Financial planning advice in Passaic, New Jersey

Merchant Flow Financial is a finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. We specialize in providing a wide range of financial services to businesses and individuals, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking to start a new business, expand an existing one, or plan for your future, Merchant Flow Financial is here to help you every step of the way.

Planned Giving Advisors, located at 12 Bradford Ave, Passaic, NJ 07055, is your go-to legal expert for hassle-free estate planning and ensuring your assets are protected and secure. We understand that every client's situation is unique, and we are here to listen and provide tailored solutions that meet your specific needs. Our planned giving service is designed to be comprehensive and cost-effective, covering all aspects including legal advice, marketing strategies, and personalized coaching. Our primary goal is to empower nonprofit staff to develop a strategic approach tailored to their unique circumstances. We guide you through the challenges of implementing your program and are always ready to step in and assist you in closing a planned gift successfully.

US Financial Services, LLC is a reputable finance institution located at 375 Passaic Avenue in Fairfield, New Jersey, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, retirement planning, or loans, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how US Financial Services, LLC can support your financial needs.

Polo Financial Consulting is a reputable accounting and finance institution located at 80 East Passaic Avenue in Nutley, New Jersey, United States. With a team of experienced professionals, Polo Financial Consulting offers a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Whether you are an individual or a business owner, Polo Financial Consulting is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.

Cornerstone Planning Group, LLC is an independent financial planning and investment management firm located at 350 Passaic Avenue in Fairfield, New Jersey. With almost two decades of experience, we specialize in providing financial clarity, confidence, and direction to our clients. Our focus is on your individual goals, your family, and your life, ensuring that your financial plan is tailored specifically to you. As an independent firm, we have no conflicts of interest and no pressure from a parent company, allowing us to serve you with complete transparency and dedication. Our goal is to help you achieve financial freedom, enjoy the life you desire, and leave a legacy you can be proud of. At Cornerstone Planning Group, we prioritize your needs above all else, offering guidance and support to bring clarity to your objectives, direction for your next steps, and confidence about your future. Your life is our priority, and we are committed to helping you reach your financial goals with unwavering dedication and personalized service.

Lyle Weintraub, CFP - Wealth Advisor, located at 100 Passaic Avenue in Fairfield, New Jersey, is a finance institution specializing in wealth management. Serving clients nationwide, our team believes in the importance of listening, caring, customizing, and providing dedicated service to meet the unique needs of each individual or family. With a focus on building strong relationships and understanding the emotional aspect of wealth, we go beyond the numbers to create personalized financial plans that align with our clients' goals and desires. As Forbes Best-in-State Wealth Advisors for 2022 and 2023, we take a holistic approach to financial planning, taking into account short and long-term investment strategies, tax codes, estate planning, and risk management. Our team of experienced advisors works diligently to ensure clear communication and transparency throughout the planning process, making sure our clients feel comfortable and informed every step of the way.

ATAX in Passaic, NJ is a trusted institution located at 393 Monroe Street in Passaic, New Jersey. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to assist you every step of the way. Visit us today to experience our personalized and reliable services.

Family Financial Centers is a leading finance institution located at 50 Monroe Street in Passaic, New Jersey. Our dedicated team of financial experts is committed to providing top-notch services to help families achieve their financial goals. Whether you need assistance with budgeting, saving, investing, or managing debt, we are here to help. Visit us today to learn more about our comprehensive range of financial services and start on the path to financial success.

Astorino Financial Group Inc is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Astorino Financial Group Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence set them apart in the industry, making them a trusted partner for all your financial needs.

Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.

Financial Principles is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. Our institution is dedicated to providing expert guidance and education on sound financial practices and principles. With a team of experienced professionals, we offer a wide range of services including financial planning, investment management, and retirement planning. Whether you are a seasoned investor or just starting out, our institution is committed to helping you achieve your financial goals and secure your financial future. Visit us today to learn more about how Financial Principles can help you make informed financial decisions.

Northwestern Mutual Financial, located at 100 Passaic Avenue, Fairfield, New Jersey, United States, is a leading finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings and recognition for our exceptional customer experience, we offer a wide range of financial options tailored to your specific goals. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your desired lifestyle. Contact us today to start planning for a secure financial future with Northwestern Mutual Financial.

James Kahrar is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue, Fairfield, New Jersey, United States. James 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®, CFMA®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, James provides comprehensive financial services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of divorce financial planning, James Kahrar can provide expert guidance tailored to your specific needs. Contact James Kahrar at Ameriprise Financial Services, LLC for personalized financial advice and strategies to help you achieve your financial goals.

Gary Pottinger is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. With a background in finance and qualifications available on FINRA's BrokerCheck website, Gary focuses on understanding your individual goals and risk tolerance to provide personalized investment recommendations. He helps clients document and track their progress towards goals such as retirement, education, or major purchases. Gary offers complimentary initial consultations to discuss how he can assist you in achieving your financial objectives. The institution is proud to be recognized for its commitment to diversity, inclusion, and supporting veterans and individuals with disabilities. Securities business is conducted with residents of states where the advisor is properly registered. Visit the website for more information on corporate entities, disclosures, and privacy and security measures. Feel free to refer friends and family members to Gary for financial guidance.

Kevin Scott - Financial Advisor at Ameriprise Financial Services, LLC, located at 350 Passaic Avenue in Fairfield, New Jersey, offers personalized financial planning services to help clients achieve their goals. As part of Pio Costa & Associates and recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, Kevin Scott provides investment recommendations tailored to individual risk tolerance and objectives, whether it's retirement planning, education funding, or other financial milestones. Regular reviews and updates ensure that strategies adapt to life changes, while secure online access allows clients to track progress and communicate with Kevin easily. By scheduling a complimentary initial consultation, clients can explore how Kevin Scott can support their financial journey. Securities business is conducted with residents of properly registered states, as detailed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but strives to help clients navigate the market with confidence. Privacy and security are priorities at Ameriprise Financial, ensuring that client information is protected. Referrals are welcomed, and Kevin Scott looks forward to assisting friends and family members in reaching their financial objectives.

Frank Jaffe is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Frank Jaffe 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 demonstrate Frank Jaffe's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Frank Jaffe is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and seniors.

Daniel Vidovich is a Financial Advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Daniel 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 demonstrate Daniel's expertise in asset management, retirement planning, estate planning, investment management, and more. Contact Daniel Vidovich for comprehensive financial advice and services.

Michelle Russotto, a financial advisor at Ameriprise Financial Services, LLC, is located at 350 Passaic Avenue in Fairfield, New Jersey, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise, we strive to provide personalized financial advice tailored to your individual needs and goals. Our financial advisors are registered to do business in specific U.S. states, so please check their personal website or FINRA’s BrokerCheck website for more details.

Nikolas Butkov is a Financial Advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Nikolas Butkov 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nikolas Butkov's expertise in asset management, estate planning, investment strategies, retirement planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Nikolas Butkov is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals."

Planet Financial, Inc. is a reputable finance institution located at 149 Passaic Avenue in Roseland, New Jersey. With a strong presence in the United States, Planet Financial, Inc. offers a wide range of financial services to individuals and businesses. Our dedicated team of professionals is committed to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance services, or assistance with financial planning, Planet Financial, Inc. is here to help. Visit us today to experience our top-notch customer service and expertise in the world of finance.

Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, located at 201 West Passaic Street, Rochelle Park, New Jersey, United States, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that their advisors are highly qualified to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Manoda Chauhan - Financial Advisor has the expertise to guide you through your financial goals. Additionally, they offer certifications in specialized areas such as divorce financial analysis, estate planning, exit planning, and long-term care planning, ensuring that their advisors are equipped to handle complex financial situations with professionalism and expertise. Trust Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, to help you navigate the world of finance with confidence and clarity.

BMS Financial Services is a reputable finance institution located at 875 Main Avenue in Passaic, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Welcome to Rutherford, NJ CPA Firm, your trusted partner for comprehensive accounting services in Passaic, NJ, and the surrounding areas. Conveniently located at 111 Mortimer Avenue, Rutherford, New Jersey, we are dedicated to providing personalized and professional financial solutions tailored to meet your unique needs. Our team of experienced certified public accountants and financial experts is committed to helping individuals and businesses achieve their financial goals. We offer a wide range of services, including tax preparation and planning, bookkeeping, payroll management, financial consulting, and audit support. Whether you are a small business owner looking to streamline your financial operations or an individual seeking expert tax advice, we are here to guide you every step of the way.

Martell Multi Service is a one-stop institution located at 944 Main Avenue in Passaic, New Jersey, United States. We offer a wide range of services to meet all your needs, from tax preparation and accounting to legal assistance and immigration services. Our team of experienced professionals is dedicated to providing top-notch customer service and helping you navigate through any challenges you may face. Visit us today and let us help you with all your service needs.

Quantum Tax Consultants is a premier financial institution located at 28 Broadway in Passaic, New Jersey. Specializing in accounting and finance services, as well as offering travel agency assistance, Quantum Tax Consultants is dedicated to providing top-notch financial advice and support to individuals and businesses alike. With a team of experienced professionals, clients can trust Quantum Tax Consultants to handle all of their financial needs with precision and expertise. Visit us today to experience the difference that Quantum Tax Consultants can make for your financial well-being.

Welcome to Jurado Tax, your trusted partner in accounting and finance located at 79 Broadway, Passaic, New Jersey. We are dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the community. Our team of experienced professionals is committed to helping you navigate the complexities of tax preparation, bookkeeping, and financial planning with ease and confidence. At Jurado Tax, we understand that every client has unique financial needs. Whether you're an individual seeking assistance with personal tax returns or a business owner looking for strategic financial guidance, we tailor our services to meet your specific requirements. Our expertise extends to a wide range of accounting services, including tax planning and filing, payroll management, and financial consultations.

Maria Alawi - State Farm Insurance Agent is an insurance agency located at 789 Hamburg Turnpike in Wayne, New Jersey. Situated at the corner of Valley Rd & Hamburg Turnpike, inside the Planet Fitness shopping center, Maria and her team are dedicated to helping and educating the public about insurance. Whether you need coverage for your first car, new home, business, or to protect your family and dreams, they are ready to assist you. Serving all of NJ and NY, they are located in Passaic County. Moving insurance can help you stay covered and protect your move, while driving safely with your pet is important for the safety of everyone traveling with you. Maria Alawi - State Farm Insurance Agent also provides tips to avoid the dangers of drunk driving. They prioritize the protection of your personal information and encourage you to reach out for assistance if needed.

InnoSolutions - Cindy Esteban NJ State Notary is a reputable institution located at 15 Broadway in Passaic, New Jersey. Specializing in accounting and finance services, they offer expert assistance in managing financial matters for individuals and businesses alike. With a focus on innovation and problem-solving, their team is dedicated to providing top-notch services to meet their clients' needs. Whether you require notary services or help with tax preparation, InnoSolutions is the go-to destination for all your financial needs in the New Jersey area.

Welcome to Valley Bank, your trusted financial partner located at 128 Market Street, Passaic, New Jersey. Conveniently situated in the heart of Passaic, Valley Bank offers a comprehensive range of financial services tailored to meet your needs. Whether you are looking to manage your day-to-day banking, explore financing options, or plan your financial future, our dedicated team is here to assist you every step of the way. At Valley Bank, we pride ourselves on providing exceptional customer service and personalized solutions. Our state-of-the-art ATMs and online banking platform ensure that you have easy access to your accounts 24/7, giving you the flexibility to bank on your terms. From personal checking and savings accounts to business loans and investment advice, we offer a full suite of products designed to help you achieve your financial goals.

D'Vazquez Tax Solutions is a reputable finance institution located at 66 Passaic Street in Garfield, New Jersey, United States. Specializing in tax solutions, they offer expert assistance in navigating the complex world of taxes and financial planning. With a team of knowledgeable professionals, D'Vazquez Tax Solutions is dedicated to providing top-notch services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, planning, or resolution, you can trust D'Vazquez Tax Solutions to provide reliable and efficient solutions tailored to your specific needs.