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TOP 30 Long term wealth planning in Summit, NJ
8 results found
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Wealth Shield Financial
Wealth Shield Financial is a finance institution located at 45 River Road in Summit, New Jersey, United States. At Wealth Shield Financial, we specialize in developing holistic strategies to help you preserve and grow your assets, allowing you to pursue your aspirations with confidence. Our team will work with you to create a personalized retirement plan tailored to your unique goals and financial situation. We offer a range of investment and insurance products to help you achieve long-term financial security. We believe in transparency and integrity, ensuring that all recommendations are in your best interest. Our founder and experienced team are dedicated to helping individuals like you navigate the complexities of retirement planning. Whether you are looking to secure a steady income stream or protect your assets, we are here to help.
Beacon Hill Private Wealth, LLC
Beacon Hill Private Wealth, LLC is a finance institution located at 350 Springfield Avenue in Summit, New Jersey, United States. Our firm offers wealth advice with a disciplined, evidence-based approach to help clients navigate life's financial complexities. With a family office service model that focuses on what's important to you, we design strategic plans using a comprehensive and integrated approach. Our goal is to reduce lifetime tax liabilities and improve wealth transfer opportunities for our discerning clients. Established to provide sophisticated advice and highly personalized service, Beacon Hill Private Wealth combines the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm. We cultivate productive client relationships and deliver sound and comprehensive wealth planning advice in a fiduciary manner. Our services include investment management, retirement and estate planning, tailored financial plans, and evidence-based investment portfolios to help clients achieve their long-term goals with the least amount of risk.
Journey Strategic Wealth, Brian Flynn
Journey Strategic Wealth, led by Brian Flynn, is a reputable finance institution located at 104 Summit Avenue in Summit, New Jersey, United States. Specializing in strategic wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Journey Strategic Wealth is committed to providing top-tier financial guidance and support to individuals and families seeking to secure their financial future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 47 Maple Street in Summit, New Jersey, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the Tri-State Area of New York, Connecticut, and New Jersey. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Tri-State area focus on full-service financial planning and research-driven investments. They take a holistic approach, addressing all aspects of financial well-being including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Merrill Lynch Financial Advisor Robert Schiano
Merrill Lynch Financial Advisor Robert Schiano, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a finance institution that offers a disciplined, relationship-based approach to wealth management. Robert Schiano, a trusted advisor, serves individuals, families, and corporate executives, providing a wide range of wealth management services. He works closely with clients to understand their goals, financial dynamics, risk tolerances, and time horizons, developing personalized strategies to address their specific needs. Robert also collaborates with clients' attorneys and CPAs to integrate all aspects of their financial lives. With a commitment to being personally available to clients, Robert ensures that their financial strategies evolve with their changing needs and objectives. In addition to his professional work, Robert participates in community events and enjoys skiing and fishing in his spare time. With a focus on building personalized financial plans centered on clients' goals and priorities, Robert believes in helping clients achieve their financial aspirations through thoughtful planning and investment strategies.
Merrill Lynch Financial Advisor Ralph James Costanza
Merrill Lynch Financial Advisor Ralph James Costanza, located at 1 Deforest Avenue, Summit, New Jersey, United States, is part of The Trinkoff Wattick Group with over 50 years of collective experience in guiding wealthy families towards their financial goals. Specializing in serving business owners, professionals, and corporate executives, the team aspires to be the leading wealth management group in New Jersey. Led by brothers-in-law David Trinkoff and Michael Wattick, the institution prioritizes building long-term relationships with clients and providing personalized financial advice tailored to individual needs. By focusing on open communication, the team helps clients clarify their financial objectives and make informed decisions for the future. With access to the resources of Bank of America, the team offers comprehensive financial services including retirement planning, estate planning, and investment strategies. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their financial goals through personalized and strategic financial planning.
Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC
Samuel Dicocco, a financial advisor at Ameriprise Financial Services, LLC, located at 129 Summit Avenue in Summit, New Jersey, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. With a focus on personalized service, Samuel provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their accounts and track progress towards their goals securely from any device. To learn more about how Samuel can help you, schedule a complimentary initial consultation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Samuel Dicocco is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.
Merrill Lynch Financial Advisor Stephen Smoragiewicz
Merrill Lynch Financial Advisor Stephen Smoragiewicz is located at 51 John F Kennedy Parkway in Millburn, New Jersey. As a Financial Advisor with Merrill Lynch Wealth Management, Steve leverages his 20 years of capital markets experience to provide high net worth individuals and families with advisory guidance and investment management strategies. His diverse client base includes finance professionals, business owners, entrepreneurs, C-suite executives, and those going through life transitions. Steve takes a proactive approach to portfolio management, focusing on long-term aspirations while meeting short-term needs. He works closely with clients to help them become informed stewards of their financial lives and legacies. Steve's reputation is built on hard work, integrity, and responsiveness. With a background in institutional capital markets, Steve offers a differentiated wealth management experience for his clients. He is a graduate of Providence College and is actively involved in community organizations such as the Summit Lacrosse Club and The Benevolent and Protective Order of Elks Lodge 1246. As a Merrill Lynch Wealth Management Advisor, Steve focuses on personalized financial planning centered on his clients' goals and priorities. He believes in a client-first approach, helping individuals and families navigate the complexities of the financial markets and achieve their financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Steve works with clients to develop tailored approaches to address their financial needs. Investing involves risk, and Steve is registered to do business in multiple states across the United States. Contact Merrill Lynch Financial Advisor Stephen Smoragiewicz for personalized investment strategies and comprehensive financial solutions to help you reach your financial goals.
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