Financial planning and investment management in Passaic, NJ
44 results found
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O'Keeffe Financial Partners
● OpenO'Keeffe Financial Partners is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our goal is to provide personalized financial solutions tailored to meet the unique needs and goals of each of our clients. Contact us today to schedule a consultation and start planning for a secure financial future.
100 Passaic Ave, Fairfield, NJ 07004, United States -
Bleakley Financial Group
● ClosedBleakley Financial Group is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing personalized financial solutions, Bleakley Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bleakley Financial Group is committed to providing expert guidance and tailored solutions to meet your needs.
100 Passaic Ave #300, Fairfield, NJ 07004, United States -
Zambito Financial Services Corp. / Matthew Zambito, CPA, CFP, MS
● ClosedZambito 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.
165 Passaic Ave #310, Fairfield, NJ 07004, United States -
Polo Financial Consulting
● ClosedPolo 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.
80 E Passaic Ave # 4, Nutley, NJ 07110, United States -
Cornerstone Planning Group, LLC
● ClosedCornerstone 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.
350 Passaic Ave # 201, Fairfield, NJ 07004, United States -
Financial Principles
● ClosedFinancial 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.
310 Passaic Ave, Fairfield, NJ 07004, United States -
CJM Capital Management, LLC
● OpenCJM Capital Management, LLC is a leading finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in investment management and financial planning, CJM Capital Management provides tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust CJM Capital Management to provide expert guidance and personalized service. Contact them today to see how they can help you secure your financial future.
365 W Passaic St #205, Rochelle Park, NJ 07662, United States -
Frank V Gonnella - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFrank V Gonnella is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Ave, Fairfield, New Jersey, United States. Frank V Gonnella 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®. Frank V Gonnella provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Frank V Gonnella is dedicated to helping clients achieve their financial goals.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
James Kahrar - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames 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.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Kevin Scott - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin 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.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Frank Jaffe - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFrank 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.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Daniel Vidovich - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel 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.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Michelle Russotto - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichelle 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.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Nikolas Butkov - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNikolas 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."
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Lyle Weintraub, CFP - Wealth Advisor, Bleakley Financial Group
● ClosedLyle 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.
100 Passaic Ave, Fairfield, NJ 07004, United States -
Anthony Pio Costa IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Pio Costa IV - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. 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, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on education and expertise, Anthony Pio Costa IV - Private Wealth Advisor is dedicated to providing top-notch financial services to their clients.
350 Passaic Ave Ste 202, Fairfield, NJ 07004, United States -
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 201 West Passaic Street, Rochelle Park, New Jersey, United States. The institution offers a range of certifications and designations 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 expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and personalized financial planning.
201 W Passaic St Ste 103, Rochelle Park, NJ 07662, United States -
Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedManoda 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.
201 W Passaic St Ste 103, Rochelle Park, NJ 07662, United States -
BMS Financial Services
● OpenBMS 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.
875 Main Ave, Passaic, NJ 07055, United States -
Kaplan and Mack, LLC
● ClosedKaplan and Mack, LLC is a reputable accounting and finance institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust Kaplan and Mack, LLC to provide expert advice and assistance in managing their finances effectively.
165 Passaic Ave #305, Fairfield, NJ 07004, United States -
State Farm Insurance : Lou Ingles
● ClosedState Farm Insurance: Lou Ingles is an insurance agency located at 256 U.S. 206, Hillsborough Township, New Jersey, United States. The agency is led by Lou Ingles, who has been a State Farm agent since 2012 and has years of experience in the insurance industry. The friendly and knowledgeable team at State Farm Insurance: Lou Ingles is dedicated to serving customers in New Jersey for all their insurance and financial services needs. They offer Personal Price Plans for Auto Insurance, Homeowners Insurance, Boat Insurance, Condo Insurance, Renters Insurance, and Life Insurance. The agency also assists small business owners and offers free Notary services. State Farm Insurance: Lou Ingles is conveniently located for residents in Somerset, Middlesex, Mercer, Hunterdon, Morris, Sussex, Warren, and Passaic counties. Customers can visit the agency's website to make payments, file claims, obtain ID cards, and view policies. The agency's mission is to listen to customers, assist them with their future goals, and provide exceptional service. Customers are encouraged to contact State Farm Insurance: Lou Ingles for a free review of their insurance needs. The agency is committed to protecting customers and their families from the unexpected with personalized insurance plans. Customers can also access investment information and services through State Farm VP Management Corp. and U.S. Bank National Association. Contact State Farm Insurance: Lou Ingles for all your insurance needs in New Jersey.
256 US-206, Hillsborough Township, NJ 08844, United States -
Falen Agency INC
● ClosedFalen Agency INC is a reputable finance and insurance agency located at 181 Prospect Street in Passaic, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Falen Agency INC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
181 Prospect St, Passaic, NJ 07055, United States -
Strategic Family Wealth Counselors, LLC
● ClosedStrategic Family Wealth Counselors, LLC is a leading financial institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Our team of experienced advisors specializes in providing comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to estate and retirement planning, we are dedicated to helping families build and preserve their wealth for future generations. Trust Strategic Family Wealth Counselors, LLC to provide expert guidance and personalized strategies to help you achieve your financial goals.
100 Passaic Ave, Fairfield, NJ 07004, United States -
Bankers Life
● ClosedBankers Life, located at 365 West Passaic Street in Rochelle Park, New Jersey, is a finance, health, and insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. In addition, they also offer products from partner carriers like Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. Their agents can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to plan ahead and have discussions with your loved ones.
365 W Passaic St Ste 265, Rochelle Park, NJ 07662, United States -
People Wealth Matters, LLC
● ClosedPeople Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.
250 Passaic Ave #230, Fairfield, NJ 07004, United States -
Klara Leon - Raymond James
● OpenKlara Leon - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity and excellence, Klara Leon - Raymond James is committed to helping our clients secure their financial future.
365 W Passaic St, Rochelle Park, NJ 07662, United States -
Louis Tomasella - Raymond James
● OpenLouis Tomasella - Raymond James is a reputable financial institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Louis Tomasella - Raymond James provides personalized solutions and expert advice to individuals and businesses alike. Whether you are looking to build wealth, plan for retirement, or secure your financial future, this institution is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit Louis Tomasella - Raymond James today to learn more about their services and how they can assist you in reaching your financial objectives.
365 W Passaic St, Rochelle Park, NJ 07662, United States -
Insys Consulting Services Inc
● ClosedInsys Consulting Services Inc is a finance institution located at 395 West Passaic Street in Rochelle Park, New Jersey, United States. They offer a wide range of financial services including consulting, advisory, and investment management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with financial planning, risk management, or investment strategies, Insys Consulting Services Inc is dedicated to providing top-notch service and expertise.
395 W Passaic St #4, Rochelle Park, NJ 07662, United States -
Lakewood Group, LLC
● OpenLakewood Group, LLC is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing expert financial services and solutions, Lakewood Group, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of services including investment management, financial planning, retirement planning, and more. Whether you are an individual investor or a business owner, Lakewood Group, LLC is committed to providing personalized financial guidance and support to help you navigate the complexities of the financial world.
B 310, 310 Passaic Ave #204a, Fairfield, NJ 07004, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. As a branch of Wells Fargo, one of the largest financial services companies in the country, Wells Fargo Advisors offers a wide range of financial services and products to help individuals and businesses manage their money and investments. From retirement planning to wealth management, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Additionally, the institution also provides convenient ATM services for quick and easy access to cash.
165 Passaic Ave, Fairfield, NJ 07004, United States
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