personalized solutions tailored to your specific needs. Contact them today to discuss your insurance needs and receive a quote.

Sanford Insurance Group is a reputable insurance agency located at 210 Bellevue Avenue in Montclair, New Jersey. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of products and services to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at competitive rates. Trust Sanford Insurance Group for all your insurance needs in the Montclair area.

Melanie Ciappi - State Farm Insurance Agent is a reputable insurance agency located at 175 Broad Avenue in Fairview, New Jersey, United States. While online quoting is not currently available, customers are encouraged to call, text, visit, or ask for a quote in person. The second-generation State Farm Agent, Melanie Ciappi, is a proud New Jersey native and Montclair State University alumni who is actively involved in the community. She serves as a Board Member for the American Foundation of Suicide Prevention, volunteers for Cancer Hope Network, and is a member of the Borough of Fairview Chamber of Commerce. Melanie Ciappi and her team offer a range of insurance services including life insurance, auto insurance, home insurance, renters insurance, and commercial insurance. They are now also offering pet insurance for cats and dogs in New Jersey. Their goal is to help the community feel like family while making everyday risks more manageable with State Farm's insurance products.

Eisenberg Insurance Group is a reputable insurance agency located at 22 Melrose Place in Montclair, New Jersey, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a wide range of insurance products and services, including home, auto, life, and business insurance, we strive to offer comprehensive coverage and exceptional customer service. Trust Eisenberg Insurance Group to protect what matters most to you.

Michael Bush - State Farm Insurance Agent is a trusted insurance agency located at 1293 Broad Street in Bloomfield, New Jersey, United States. With over 30 years of experience in the industry, Michael Bush and his team offer good neighbor Customer Service 24/7. As a graduate of Passaic County Community College and William Paterson College, Michael is dedicated to assisting customers with their insurance goals. The office offers a wide variety of products including Auto, Homeowners, Renters, and Life Insurance. They also assist business owners with their Business Insurance options. The office has been awarded a 5-star rating for 10 consecutive years by NJ Monthly Insurance Professionals. Serving the Essex County township of Bloomfield and surrounding areas such as Glen Ridge, Belleville, Montclair, East Orange, and Newark, the team at Michael Bush - State Farm Insurance Agent is committed to helping clients understand the importance of insuring their valuable items and family from the unexpected. They offer a range of insurance products including Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Jewelry Insurance, Life Insurance, and Business Insurance.

RMR Wealth Builders, Inc. is a comprehensive financial, health, and insurance agency located at 111 Grove Street in Montclair, New Jersey. Our team of experts is dedicated to helping individuals and families achieve their financial goals, maintain their health, and protect their assets through personalized strategies and solutions. Whether you are looking to invest for the future, secure the right insurance coverage, or improve your overall well-being, RMR Wealth Builders, Inc. is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter future.

Allegiance Insurance Brokers, LLC is a reputable insurance agency located at 616 Grove Street in Montclair, New Jersey, United States. With a commitment to providing top-notch insurance solutions, our team of experienced brokers works diligently to find the best coverage options for our clients. Whether you are in need of auto, home, life, or business insurance, Allegiance Insurance Brokers, LLC is here to help protect what matters most to you. Contact us today to learn more about our services and how we can tailor a policy to meet your specific needs.

The Undergraduate Admissions office at Montclair State University, located at 1 Normal Avenue in Montclair, New Jersey, is dedicated to helping prospective students navigate the admissions process. Our new Red Hawk Advantage Award offers eligible New Jersey freshmen and sophomores up to four semesters of tuition-free enrollment at Montclair. With over 300 majors, minors, and concentrations across 13 colleges and schools, including unique programs like the Discovery Program for Undeclared majors, Montclair State University is a hub of innovation and opportunity. Explore our academic programs, career options, and student clubs to see how you can thrive as a Red Hawk. Our campus tours and virtual events provide insight into life at Montclair State, while our financial aid options make education accessible for over 72% of our students. Beyond the classroom, students can engage in student government, residence life, and a variety of clubs and activities to enhance their college experience. The College Tour, a TV series on Amazon Prime Video, showcases Montclair State as an empowering and inclusive university committed to excellence. Whether you're ready to apply, transfer, or check your application status, the Office of Undergraduate Admissions is here to assist you every step of the way.

Welcome to Freeman Law Center, LLC, your trusted partner in navigating the complexities of family law. Located at 28 Valley Road, Montclair, New Jersey, our firm is dedicated to providing compassionate and expert legal support during some of life’s most challenging times. Whether you’re facing a divorce, child custody battle, or other family law matters, our experienced team is here to guide you every step of the way. At Freeman Law Center, we understand that deciding to end a marriage can be one of the most stressful decisions you’ll ever make. Our mission is to relieve that stress by helping you through the legal process with professionalism and sensitivity. Our clients have praised our commitment to protecting their rights and ensuring the best possible outcomes for their families. We pride ourselves on our ability to listen, understand, and advocate fiercely for your needs.

The Micklin Law Group, LLC | Men's Divorce & Family Lawyer in New Jersey Are you a man facing the daunting process of divorce in Montclair, New Jersey? At The Micklin Law Group, LLC, we understand the unique challenges and concerns that men encounter during this difficult time. Issues like child support, alimony, and custody can be overwhelming, but with the right legal team by your side, you can navigate these complexities with confidence.

Welcome to South Mountain Co-op, a nurturing and dynamic primary school located at 99 South Fullerton Avenue in the heart of Montclair, New Jersey. At South Mountain Co-op, we are dedicated to fostering a love of learning in a supportive and inclusive environment. Our school is committed to providing a holistic education that nurtures the intellectual, emotional, and social development of each child. Our passionate educators employ innovative teaching methods tailored to meet the diverse needs of our students, ensuring that each child reaches their full potential. We emphasize creativity, critical thinking, and collaboration, preparing our students to thrive in an ever-changing world.

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.

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.

Welcome to Peter Correia - Insurance Agent, your trusted partner in securing your future. Conveniently located at 491 Bloomfield Avenue in the heart of Montclair, New Jersey, we specialize in providing personalized insurance solutions tailored to meet your unique needs. Our agency is committed to offering a comprehensive range of insurance products, including auto, home, life, and business insurance, ensuring that you and your assets are protected at all times. At Peter Correia - Insurance Agent, we pride ourselves on our customer-centric approach, prioritizing your peace of mind and financial security. With years of experience in the industry, Peter Correia and his dedicated team are here to guide you through the complexities of insurance policies, providing expert advice and support every step of the way.

Welcome to Thomas Jurewicz Insurance Broker, your trusted partner in Montclair, New Jersey, for comprehensive insurance solutions. Conveniently located at 491 Bloomfield Avenue, we are dedicated to serving the diverse insurance needs of our community. As a full-service insurance agency, we specialize in providing personalized coverage options that cater to both individuals and businesses. At Thomas Jurewicz Insurance Broker, we understand that navigating the world of insurance can be overwhelming. That's why our experienced team is committed to offering clear, expert guidance and tailored recommendations to ensure you have the protection you need. Whether you're looking for home, auto, life, health, or business insurance, our goal is to deliver peace of mind with policies that fit your lifestyle and budget.

Welcome to DKB Group, LLC, your trusted insurance agency located in the heart of Montclair, New Jersey. Situated at 7 Oak Place, our team is dedicated to providing personalized insurance solutions tailored to meet your unique needs. At DKB Group, LLC, we understand that navigating the world of insurance can be complex and overwhelming. That's why our experienced professionals are here to guide you every step of the way, offering expert advice and comprehensive coverage options. Whether you're seeking personal insurance, business insurance, or specialized coverage, we are committed to protecting what matters most to you. Visit us today to discover how our client-focused approach and extensive industry knowledge can help secure your future. DKB Group, LLC—your partner in protection and peace of mind.

Welcome to Valor Insurance, The Snipes Group LP, your trusted insurance agency located in the heart of Montclair, New Jersey. Situated at 88 Park Street, our office is dedicated to providing personalized insurance solutions tailored to meet the unique needs of each client. As a leading insurance agency, we specialize in offering a wide range of coverage options, including auto, home, life, and business insurance. Our experienced team of professionals is committed to delivering exceptional service, ensuring that you and your assets are protected with the utmost care. At Valor Insurance, The Snipes Group LP, we pride ourselves on our integrity, expertise, and customer-focused approach. Visit us today to experience peace of mind and comprehensive insurance solutions designed just for you.