TOP 30 Best Financial security advisors in Passaic, New Jersey

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.

O'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.

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.

Victoria McMahon Croce is a highly skilled Financial Advisor and Insurance Agent at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. located in Rochelle Park, New Jersey. With a focus on providing top-notch insurance options, Victoria and her team offer a wide range of products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized for her expertise and dedication, Victoria was awarded as a 2024 Top Women Financial Advisor at Bankers Life. Specializing in Medicare Advantage plans, Victoria can help you navigate the complex world of healthcare coverage to find the plan that best suits your needs. With Medicare Advantage offering comprehensive coverage, including prescription drug benefits and low monthly premiums, Victoria can guide you through the process to ensure you have the right plan in place.

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.

Bleakley 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.

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.

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.

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.

Financial Northeastern Companies is a reputable finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing top-notch financial services, they cater to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance, Financial Northeastern Companies is committed to providing personalized solutions to meet your needs. Trustworthy and reliable, this institution is a go-to destination for all your financial needs.

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.

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.

Vaughan & Co. Securities, Inc. is a reputable finance institution located at 68 Passaic Street in Ridgewood, New Jersey, United States. With a strong focus on providing top-notch financial services, Vaughan & Co. Securities, Inc. offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring a secure and successful financial future.

Welcome to Frantz Gaston Jr State Farm Insurance Agency located at 750 Broadway in Paterson, New Jersey. Our experienced team is dedicated to providing the right protection for our customers, offering a range of insurance services including auto, homeowner's, renter's, life, boaters, business insurance, and financial services. Our office is proud to serve the communities of Paterson, Elmwood Park, Clifton, Garfield, Prospect Park, Hawthorne, Woodland Park, Fairlawn, Passaic, Bergen, and Morris counties. Frantz Gaston Jr, the agency owner, has a background in software engineering and a passion for outdoor activities in Paterson, NJ. The agency team is bilingual in Spanish and English, ready to assist customers with their insurance needs. We are actively involved in supporting local charities and organizations in the community.

Fernando Frias - State Farm Insurance Agent is a reputable insurance agency located at 34-12 Broadway in Fair Lawn, New Jersey. As a State Farm Agent since 2014, Fernando Frias and his professional staff offer a wide range of insurance products including Auto, Home, Renters, Business, and Life insurance. The agency is dedicated to providing remarkable service to all customers and is conveniently located to serve the communities of Bergen and Passaic County. Fernando Frias is a graduate of Brewton Parker College with a background in Business and division one baseball. The agency also serves as a Notary Public for existing and non-existing policyholders. The team at Fernando Frias - State Farm Agent is committed to helping people manage risks, recover from unexpected events, and achieve their dreams.

A Plus Insurance Agency is a trusted finance and insurance agency located at 47 Broadway in Passaic, New Jersey, United States. With a commitment to providing top-notch insurance services and financial solutions, our experienced team is dedicated to helping clients protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have you covered. Contact us today to discuss your insurance needs and secure your future with peace of mind.

John DiGiorgio is a reputable institution located at 12 Smull Avenue in Caldwell, New Jersey. Easily accessible from Passaic Avenue, our complex is situated between Franklin Steak House and Quick Check. With a convenient and free 90-stall parking lot, visitors can easily find a spot to park. Our first floor unit (Suite #103) can be accessed through the front or rear of the building, with doors locked after 8 p.m. Visitors are encouraged to ring the doorbell for reception. Our operating hours are from 9:00 AM to 6:00 PM, Monday through Friday, with evening and Saturday appointments available upon request. Visit John DiGiorgio for top-notch services and support.

Diamond Club Credit is a prestigious financial institution located at 351 Passaic Street in Passaic, New Jersey, United States. Specializing in providing top-notch credit services, Diamond Club Credit offers a range of financial products and services to help individuals and businesses achieve their financial goals. With a reputation for excellence and personalized service, Diamond Club Credit is the go-to destination for those seeking expert financial guidance and support.

John Hancock Life Insurance Co, located at 365 West Passaic Street, Rochelle Park, New Jersey, United States, is an insurance agency that offers financial advisory services with a personal touch. With a belief that life insurance should provide a foundation for a longer, healthier, and better life, John Hancock has been a trusted name for over 160 years. The institution combines the reliability of a longstanding company with cutting-edge innovation to transform the industry. John Hancock helps partners build their life insurance businesses and offers products that add real value for the life of the policy. The institution also empowers students to ease the financial burden of paying for college.

Sorymax Services Tax is a professional accounting and finance institution located at 282 Passaic Street in Passaic, New Jersey, United States. Our team of experts specializes in providing tax services, financial consulting, and accounting solutions to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of tax laws and financial management. Trust Sorymax Services Tax to help you achieve your financial goals and secure your financial future.

Lifelong Investments is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. With a focus on helping individuals secure their financial future through smart investments, our team of experienced professionals offers personalized advice and guidance to help clients achieve their long-term financial goals. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Lifelong Investments is committed to providing the expertise and resources needed to make informed decisions and build a solid financial foundation for the future. Contact us today to learn more about how we can help you grow and protect your wealth for a lifetime.

Welcome to Chase Bank, conveniently located at 387 Passaic Avenue, Fairfield, New Jersey 07004, United States. As a leading provider of financial services, Chase Bank offers a comprehensive range of banking solutions designed to meet your personal and business needs. Whether you're accessing our ATM services, managing your finances, or seeking expert guidance, our team of professionals is here to assist you every step of the way. Our Business Banking services provide personalized support from a dedicated team of specialists who can help you improve cash flow, find credit solutions, and efficiently manage payroll. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses.

Welcome to Chase Bank, conveniently located at 620 Main Avenue, Passaic, New Jersey 07055. As a leader in the banking and financial services industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Whether you're looking for personal banking solutions, business banking services, or investment opportunities, we are here to help. Our branch provides a full suite of banking services, including access to ATMs, personal and business banking, and financial advisory services. With Chase Business Banking, you can benefit from expert guidance to enhance cash flow, secure credit solutions, and efficiently manage payroll. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase Bank, located at 136 Passaic Street, Garfield, New Jersey 07026. As a leading financial institution, we are committed to providing comprehensive banking and financial services tailored to meet the diverse needs of our clients. Whether you are looking for personal banking solutions or expert business banking advice, our team of professionals is here to guide you. At Chase Bank, we offer a wide range of services including ATMs, personal and business banking, and financial management solutions. Our Business Banking services are designed to help improve your cash flow, provide credit solutions, and manage payroll efficiently. We also offer online and mobile banking, business credit cards, and payment acceptance solutions specifically built for businesses.

Welcome to Chase ATM located at 136 Passaic Street, Garfield, New Jersey 07026. As a trusted financial service provider, Chase offers a wide array of services designed to meet your banking needs. Our ATM is conveniently accessible to help manage your finances efficiently, whether you need to withdraw cash, check your balance, or transfer funds. At Chase, we are committed to supporting both individual and business banking needs. Our Business Banking team provides expert guidance to improve cash flow, offer credit solutions, and manage payroll. Additionally, we offer online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses.

Klara 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.

CJM 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.

Louis 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.