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TOP 30 Financial planning advisor in Collingswood, NJ
5 results found
Search for local businesses, places and services near you
Lighthouse Planning Consultants
Lighthouse Planning Consultants is a reputable finance institution located at 900 Haddon Avenue in Collingswood, New Jersey, United States. Our team of expert financial advisors provides personalized planning and consulting services to help individuals and businesses achieve their financial goals. With a focus on strategic planning and sound financial advice, we are dedicated to guiding our clients towards a brighter financial future. Contact us today to schedule a consultation and start planning for your financial success.
SHM Financial Group
SHM Financial Group, located at 1010 Haddonfield-Berlin Road in Voorhees Township, New Jersey, is a finance institution that specializes in retirement planning and asset management. As individuals approach retirement, they seek safety, security, and income features for their assets. At SHM Financial Group, we refer to these safe assets as "GREEN money", which may include cash, money funds, CDs, fixed annuities, and US Treasury securities. Our fee-based registered investment advisory firm platform allows us to guide clients in a fiduciary capacity, helping them achieve their financial goals such as income, growth, balance, and legacy planning. We focus on properly balancing riskier assets (RED money) with safe assets (GREEN money) to ensure a successful retirement.
Sammy Saie - State Farm Insurance Agent
Sammy Saie - State Farm Insurance Agent is a trusted insurance agency located at 495 Haddon Avenue in Collingswood, New Jersey. With a passion for protecting individuals, families, and businesses from the unexpected, the agency offers a wide range of insurance services including auto, renters, homeowners, life, and business insurance. Serving residents in Burlington, Camden, Gloucester, Mercer, Atlantic, and Philadelphia counties, the agency is dedicated to providing comprehensive coverage tailored to meet each client's needs. Located next to Stella Pizza and just a few blocks away from Devils Creek Brewery, the agency is convenient and easily accessible. The team at Sammy Saie - State Farm Insurance Agent is committed to exceeding expectations and providing exceptional customer service. In addition to serving their policyholders, the agency also supports the local community through various initiatives such as supporting the Food Bank of South Jersey and Collingswood High School Athletics.
Dane Cox - State Farm Insurance Agent
Dane Cox - State Farm Insurance Agent is a reputable insurance agency located at 224 Creek Road in Mount Laurel Township, New Jersey, United States. As April is Distracted Driving Awareness month, it is important to review your auto insurance liability coverage to ensure you and your family are protected in case of an accident. While online auto quotes are not available, you can contact the office during business hours for assistance. Dane Cox and his team are dedicated to helping you find the right insurance products to safeguard your family. With a background in service and a passion for helping others, Dane is committed to building relationships with clients in Mount Laurel, Mount Holly, Lumberton, Collingswood, and the surrounding South Jersey area.
Buonomo and Associates
Buonomo and Associates is a reputable accounting and finance institution located at 1104 Haddon Avenue in Collingswood, New Jersey. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, auditing, financial planning, and more. At Buonomo and Associates, we strive to provide our clients with personalized and reliable financial solutions to help them achieve their goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
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