TOP 30 Individual wealth management in Passaic, New Jersey

36 results found

Strategic Family Wealth Counselors, LLC is a leading financial institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Our team of experienced advisors specializes in providing comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to estate and retirement planning, we are dedicated to helping families build and preserve their wealth for future generations. Trust Strategic Family Wealth Counselors, LLC to provide expert guidance and personalized strategies to help you achieve your financial goals.

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.

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.

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.

Anthony Pio Costa IV - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. These certifications include 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 cover a wide range of financial planning topics, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on education and expertise, Anthony Pio Costa IV - Private Wealth Advisor is dedicated to providing top-notch financial services to their clients.

Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 201 West Passaic Street, Rochelle Park, New Jersey, United States. The institution offers a range of certifications and designations 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 expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and personalized financial planning.

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.

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.

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.

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.

Northwestern Mutual Financial, located at 100 Passaic Avenue, Fairfield, New Jersey, United States, is a leading finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings and recognition for our exceptional customer experience, we offer a wide range of financial options tailored to your specific goals. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your desired lifestyle. Contact us today to start planning for a secure financial future with Northwestern Mutual Financial.

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.

Louis Tomasella - Raymond James is a reputable financial institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Louis Tomasella - Raymond James provides personalized solutions and expert advice to individuals and businesses alike. Whether you are looking to build wealth, plan for retirement, or secure your financial future, this institution is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit Louis Tomasella - Raymond James today to learn more about their services and how they can assist you in reaching your financial objectives.

Percomex is a leading finance institution located at 33 Garden Street in Passaic, New Jersey, United States. With a focus on providing comprehensive financial services, Percomex offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment advice to loan services, Percomex is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Percomex is a trusted partner in the world of finance.

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.

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.

Strata Capital, located at 350 Passaic Avenue in Fairfield, New Jersey, is a finance institution dedicated to providing financial direction to help individuals live their best lives. With a focus on balance and clarity, the experienced wealth managers and financial planners at Strata Capital help clients make informed decisions that impact their future. By offering tools, resources, and information, Strata Capital aims to simplify the often daunting and complex world of finance for their clients. Trusted by those with busy lives, Strata Capital is committed to maximizing and protecting the hard-earned wealth of their clients. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Northwestern Mutual - Michael Axelrod is a finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Specializing in financial planning, investment strategies, and insurance services, the team at Northwestern Mutual - Michael Axelrod is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, this institution is committed to providing top-notch financial advice and support to individuals and families in the Fairfield area.

Planet Financial, Inc. is a reputable finance institution located at 149 Passaic Avenue in Roseland, New Jersey. With a strong presence in the United States, Planet Financial, Inc. offers a wide range of financial services to individuals and businesses. Our dedicated team of professionals is committed to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance services, or assistance with financial planning, Planet Financial, Inc. is here to help. Visit us today to experience our top-notch customer service and expertise in the world of finance.

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.

Lakewood Group, LLC is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing expert financial services and solutions, Lakewood Group, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of services including investment management, financial planning, retirement planning, and more. Whether you are an individual investor or a business owner, Lakewood Group, LLC is committed to providing personalized financial guidance and support to help you navigate the complexities of the financial world.

Wells Fargo Advisors is a financial institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. As a branch of Wells Fargo, one of the largest financial services companies in the country, Wells Fargo Advisors offers a wide range of financial services and products to help individuals and businesses manage their money and investments. From retirement planning to wealth management, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Additionally, the institution also provides convenient ATM services for quick and easy access to cash.

IBS Tax Services LLC is a leading accounting and finance institution located at 256 Monroe Street in Passaic, New Jersey, United States. With a team of experienced professionals, IBS Tax Services LLC offers a wide range of tax services to individuals and businesses. From tax preparation to financial planning, their experts provide personalized solutions to meet their clients' specific needs. Whether you need help with tax filing or financial consulting, IBS Tax Services LLC is dedicated to helping you achieve your financial goals.

Paul Stramberg, CPA is a reputable accounting and finance institution located at 336 West Passaic Street in Rochelle Park, New Jersey. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, the professionals at Paul Stramberg, CPA are dedicated to providing top-notch service and personalized attention to meet your specific needs. Trust in their expertise and commitment to excellence for all your accounting and finance needs.

365 Finance is a leading accounting and finance institution located at 61 Westervelt Place in Passaic, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment strategies, we are here to help you navigate the complex world of finance. Trust 365 Finance to help you achieve your financial goals and secure a prosperous future.

Welcome to the practice of Kenneth H. Park, DO, a leading specialist in pain management located at 309 Engle Street, Englewood, New Jersey. Dr. Park is dedicated to providing comprehensive and compassionate care for individuals suffering from chronic pain. With a multidisciplinary approach, he focuses on a wide range of conditions, including spinal stenosis, joint issues such as hip and knee pain, arthritis of the neck and back, and cancer-related pain. Dr. Park is board certified in anesthesiology and pain management, bringing a wealth of expertise and experience to his practice. His clinical skills include administering pain management injections, nerve blocks, spinal cord stimulators, radiofrequency ablation, and managing opioid analgesia. As an attending anesthesiologist at Englewood Hospital and a member of MDPartners, Dr. Park is committed to delivering the highest quality of care to his patients.