TOP 30 Legacy planning in Montclair, New Jersey

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Roundout Wealth Management Inc is a leading finance institution located at 14 Amelia Street in the vibrant city of Montclair, New Jersey, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Trust Roundout Wealth Management Inc to help you navigate the complexities of the financial world and secure a prosperous future.

Jill Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution specializing in providing comprehensive financial planning and wealth management services. Jill Williams holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Jill Williams is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jill Williams is committed to providing personalized and knowledgeable guidance to help you secure your financial future.

Dick Mitchell - Ameriprise Financial Services, LLC is a finance institution located at 28 Valley Road, Montclair, New Jersey, United States. The institution offers a range of certifications and designations for financial professionals to enhance their expertise and provide specialized services to clients. 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 such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on professionalism, ethics, and expertise in the field of finance.

Nexus Wealth Management - Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution that focuses on building deep, lifelong relationships with clients who value advice and are committed to achieving their goals. As the recipient of the Ameriprise Client Experience Award for 2023, we provide investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our mission is to provide financial peace of mind for our clients while staying true to our values of Trust, Respect, Integrity, Authenticity, and Leadership. We offer complimentary initial consultations to discuss what's most important to you, and we work with clients to track progress towards their goals and adjust strategies as life changes. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on FINRA's BrokerCheck website. We invite you to schedule a consultation to learn more about how we can help you achieve financial success.

Welcome to Brown & Karosen - Your Trusted Estate Planning Attorneys in Bloomfield, NJ At Brown & Karosen, we understand that the purpose of law is to provide stability and order, allowing you to plan confidently for the future. Since our establishment in 1946, we have been dedicated to assisting the Bloomfield community and beyond in securing their legacies and ensuring that their final wishes are honored. Located at 112 Broad Street, Bloomfield, New Jersey, our firm is proud to continue a tradition of professional and ethical service under the leadership of attorneys Laurence E. Karosen and Richard Heun.

Welcome to Saint Stephen's Cemetery & The Chapel at Short Hills, a serene and dignified final resting place located at 451 Millburn Avenue, Millburn, New Jersey. Since 1858, we have been dedicated to serving families and loved ones in Short Hills, Millburn, and surrounding areas in Essex and Union County, providing them with a peaceful environment to honor and remember those who have passed. Our family-owned and operated business understands the importance of compassion and respect during life's most difficult times. We pride ourselves on offering a variety of burial options to meet the diverse needs and wishes of our community. Whether you are pre-planning your arrangements or organizing a funeral for a loved one, we are here to assist you every step of the way.

Welcome to Grace Presbyterian Memorial Garden, a serene and beautifully maintained cemetery located on Tuxedo Road in the heart of Montclair, New Jersey. Our memorial garden provides a peaceful final resting place, surrounded by lush greenery and thoughtfully landscaped grounds that offer a tranquil environment for reflection and remembrance. At Grace Presbyterian Memorial Garden, we understand the importance of honoring the memories of loved ones. Our dedicated team is committed to providing compassionate and respectful services to help families commemorate their loved ones in a meaningful way. Whether you are seeking a traditional burial or a more personalized memorial option, we offer a range of services to accommodate your needs.

Welcome to The James Howe House, a cherished landmark nestled in the heart of Montclair, New Jersey. Located at 369 Claremont Avenue, this historic site offers a unique glimpse into the rich cultural heritage of our community. Known for its significant historical value, The James Howe House stands as a testament to the vibrant past of Montclair, offering visitors an opportunity to explore its storied history and architectural beauty. Our mission is to preserve and celebrate the legacy of James Howe, ensuring that his contributions and the stories of those who lived and worked here are not forgotten. Whether you're a history enthusiast, a local resident, or a curious visitor, The James Howe House invites you to step back in time and experience the charm of a bygone era.