TOP 30 Individual financial goals in Passaic, New Jersey

80 results found

Merchant Flow Financial is a finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. We specialize in providing a wide range of financial services to businesses and individuals, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking to start a new business, expand an existing one, or plan for your future, Merchant Flow Financial is here to help you every step of the way.

Astorino Financial Group Inc is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Astorino Financial Group Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence set them apart in the industry, making them a trusted partner for all your financial needs.

Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.

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.

Frank V Gonnella is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Ave, Fairfield, New Jersey, United States. Frank V Gonnella 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®, 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®. Frank V Gonnella provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Frank V Gonnella is dedicated to helping clients achieve their financial goals.

James Kahrar is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue, Fairfield, New Jersey, United States. James 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®, 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®, CFMA®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, James provides comprehensive financial services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of divorce financial planning, James Kahrar can provide expert guidance tailored to your specific needs. Contact James Kahrar at Ameriprise Financial Services, LLC for personalized financial advice and strategies to help you achieve your financial goals.

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.

Nikolas Butkov is a Financial Advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Nikolas Butkov 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®, CFA®, 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 Nikolas Butkov's expertise in asset management, estate planning, investment strategies, retirement planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Nikolas Butkov is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals."

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.

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.

Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, located at 201 West Passaic Street, Rochelle Park, New Jersey, United States, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that their advisors are highly qualified to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Manoda Chauhan - Financial Advisor has the expertise to guide you through your financial goals. Additionally, they offer certifications in specialized areas such as divorce financial analysis, estate planning, exit planning, and long-term care planning, ensuring that their advisors are equipped to handle complex financial situations with professionalism and expertise. Trust Manoda Chauhan - Financial Advisor, Ameriprise Financial Services, LLC, to help you navigate the world of finance with confidence and clarity.

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.

ATAX Passaic River, NJ is a trusted accounting and finance institution located at 151 Passaic Street in Passaic, New Jersey. Our team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the Passaic River area. From tax preparation to bookkeeping and payroll services, we offer a wide range of solutions to meet our clients' needs. With our expertise and commitment to excellence, you can trust ATAX Passaic River, NJ to help you achieve your financial goals.

Welcome to Rutherford, NJ CPA Firm, your trusted partner for comprehensive accounting services in Passaic, NJ, and the surrounding areas. Conveniently located at 111 Mortimer Avenue, Rutherford, New Jersey, we are dedicated to providing personalized and professional financial solutions tailored to meet your unique needs. Our team of experienced certified public accountants and financial experts is committed to helping individuals and businesses achieve their financial goals. We offer a wide range of services, including tax preparation and planning, bookkeeping, payroll management, financial consulting, and audit support. Whether you are a small business owner looking to streamline your financial operations or an individual seeking expert tax advice, we are here to guide you every step of the way.

Falen Agency INC is a reputable finance and insurance agency located at 181 Prospect Street in Passaic, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team 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, Falen Agency INC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.

D'Vazquez Tax Solutions is a reputable finance institution located at 66 Passaic Street in Garfield, New Jersey, United States. Specializing in tax solutions, they offer expert assistance in navigating the complex world of taxes and financial planning. With a team of knowledgeable professionals, D'Vazquez Tax Solutions is dedicated to providing top-notch services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, planning, or resolution, you can trust D'Vazquez Tax Solutions to provide reliable and efficient solutions tailored to your specific needs.

Marcel R. Wurms, Esq. is a reputable institution located at 335 Passaic Avenue in Lodi, New Jersey, United States. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance to individuals and businesses seeking assistance with their financial and legal matters. With a team of experienced professionals, Marcel R. Wurms, Esq. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you require assistance with tax planning, financial management, or legal representation, this institution is committed to helping you achieve your goals and navigate complex financial and legal issues with ease.

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.

Welcome to Bob Testa State Farm Insurance, located at 18 West Passaic Street in Rochelle Park, New Jersey. As a 28-year agent, I am dedicated to addressing all of your insurance needs and concerns. Our office is now conveniently located with ample parking spaces and an elevator for easy access. We offer a variety of insurance options including coverage for cars, homes, renters, condos, commercial vehicles, life, businesses, and pets. Our goal is to provide exceptional service tailored to meet your specific requirements at competitive prices.

Oportun is a finance institution located at 251 Monroe Street in Passaic, New Jersey. Our mission is to provide affordable and responsible financial services to individuals who may not have access to traditional banking options. We offer a range of financial products including personal loans, auto loans, and credit cards with transparent terms and competitive rates. Our dedicated team is committed to helping our customers build a better financial future. Visit us today to learn more about how Oportun can help you achieve your financial goals.

Exotic Funding LLC is a finance institution located at 151 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in providing unique and innovative funding solutions, Exotic Funding LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Exotic Funding LLC is committed to providing personalized and tailored financial solutions to meet the needs of their clients. Whether you are looking for a loan, investment opportunities, or financial advice, Exotic Funding LLC is here to help you navigate the complex world of finance.

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.

Cornerstone Planning Group, LLC is an independent financial planning and investment management firm located at 350 Passaic Avenue in Fairfield, New Jersey. With almost two decades of experience, we specialize in providing financial clarity, confidence, and direction to our clients. Our focus is on your individual goals, your family, and your life, ensuring that your financial plan is tailored specifically to you. As an independent firm, we have no conflicts of interest and no pressure from a parent company, allowing us to serve you with complete transparency and dedication. Our goal is to help you achieve financial freedom, enjoy the life you desire, and leave a legacy you can be proud of. At Cornerstone Planning Group, we prioritize your needs above all else, offering guidance and support to bring clarity to your objectives, direction for your next steps, and confidence about your future. Your life is our priority, and we are committed to helping you reach your financial goals with unwavering dedication and personalized service.

J. Scaturro & Company, LLC is a trusted accounting and finance institution located at 3 South Corporate Drive in Riverdale, New Jersey, United States. Businesses and individuals in Passaic, Bergen, Morris, and Essex counties, as well as surrounding communities, rely on ScaturroCPA for professional services such as tax planning and preparation, accounting, financial advising, new business support, budgeting, forecasting, incorporation assistance, and more. With a focus on building strong relationships with clients, ScaturroCPA offers a personalized approach to meet each client's unique needs. Contact us at 973-835-0357 for a free, confidential consultation to learn more about how we can support your financial goals. We look forward to partnering with you.

People Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.

Alperin & Associates is a reputable accounting and finance institution located at 375 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business, Alperin & Associates is dedicated to helping you achieve your financial goals with personalized and expert advice. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Quantkit Consulting LLC is a leading finance institution located at 777 Passaic Avenue in Clifton, New Jersey, United States. We specialize in providing expert financial consulting services to help our clients make informed investment decisions and maximize their returns. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are an individual investor or a corporate entity, Quantkit Consulting LLC is committed to helping you achieve financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

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.