Nj estate planning in Bridgewater, New Jersey

Merrill Lynch Financial Advisor Christopher E Ashton is a finance institution located at 100 Somerset Corporate Boulevard, Bridgewater, New Jersey, United States. Christopher E Ashton is a Senior Financial Advisor and First Vice President with over 15 years of experience in the financial services industry. He assists clients in managing their individual wealth to meet their specific needs, offering a comprehensive approach that is tailored to each client's goals and aspirations. Community involvement is a key aspect of the institution's values, with a focus on volunteering and fundraising for non-profit organizations in New Jersey. The team is dedicated to helping individuals in need and making a positive impact in the community.

Merrill Lynch Wealth Management, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. Our experienced financial advisors are dedicated to understanding your goals and creating personalized strategies to help you achieve them. We are committed to giving back to the community through volunteerism and charitable outreach. With access to industry insights, wealth planning tools, and global resources, our advisors are equipped to guide you through market fluctuations and life changes. Whether you're looking to invest, plan for retirement, or manage your wealth, Merrill Lynch is here to help you reach your financial goals.

Merrill Lynch Financial Advisor Claudia Yang is a finance institution located at 100 Somerset Corporate Boulevard, Bridgewater, New Jersey, United States. They offer investment insights from Merrill and banking convenience from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service. They provide personalized financial plans centered on your goals and priorities, with a focus on educating clients about investing. The advisors help you explore financial possibilities in today's markets and leverage a global network of specialists for additional support. They offer a range of financial solutions tailored to your unique circumstances and goals. The institution emphasizes understanding your life priorities and providing advice to help you navigate changing markets and life events. They prioritize personalized service and offer tools to help you track changes in your financial approach. The goal is to help you achieve what matters most to you through a customized investment approach designed to address your needs and pursue your goals.

Merrill Lynch Financial Advisor Mark Livingston is a reputable finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. With 35 years of experience as a Financial Advisor, Mark Livingston aims to thoroughly understand your financial needs and provide resources to help you meet or exceed them. He is dedicated to helping you evaluate near-term concerns, plan for long-term goals, and develop a personalized strategy to meet your financial needs. Mark follows the Merrill tradition of community service, volunteering with various organizations in the community. Mark offers Merrill Personal Wealth Analysis™ to build a personalized financial plan centered around your goals. By listening to your aspirations and priorities, he can provide advice and guidance to help you achieve what matters most to you. Through the Investment Personality Assessment, Mark gains a deeper understanding of your investing preferences to customize a financial approach tailored to your needs.

My Wealth Path Guidance is a leading finance institution located at 1200 U.S. 22, Bridgewater, New Jersey, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide personalized guidance and support every step of the way. Trust My Wealth Path Guidance to help you achieve your financial goals and build a prosperous future.

Allied Wealth Partners - Pietro Ruggeri is a reputable finance institution located at 792 Chimney Rock Road in Bridgewater, New Jersey, United States. Led by the experienced financial advisor Pietro Ruggeri, the institution offers a wide range of wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Allied Wealth Partners is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allied Wealth Partners - Pietro Ruggeri is committed to helping you secure a strong financial future.

know you personally to understand your goals and priorities, and we work closely with you to create a customized wealth management plan. Our team, led by Merrill Lynch Financial Advisor Kyle Kost, has been recognized by top financial industry publications for their exemplary client service. Located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, our team at Merrill is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch, we provide the intimacy of a boutique firm with the backing of one of the world's largest financial services firms. Contact us today to start achieving your financial goals with the help of our experienced and dedicated team.

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.

Merrill Lynch Financial Advisor Lisa A Morrison is a finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution prides itself on the recognition its advisors have received from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Morrison, Longo and De Stefano Group, within Merrill Lynch Wealth Management, focuses on delivering "meaning and metrics" to a diverse clientele, including successful corporate executives, business owners, physicians, attorneys, and up-and-coming clients accumulating wealth. The team is known for managing clients' money and emotions during market volatility and helping clients prosper from new opportunities. They provide personalized financial planning, tax efficiencies, and estate planning strategies, with a focus on understanding clients' values, goals, and family dynamics. The team is committed to spending quality time with clients, providing highly individualized service, and building enduring relationships based on trust and understanding. With a dedicated support staff of experienced professionals, clients can expect a seamless and efficient experience, allowing them to focus on the people and passions in their lives.

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.

Merrill Lynch Financial Advisor Vinny Gurnani is a leading finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. With a strong focus on personalized financial planning and investment strategies, Vinny Gurnani and his team provide expert guidance and advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Vinny Gurnani offers comprehensive services tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor Joshua Cohen, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers personalized financial services to help clients pursue their goals. With a focus on understanding each individual's unique needs and priorities, the team at Merrill Lynch works to create a customized financial approach tailored to each client's personality and life situation. Through a combination of investment strategies and comprehensive financial solutions from Bank of America, clients can work towards managing, growing, and preserving their wealth for the future. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Joshua Cohen is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Joseph M Nelligan, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a team of veteran advisors with a passion for helping clients achieve their financial goals. Headed by principals Joe Nelligan, Mike Barna, and Jim Bumstead, the team combines decades of experience in wealth management, investing, accounting, business, and engineering to provide exceptional service and guidance to clients. The team at Nelligan and Associates is dedicated to listening to clients' past, present, and future goals in order to create personalized financial plans that address their needs. With a focus on purposeful action, committed discipline, and long-term thinking, the team helps clients navigate life's financial challenges and make steady progress towards their objectives. The team also includes Wealth Management Client Associate Rob Velcko, who helps streamline each client's financial life. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, the team works with clients to create customized financial plans centered on their goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joseph M Nelligan is committed to helping clients achieve financial success and reach their goals.

Merrill Lynch Financial Advisor Jonathan P Langley, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a prestigious finance institution with a team of experienced and talented individuals committed to providing exemplary client service. The advisors at Merrill have received recognition from various financial industry publications, showcasing their dedication to building strong client relationships based on trust and personalized service. The Keller, Spedaliere and Langley Wealth Management Group, a part of Merrill Lynch Wealth Management, focuses on serving a diverse clientele including active and retired professionals such as physicians, attorneys, and business owners. The team at this institution goes beyond traditional investment management to create integrated strategies that address various aspects of client wealth, such as liability management and intergenerational wealth planning.

Robert Foschini, Bankers Life Agent is a reputable insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. As a dedicated Bankers Life agent, Robert Foschini provides personalized insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a comprehensive range of insurance products, clients can trust Robert Foschini to help protect their financial future. Contact Robert Foschini, Bankers Life Agent today to discuss your insurance needs and secure peace of mind for you and your loved ones.

Tod Sona, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey. As a Bankers Life Agent, we specialize in providing a range of insurance products and services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through personalized insurance solutions. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Tod Sona, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you secure your financial well-being.

Matthew Casamassina, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. As a Bankers Life Agent, Matthew Casamassina provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on retirement planning, long-term care, and life insurance, clients can trust in Matthew's expertise and dedication to finding the right coverage for their specific needs. Contact Matthew Casamassina, Bankers Life Agent today to secure your peace of mind and safeguard your financial well-being.

Joseph Burruano, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey. As a trusted representative of Bankers Life, Joseph Burruano specializes in providing personalized insurance solutions to help individuals and families protect their financial futures. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Joseph Burruano is dedicated to helping clients find the right coverage to meet their unique needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Joseph Burruano is here to help you navigate the complexities of insurance and secure your peace of mind.

Dawud Bilal, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. Specializing in providing life insurance products and services, our dedicated team of professionals is committed to helping clients protect their financial futures. With personalized attention and tailored solutions, we strive to ensure that our clients have the coverage they need to safeguard their loved ones and assets. Contact us today to learn more about how we can help you secure your future.

Licari Alexander A is a professional institution located at 216 Finderne Avenue in Bridgewater, New Jersey. Specializing in providing top-notch services, Licari Alexander A is dedicated to helping clients with a wide range of needs. Whether you are looking for legal advice, financial guidance, or any other professional service, the experts at Licari Alexander A are here to assist you. With a strong reputation for excellence and a commitment to client satisfaction, Licari Alexander A is a trusted institution in the Bridgewater community. Visit them today to see how they can meet your needs.

Alguram Law Group, LLC, located at 321 Main Street in Woodbridge Township, New Jersey, offers expert legal services in estate planning, elder law, and VA benefits planning. Led by experienced probate lawyer Jason Alguram, the firm specializes in creating personalized estate plans that meet the unique needs of each client. In the realm of elder law, the Alguram Law Group assists senior citizens with tax and benefits planning, health care planning, and long-term care. They can help with drafting living wills and managing the costs of assisted living to ensure clients are well taken care of in their later years.

Welcome to the Social Security Administration office located in Bridgewater, New Jersey. Conveniently situated at 245 U.S. 22, our local government office is dedicated to serving the community by providing essential services related to Social Security. Our knowledgeable staff is here to assist you with a variety of needs, including applying for Social Security benefits, managing your Social Security account, and answering any questions you may have about retirement, disability, or Medicare. We are committed to delivering efficient and courteous service to help you navigate the complexities of Social Security with ease. Visit us at our Bridgewater location and let us help you secure your financial future.