TOP 30 Best Individualized wealth management in Summit, New Jersey

Astrina Inc is a leading finance institution located at 55 Union Place in Summit, New Jersey, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Astrina Inc can help you reach your financial objectives.

MoneyMattersUSA, Advisory LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. As a trusted financial advisory firm, MoneyMattersUSA provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, investment strategies, and more, our team of experienced professionals is dedicated to helping individuals and families make informed decisions about their money. Visit us today to learn how MoneyMattersUSA can help you secure a stable financial future.

Merrill Lynch Financial Advisor Robert Schiano, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a finance institution that offers a disciplined, relationship-based approach to wealth management. Robert Schiano, a trusted advisor, serves individuals, families, and corporate executives, providing a wide range of wealth management services. He works closely with clients to understand their goals, financial dynamics, risk tolerances, and time horizons, developing personalized strategies to address their specific needs. Robert also collaborates with clients' attorneys and CPAs to integrate all aspects of their financial lives. With a commitment to being personally available to clients, Robert ensures that their financial strategies evolve with their changing needs and objectives. In addition to his professional work, Robert participates in community events and enjoys skiing and fishing in his spare time. With a focus on building personalized financial plans centered on clients' goals and priorities, Robert believes in helping clients achieve their financial aspirations through thoughtful planning and investment strategies.

Merrill Lynch Financial Advisor Ralph James Costanza, located at 1 Deforest Avenue, Summit, New Jersey, United States, is part of The Trinkoff Wattick Group with over 50 years of collective experience in guiding wealthy families towards their financial goals. Specializing in serving business owners, professionals, and corporate executives, the team aspires to be the leading wealth management group in New Jersey. Led by brothers-in-law David Trinkoff and Michael Wattick, the institution prioritizes building long-term relationships with clients and providing personalized financial advice tailored to individual needs. By focusing on open communication, the team helps clients clarify their financial objectives and make informed decisions for the future. With access to the resources of Bank of America, the team offers comprehensive financial services including retirement planning, estate planning, and investment strategies. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals through personalized and strategic financial planning.

Reynolds Group LLC is a reputable financial institution located at 57 Union Place in Summit, New Jersey. With a strong presence in the United States, Reynolds Group LLC offers a wide range of financial services and solutions to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to providing personalized and strategic financial advice to help clients achieve their goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Reynolds Group LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Northwestern Mutual Financial Network, located at 180 River Road in Summit, New Jersey, is a leading finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of experienced financial advisors offer personalized plans that balance current and future priorities, providing a wide range of financial options including investments and insurance. With top ratings from major financial strength agencies and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual offers a comprehensive approach to financial planning that combines growth and protection strategies tailored to each client's unique needs. Their advisors guide clients through life events and help them reach their goals, whether it's saving for college, buying a home, or planning for retirement.

Anthony DeAngelo is a Financial Advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue, Summit, New Jersey, United States. He 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®. These certifications cover a wide range of topics including asset management, retirement planning, investment strategies, estate planning, and insurance products. Anthony DeAngelo is dedicated to providing comprehensive financial planning services to individuals and small business owners, helping them make informed decisions to achieve their financial goals.

Keith Woetzel, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 129 Summit Avenue in Summit, New Jersey, United States. Specializing in finance, Keith Woetzel offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. For those interested in a complimentary initial consultation, Keith Woetzel provides background and qualification information on FINRA's BrokerCheck website. Clients can also receive a Client Relationship Summary Disclosure from Ameriprise Financial Services, LLC.

Samuel Dicocco, a financial advisor at Ameriprise Financial Services, LLC, located at 129 Summit Avenue in Summit, New Jersey, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. With a focus on personalized service, Samuel provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their accounts and track progress towards their goals securely from any device. To learn more about how Samuel can help you, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Samuel Dicocco is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.

Jeremy Westaway is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. With a focus on individual goals and risk tolerance, Jeremy provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track financial goals. Clients have secure access to their investments and accounts from any device. Jeremy is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. Schedule a complimentary initial consultation to discuss your financial needs and goals. Ameriprise Financial Services, LLC cannot guarantee future financial results. Member FINRA and SIPC.

Merrill Lynch Financial Advisor Joseph E. Horton, located at 1 Deforest Avenue, Summit, New Jersey, is a finance institution that aims to simplify the complexities of their clients' financial lives. The team of skilled problem-solvers at RM Associates brings both analytical and life skills to each client's situation, helping individuals, families, and businesses pursue their goals more efficiently. With offices in Texas and New Jersey, the team travels regularly to meet with clients face-to-face to stay apprised of evolving priorities and needs. The advisors at Merrill Lynch combine an understanding of dynamic economic conditions with sound planning and investment principles to help clients pursue the lives and legacies they envision for themselves and their loved ones. Prior to joining Merrill Lynch Wealth Management, the team members enjoyed successful careers in various industries, bringing a diverse set of skills and backgrounds to the table. They believe in developing a personalized financial approach that helps clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Investment Personality Assessment and other tools, the team gets to know each client on a personal level to customize their financial approach and help them achieve their goals. With access to the global resources of Merrill and banking solutions from Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping you reach your goals through a customized investment approach tailored to your needs and priorities.

Merrill Lynch Financial Advisor Ayushi Shah is a finance institution located at 1 Deforest Avenue, Summit, New Jersey, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. Mr. Simons and Ayushi Shah are experienced professionals who work with the Sentinel Team to implement wealth management strategies for their clients. The institution focuses on understanding each client's goals and priorities to create a personalized financial plan. By utilizing the Investment Personality Assessment, they tailor their approach to meet the individual needs of each investor. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to help them achieve their financial goals. The institution believes in the power of personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor John B D'Addario is a reputable finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. With a strong focus on providing personalized financial advice and guidance, John B D'Addario and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John B D'Addario offers expert services tailored to meet your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Ed Macauley is a reputable finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. With a focus on providing personalized financial advice and guidance, Ed Macauley and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Merrill Lynch Financial Advisor Ed Macauley is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Stephen Smoragiewicz is located at 51 John F Kennedy Parkway in Millburn, New Jersey. As a Financial Advisor with Merrill Lynch Wealth Management, Steve leverages his 20 years of capital markets experience to provide high net worth individuals and families with advisory guidance and investment management strategies. His diverse client base includes finance professionals, business owners, entrepreneurs, C-suite executives, and those going through life transitions. Steve takes a proactive approach to portfolio management, focusing on long-term aspirations while meeting short-term needs. He works closely with clients to help them become informed stewards of their financial lives and legacies. Steve's reputation is built on hard work, integrity, and responsiveness. With a background in institutional capital markets, Steve offers a differentiated wealth management experience for his clients. He is a graduate of Providence College and is actively involved in community organizations such as the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. As a Merrill Lynch Wealth Management Advisor, Steve focuses on personalized financial planning centered on his clients' goals and priorities. He believes in a client-first approach, helping individuals and families navigate the complexities of the financial markets and achieve their financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Steve works with clients to develop tailored approaches to address their financial needs. Investing involves risk, and Steve is registered to do business in multiple states across the United States. Contact Merrill Lynch Financial Advisor Stephen Smoragiewicz for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.

Merrill Lynch Financial Advisor David Trinkoff, located at 1 Deforest Avenue in Summit, New Jersey, is a premier finance institution with a focus on guiding wealthy families towards their financial goals. With over 50 years of combined experience, the Trinkoff Wattick Group serves a select clientele of business owners, professionals, and corporate executives. David Trinkoff and Michael Wattick, brothers-in-law and business partners, prioritize a family-oriented approach to wealth management, aiming to help clients grow and preserve their wealth for generations. Their personalized process-driven approach ensures that each client receives tailored financial advice and guidance. The team at Merrill Lynch also offers access to the resources of Bank of America, including cash-flow management services and credit capabilities. Recognized as industry leaders, the advisors at Merrill Lynch have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors." By prioritizing client relationships and staying abreast of changes in both personal circumstances and financial markets, Merrill Lynch Financial Advisor David Trinkoff provides comprehensive and personalized financial solutions to help clients achieve their goals.

Merrill Lynch Financial Advisor Keith Simons is a prestigious finance institution located at 1 Deforest Avenue, Summit, New Jersey, United States. The institution is known for its exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024. Mr. Simons, a Senior Financial Advisor with over 26 years of experience, leads The Sentinel Team in implementing wealth management strategies for clients. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning to help clients pursue their goals and manage investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works closely with clients to develop customized financial approaches tailored to their individual needs. The team at Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals and navigate the complexities of the financial markets. By getting to know clients personally and understanding what matters most to them, the institution can offer tailored financial solutions to help clients reach their goals. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Keith Simons is dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey. The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.

financial success. With our personalized attention and global resources, we are committed to building a strong client relationship based on trust and personalized service. Located in Summit, New Jersey, our team of talented and experienced individuals, led by financial advisor Trey Whipple, is dedicated to helping high-net worth individuals, families, family offices, pensions, and endowments achieve their financial goals. Whether you are looking for wealth management planning, investment strategies, or customized financial services, we are here to help you every step of the way. Contact us today to start planning for your financial future with Merrill Lynch Financial Advisor Trey Whipple."

Flaherty & Crumrine Inc is a reputable finance institution located at 47 Maple Street in Summit, New Jersey, United States. With a strong track record of providing top-notch financial services, Flaherty & Crumrine Inc is known for its expertise in investment management and wealth preservation. Clients trust the institution for its commitment to excellence and personalized approach to financial planning. Whether you are looking to grow your portfolio or secure your financial future, Flaherty & Crumrine Inc is the go-to destination for all your financial needs.

financial goals. With personalized attention and a focus on trust and collaboration, we aim to simplify your financial life and help you achieve success. Located in Summit, New Jersey, our team of experienced professionals is dedicated to providing tailored wealth management strategies for high-net worth individuals, families, and organizations. Contact us today to start a conversation about your financial future."

Frank D'Erasmo Jr is a financial advisor at Ameriprise Financial Services, LLC located at 129 Summit Avenue in Summit, New Jersey, United States. Frank 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®. These certifications demonstrate Frank's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Frank D'Erasmo Jr can provide you with the financial guidance you need.

Prospect Capital Advisors is a leading finance institution located at 110 Prospect Street in Summit, New Jersey, United States. With a team of experienced financial advisors, Prospect Capital Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Prospect Capital Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Prospect Capital Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Located at 1 Deforest Avenue in Summit, New Jersey, Merrill Lynch Financial Advisor James Ahern offers personalized financial advice and guidance for individuals, families, and businesses. The team at The Hinds, Fisher, Ahern Group believes in placing the investor at the center of their focus, not the market. They work to understand your life and goals in order to recommend appropriate financial strategies to help you pursue your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop personalized approaches to address your financial needs. The team, led by Bank of America Senior Retirement Benefits Consultant James Ahern, has years of experience working with clients through various market fluctuations to help them achieve their goals. They offer a breadth of potential solutions, premier customer service, and financial tools tailored to your unique circumstances. By starting with a conversation to identify and prioritize your financial goals, they create a financial approach that reflects your personality and priorities. The team is dedicated to building strong client relationships based on trust and personalized service, with a focus on helping you achieve your goals.

Merrill Lynch Financial Advisor Salvatore Rosamilia is a finance institution located at 1 Deforest Avenue in Summit, New Jersey, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Salvatore Rosamilia can help create a personalized strategy that is adaptable to changing market conditions, providing access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on community involvement and volunteering, Salvatore Rosamilia is dedicated to helping clients pursue their financial goals through personalized wealth management strategies. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can build a customized plan centered on their goals and preferences. The institution believes in staying connected with clients to track changes in their lives and financial goals, ensuring that their approach remains aligned with their aspirations. With a commitment to understanding each client's unique needs and priorities, Salvatore Rosamilia works to design an approach that reflects their individual situation. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Whether planning for retirement, education, or other life events, Salvatore Rosamilia aims to help clients achieve their financial goals and navigate market fluctuations. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Salvatore Rosamilia is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Charles J Vail, located at 1 Deforest Avenue, Summit, New Jersey, United States, is dedicated to helping clients manage their wealth through personalized strategies tailored to their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Charles Vail and his team work to build strong client relationships based on trust and personalized service. By understanding the unique needs and priorities of each client, they create a financial approach designed to address current needs while considering future goals. Whether planning for retirement, saving for a home, or passing wealth to future generations, Charles Vail focuses on helping clients achieve their financial aspirations. Through ongoing conversations and regular reviews, the team at Merrill Lynch Wealth Management aims to keep clients on track to reach their goals, adapting their approach as life and market conditions change. Charles Vail is registered to do business in multiple states and holds certifications including CIMA®, CRPC™, and ChFC®. As a trusted advisor, Charles Vail is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Ctr Financial Group LLC is a reputable accounting and finance institution located at 25 Deforest Avenue in Summit, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Ctr Financial Group LLC is dedicated to providing top-notch solutions tailored to meet your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in achieving your financial goals.

Antax Consulting Corporation is a leading financial and business consulting firm located at 441 Springfield Avenue in Summit, New Jersey. Our team of experienced professionals provides a wide range of services to help businesses navigate complex financial challenges and achieve their goals. From tax planning and compliance to mergers and acquisitions, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a reputation for integrity, Antax Consulting Corporation is the trusted partner for businesses looking to maximize their financial potential.

William S. Crane, CPA is a reputable accounting and finance institution located at 25 Deforest Avenue in Summit, New Jersey, United States. With years of experience in the industry, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. The team of professionals at William S. Crane, CPA is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, you can trust in the expertise and reliability of William S. Crane, CPA for all your accounting and finance needs.

John Trigo CPA is a leading accounting and finance institution located at 855 Summit Avenue in Jersey City, New Jersey. Our team of experienced Certified Public Accountants offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit assistance. With a commitment to excellence and personalized service, John Trigo CPA is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all of your accounting and finance needs.