Financial planning for professionals in Colts Neck, NJ
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Ascendancy Financial Group
● ClosedAscendancy Financial Group, located at 182 County Road 537 in Colts Neck, New Jersey, is a finance institution that offers unparalleled private asset and wealth management services. With a holistic approach to financial planning, they provide platforms and accounts tailored to address clients' long and short-term needs within various retirement and non-retirement plans. Their team prides themselves on the private wealth management experience they provide, offering access to a complete suite of insurance products and tax-advantaged accounts for education savings. Specializing in Small Business Health Insurance plans, Ascendancy Financial Group focuses on understanding their clients' needs to navigate life's journeys while maintaining investment and risk management portfolios aligned with their best interests. Their mission is to provide innovative and practical financial programs for clients and their families for years to come.
182 County Rd 537, Colts Neck, NJ 07722, United States -
Levine Financial Group
● ClosedLevine Financial Group is a finance institution located at 293 New Jersey 34 in Colts Neck, New Jersey, United States. Specializing in financial services, Levine Financial Group offers a wide range of financial planning and investment options to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized guidance and expert advice to navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Levine Financial Group is committed to helping you secure a prosperous financial future.
293 NJ-34, Colts Neck, NJ 07722, United States -
Chris Whalen, CPA
● OpenChris Whalen, CPA is a reputable accounting and finance institution located at 81 Oak Hill Road in Red Bank, New Jersey, United States. With over thirty years of experience, Chris Whalen offers a full range of professional tax and CPA services including personal tax preparation, business tax preparation, accounting, virtual currency, forensic accounting, and collaborative law & advisory services. The institution serves individuals, businesses (profit & non-profit), candidates running for public office, and estates and trusts. Additional services include research, planning, and compliance. Chris Whalen, CPA caters to clients in Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County, and Ocean County. To ask a FREE tax or accounting question, complete the form and expect a response within 24 hours. Contact Chris Whalen, CPA at 732.673.0510 for all your tax and accounting needs.
81 Oak Hill Rd, Red Bank, NJ 07701, United States -
Pento Portfolio Strategies, LLC
● OpenPento Portfolio Strategies, LLC is a finance institution located at 291 New Jersey 34 in Colts Neck, New Jersey, United States. Specializing in portfolio management, Pento Portfolio Strategies offers expert financial advice and tailored investment solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing top-notch services and maximizing returns for their clients. Whether you are looking to grow your wealth or plan for retirement, Pento Portfolio Strategies is committed to helping you navigate the complex world of finance with confidence.
291 NJ-34 STE D, Colts Neck, NJ 07722, United States -
Whole Life Capital
● ClosedWhole Life Capital is an institution located at 5 Professional Circle in Colts Neck, New Jersey, specializing in accounting and finance services. Our primary focus is on helping retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. With a team of experienced professionals, we offer a clear and simple approach to financial planning, ensuring that our clients have a solid retirement foundation. We provide educational seminars throughout the year to help individuals learn about their options and make informed decisions about their financial future.
5 Professional Cir, Colts Neck, NJ 07722, United States -
Empire Tax Services
● ClosedEmpire Tax Services, located at 206 County Road 537 in Colts Neck, New Jersey, is your go-to institution for all your accounting and finance needs. With a team of experienced professionals, we specialize in tax preparation and consulting for individuals and small businesses in Monmouth County and beyond. Navigating the complexities of the US tax code can be overwhelming, but we are here to help you maximize your tax savings and benefits. Our document preparation services are designed to streamline the tax filing process and minimize your financial liabilities.
206 County Rd 537, Colts Neck, NJ 07722, United States -
Easterseals NJ Main Office
● ClosedWelcome to Easterseals NJ Main Office, located at 241 Forsgate Drive, Jamesburg, New Jersey. We are committed to enriching the lives of individuals with disabilities and special needs across the state. As a leading organization in health and community services, Easterseals New Jersey is dedicated to promoting full equity, inclusion, and access through our life-changing programs. At Easterseals NJ, we understand the unique challenges faced by individuals with disabilities and their families. Our disability programs are designed to provide the support and resources they need to live, learn, work, and play in their communities. We are proud to be at the forefront of advocacy, nonprofit management, and the delivery of essential services that make a real difference.
241 Forsgate Drive, Jamesburg, New Jersey 08831, United States
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