TOP 10 Long term wealth planning in New Jersey
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Merrill Lynch Financial Advisor Dennis Cordova
Merrill Lynch Financial Advisor Dennis Cordova is a finance institution located in Montvale, New Jersey, United States. Dennis Cordova has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2019. He is a CERTIFIED FINANCIAL PLANNER™ professional with a bachelor's degree in Finance from Penn State University. Dennis focuses on developing strategies and offering guidance for individuals, families, and businesses to help them achieve their short and long-term financial objectives. He and his wife Caitlin are active in the community and live in Warwick, NY with their three children. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™ and is supported by a team of experienced professionals dedicated to building strong client relationships. They work closely with clients to identify and define their goals, creating a financial strategy tailored to their investment style and life plan. By understanding clients' goals and priorities, they can customize their approach to help them pursue what matters most. The institution prioritizes staying updated on clients' changing life circumstances and financial goals to ensure they stay on track. Dennis Cordova is registered to do business in multiple states and holds the CFP® certification. The institution offers a range of services including investment advisory, financial planning, and more. It is important to consult legal and tax advisors before making any financial decisions.
John Dimattina: Primerica - Financial Services
John Dimattina: Primerica - Financial Services is a renowned finance and insurance agency located at 169 Ramapo Valley Road in Oakland, New Jersey, United States. With a strong focus on providing top-notch financial services to individuals and families, John Dimattina and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance, or debt management, the experts at John Dimattina: Primerica - Financial Services are here to provide personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success.
Merrill Lynch Financial Advisor Vincent Minutillo
Merrill Lynch Financial Advisor Vincent Minutillo is a finance institution located at 100 Somerset Corporate Boulevard, Bridgewater, New Jersey, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies tailored to your financial goals and priorities, with access to investment insights and banking solutions. The team at Merrill Lynch Wealth Management focuses on understanding your unique needs and goals to create a comprehensive financial strategy. They provide personalized advice, measurable goals, and track progress towards achieving your objectives. Through the Investment Personality Assessment, they customize financial approaches to align with your preferences and priorities. The team at Merrill Lynch is committed to helping you stay on track to achieve what matters most to you, adapting your financial approach as your life and goals evolve. With years of experience and insight into market fluctuations, they develop personalized investment strategies to pursue your lifestyle goals in any financial environment. Merrill Lynch Financial Advisor Vincent Minutillo offers a personalized approach centered on your goals and focused on what you want to achieve. Their dedicated advisors are there to guide you through every decision and help you navigate the complexities of your financial life.
Merrill Lynch Financial Advisor Samuel Santiago
Merrill Lynch Financial Advisor Samuel Santiago, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers a full range of wealth management services to corporate executives, business owners, and their families. With over 20 years of experience in the financial services industry, Sam Santiago and his team provide personalized investment strategies tailored to each client's unique needs and goals. By combining the industry knowledge and capabilities of Merrill Lynch, they help clients integrate corporate benefits into a long-term financial strategy. Through the Merrill Personal Wealth Analysis™, clients receive a personalized plan centered on their goals and aspirations. With a focus on understanding clients' behavior and financial goals, Sam Santiago helps clients make informed investment decisions and navigate the complexities of the financial markets. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals. Sam Santiago is registered to do business in multiple states and is committed to providing personalized financial solutions to help clients pursue their financial aspirations.
Mutual of Omaha-Allen Smith, Jr. ( SIG)
Mutual of Omaha-Allen Smith, Jr. (SIG) is an insurance agency located at 119 Harrison Avenue in Harrison, New Jersey, United States. With a focus on providing top-notch insurance services to individuals and businesses, Mutual of Omaha-Allen Smith, Jr. (SIG) is dedicated to helping their clients find the best coverage options to meet their specific needs. With a team of experienced professionals, they strive to offer personalized and reliable service to ensure that their clients are well protected.
Levine Capital Management, LLC
Levine Capital Management, LLC is a finance institution located at 100 Franklin Square Drive in Franklin Township, New Jersey, United States. Our team of experienced professionals are dedicated to providing comprehensive financial services to help our clients achieve their investment goals. From wealth management to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual or organization. With a commitment to excellence and a focus on long-term success, Levine Capital Management, LLC is the trusted partner for all your financial needs.
Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP®
Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP® is a reputable finance institution located at 2277 South Avenue in Scotch Plains, New Jersey. Specializing in providing expert financial advice and services, Jose H Monroy Jr, a certified financial planner, offers personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones - Financial Advisor: Jose H Monroy Jr, CFP® is committed to providing you with the guidance and support you need to secure your financial future.
Merrill Lynch Financial Advisor Candace Lynne Benzel
Merrill Lynch Financial Advisor Candace Lynne Benzel, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers personalized wealth management services for high-net-worth individuals and their families. With over two decades of experience and Ivy League education, Candace focuses on creating tailored financial plans to help clients achieve their goals. From tax minimization strategies to multigenerational wealth management, she provides access to a wide range of services through Merrill® and Bank of America. By understanding each client's unique needs and aspirations, Candace helps navigate key life transitions and create a legacy for future generations. With a commitment to excellence and a focus on building long-term relationships, Merrill Lynch Financial Advisor Candace Lynne Benzel is dedicated to helping clients pursue their financial goals with confidence and clarity.
The Bernstein-Rothman Group - Morgan Stanley
The Bernstein-Rothman Group at Morgan Stanley is a leading finance institution located at 15 Independence Boulevard in Warren, New Jersey, United States. With a focus on providing comprehensive financial services and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Bernstein-Rothman Group is committed to delivering personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Merrill Lynch Financial Advisor Kelley A Mack
Merrill Lynch Financial Advisor Kelley A Mack is a prestigious finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, showcasing their commitment to excellence in the financial industry. The team at Merrill Lynch Wealth Management, led by Kelley A Mack, focuses on understanding the individual needs and priorities of their clients, including family, goals, and evolving circumstances. They offer a comprehensive range of services, from risk-managed investing to retirement planning, education planning, gifting, wealth transfer, and more.
Vincent Pace
Vincent Pace is a finance institution located at 152 Liberty Corner Road, Warren, New Jersey, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team that is focused on achieving our mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities we serve. At Vincent Pace, we offer a range of financial services to help you manage risks, grow your wealth, plan for retirement, and make important financial decisions. Our team of financial representatives is here to assist you every step of the way and provide you with the knowledge and resources you need to succeed.
Edward Jones - Financial Advisor: Neal Drasin, CFP®
Edward Jones - Financial Advisor: Neal Drasin, CFP® is a leading financial institution located at 172 Washington Valley Road in Warren, New Jersey, United States. As a Certified Financial Planner®, Neal Drasin offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning and wealth management. Contact Neal Drasin today to schedule a consultation and take the first step towards securing your financial future.
Jeffrey Markovitch Equitable Advisors, LLC
Jeffrey Markovitch Equitable Advisors, LLC is a reputable financial institution located at 333 Thornall Street in Edison, New Jersey, United States. Specializing in providing comprehensive financial planning and investment services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to create long-lasting relationships built on trust and integrity. Whether you are planning for retirement, saving for education, or investing for growth, Jeffrey Markovitch Equitable Advisors, LLC is committed to guiding you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Vision Quest Financial Services LLC
Vision Quest Financial Services LLC is a leading finance institution located at 141 South Avenue in Fanwood, New Jersey, United States. We specialize in providing personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial advice and guidance to ensure our clients' success. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Vision Quest Financial Services LLC is here to help you every step of the way. Contact us today to schedule a consultation and start your journey towards financial security and prosperity.
Leonard S Thor - Financial Advisor, Ameriprise Financial Services, LLC
Leonard S Thor - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 173 Essex Avenue, Metuchen, New Jersey, United States. Leonard S Thor holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Leonard S Thor's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Leonard S Thor is dedicated to providing high-quality financial advice and services to clients in need of comprehensive financial planning.
Merrill Lynch Financial Advisor Daniel M. Nigro
Merrill Lynch Financial Advisor Daniel M. Nigro, located at 2 Tower Center Boulevard in East Brunswick, New Jersey, is a finance institution under the TWN Wealth Management Group. With over 100 years of combined experience at Merrill Lynch and Bank of America, our team of ten members specializes in providing highly customized advice and service to business owners and affluent families. As of January 2024, we have managed over $1.9 Billion in client assets and liabilities and have been recognized on the Forbes "Best-in-State Wealth Management Teams" list for New Jersey in both 2023 and 2024. Our team believes in building strong client relationships based on trust and personalized service. We work closely with our clients to understand their goals and priorities, sitting on the same side of the table when making financial decisions. Utilizing the resources of Merrill and Bank of America, we create customized strategies to help clients achieve their short term and long term financial goals.
Russell Marshall - Prudential Financial
Russell Marshall - Prudential Financial is a reputable finance and insurance agency located at 14 Commerce Drive in Cranford, New Jersey, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Russell Marshall - Prudential Financial is committed to delivering personalized solutions tailored to your specific needs. Contact us today to learn more about how we can assist you in achieving your financial goals.
Wells Fargo Advisors
Wells Fargo Advisors is a renowned financial institution located at 600 South Avenue West in Westfield, New Jersey, United States. Specializing in wealth management and investment services, Wells Fargo Advisors offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expert advice to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world and achieve long-term financial success.
Prudential | Douglas Hsu | Life Insurance & Financial Services
Prudential | Douglas Hsu | Life Insurance & Financial Services is a reputable finance and insurance agency located at 11 Sunflower Avenue in Paramus, New Jersey, United States. With a strong focus on providing high-quality life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, we are here to offer personalized solutions to meet your needs. Trust Prudential | Douglas Hsu | Life Insurance & Financial Services to provide expert guidance and support in navigating the complexities of the insurance and financial industry.
Prudential | Jeremy Caparas | Life Insurance & Annuities
Prudential | Jeremy Caparas | Life Insurance & Annuities is a reputable finance and insurance agency located at 120 Eagle Rock Avenue in East Hanover, New Jersey, United States. Specializing in life insurance and annuities, our dedicated team is committed to helping clients secure their financial future and protect their loved ones. With a focus on personalized service and expert guidance, we strive to provide tailored solutions that meet the unique needs of each individual. Trust Prudential | Jeremy Caparas | Life Insurance & Annuities to provide reliable and comprehensive insurance options to safeguard your assets and ensure peace of mind for years to come.
Merrimack Financial Services LLC
Merrimack Financial Services LLC is a reputable finance institution located at 1199 Amboy Avenue in Edison, New Jersey, United States. With a focus on providing personalized financial solutions to meet the unique needs of their clients, Merrimack Financial Services LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Contact Merrimack Financial Services LLC today to learn more about how they can help you navigate the complexities of the financial world.
Zachary Archambault - Thrivent
Zachary Archambault - Thrivent is a finance institution located at 184 North Avenue East, Cranford, New Jersey, United States. At Crane Financial Group, our experienced team is dedicated to helping you develop tailored financial strategies for every stage of life. We believe in providing personalized financial advice based on your unique goals, needs, and values through a relationship-based approach. Achieve financial clarity and confidence as you work towards your dreams with our range of customizable life insurance and disability income insurance options. Thrivent is driven by a higher purpose and is committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. When you become a member of Thrivent, you join a community that looks out for one another and provides tools and resources to help you live a more meaningful life.
Margaret Kelleher - Financial Advisor, Ameriprise Financial Services, LLC
Margaret Kelleher - Financial Advisor, Ameriprise Financial Services, LLC, located at 14 Cliffwood Avenue West, Matawan, New Jersey, United States, offers a wide range of financial services. Margaret Kelleher 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®. These certifications demonstrate Margaret Kelleher's expertise and commitment to providing clients with the highest level of financial advice and planning services. Whether you are looking for retirement planning, investment strategies, estate planning, or insurance products, Margaret Kelleher - Financial Advisor, Ameriprise Financial Services, LLC, can help you navigate the complex world of finance with confidence.
Wright Investment Partners, LLC
Wright Investment Partners, LLC is a reputable finance institution located at 15 Prospect Lane in Woodbridge Township, New Jersey, United States. With a focus on providing expert financial services and investment solutions, Wright Investment Partners, LLC is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, the experienced team at Wright Investment Partners, LLC is dedicated to providing personalized and comprehensive financial guidance. Contact them today to learn more about how they can help you reach your financial objectives.
Jeffrey Stuart Rosenblum, CFP - UBS Financial Services Inc.
Jeffrey Stuart Rosenblum, CFP - UBS Financial Services Inc. is a reputable finance institution located at 51 John F Kennedy Parkway in Millburn, New Jersey, United States. With a team of experienced Certified Financial Planners, they offer 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, Jeffrey Stuart Rosenblum, CFP - UBS Financial Services Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you secure a stable financial future.
Victor Mercado - Mutual of Omaha
Victor Mercado - Mutual of Omaha is an insurance agency located at 95 New Jersey 17 in Paramus, New Jersey, United States. As a licensed insurance agent with Mutual of Omaha Insurance Company, Victor Mercado is dedicated to providing clients with the guidance and consistent service necessary to develop, implement, and maintain a comprehensive business and individual insurance strategy. Whether you are looking for coverage for your business or personal needs, Victor Mercado is committed to helping you find the right insurance solutions to protect what matters most to you. Contact Victor Mercado - Mutual of Omaha today for personalized insurance assistance.
Matthew Valentino - Ameriprise Financial Services, Inc.
Matthew Valentino - Ameriprise Financial Services, Inc. is a finance institution located at 101 College Road East, Princeton, New Jersey, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help clients achieve their financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best aligns with your needs. Simply fill out the "Request consultation" form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future with Matthew Valentino - Ameriprise Financial Services, Inc.
Edward Jones - Financial Advisor: Paul J Hansell
Edward Jones - Financial Advisor: Paul J Hansell is a trusted financial institution located at 1 Rossmoor Drive in Monroe Township, New Jersey. As a dedicated financial advisor, Paul J Hansell provides personalized financial planning services to help individuals and families achieve their long-term financial goals. With a focus on building strong relationships with clients and providing expert guidance on investments, retirement planning, and wealth management, Edward Jones - Financial Advisor: Paul J Hansell is committed to helping clients secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Paul J Hansell and his team are here to provide the support and expertise you need to make informed financial decisions.
American Senior Advisors
American Senior Advisors is a leading finance institution located at 5 Independence Way in Princeton, New Jersey. Our team of experienced financial advisors specializes in providing personalized financial planning and investment strategies for senior citizens. We understand the unique financial needs and goals of older adults and are dedicated to helping them navigate retirement planning, wealth management, and estate planning. With a commitment to integrity and professionalism, American Senior Advisors is your trusted partner in securing a stable financial future.
Frank Dillon: Primerica - Financial Services
Frank Dillon: Primerica - Financial Services is a reputable finance and insurance agency located at 89 U.S. 46 in Lodi, New Jersey. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through a range of services including investments, retirement planning, and insurance. With a focus on providing personalized solutions and top-notch customer service, we strive to empower our clients to make informed decisions about their financial future. Visit us today to learn more about how we can help you secure a stable and prosperous financial outlook.
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