The 30 Best Legacy wealth management in Fort Lee, New Jersey

Legacy Retirement Advisors, Inc. is a boutique financial services firm located at 2125 Center Avenue, Fort Lee, New Jersey. Specializing in retirement planning, our team is dedicated to creating personalized strategies for each client. Our focus is on retirement income planning, utilizing Social Security optimization, IRA distribution planning, and insurance strategies to develop tax-efficient retirement plans. We offer insurance products with guaranteed lifetime income and principal protection from market volatility, as well as investment strategies to increase retirement income and minimize risk. Our seminars have educated numerous individuals on these topics. Certified by the CFP Board and a member of MDRT, we are committed to upholding ethical standards and providing top-notch service. Investment advisory products are offered through AE Wealth Management, LLC, while insurance services may be provided by Hepner, Inc. or LaQuatra, Inc. We prioritize the financial security and well-being of our clients, ensuring they have the confidence to navigate their retirement years with peace of mind.

Merrill Lynch Financial Advisor Ofer Ouriel, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is dedicated to helping clients prioritize and pursue their financial goals. Ofer Ouriel, a Certified Plan Fiduciary Advisor, takes the time to understand each client's unique financial situation and personal priorities. The institution offers personalized wealth analysis to create a customized plan centered on the client's goals. With access to the global resources of Merrill, Ofer and his team provide personalized service and build strong client relationships based on trust. The focus is on helping clients manage, grow, and preserve their wealth while addressing changes in their lives and the financial markets. Through ongoing conversations and adjustments to the financial approach, the goal is to help clients achieve what matters most to them. The institution offers a range of financial services and solutions, tailored to each client's individual needs. Ofer Ouriel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation. Investing involves risk, and clients are encouraged to consult with their legal and tax advisors before making financial decisions. With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Ofer Ouriel is committed to helping clients achieve their financial aspirations.

Pathstone Family Office is a leading finance institution located at 1 Bridge Plaza North in Fort Lee, New Jersey, United States. Specializing in providing comprehensive wealth management services to high-net-worth families, individuals, and institutions, Pathstone Family Office offers tailored solutions to meet each client's unique financial goals. With a team of experienced professionals and a commitment to personalized service, Pathstone Family Office is dedicated to helping clients navigate the complexities of wealth management and secure their financial future.

David Carlor is a reputable finance institution located at 204 Main Street in Fort Lee, New Jersey, United States. With a team of experienced professionals, David Carlor offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust David Carlor to provide personalized and comprehensive financial solutions to help them achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

A C Financial Advisory Group, LLC is a finance institution located at 2125 Center Avenue in Fort Lee, New Jersey, United States. Our team of experienced professionals provides personalized financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, we are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.

Franklin Templeton Investments is a renowned finance institution located at 400 Kelby Street in Fort Lee, New Jersey, United States. With a strong reputation for providing innovative investment solutions, Franklin Templeton Investments offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Franklin Templeton Investments has the expertise and resources to help you navigate the complex world of finance. Trust in Franklin Templeton Investments to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Lewis B Bordoley, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on personalized service and understanding each individual's unique needs, the team at Merrill Lynch works closely with clients to develop customized investment strategies and financial solutions. Through in-depth conversations and careful listening, they aim to create a plan that reflects the client's personality and priorities. The team is committed to building strong client relationships based on trust and providing guidance to help clients navigate the complexities of the financial markets. By staying informed and regularly reviewing goals and progress, Merrill Lynch Financial Advisor Lewis B Bordoley strives to help clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Rajaa Halabi, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Specializing in high-net-worth families, individuals, and business owners, they offer proactive investment management, wealth planning, and risk management. With 44 years of combined experience, the team provides an institutional approach to investment and wealth planning, tailored to each client's unique goals and priorities. Their commitment to ongoing training and education ensures they can guide clients through the complexities of financial planning, retirement, wealth transfer, and more. Through one-on-one discovery meetings and the Merrill Personal Wealth Analysis™, they create personalized plans to help clients pursue their financial goals at every stage of life. By staying current with changes in the market and in clients' lives, they aim to help clients stay on track to achieve what matters most to them. With a focus on understanding clients' personalities and priorities, the team offers customized investment strategies and comprehensive financial solutions to address their needs and goals. Whether clients are focused on growing, preserving, or transferring wealth, Merrill Lynch Financial Advisor Rajaa Halabi is dedicated to helping them achieve their financial goals and live their best financial life.

Welcome to Provident Financial Associates, your trusted partner in navigating the world of finance. Conveniently located on Fletcher Avenue in the heart of Fort Lee, New Jersey, we are dedicated to providing exceptional financial services to individuals and businesses in our community and beyond. At Provident Financial Associates, we understand that financial planning and management can be complex and challenging. Our team of experienced professionals is committed to offering personalized solutions tailored to meet your unique needs and goals. Whether you're looking for investment advice, retirement planning, tax strategies, or comprehensive financial management, we have the expertise to guide you every step of the way.

Welcome to Chang Woo Yim - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 400 Kelby Street, Fort Lee, New Jersey, we are committed to providing personalized financial solutions that help you achieve your goals and secure your future. Our experienced team specializes in a comprehensive range of services, including investment planning, retirement strategies, life insurance, and risk management. At Chang Woo Yim - Prudential Financial, we pride ourselves on our client-focused approach, ensuring that each plan is tailored to meet your unique needs and aspirations. Whether you're planning for retirement, protecting your family's future, or looking to grow your wealth, we are here to guide you every step of the way. Visit us today to discover how we can help you create a brighter financial future.

Welcome to Jung Soo Kim - Prudential Financial At Jung Soo Kim - Prudential Financial, located at 400 Kelby Street, Fort Lee, New Jersey, we are committed to providing top-notch financial and insurance services tailored to meet your individual needs. As a trusted partner in the community, we specialize in offering comprehensive financial planning and insurance solutions that ensure peace of mind and security for you and your loved ones.

Welcome to Hans Kim, Financial Services Professional - New York Life, where we are committed to helping you navigate your financial future with confidence and clarity. Located conveniently at 2160 North Central Road in Fort Lee, New Jersey, our office is dedicated to providing personalized financial solutions tailored to your unique needs. At Hans Kim Financial Services, we understand that each client has distinct financial goals and challenges. Whether you're planning for retirement, seeking life insurance, or looking to protect your assets, our team is here to guide you every step of the way. As a proud representative of New York Life, we bring a legacy of trust and expertise to our community, ensuring that you receive the highest standard of service.

Welcome to Citilight Real Estate Group, your trusted partner in residential and commercial real estate, located at 1 Bridge Plaza North, Fort Lee, New Jersey. With over 22 years of dedicated service in the New York and New Jersey area, our agency is committed to transforming cities through innovative real estate solutions. We specialize in the reformation and transformation of urban spaces, offering a wide range of luxury-design homes in the prestigious Gold Coast area of New Jersey. Led by Audrey Lee, a licensed broker and Certified International Property Specialist, our team brings a wealth of knowledge and professionalism to every transaction. Whether you're looking to buy or sell property, we provide expert guidance tailored to your specific needs. Our exclusive collection of boutique residences offers spectacular views of Manhattan and represents the pinnacle of luxury living.