Financial risk management in Freehold, NJ
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Barnum Financial Group
● ClosedBarnum Financial Group, located at 76 West Main Street, Freehold, New Jersey, is a finance institution dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to creating a culture of belonging, respect, and opportunity for all. We are proud to be recognized for our commitment to our clients and their financial success, and we offer educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to legacy planning. Contact us to schedule an appointment with a financial professional and start planning for your future today. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Visit our website for more information on our services and resources.
76 W Main St #102, Freehold, NJ 07728, United States -
Merrill Lynch Financial Advisor Valbona Capri
● ClosedMerrill Lynch Financial Advisor Valbona Capri is a finance institution located in Freehold, New Jersey, United States. Valbona Capri joined Merrill Lynch Wealth Management in 2012 and is dedicated to helping clients create goals-based wealth management strategies. With certifications such as CERTIFIED FINANCIAL PLANNER, CFP®, and Chartered Retirement Planning Counselor, CRPC, Valbona focuses on understanding clients' full financial picture and providing personalized financial plans tailored to their unique needs and goals. Valbona believes in building strong relationships with clients based on clear communication and mutual respect. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals. With a focus on personalized advice and measurable goals, Merrill Lynch Financial Advisor Valbona Capri aims to help clients navigate through financial transitions and decisions in their lives.
4400 Route 9 South, Suite 2000, Freehold, NJ 07728, United States -
Robert Hall - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Hall is a financial advisor at Ameriprise Financial Services, LLC, located at 6 Thoreau Drive in Freehold, New Jersey, United States. Robert holds various certifications including the 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 Robert's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for individuals and small business owners. Robert also specializes in serving military personnel and veterans. With a commitment to ethics and continuing education, Robert Hall provides comprehensive financial advice to clients in Freehold and beyond.
6 Thoreau Dr, Freehold, NJ 07728, United States -
Merrill Lynch Financial Advisor Michael Boulos
● ClosedMerrill Lynch Financial Advisor Michael Boulos is a finance institution located at 4400 U.S. 9, Freehold, New Jersey, United States. The team at Merrill Lynch is dedicated to understanding your values and goals to help you plan your financial future. Michael Boulos, a Financial Advisor with a focus on client relationships and wealth planning, joined the team in 2020. He uses his expertise to create personalized financial strategies for clients, regularly checking in to ensure their goals are being met. With a background in law and a passion for sports and spending time with family, Michael brings a well-rounded approach to financial planning. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on your goals. The institution believes in focusing on what matters most to you, whether it's family, goals, or priorities that evolve over time. By understanding your aspirations and financial situation, the team can design a plan to help you pursue your goals while managing risk. Through one-on-one conversations and the Investment Personality Assessment, Merrill Lynch aims to provide customized financial solutions that align with your unique needs. Michael Boulos is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, but with the guidance of Merrill Lynch Financial Advisor Michael Boulos, you can work towards achieving your financial goals with confidence.
4400 US-9 #2000, Freehold, NJ 07728, United States -
Merrill Lynch Financial Advisor Thomas Louis LaPorta
● ClosedMerrill Lynch Financial Advisor Thomas Louis LaPorta is a finance institution located at 4400 U.S. 9, Freehold, New Jersey, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Thomas Louis LaPorta can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. The institution offers personalized wealth management strategies and believes in participating in the communities they serve through volunteering. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Thomas Louis LaPorta, a Wealth Management Client Associate - Resident Director Assistant, focuses on your family, goals, and priorities to create a customized financial approach. By using the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can develop a plan centered on your goals and preferences. The institution believes in helping you pursue your goals through personalized financial strategies, focusing on what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, Thomas Louis LaPorta can work with you to develop an approach designed to address your financial needs. The institution offers a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to help you navigate the complexities of your financial life and achieve your goals. Investing involves risk, and Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions.
4400 US-9 #2000, Freehold, NJ 07728, United States -
Ryan Salonia - State Farm Insurance Agent
● ClosedRyan Salonia - State Farm Insurance Agent is an award-winning insurance agency located at 3728 U.S. 9, Howell Township, New Jersey. The agency, situated in Redwood Mall next to Taco Bell, offers a range of insurance services including auto, home, renter's, life, and business insurance. Ryan Salonia, the agency owner, has over 15 years of experience in the insurance industry and is dedicated to putting the customer first. The office is bilingual, with Spanish-speaking staff available to assist customers. The agency serves the communities of Howell, Jackson, Freehold, Brick, and beyond in New Jersey and Pennsylvania. With a focus on providing personalized service and ongoing policy reviews, Ryan Salonia's team is committed to helping customers manage their everyday risks. Whether you're looking for insurance coverage or financial services, Ryan Salonia - State Farm Insurance Agent is available 24/7 to meet your needs. Contact the office for more information or to schedule a consultation.
3728 US-9, Howell Township, NJ 07731, United States -
Gary Mehta, CPA, EA
● ClosedGary Mehta, CPA, EA is a professional institution located at 4400 U.S. 9, Freehold, New Jersey, United States. Specializing in accounting, finance, and legal services, our team of skilled professionals, including licensed and experienced tax consultants, believe in providing individualized attention to each business. Whether you need a profit and loss statement for a loan review, assistance with financial statements preparation, or managing your records on QuickBooks, we are here to help. We offer services for business formation, payroll, financial reviews, audits, and CFO services for mergers or business restructuring. With a focus on helping clients make informed decisions, we are seasoned business advisors committed to long-term success. Established in 2007, Gary Mehta, CPA, EA has been successfully serving clients with various business services, including tax preparation, representation, and defense against the IRS and New Jersey. We offer virtual tax preparation services for clients in East Brunswick, Hackensack, Princeton, and beyond. Our team of expert accountants is dedicated to providing top-notch advisory services and representing clients to the IRS and state level. We work year-round to help clients with tax planning, business risk management, and asset protection. With a customer-centric approach, we are committed to solving tax issues and helping small businesses succeed. Contact us today to experience exceptional accounting and tax services from one of the best accountants in New Jersey.
4400 US-9 #1000, Freehold, NJ 07728, United States -
Samuel Klein & Co
● ClosedSamuel Klein & Co is a reputable accounting and finance institution located at 36 West Main Street in Freehold, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Samuel Klein & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances. Contact them today to learn more about how they can assist you with your accounting and finance needs.
36 W Main St, Freehold, NJ 07728, United States
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