Financial management for families in Summit, NJ
18 results found
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Lionheart Wealth Management - Ameriprise Financial Services, LLC
● OpenLionheart Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 129 Summit Avenue, Summit, New Jersey, United States. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. The institution offers complimentary initial consultations and provides background and qualification information on FINRA's BrokerCheck website. They have recently received the Ameriprise Client Experience Award, showcasing their dedication to providing a great experience for their clients. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They offer services such as financial planning consultations and help clients achieve their financial goals. Feel free to refer friends or family members to the institution for financial assistance.
129 Summit Ave Fl 2nd, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Ralph James Costanza
● ClosedMerrill Lynch Financial Advisor Ralph James Costanza, located at 1 Deforest Avenue, Summit, New Jersey, United States, is part of The Trinkoff Wattick Group with over 50 years of collective experience in guiding wealthy families towards their financial goals. Specializing in serving business owners, professionals, and corporate executives, the team aspires to be the leading wealth management group in New Jersey. Led by brothers-in-law David Trinkoff and Michael Wattick, the institution prioritizes building long-term relationships with clients and providing personalized financial advice tailored to individual needs. By focusing on open communication, the team helps clients clarify their financial objectives and make informed decisions for the future. With access to the resources of Bank of America, the team offers comprehensive financial services including retirement planning, estate planning, and investment strategies. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals through personalized and strategic financial planning.
1 Deforest Ave, Summit, NJ 07901, United States -
BRAVE Family Advisors
● ClosedBRAVE Family Advisors is a finance institution located at 47 Summit Avenue in Summit, New Jersey, United States. Our team of experts, with years of experience from Wall Street, is dedicated to managing your assets and getting to know you personally to ensure all aspects of your financial well-being are taken care of. We don't just focus on portfolio management, but also serve as financial quarterbacks for our clients. Our goal is to provide reliable advice and counsel to help families navigate the financial pressures of success. Pete joined our team in 2020 with a focus on business development, and we are excited to have him on board.
47 Summit Ave # A, Summit, NJ 07901, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a reputable finance institution that offers comprehensive wealth management services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, the advisors at Merrill Lynch can provide tailored financial strategies to address your wealth planning challenges and opportunities. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America’s estate planning services. The dedicated financial advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Joseph E. Horton
● ClosedMerrill Lynch Financial Advisor Joseph E. Horton, located at 1 Deforest Avenue, Summit, New Jersey, is a finance institution that aims to simplify the complexities of their clients' financial lives. The team of skilled problem-solvers at RM Associates brings both analytical and life skills to each client's situation, helping individuals, families, and businesses pursue their goals more efficiently. With offices in Texas and New Jersey, the team travels regularly to meet with clients face-to-face to stay apprised of evolving priorities and needs. The advisors at Merrill Lynch combine an understanding of dynamic economic conditions with sound planning and investment principles to help clients pursue the lives and legacies they envision for themselves and their loved ones. Prior to joining Merrill Lynch Wealth Management, the team members enjoyed successful careers in various industries, bringing a diverse set of skills and backgrounds to the table. They believe in developing a personalized financial approach that helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Investment Personality Assessment and other tools, the team gets to know each client on a personal level to customize their financial approach and help them achieve their goals. With access to the global resources of Merrill and banking solutions from Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping you reach your goals through a customized investment approach tailored to your needs and priorities.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Stephen Smoragiewicz
● ClosedMerrill Lynch Financial Advisor Stephen Smoragiewicz is located at 51 John F Kennedy Parkway in Millburn, New Jersey. As a Financial Advisor with Merrill Lynch Wealth Management, Steve leverages his 20 years of capital markets experience to provide high net worth individuals and families with advisory guidance and investment management strategies. His diverse client base includes finance professionals, business owners, entrepreneurs, C-suite executives, and those going through life transitions. Steve takes a proactive approach to portfolio management, focusing on long-term aspirations while meeting short-term needs. He works closely with clients to help them become informed stewards of their financial lives and legacies. Steve's reputation is built on hard work, integrity, and responsiveness. With a background in institutional capital markets, Steve offers a differentiated wealth management experience for his clients. He is a graduate of Providence College and is actively involved in community organizations such as the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. As a Merrill Lynch Wealth Management Advisor, Steve focuses on personalized financial planning centered on his clients' goals and priorities. He believes in a client-first approach, helping individuals and families navigate the complexities of the financial markets and achieve their financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Steve works with clients to develop tailored approaches to address their financial needs. Investing involves risk, and Steve is registered to do business in multiple states across the United States. Contact Merrill Lynch Financial Advisor Stephen Smoragiewicz for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
51 John F Kennedy Pkwy 3rd Floor, Short Hills, NJ 07078, United States -
Merrill Lynch Financial Advisor David Trinkoff
● ClosedMerrill Lynch Financial Advisor David Trinkoff, located at 1 Deforest Avenue in Summit, New Jersey, is a premier finance institution with a focus on guiding wealthy families towards their financial goals. With over 50 years of combined experience, the Trinkoff Wattick Group serves a select clientele of business owners, professionals, and corporate executives. David Trinkoff and Michael Wattick, brothers-in-law and business partners, prioritize a family-oriented approach to wealth management, aiming to help clients grow and preserve their wealth for generations. Their personalized process-driven approach ensures that each client receives tailored financial advice and guidance. The team at Merrill Lynch also offers access to the resources of Bank of America, including cash-flow management services and credit capabilities. Recognized as industry leaders, the advisors at Merrill Lynch have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." By prioritizing client relationships and staying abreast of changes in both personal circumstances and financial markets, Merrill Lynch Financial Advisor David Trinkoff provides comprehensive and personalized financial solutions to help clients achieve their goals.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Michael Wattick
● ClosedMerrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey. The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Trey Whipple
● Closedfinancial success. With our personalized attention and global resources, we are committed to building a strong client relationship based on trust and personalized service. Located in Summit, New Jersey, our team of talented and experienced individuals, led by financial advisor Trey Whipple, is dedicated to helping high-net worth individuals, families, family offices, pensions, and endowments achieve their financial goals. Whether you are looking for wealth management planning, investment strategies, or customized financial services, we are here to help you every step of the way. Contact us today to start planning for your financial future with Merrill Lynch Financial Advisor Trey Whipple."
1 Deforest Ave, Summit, NJ 07901, United States -
Merrill Lynch Financial Advisor Craig D Adams
● Closedfinancial goals. With personalized attention and a focus on trust and collaboration, we aim to simplify your financial life and help you achieve success. Located in Summit, New Jersey, our team of experienced professionals is dedicated to providing tailored wealth management strategies for high-net worth individuals, families, and organizations. Contact us today to start a conversation about your financial future."
1 Deforest Ave, Summit, NJ 07901, United States -
Northeast New Jersey Legal Services
● ClosedNortheast New Jersey Legal Services (NNJLS) is a non-profit organization located at 574 Summit Avenue in Jersey City, New Jersey. Our mission is to provide equal access to justice for residents of Bergen, Hudson, and Passaic Counties who are experiencing poverty. We believe that everyone deserves a fair chance to have their day in court, regardless of their financial situation. At NNJLS, we handle a wide range of legal cases for individuals who cannot afford a private attorney. Our services include assisting senior citizens with legal matters that threaten their independence, helping survivors of domestic violence obtain protection orders, and protecting consumers from fraud, identity theft, and debt.
574 Summit Ave 2nd floor, Jersey City, NJ 07306, United States -
Gary Wilks - State Farm Insurance Agent
● ClosedGary Wilks - State Farm Insurance Agent is an insurance agency located at 107 South Avenue West in Cranford, New Jersey, United States. We are conveniently situated between Lincoln Ave & Elise Street with free parking available in the rear. Our team is dedicated to helping families and business owners in New Jersey, New York, and Pennsylvania, specifically in areas such as Cranford, Clark, Roselle, Westfield, Summit, and Short Hills. As the spring season brings unpredictable weather, it is important to review your homeowners or renters insurance to ensure you are adequately protected against potential risks such as storms, hail, or flooding. Our knowledgeable and friendly staff is here to assist you with various insurance needs including Automobile Insurance, Home Insurance, Renters Insurance, Life Insurance, Small Business Insurance, and Pet Medical Insurance. We offer a range of discounts to our customers, including Drive Safe and Save Discounts and special discounts for youthful drivers. Our goal is to provide you with the coverage you need at a price you deserve. We prioritize protecting your assets and helping you achieve your dreams through our insurance products.
107 S Ave W Ste 3B, Cranford, NJ 07016, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
47 Maple St #306, Summit, NJ 07901, United States -
Beacon Hill Private Wealth, LLC
● ClosedBeacon Hill Private Wealth, LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. Our firm offers wealth advice with a disciplined, evidence-based approach to help clients navigate life's financial complexities. With a family office service model that focuses on what's important to you, we design strategic plans using a comprehensive and integrated approach. Our goal is to reduce lifetime tax liabilities and improve wealth transfer opportunities for our discerning clients. Established to provide sophisticated advice and highly personalized service, Beacon Hill Private Wealth combines the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm. We cultivate productive client relationships and deliver sound and comprehensive wealth planning advice in a fiduciary manner. Our services include investment management, retirement and estate planning, tailored financial plans, and evidence-based investment portfolios to help clients achieve their long-term goals with the least amount of risk.
350 Springfield Ave #200, Summit, NJ 07901, United States -
Pallawi Torka, MD - MSK Lymphoma Specialist
● OpenPallawi Torka, MD - MSK Lymphoma Specialist is a leading institution located at 225 Summit Avenue, Montvale, New Jersey, United States. The institution is dedicated to changing how the world understands and treats cancer, with a focus on lymphoma and chronic lymphocytic leukemia. The team of highly-specialized doctors and scientists at the institution are committed to providing cutting-edge care and support to patients and their families. Operating Monday through Friday, the institution offers a wide range of services from diagnosis to treatment, ensuring that each patient receives personalized care. With a strong focus on research and education, Pallawi Torka, MD aims to train the next generation of clinicians and scientists to be at the forefront of cancer care.
225 Summit Ave, Montvale, NJ 07645, United States -
E&Q Tax Accounting & Business Solutions
● ClosedWelcome to E&Q Tax Accounting & Business Solutions, your trusted partner for comprehensive tax preparation and financial planning services in Hackensack, NJ. Conveniently located at 274 Summit Ave, we pride ourselves on delivering personalized and innovative solutions to meet both your personal and business financial goals.
274 Summit Ave, Hackensack, NJ 07601, United States -
CollegeFinancing.Com
● ClosedWelcome to CollegeFinancing.Com, your trusted partner in navigating the complex and often overwhelming journey of financing a college education. Located at 128 Summit Avenue, Hackensack, New Jersey, we specialize in providing innovative financial strategies to help families manage the soaring costs of higher education. At CollegeFinancing.Com, we understand that sending a child to college is one of the most rewarding experiences for any parent or grandparent. However, with tuition fees reaching astronomical heights, it can also become a family's largest financial burden, second only to buying a home. Without proper guidance, the cost of college can range from $120,000 to $280,000, a daunting figure for most families.
128 Summit Avenue, Hackensack, New Jersey 07601, United States -
J L Apter Jewish Memorial Chapel
● OpenWelcome 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.
156 Main Street, Newton, New Jersey 07860, United States
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