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TOP 30 Financial management for families in Flemington, NJ
12 results found
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Amwell Ridge Wealth Management
Amwell Ridge Wealth Management is a finance institution located at 1474 56 Main Street, Flemington, New Jersey, United States. Specializing in financial planning for affluent families throughout Hunterdon County, we cater to individuals aged 55 and older who are seeking a smooth transition into retirement. Led by experienced CERTIFIED FINANCIAL PLANNER™ David Johnston, our team takes pride in creating personalized strategic plans to address your biggest retirement concerns. We offer a comprehensive suite of customizable solutions tailored to your unique goals and risk tolerance. Our goal is to guide you through investment decisions using the best tools and strategies available. Schedule a meeting with us today to learn more about how we can help you retire with confidence. Please note that we are an independent financial services firm, and neither LPL Financial nor Bleakley Financial Group provide legal, tax, or accounting advice or services.
Alliance Wealth Management Group
are the CFO for your life. Our personalized wealth management solutions cater to individuals, families, and business owners. Located at 23 Royal Road in Flemington, New Jersey, our team of financial and tax advisors work together to optimize your investments, taxes, and financial planning. We offer professional investment management services to help you achieve wealth accumulation and retirement success. With unrestricted and unbiased investment choices, we focus on maximizing your investment returns and saving you money. Our goal is to provide you with clear, accessible guidance to help you make the best financial decisions for your future. Partner with Alliance Wealth Management Group to secure your financial success and achieve your goals.
Merrill Lynch Financial Advisor Jason R. Genovese
Merrill Lynch Financial Advisor Jason R. Genovese, located at 200 New Jersey 31 in Flemington, New Jersey, is dedicated to providing personalized investment strategies and financial solutions to individuals, families, and businesses. With over a decade of experience in the financial services industry, Jason R. Genovese focuses on understanding the short and long-term financial goals of his clients to develop tailored strategies. Holding the CRPC designation and a bachelor's degree in Economics and Mathematics from Rutgers University, Jason is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Jason believes in helping clients achieve their goals by creating a financial approach that reflects their unique needs and priorities. By listening to clients and understanding their aspirations, Jason aims to provide guidance on a range of financial matters, from retirement planning to wealth transfer and investment decisions. Through the Merrill Personal Wealth Analysis™, Jason can help clients build a personalized plan centered on their goals and focused on what they want to achieve.
Edward Jones - Financial Advisor: Robert J Lord
Edward Jones - Financial Advisor: Robert J Lord is a reputable finance institution located at 67 Main Street in Flemington, New Jersey, United States. As a trusted financial advisor, Robert J Lord provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and offering expert advice, Edward Jones - Financial Advisor: Robert J Lord is dedicated to helping individuals and families navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Robert J Lord can provide the guidance and support you need to secure your financial future.
Edward Jones - Financial Advisor: Joseph E Carty
Edward Jones - Financial Advisor: Joseph E Carty is a trusted financial institution located at 148 New Jersey 31 in Flemington, New Jersey. Specializing in personalized financial planning and investment management, Joseph E Carty is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joseph E Carty provides expert guidance and tailored solutions to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or investing for the future, Joseph E Carty is committed to providing exceptional service and support every step of the way.
Financial Resources Federal Credit Union
Welcome to Financial Resources Federal Credit Union, your trusted partner in achieving financial success. Conveniently located at 10 - 12 South Broad Street, Elizabeth, New Jersey, we are dedicated to providing outstanding financial services to our community and beyond. At FRFCU, we prioritize your needs by offering a wide range of personalized financial solutions. Unlike traditional banks, we are a not-for-profit, membership-based organization, which means that we are committed to serving our members rather than generating profits for shareholders. This unique structure allows us to offer competitive rates, lower fees, and exceptional customer service.
Friedrich Financial, LLC
Welcome to Friedrich Financial, LLC, your trusted partner in financial success, located at 45 Cherryville Stanton Road, Flemington, New Jersey. At Friedrich Financial, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. With a steadfast commitment to excellence, our team of experienced professionals offers a comprehensive range of services including financial planning, investment management, retirement strategies, and tax planning. We take pride in fostering long-lasting relationships with our clients, built on trust, integrity, and transparency. Whether you're planning for the future, managing your wealth, or navigating complex financial decisions, Friedrich Financial, LLC is here to guide you every step of the way. Discover how we can help you achieve your financial goals and secure a prosperous future. Contact us today to schedule a consultation and take the first step toward financial peace of mind.
Eran Jennings - Associate Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Eran Jennings - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Mine Street, Flemington, New Jersey. Our practice is dedicated to providing personalized financial advice and solutions to help you achieve your financial goals. With a comprehensive suite of certifications and expertise, Eran Jennings is committed to offering exceptional service tailored to your unique needs. Our advisor holds numerous prestigious designations, ensuring a deep understanding of various financial aspects, including asset management, estate planning, retirement strategies, and investment opportunities. Certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, highlight our commitment to upholding the highest standards of ethics and professionalism.
Raymond James Financial Services
Welcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1 New Jersey 12, Flemington, New Jersey, our team of experienced financial advisors is dedicated to helping individuals, families, and businesses achieve their financial goals. At Raymond James Financial Services, we offer a comprehensive range of services tailored to meet your unique needs, including retirement planning, investment management, estate planning, and more. Our commitment to personalized service ensures that you receive expert guidance and strategies that align with your financial objectives.
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.
J L Apter Jewish Memorial Chapel
Welcome to J.L. Apter Jewish Memorial Chapel, a dedicated non-profit funeral home located at 156 Main Street, Newton, New Jersey. With over a century of service, our family has been committed to providing dignified and affordable Jewish funerals to the communities of Essex, Morris, Middlesex, Hunterdon, Somerset, Sussex, Union, and Warren counties. Our mission is to honor the Jewish tradition of caring and community support, ensuring that every family receives the compassionate service they deserve at a reduced cost. As the only non-profit, family-managed Jewish funeral chapel in several counties, we pride ourselves on our transparent pricing and commitment to community support. We offer comprehensive funeral services starting at $4,695, which includes a donation of up to $500 to a synagogue or organization of the family's choice. Our services are designed to be accessible and inclusive, with options for at-need and pre-need arrangements that can be conducted in the comfort of your home.
Chip Wieczorek - Morgan Stanley
Welcome to Chip Wieczorek - Morgan Stanley, your trusted partner in financial planning and wealth management. Conveniently located at 200 New Jersey 31, Flemington, New Jersey, we are dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert guidance. At Chip Wieczorek - Morgan Stanley, we understand that each client's financial journey is unique. Our experienced team takes the time to understand your specific needs, aspirations, and risk tolerance to tailor a comprehensive financial plan that aligns with your life goals. Whether you're planning for retirement, looking to invest, or need advice on estate planning, we offer a wide range of services to meet your diverse financial needs.
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