TOP 30 Investment strategy in Passaic, New Jersey

44 results found

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.

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.

Sommer Law Firm, located at 230 Passaic Avenue in Fairfield, New Jersey, is a trusted partner in real estate law. With a deep understanding of the overwhelming pressures that come with navigating the legal system, our experienced team is dedicated to making the process as painless as possible for our clients. Whether you are facing financial hardships or in need of assistance with a short sale, we are here to create and execute the best strategy for you and your family. Our founder takes a personal interest in each client, offering support and guidance through every step of the process. Trust Sommer Law Firm to help you achieve a fresh start and peace of mind during challenging times.

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.

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.

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.

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.

Insys Consulting Services Inc is a finance institution located at 395 West Passaic Street in Rochelle Park, New Jersey, United States. They offer a wide range of financial services including consulting, advisory, and investment management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with financial planning, risk management, or investment strategies, Insys Consulting Services Inc is dedicated to providing top-notch service and expertise.

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.

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.

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.

SeaCrest Wealth Management, LLC is a leading finance institution located at 330 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, SeaCrest Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, SeaCrest Wealth Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in SeaCrest Wealth Management to guide you towards a secure financial future.

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.

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.

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.

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.

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.

Vaughan & Co. Securities, Inc. is a reputable finance institution located at 68 Passaic Street in Ridgewood, New Jersey, United States. With a strong focus on providing top-notch financial services, Vaughan & Co. Securities, Inc. offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring a secure and successful financial future.

Laurie Gross - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. With a focus on providing top-notch financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Laurie Gross - Raymond James is dedicated to providing exceptional service and guidance to clients in navigating the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Laurie Gross - Raymond James is committed to helping you secure a bright financial future.

Aprio LLP is a premier, full-service business advisory and accounting firm located at 310 Passaic Avenue in Fairfield, New Jersey, United States. As proud members of Aprio, their associates work as integrated teams across advisory, assurance, tax, cloud accounting solutions, and private client services to provide the best thinking and personal commitment to each client. Specializing in industries such as Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, and Hospitality, and Technology and Blockchain, Aprio offers a wide range of services including tax, partner, and investment advisory services through Aprio Wealth Management, LLC. With a reputation as the premier New Jersey CPA firm, Aprio is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Be sure to consult with a qualified financial adviser or tax professional before implementing any strategies discussed by Aprio.