TOP 30 High net worth individuals' financial planning in Paramus, New Jersey

18 results found

Walter J Loin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 E Route 4, Paramus, New Jersey, United States. Walter holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and comprehensive knowledge in financial planning, Walter is committed to providing personalized and strategic financial advice to individuals, retirees, small business owners, and high net worth clients. His diverse range of certifications and training demonstrate his dedication to helping clients make informed decisions and achieve their financial goals. Contact Walter J Loin for expert financial advice and guidance tailored to your specific needs."

Merrill Lynch Financial Advisor Ying Zhu (Dawn) is a finance institution located at 115 West Century Road, Paramus, New Jersey, United States. Ying Zhu (Dawn) and her team of investment industry professionals offer personalized wealth plans and global investment capabilities through Merrill Lynch. With over 10 years of experience in the financial services industry, Ying Zhu (Dawn) specializes in corporate benefit programs and can help corporate executives integrate their benefits into a long-term financial approach. The institution sponsors and attends social events for local families, allowing them to hear directly from those impacted by economic uncertainty. The team is committed to working within the region and sharing their experience and insights to help clients preserve and grow their wealth.

Alan R Tompesku is a financial advisor at Ameriprise Financial Services, LLC located at 140 New Jersey 17, Paramus, New Jersey, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Alan is committed to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Alan is dedicated to helping clients achieve their financial goals.

Kenneth Jeske - Financial Advisor at Ameriprise Financial Services, LLC, located at East 80 Route 4, Paramus, New Jersey, United States, is a finance institution offering a wide range of services. Kenneth Jeske 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®, 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 his expertise and commitment to providing high-quality financial advice to individuals, retirees, small business owners, and high net worth clients. Kenneth Jeske is dedicated to helping clients achieve their financial goals and navigate complex financial situations with confidence.

Edward J Lang is a financial advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. Edward 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®, CFP®, Certified Fund Specialist, ChFC®, 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 Edward's expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and insurance products. With a strong focus on ethics and continuing education, Edward is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Julie Wendholt is a financial advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. She holds various certifications such as 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 her expertise in asset management, investment strategies, estate planning, retirement planning, and various other financial planning areas. Julie Wendholt is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Jorge Ciprian is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. He is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Jorge Ciprian is committed to upholding a high standard of ethics and continually expanding his knowledge to better serve his clients.

Gregory Krikorian, CFP - UBS Financial Services Inc. is a reputable finance institution located in Paramus, New Jersey, United States. As a Certified Financial Planner, Gregory Krikorian offers expert financial advice and services to help clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Gregory Krikorian and his team at UBS Financial Services Inc. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Gregory Krikorian, CFP - UBS Financial Services Inc. is dedicated to providing comprehensive financial solutions tailored to your individual needs.

Mark Cinotti - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 80 Route 4, Paramus, New Jersey, United States. Mark Cinotti holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics such as asset management, investment strategies, estate planning, retirement planning, and risk management. Mark Cinotti is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Mark Cinotti is committed to helping clients achieve their financial goals.

Joseph Virgone is a financial advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. He holds multiple 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®. Joseph Virgone specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to helping clients achieve their financial goals and navigate complex financial situations. With a strong focus on ethics and continuing education, Joseph Virgone is committed to providing expert advice and guidance in all aspects of financial planning.

The Naftali Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located in Paramus, New Jersey, United States. With a team of highly experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Naftali Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.

Julie Wendholt is a Financial Advisor at Ameriprise Financial Services, LLC located in Paramus, New Jersey, United States. Julie Wendholt holds several 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 Julie Wendholt's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Julie Wendholt is dedicated to helping clients make informed decisions and achieve their financial goals with professionalism and integrity.

Paul G Castro is a financial advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Paul G Castro is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Paul G Castro has the knowledge and experience to guide you through the complexities of financial planning.

Rebecca Golembiski is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Route 4, Paramus, New Jersey, United States. She holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Rebecca is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Rebecca Golembiski is committed to helping clients achieve their financial goals.

Integra Wealth Management, located at 461 From Road in Paramus, New Jersey, is a finance institution that is redefining integrated wealth management. With a team of experienced professionals with years of Wall Street experience, Integra Wealth is dedicated to helping high-net-worth individuals achieve their financial goals. At Integra Wealth, we offer more than just management of financial assets. Our Certified Financial Planner (CFP®) team works closely with successful individuals and families in Bergen County and Southern New Jersey to create personalized strategies for financial well-being and prosperity.

Breakwater Capital Group is a leading financial institution located at 140 East Ridgewood Avenue in Paramus, New Jersey, United States. Specializing in finance, Breakwater Capital Group offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, Breakwater Capital Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Breakwater Capital Group is committed to providing personalized and strategic financial solutions tailored to your individual needs.

The Ashley Group - Morgan Stanley is a reputable finance institution located at 61 South Paramus Road in Paramus, New Jersey, United States. As a branch of the well-known Morgan Stanley brand, The Ashley Group offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Clients can trust The Ashley Group - Morgan Stanley to help them achieve their financial goals and secure their financial future.

Welcome to Bank of America Private Client Advisor Michael J. Tortora’s office, located at 115 West Century Road, Paramus, New Jersey. As a Managing Director and Private Client Advisor at Bank of America Private Bank, Michael leads a team of dedicated professionals serving high-net-worth and ultra-high-net-worth individuals and families across Northern New Jersey. With over two decades of experience in wealth management, Michael is committed to understanding each client’s unique needs and crafting personalized strategies to help achieve their financial goals. Michael’s approach centers on proactive listening and leveraging the extensive resources of the Private Bank platform. This enables him to provide comprehensive guidance, including day-to-day banking, trust, estate, and philanthropic services. By building strong relationships, Michael focuses on aligning clients' visions with their circumstances, particularly around asset preservation strategies.