Investment risk assessment in Summit, New Jersey

Beacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

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.