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TOP 30 Life insurance advice in Montvale, NJ
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Thrivent Financial
Thrivent Financial, located at 221 West Grand Avenue in Montvale, New Jersey, is a finance institution dedicated to helping individuals achieve their financial goals with confidence. Their team of financial advisors work with clients to understand their unique needs and create personalized financial plans. Through their Money Canvas™ virtual coaching service, clients can develop healthier money habits at their own pace. Thrivent offers a range of services including advice, investments, insurance, banking, and charitable planning options. They are a Fortune 500 organization with $162 billion in assets under management/advisement. Thrivent is committed to helping clients live generously and make the most of all they've been given.
Merrill Lynch Financial Advisor Mark L Rosalimsky
Merrill Lynch Financial Advisor Mark L Rosalimsky is a finance institution located in Montvale, New Jersey, United States. Mark has over 35 years of experience in the financial services industry and takes a holistic approach to wealth management, offering advice on all aspects of a client's financial affairs. He believes in collaborative and educational client relationships, with a focus on frequent communication and high standards of service. Mark works with a team of specialists and utilizes the resources of the firm to address complex financial matters. In addition to personalized investment advice, Mark has expertise in insurance, small business 401k, and pension plan design. He holds the CLU® professional designation and graduated from the State University of New York at Binghamton with a Bachelor of Arts in Economics. Mark is actively involved in his community, serving on various Boards and Committees of local schools and synagogues. He is also an avid history buff and long-distance runner, having completed three marathons. Mark's community involvement is an integral part of his client interactions, and he is dedicated to volunteering and fundraising for various organizations. As a Merrill Lynch Wealth Management Advisor, Mark focuses on building strong client relationships based on trust and personalized service. He believes in creating personalized financial plans centered on client goals and priorities, with a focus on adapting to life changes and market fluctuations. Mark is registered to do business in several states and is committed to helping clients achieve their financial goals through thoughtful planning and investment strategies.
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