Independent financial advisors in Jersey City, NJ
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Primerica Financial Services
● ClosedPrimerica Financial Services is a finance institution located at 201 West Sylvania Avenue in Neptune City, New Jersey, United States. They offer a wide range of financial products and services to help individuals and families achieve their financial goals. With a team of knowledgeable professionals, Primerica is dedicated to providing personalized financial solutions and guidance to help clients secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets, Primerica Financial Services is committed to helping you make informed decisions and plan for a secure financial future.
201 W Sylvania Ave #6, Neptune City, NJ 07753, United States -
Bahaa Botros - Prudential Financial
● OpenBahaa Botros - Prudential Financial is a finance and insurance agency located at 1626 U.S. 130 in North Brunswick Township, New Jersey, United States. With a commitment to providing top-notch financial services and insurance solutions, our team at Bahaa Botros - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experienced professionals are here to guide you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
1626 US-130 j3, North Brunswick Township, NJ 08902, United States -
Laurel Oak Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedLaurel Oak Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 525 New Jersey 73, Evesham, New Jersey, United States. The institution is dedicated to helping clients achieve their financial goals, offering personalized recommendations for a diversified portfolio and solutions to protect against uncertainty. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, with advisors registered to do business in certain U.S. states. The institution provides consultations on financial planning concepts and cannot guarantee future financial results. Clients can access background and qualification information on FINRA's BrokerCheck website. The institution also offers white papers and insights on stock market trends, aiming to support clients in making informed financial decisions. With a focus on client relationships and personalized service, Laurel Oak Wealth Management Group is committed to helping clients navigate their financial journey.
Five Greentree Centre, 525 NJ-73 Suite 200, Marlton, NJ 08053, United States -
George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3000 Atrium Way in Mount Laurel Township, New Jersey, is a leading finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service to their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, their team of advisors are equipped to provide comprehensive financial planning tailored to individual needs. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or those going through a divorce, the team at George Pittaoulis - Private Wealth Advisor has the knowledge and expertise to guide you through every step of the financial planning process. Their commitment to ethical practices, ongoing education, and professional development sets them apart as a trusted partner in helping clients achieve their financial goals.
3000 Atrium Way Ste 510, Mt Laurel Township, NJ 08054, United States -
Banyan Wealth Management & Financial Planning
● ClosedBanyan Wealth Management & Financial Planning is a finance institution located at 74 Brick Boulevard, Brick Township, New Jersey, United States. We are dedicated to focusing on your financial well-being so you can enjoy life with the confidence that your dreams of tomorrow are always within reach. Our team is committed to creating a financial roadmap that represents your dreams, ambitions, and financial legacy for generations to come. We strive to remove the stress from managing your financial future, empowering you and your family to live the life you love today while ensuring your vision of tomorrow is always on the horizon. At Banyan Wealth, we offer a four-step planning and investment approach to help you achieve financial independence. As we approach the first quarter of 2024, we emphasize the importance of staying ahead in your financial journey. Our team is prepared for the potential bumpy roads and opportunities ahead, and we provide Q1 insights to ensure your financial strategy is resilient and adaptable.
74 Brick Blvd Building 2 Suite 103, Brick Township, NJ 08723, United States -
Steven Schiavo - Prudential Financial
● OpenSteven Schiavo - Prudential Financial is a trusted finance and insurance agency located at 2647 East Chestnut Avenue in Vineland, New Jersey. With a commitment to providing personalized financial solutions and expert insurance services, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Steven Schiavo - Prudential Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2647 E Chestnut Ave, Vineland, NJ 08361, United States -
Gruccio Financial
● ClosedGruccio Financial is an independent Comprehensive Financial Services institution located at 600 G Street, Millville, New Jersey, United States. Our symbol, the turtle, represents longevity, endurance, and persistence, qualities essential for success in both investing and sports. We understand the sacrifices athletes make and aim to free up your time and energy so you can focus on what truly matters in life. Founded in 2018, we offer Securities and Advisory Services through GWN Securities, Inc. Schedule a friendly, no strings attached discussion with Jared by contacting us at 609-454-6612 or visiting our website. Please note that we are not affiliated with GWN Securities, Inc. and make no representation as to the completeness or accuracy of information provided on third-party websites.
600 G St, Millville, NJ 08332, United States -
Lawrence Malamut - UBS Financial Services Inc.
● OpenLawrence Malamut - UBS Financial Services Inc. is a finance institution located at 1337 Tilton Road in Northfield, New Jersey, United States. With a focus on providing personalized financial services, Lawrence Malamut - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Lawrence Malamut - UBS Financial Services Inc. is dedicated to providing expert advice and guidance every step of the way.
1337 Tilton Rd, Northfield, NJ 08225, United States -
Marguerite Spica - Prudential Financial
● ClosedMarguerite Spica - Prudential Financial is a finance and insurance agency located at 405 Blackwood-Clementon Road in Gloucester Township, New Jersey, United States. With a focus on providing financial planning and insurance services, this institution offers personalized solutions to help individuals and businesses achieve their financial goals. With a strong reputation for professionalism and expertise, Marguerite Spica - Prudential Financial is dedicated to helping clients secure their financial future.
405 Blackwood-Clementon Rd, Blackwood, NJ 08012, United States -
TC Financial Management
● ClosedTC Financial Management is a premier financial institution located at 7811 Atlantic Avenue in Margate City, New Jersey. Specializing in finance, our team of experts offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Trust TC Financial Management to help you secure a stable financial future.
7811 Atlantic Ave, Margate City, NJ 08402, United States -
William H Penny - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam H Penny is a financial advisor at Ameriprise Financial Services, LLC located at 2021 New Road in Linwood, New Jersey, United States. With a background and qualifications available on FINRA's BrokerCheck website, William H Penny offers clients a complimentary initial consultation to discuss financial planning concepts and provide insight on stock market trends. As a registered investment adviser, Ameriprise Financial Services, LLC offers investment products and services, with securities offered through the same entity. Clients can rest assured that their investments are not guaranteed by any federal agency and may involve risks. William H Penny is only authorized to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can expect personalized attention and guidance on achieving their financial goals, with a focus on privacy and security. Contact William H Penny at Ameriprise Financial Services, LLC for a consultation to discuss your financial needs and goals.
Professional Plaza, 2021 New Rd Suite 12, Linwood, NJ 08221, United States -
Merrill Lynch Financial Advisor Skye Jarrett Gibson
● ClosedThe Merrill Lynch Financial Advisor Skye Jarrett Gibson, located at 3100 Hingston Avenue in Egg Harbor Township, New Jersey, offers a comprehensive approach to wealth management. The institution aims to seamlessly integrate every aspect of your financial life to help you pursue your goals. With access to the banking and lending services of Bank of America, the team at The Somers Gibson Group can assist you with virtually any financial need. The advisors at The Somers Gibson Group, including Skye, strive to become your financial concierge, guiding you through each stage of your financial journey. They believe in the importance of personalized attention and open communication to build a strong relationship with each client. The team serves individuals and families of all ages who have accumulated wealth without consulting a financial advisor, offering guidance on personalized financial strategies.
3100 Hingston Ave, Egg Harbor Township, NJ 08234, United States -
Hart Financial Services LLC
● OpenHart Financial Services LLC is a reputable finance institution located at 366 Herbertsville Road in Brick Township, New Jersey, United States. We offer a wide range of financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, we are here to help you every step of the way. Visit us today to learn more about how Hart Financial Services LLC can help you secure your financial future.
366 Herbertsville Rd, Brick Township, NJ 08724, United States -
Kelley Trilling - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Kelley Trilling - Associate Financial Advisor at Ameriprise Financial Services, LLC, your trusted partner in achieving financial success. Located at 73 Newark Pompton Turnpike, Riverdale, New Jersey, our office is dedicated to providing personalized financial planning and investment services to meet the unique needs of each client. Kelley Trilling brings a wealth of expertise and a commitment to ethical practices, holding a variety of esteemed certifications that underscore a deep understanding of financial planning and asset management. With the AAMS™ (Accredited Asset Management Specialist™) certification, Kelley is equipped to apply investment concepts to real-world asset management scenarios, ensuring informed decisions that align with your financial goals.
73 Newark Pompton Turnpike, Riverdale, New Jersey 07457, United States -
Merrill Lynch Financial Advisor August A Zenzius
● ClosedWelcome to Merrill Lynch Financial Advisor August A Zenzius, located at 115 West Century Road, Paramus, New Jersey. Our firm is dedicated to providing personalized financial solutions tailored to your unique needs and goals. With access to a comprehensive range of investment options from Merrill and banking products from Bank of America, we are well-equipped to assist you in navigating the complexities of financial planning. For over two decades, we have been building lasting relationships with corporate executives, retirees, and multigenerational families. Our focus is on understanding your specific financial situation and aspirations, whether it's planning for a comfortable retirement, funding education, ensuring financial security for future generations, or supporting charitable causes. We provide the insights and information necessary to make informed and timely decisions about your financial future.
115 West Century Road, Paramus, New Jersey 07652, United States -
Legacy Financial Partners
● OpenWelcome to Legacy Financial Partners, located at 401 Hackensack Avenue, Hackensack, New Jersey 07601. We are a dedicated financial services firm committed to helping you navigate the complexities of personal finance with confidence and clarity. At Legacy Financial Partners, we believe in empowering you to take control of your financial future through comprehensive planning and expert guidance. Our services are designed to align with your unique needs and aspirations. Whether you're looking to create a sustainable retirement plan, develop a strategic estate plan, or manage your investments effectively, our team is here to provide personalized solutions that cater to your specific goals. We understand that financial planning is not just about what you own, but about ensuring that your values and priorities are reflected in your financial decisions.
401 Hackensack Avenue, Hackensack, New Jersey 07601, United States -
Karin Feldstein, Financial Advisor - Persevere Wealth Strategies
● OpenWelcome to Karin Feldstein, Financial Advisor - Persevere Wealth Strategies, where we are committed to guiding you toward a secure financial future. Located at 250 Pehle Avenue, Saddle Brook, New Jersey, our firm is dedicated to providing comprehensive wealth strategies tailored to your unique needs. Whether you're a business owner, executive, family, or individual, we understand the importance of having a focused vision for your financial planning. Founded by Karin Feldstein, who embarked on a new career path mid-life, our firm embodies perseverance and determination. Karin's extensive training and expertise in financial planning allow her to help clients navigate their financial journey with confidence. At Persevere Wealth Strategies, we reject a one-size-fits-all approach. Instead, we meticulously evaluate each client's situation, goals, and risk tolerance to craft personalized financial plans.
250 Pehle Avenue, Saddle Brook, New Jersey 07663, United States -
Jessica E Palatucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jessica E Palatucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey. As a distinguished finance expert, Jessica E Palatucci brings a wealth of knowledge and specialized credentials to help clients achieve their financial goals. Jessica holds multiple prestigious certifications, each reflecting a commitment to excellence and ethical standards in financial advisory services. With an AAMS™ certification, Jessica is skilled in applying investment concepts to real-world asset management scenarios, focusing on asset allocation, investment strategies, and estate planning. Her expertise extends to serving domestic partners through the ADPA™ designation, which encompasses wealth transfers, federal taxation, and retirement planning.
75 Midland Avenue, Montclair, New Jersey 07042, United States -
Corporate America Realty & Advisors
● ClosedWelcome to Corporate America Realty & Advisors (CARA) Located at 301 New Jersey 17, Rutherford, NJ, Corporate America Realty & Advisors (CARA) is your trusted partner in navigating the complex world of industrial and commercial real estate. As a boutique real estate agency and storage service provider, we pride ourselves on delivering personalized, high-quality solutions tailored to meet the unique needs of our clients.
301 New Jersey 17, Rutherford, New Jersey 07070, United States -
Christopher Riebling, Wealth Advisor - Riebling Wealth Strategies, LLC
● OpenWelcome to Christopher Riebling, Wealth Advisor at Riebling Wealth Strategies, LLC, your trusted partner in comprehensive financial and legacy planning. Located at 23 Gentry Drive, Washington Township, New Jersey, our boutique family firm is dedicated to providing bespoke financial services tailored to your unique needs. With a commitment to proactive, attentive, and hard-working solutions, we help you navigate complex financial decisions, ensuring your wealth is managed effectively and aligned with your evolving goals. At Riebling Wealth Strategies, we understand that financial wealth comes with greater responsibility and risk. Our team, including John and Christopher Riebling, offers extensive experience and education to help you build a secure financial future. Whether you're establishing your career, growing your wealth, or planning for retirement, we provide strategic advice and tools to support your ambitions.
23 Gentry Drive, Washington Township, New Jersey 07853, United States -
John Riebling, Financial Advisor - Eagle Strategies
● OpenWelcome to John Riebling, Financial Advisor - Eagle Strategies, your trusted partner in comprehensive financial and legacy planning. Located at 23 Gentry Drive, Washington Township, New Jersey, we are dedicated to helping you navigate complex financial decisions with confidence and ease. Our boutique family firm, backed by New York Life, offers bespoke services that are tailored to your unique needs and goals. At Riebling Wealth Strategies, we understand that with financial success comes greater responsibility. Whether you're establishing your career, growing your wealth, or planning for retirement, we are here to support you every step of the way. Our foundational planning services help create a stable financial foundation, while our growth and distribution planning services focus on optimizing your investments and ensuring financial security for your future and the next generation.
23 Gentry Drive, Washington Township, New Jersey 07853, United States -
Eran Jennings - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Eran Jennings - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 24 Mine Street, Flemington, New Jersey. Our practice is dedicated to providing personalized financial advice and solutions to help you achieve your financial goals. With a comprehensive suite of certifications and expertise, Eran Jennings is committed to offering exceptional service tailored to your unique needs. Our advisor holds numerous prestigious designations, ensuring a deep understanding of various financial aspects, including asset management, estate planning, retirement strategies, and investment opportunities. Certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, highlight our commitment to upholding the highest standards of ethics and professionalism.
24 Mine Street, Flemington, New Jersey 08822, United States -
Ochir Shurugcheev - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to "Ochir Shurugcheev - Financial Advisor, Ameriprise Financial Services, LLC," your trusted partner in financial planning and asset management. Conveniently located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, we are committed to guiding you through the complexities of financial planning with expertise and personalized service. As a dedicated financial advisor, Ochir Shurugcheev holds a range of prestigious certifications that reflect a deep commitment to ethical practices and comprehensive financial knowledge. With credentials such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Ochir is well-equipped to address diverse financial needs, from asset allocation and estate planning to investment opportunities for retirees and small business owners.
1105 Laurel Oak Road, Voorhees Township, New Jersey 08043, United States -
First Command District Advisor - Keith Thibodeau
● ClosedWelcome to the webpage of Keith Thibodeau, your dedicated First Command District Advisor located at 100 Century Parkway, Mount Laurel Township, New Jersey. Specializing in finance, Keith Thibodeau leads a team committed to helping individuals explore a career as a Financial Advisor with First Command Financial Services, Inc. This webpage features a testimonial from a Financial Advisor who works under Keith's guidance. The testimonial is shared to assist potential candidates in evaluating whether a career as a Financial Advisor aligns with their professional goals. It is important to note that this testimonial is provided voluntarily and is not an advertisement for First Command's products or services. The Financial Advisor has not received any compensation for their testimonial, although they are a paid employee or independent contractor of First Command, supervised by Keith Thibodeau in their daily activities.
100 Century Parkway, Mount Laurel Township, New Jersey 08054, United States -
Anthony Cifelli - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Anthony Cifelli - Financial Advisor, Ameriprise Financial Services, LLC, conveniently located at 1000 Rogers Walk, Mount Laurel Township, New Jersey. As a trusted partner in your financial journey, Anthony Cifelli is dedicated to providing personalized financial advice tailored to your unique needs and goals. With a strong commitment to ethics and excellence, Anthony holds multiple prestigious certifications, ensuring comprehensive expertise in various financial areas. These include the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and the Accredited Investment Fiduciary® (AIF®), among others. Each certification reflects Anthony's dedication to maintaining high ethical standards and staying updated with the latest financial strategies and practices.
1000 Rogers Walk, Mount Laurel Township, New Jersey 08054, United States -
Dan Delaney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Dan Delaney - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Located at 1000 Rogers Walk, Mount Laurel Township, New Jersey, our firm is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. Dan Delaney is a seasoned financial advisor with a wealth of knowledge and a commitment to excellence, holding multiple prestigious certifications that reflect his expertise and dedication to client success. With the AAMS™ (Accredited Asset Management Specialist™) certification, Dan adheres to a strict code of ethics, applying advanced investment concepts to real-world asset management scenarios, including asset allocation, estate planning, and investment strategies for retirees and small business owners.
1000 Rogers Walk, Mount Laurel Township, New Jersey 08054, United States -
Capital Lending Corp.
● ClosedCapital Lending Corp. is a finance institution located at 8417 Bergenline Avenue in North Bergen, New Jersey, United States. Our professional team is dedicated to helping you secure the loan you need to achieve your dreams. We offer a wide array of products and financing tools to meet your specific needs, along with quality service and individual attention. Contact us at (201) 295-1400 or email Carlos@capitallending.com. We are committed to ensuring our services are accessible to all, with a focus on dignity, equality, comfort, and independence for individuals with disabilities. Click the accessibility menu icon on our website for easy access. While we strive for full accessibility, some content may still be in the process of adaptation. Thank you for considering Capital Lending Corp. for your financial needs.
8417 Bergenline Ave, North Bergen, NJ 07047, United States -
Frank Leonards & Frank LLC
● ClosedFrank Leonards & Frank LLC is a finance institution located at 63 East Avenue in Woodstown, New Jersey, United States. The team at Frank Leonards & Frank LLC includes Joe Frank, Andrew Frank, and Jason Coleman. With statistics showing that a significant percentage of Americans are not adequately prepared for retirement, our firm is dedicated to serving pre-retirees and retirees in Southern New Jersey, South Eastern Pennsylvania, and Northern Delaware. Many of our clients share common financial concerns as they approach retirement, such as protecting their hard-earned assets and ensuring that their savings will last a lifetime. Our firm follows the guidelines of the Uniform Prudent Investor Act and utilizes a Retirement Income Formula to design personalized financial plans based on each client's goals and desires.
63 East Ave, Woodstown, NJ 08098, United States -
Victory Fiduciary Consulting
● ClosedVictory Fiduciary Consulting, located at 53 North Main Street in Harrison Township, New Jersey, is a finance institution that specializes in providing independent fiduciary services. As a CEFEX certified Independent Fiduciary, Victory Wealth Partners was the first firm in New Jersey to earn this prestigious certification in 2007. This certification signifies that they have implemented the industry's Best Practice Standards, ensuring that they always put their clients' interests first. At Victory Fiduciary Consulting, they provide 401k plan consulting to Plan Sponsors and serve as Investment Advisors to private investors from all backgrounds. They are dedicated to preserving and growing every asset entrusted to them, regardless of its size or value. Their core values emphasize professional due diligence and a commitment to exemplary client service.
53 N Main St, Mullica Hill, NJ 08062, United States -
Eagle Wealth Strategies
● ClosedEagle Wealth Strategies is a finance institution located at 877 Kings Highway, West Deptford, New Jersey, United States. We specialize in helping clients navigate through challenging times with purpose and confidence towards their financial goals. Our personalized financial services, support, and guidance can make a positive difference in your pursuit of financial success. We are committed to nurturing wealth so you can live a longer, better life. We understand the unique challenges that women face and offer tailored solutions to help. For business owners and entrepreneurs, we provide specialized services to help you achieve your financial goals.
877 Kings Hwy #300, West Deptford, NJ 08096, United States
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