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TOP 30 How to create a financial plan in New Jersey
64 results found
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The Pollock Firm LLC - Wills Trusts and Estates Attorneys
The Pollock Firm LLC is a team of experienced Wills, Trusts, and Estates Attorneys located at 100 Federal City Road in Lawrence Township, New Jersey. Our attorneys specialize in Estate Planning, Probate Administration, Tax Planning, Special Needs Trusts, Business Law, Guardianships, and Estate Litigation. Since 2002, we have proudly served clients in Florida, New Jersey, New York, and Pennsylvania. At The Pollock Firm LLC, we can help you achieve your estate planning goals by creating a comprehensive plan that includes a Will, Financial Power of Attorney, Health Care Power of Attorney, and Advanced Health Care Directive.
Ted Jiggetts - State Farm Insurance Agent
Ted Jiggetts - State Farm Insurance Agent is an insurance agency located at 18 Main Street, Robbinsville Township, New Jersey, United States. They offer personalized coverage plans to protect your family, belongings, and finances. Ted Jiggetts can help you create a solution that fits your needs, whether it's safe driving rewards, bundling options, or discounts. They specialize in auto insurance, offering a variety of coverage options from collision to rental and rideshare. They also provide insurance for recreational vehicles, homeowners, renters, and personal property. Additionally, they offer business insurance, life insurance, health insurance, and banking services through an alliance with U.S. Bank. Contact Ted Jiggetts in Robbinsville, NJ for more information on how they can help you secure your financial future.
MGL Insurance Agency, LLC
MGL Insurance Agency, LLC is a reliable insurance agency located at 4573 South Broad Street in Hamilton Township, New Jersey. Our agency was founded on the principle of delivering excellent service and protection when you need it most. We offer a wide range of insurance products and options to help you make the best choice for your needs. As a business owner, you understand the importance of protecting your business from financial disaster. MGL Insurance can help you find the right coverage, whether you need general liability, workers compensation, or business owners’ package policies. No business is too small or too big for us to handle, and we understand that every business is unique and requires unique coverage.
Money Management International
Money Management International is a finance institution located at 309 Fellowship Road in Mount Laurel Township, New Jersey, United States. They provide expert financial advice and services to help individuals and families manage their money effectively. Whether you need help creating a budget, reducing debt, or planning for the future, Money Management International has the expertise and resources to assist you in achieving your financial goals. Their team of professionals is dedicated to helping clients improve their financial well-being and achieve financial stability.
Harvard Cleaning Services
Harvard Cleaning Services, located at 2145 Nottingham Way in Hamilton Township, New Jersey, is a leading provider of eco-friendly cleaning services dedicated to preserving the environment. Our team of executives, board members, and industry professionals are committed to propelling the Harvard mission forward. We believe in recognizing and rewarding superior service to enhance employee productivity, morale, and retention. Our Cleaning for Wellness program promotes health and safety, sustainability, productivity, and asset preservation. With over 60 years of experience, we are a trusted partner for outsourced cleaning services to financial institutions and healthcare environments nationwide.
Amwell Ridge Wealth Management
Amwell Ridge Wealth Management is a finance institution located at 1474 56 Main Street, Flemington, New Jersey, United States. Specializing in financial planning for affluent families throughout Hunterdon County, we cater to individuals aged 55 and older who are seeking a smooth transition into retirement. Led by experienced CERTIFIED FINANCIAL PLANNER™ David Johnston, our team takes pride in creating personalized strategic plans to address your biggest retirement concerns. We offer a comprehensive suite of customizable solutions tailored to your unique goals and risk tolerance. Our goal is to guide you through investment decisions using the best tools and strategies available. Schedule a meeting with us today to learn more about how we can help you retire with confidence. Please note that we are an independent financial services firm, and neither LPL Financial nor Bleakley Financial Group provide legal, tax, or accounting advice or services.
BlueCap Economic Advisors, LLC
BlueCap Economic Advisors, LLC is a premier institution located at 55 Avalon Road in Pennington, New Jersey, United States. Our clients, busy executives focused on leading their core business, rely on us to facilitate capital projects involving real estate location selection and secure economic development incentives that support new jobs and business investment. With over 35 years of experience in corporate real estate and economic development, our team, led by Principal Gary Marx, has completed projects throughout the United States for mid-market manufacturing, life sciences, and logistics/distribution companies. At BlueCap, we assist companies in developing critical location criteria and implementing thorough evaluation processes for finding future business locations. We specialize in securing economic development incentives that drive the approval of company capital budgets and support initial capital investments, reduce operating costs, and lessen the impact of government taxes and regulations. Our services also include managing annual reporting requirements to ensure that clients receive the benefits offered by incentives.
Dedicated Senior Advisors
Dedicated Senior Advisors is a finance institution located at 3560 Quaker Bridge Road in Hamilton Township, New Jersey, United States. Our team of Certified Financial Planner™ practitioners is dedicated to helping you make the best choices for your retirement planning. We prioritize what matters most to you and create a personalized plan to help you achieve your life goals, hopes, and dreams. At Dedicated Financial Services, we manage the entire cycle of building wealth through strategic investment strategies. Our goal is to bring your money to life and help you increase its value over time. Whether you are excited about the experiences money can buy or the interest it can accrue, we understand that each individual has a unique financial personality with strengths and weaknesses.
The MacCormack Agency
The MacCormack Agency is a versatile institution located at 1075 Easton Avenue in Franklin Township, New Jersey, United States. Specializing in accounting, finance, health, and insurance services, our agency is dedicated to providing top-notch financial and healthcare solutions to our clients. With a team of experienced professionals, we offer personalized and comprehensive services to meet the unique needs of each individual and business. Trust The MacCormack Agency to handle all your financial and insurance needs with expertise and care.
John Hancock Life Insurance Co
John Hancock Life Insurance Co, located at 90 Old Matawan Road, Old Bridge, New Jersey, is a trusted insurance agency offering financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty, reliability, and customer satisfaction. Our innovative approach combines the best of a longstanding company with cutting-edge technology to transform the industry. We partner with individuals and businesses to help build life insurance portfolios and protect what matters most. Our John Hancock Vitality Program offers exclusive benefits, such as access to the Galleri test for multi-cancer early detection. Our dedicated Advisors can help you navigate financial challenges, plan for retirement, and create personalized financial strategies tailored to your goals. We offer a variety of products designed to add real value to your policy and ease the financial burden of college expenses for students. With John Hancock, you can trust in our commitment to your financial well-being and security. Contact us today to learn more about our insurance products and services.
Strand Finance, Inc.
Strand Finance, Inc. is a family-owned and operated finance institution located at 22 Tennent Road, Marlboro, New Jersey, United States. Since 1980, we have specialized in financing insurance policies for individuals and businesses, with a focus on customer satisfaction. We cover both personal and commercial lines of insurance in 8 states, including New York, New Jersey, Pennsylvania, Connecticut, South Carolina, Illinois, Michigan, and North Carolina. Our flexible payment plans and responsive management team help create customized plans for our clients to help them grow their businesses. From commercial automobile insurance to commercial property and liability coverage, Strand Finance offers financing options for a wide range of insurance policies. We also provide benefits such as online payment systems, bilingual customer service, and monthly incentives for agents. With our commitment to superior service and advanced technology, Strand Finance is the smarter choice for your premium financing needs. Visit us today to learn more about our services and how we can help you with your insurance financing needs.
Strub Law LLC
Strub Law LLC is a trusted estate planning law firm located in Highland Park, NJ, dedicated to empowering your legacy for today and tomorrow. We specialize in keeping you out of court and out of conflict, ensuring that your loved ones are taken care of according to your wishes. Our personalized approach to estate planning makes the process easy, effective, and affordable. Whether you have a lot of money or a little, we are here to guide you through important legal and financial decisions to protect your assets and ensure your family's well-being. From planning for children with special needs to navigating healthcare costs and business succession, we are committed to helping you create a solid foundation for your future.
Business Debt Counsel
Business Debt Counsel is a renowned institution located at 1820 Swarthmore Avenue in Lakewood, New Jersey, United States. Specializing in merchant cash advance and business debt settlement, our team of attorneys and consultants are here to help you navigate through financial challenges. We offer a free consultation with one of our attorneys to discuss restructuring predatory interest rates and reducing monthly costs. Our experts will negotiate with your vendors, suppliers, and brokers to lower your debt amount, even if you've defaulted on a merchant cash advance. At Business Debt Counsel, our goal is to assist you in restructuring your debt at an affordable interest rate. We begin by gathering a comprehensive history of your business debt situation to create a tailored plan that suits your needs. Working together, we determine how much of your weekly income can be allocated towards paying off your MCA debt, ensuring a structured plan that balances your financial responsibilities.
Farmers Insurance - Hector Lugo
Farmers Insurance - Hector Lugo is a trusted insurance agency located at 24 Beechwood Road in Summit, New Jersey, United States. As your local Farmers® agent, Hector Lugo helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Hector has the knowledge and experience to guide you through the process and make you smarter about insurance. Hector can help you understand coverage options such as comprehensive coverage, collision coverage, deductibles, and more. He can also assist you in selecting the right car insurance coverage for your needs and budget, as well as provide competitive rates with multi-line insurance discounts.
Michelle Josias - State Farm Insurance Agent
Michelle Josias - State Farm Insurance Agent is a reputable insurance agency located at 1955 Springfield Avenue in Maplewood, New Jersey. Conveniently situated across from Park Wood Diner on Springfield Avenue, our agency is dedicated to helping customers protect and grow their wealth. As we celebrate Financial Literacy Month in April, we encourage you to educate yourself on insurance options and understand how it can safeguard what matters most in your life. Owned by Michelle Josias, our agency takes pride in providing exceptional service to the community. We believe in doing business where customers feel welcome and appreciated. State Farm was founded on values and principles, and we prioritize caring for our customers and community above all else.
Accretive Wealth Partners
Accretive Wealth Partners is a finance institution located at 1 Gatehall Drive in Parsippany-Troy Hills, New Jersey, United States. Our goal is to improve our clients' financial lives through independent, thoughtful, and straightforward guidance. As a service-oriented wealth management firm, we strive to build trust and deserve it. We are committed to understanding our clients' goals, values, and unique circumstances to create value for them. We are a fee-only firm and fiduciaries, meaning we only receive compensation from our clients and are obligated to act in their best interest. Our investment philosophy is goal-oriented, disciplined, and efficiently implemented. Financial planning is an ongoing process tailored to each client's goals and objectives. We collaborate with tax and estate professionals to keep plans up-to-date and review insurance coverages to mitigate risks.
RAVIA Global Services
RAVIA Global Services, located at 41 Watchung Plaza in Montclair, New Jersey, is a leading consulting firm with over 30 years of experience in helping organizations achieve their goals and improve performance. Specializing in digital solutions, our team of experts can assist with Analytics & Big Data, Artificial Intelligence, Cloud Computing, Business Process, and more. Whether you're looking to expand regionally, nationally, or globally, we can help you develop a strategic plan and execute it effectively. As your trusted partner, we work closely with your management team to create a customized strategy that aligns with your business objectives. Contact us at info@raviaglobalservices.com or visit our website www.raviaglobalservices.com to learn more about how we can help take your organization to the next level.
Integra Wealth Management
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.
Revolve Wealth Partners
Revolve Wealth Partners is a finance institution located at 411 Hackensack Avenue in Hackensack, New Jersey, United States. We specialize in helping individuals imagine their future, create a path towards their financial goals, and manage their wealth along the way. Our team understands the complexities of the financial world and aims to provide impartial and time-tested advice to bring clarity and direction to your future. At Revolve Wealth Partners, we believe in a "You Culture" that focuses on learning everything about you, your businesses, and your family. By understanding your hopes, dreams, fears, and desired outcomes, we can tailor our approach to meet your unique needs. Our process involves thorough communication, discovery, and exploration of every aspect of your life to prioritize what matters most to you.
Royal Ince Incorporated
Royal Ince Incorporated is a finance institution located at 25A Corporate Place South, Piscataway, New Jersey, United States. Our team of skilled and experienced advisors are dedicated to creating the best financial plan for you, offering sound solutions that align with your needs and objectives. We work closely with our clients to ensure success in achieving personal goals, staying up-to-date on global investment trends to provide current advice. Our commitment is to provide optimal financial solutions and advice in all matters, helping clients achieve both short and long-term goals. Contact us today to see how we can help you realize your financial aspirations.
Ethos Capital Advisors
Ethos Capital Advisors is a finance institution located in Princeton, New Jersey, United States. Our firm is dedicated to helping individuals achieve long-term financial success through a personalized and holistic planning approach. Our experienced team of professionals is committed to providing clients with the guidance and support needed to navigate the complexities of retirement planning and investment management. At Ethos Capital Advisors, we believe in creating customized retirement strategies that align with our clients' unique goals and aspirations. We offer a range of financial services and products to address our clients' financial needs and concerns, helping them pursue the retirement they've always wanted.
Princeton Partners
Princeton Partners is a leading marketing and advertising agency located at 205 Rockingham Row in Princeton, New Jersey. With a team of talented professionals, we specialize in creating innovative and impactful marketing strategies for our clients. Our services range from branding and digital marketing to public relations and social media management. At Princeton Partners, we are dedicated to helping businesses reach their full potential and achieve their goals. Contact us today to see how we can elevate your brand and drive success.
Private Wealth Strategies Group
Private Wealth Strategies Group, located at 1433 Hooper Avenue in Toms River, New Jersey, is a finance institution dedicated to helping clients achieve financial independence and security. Since 2011, our team of experienced professionals has focused on serving clients in various stages of life, from saving for retirement to living in retirement. We are committed to helping individuals define what freedom means to them and creating a personalized plan to help them reach their financial goals. Our 5-step process, developed with solid experience and sound judgment, ensures that our clients receive comprehensive financial planning services tailored to their needs. Through our partnership with Equitable Advisors, LLC, we offer a range of investment and advisory products to help clients plan, prosper, and find their financial freedom. Contact us today to learn more about how Private Wealth Strategies Group can help you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1415 Hooper Avenue in Toms River, New Jersey, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond just offering advice, also assisting with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial resources.
Custom Benefit Programs Inc
Custom Benefit Programs Inc is a leading insurance agency located at 897 12th Street, Hammonton, New Jersey, United States. We specialize in creating personalized benefit programs tailored to meet the unique needs of our clients. Our team of experienced professionals works closely with individuals and businesses to provide comprehensive insurance solutions that offer peace of mind and financial security. Whether you are looking for health, life, disability, or other types of insurance coverage, Custom Benefit Programs Inc is dedicated to helping you find the right plan at the best price. Contact us today to learn more about how we can assist you with your insurance needs.
Black Brook Wealth Advisors
Black Brook Wealth Advisors is a reputable finance institution located at 90 East Halsey Road in Parsippany-Troy Hills, New Jersey. Specializing in wealth management, our experienced team is dedicated to creating personalized financial strategies that deliver results for our clients. We have a strong focus on working with small business owners to help them achieve their financial goals. Our Managing Partner, Michael Colannino, brings over 30 years of industry experience and holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation. With a background in marketing and finance, Michael is committed to analyzing every aspect of his clients' financial lives to develop tailored investment plans for long-term success.
Chase Private Client
Chase Private Client is a prestigious finance institution located at 279 Millburn Avenue in Millburn, New Jersey, United States. As a client of Chase Private Client, you will have access to personalized financial services and exclusive benefits tailored to meet your individual needs and goals. Our team of experienced financial advisors will work closely with you to create a customized financial plan that aligns with your unique circumstances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chase Private Client is dedicated to helping you achieve your financial aspirations. Visit us today to learn more about how we can help you reach your financial goals.
Farmers Insurance - Rosa Rosales-Szulewski
Welcome to Farmers Insurance - Rosa Rosales-Szulewski, located at 26 Millburn Avenue in Springfield, New Jersey, United States. As an insurance agency, I am dedicated to providing personalized service to help you plan smarter for today and tomorrow. I will review your insurance coverage, explain how life changes can affect it, and offer tips to prevent insurance disasters. I am fluent in Portuguese and Italian, and can assist you in multiple languages. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin with your insurance needs, I am here to help. I can assist you with selecting the right car insurance coverage and provide online quotes and discounts to save you money.
The Aigis Group
The Aigis Group is a leading insurance agency located at 2 East Main Street in Mendham Township, New Jersey, United States. For over 30 years, our team of experts has been providing financial services to high net worth individuals and successful businesses. Led by Mark Betlow, we offer integrated solutions in insurance and investment planning to help our clients achieve their long-term and short-term goals. Our unique approach to servicing the needs of affluent clients has made us a leader in our space. At The Aigis Group, we believe that the best relationships are built on collaboration. We work closely with our clients to understand their unique situations and requirements, and to provide expert assistance in re-engineering their plans when necessary. Our mission is to ensure the success of all parties involved, including the Company, our Employees, and our Clients.
First Credit Group, LLC
First Credit Group, LLC is a finance institution located at 1280 Wall Street West in Lyndhurst, New Jersey, United States. With a strong focus on providing comprehensive financial solutions, First Credit Group, LLC offers a wide range of services including loans, credit repair, debt consolidation, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and improve their overall financial well-being. Whether you are looking to secure a loan, improve your credit score, or create a personalized financial plan, First Credit Group, LLC is here to help. Visit us today to learn more about how we can assist you in achieving financial success.
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