The 30 Best Generational family wealth in Wayne, New Jersey

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Merrill Lynch Financial Advisor Miguel A Munoz, located at 1700 New Jersey 23, Wayne, New Jersey, United States, offers personalized wealth management advice and guidance to affluent families, corporate executives, professionals, business owners, and institutions. With a team structure that combines the intimacy of a small financial boutique with the vast resources of Merrill, Miguel Munoz focuses on meeting long-term expectations while minimizing risk and preserving capital during market volatility. Holding multiple prestigious designations in the financial industry, Miguel is dedicated to building long-term relationships with clients, spanning generations and market cycles. The institution's Goals-Based Wealth Management process helps clients identify their goals, structure their wealth, align assets, and maintain a disciplined investment approach. By getting to know clients personally and understanding their priorities, Miguel Munoz creates customized financial strategies to help them achieve their long-term objectives. With a focus on helping clients navigate through wealth management, estate planning, business succession, and more, Merrill Lynch Financial Advisor Miguel A Munoz provides comprehensive financial solutions to address the needs and goals of individuals and institutions.

Merrill Lynch Financial Advisor Tom Rocco, located at 1700 New Jersey 23, Wayne, New Jersey, United States, is a finance institution with over 20 years of experience in senior-level marketing, management, and sales positions. Tom Rocco specializes in understanding the financial opportunities and challenges facing successful corporate executives and owners of private enterprises. He values getting to know his clients well, listening closely to their aspirations and concerns. Tom believes in clear and transparent communication, helping clients build strategies for achieving milestones, sustaining retirement lifestyles, and assisting future generations. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Planning Counselor, CRPC® designation. Tom's personalized approach focuses on helping clients achieve their goals, whether it's transferring wealth, pursuing passions, or staying informed. By utilizing the Investment Personality Assessment, Tom customizes financial approaches to align with each client's unique goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Tom works with clients to develop strategies to address their financial needs. He believes in staying in touch with clients, reviewing goals and progress, and making adjustments as needed to help them achieve what matters most. As a Merrill Lynch Wealth Management Advisor, Tom is dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to pursue their goals. Tom is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Lydia Kotevski is a finance institution located at 1700 New Jersey 23, Wayne, New Jersey, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, we start by listening to learn more about you and your family. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We believe that financial success can be achieved by making investment-related decisions that align with your goals. Drawing upon research in the field of behavioral finance, we use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that helps you pursue what matters most to you.

Welcome to the practice of Dr. Paul Hahn, M.D., Ph.D., a distinguished retina specialist located at 628 Cedar Lane, Teaneck, New Jersey. With a rich family legacy in ophthalmology and an impressive academic background, Dr. Hahn is renowned for his expertise in vitreoretinal diseases and advanced surgical techniques. A graduate of Harvard University and the University of Pennsylvania School of Medicine, he has dedicated his career to pioneering treatments for complex eye conditions. Dr. Hahn joined NJRetina in 2016, bringing with him a wealth of experience from his tenure as an Assistant Professor of Ophthalmology at Duke University. There, he founded the Duke Center for Artificial and Regenerative Vision and gained international acclaim for performing the first Argus II “bionic eye” implant in the Southeast US, a groundbreaking procedure he later introduced to New Jersey.