TOP 30 Nj estate planning in Holmdel, New Jersey

Katherine Dobin - Financial Advisor at Ameriprise Financial Services, LLC, located at 101 Crawfords Corner Road in Holmdel, New Jersey, offers trusted wealth management services. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers for 2022. With a focus on clients and their goals, Katherine Dobin provides personalized financial planning services to help individuals achieve a more secure financial future. Services include investment products and advisory services, with a commitment to transparency and integrity. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Katherine Dobin to start planning for a more confident financial future today.

Nick Rounds - TD Wealth Relationship Manager is a premier financial institution located at 670 South Laurel Avenue in Holmdel, New Jersey. As a trusted advisor and wealth manager, Nick Rounds provides personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Nick Rounds offers a comprehensive range of wealth management services, including investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Nick Rounds - TD Wealth Relationship Manager is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Michael Brennan, CFP is a reputable financial institution located at 22 South Holmdel Road in Holmdel, New Jersey, United States. As a Certified Financial Planner, Michael Brennan and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and retirement planning, Michael Brennan, CFP is dedicated to helping individuals and families secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Michael Brennan, CFP is here to provide trusted guidance and support.

Welcome to the Law Office of Richard M. Mausner, located at 110 Meadowlands Parkway, Secaucus, New Jersey. With a commitment to providing high-quality legal services, Richard M. Mausner specializes in a wide range of legal matters, including estate planning, powers of attorney, healthcare directives, asset protection, Medicaid planning, fiduciary services, estate administration, guardianships, and contested probate proceedings. Additionally, Mr. Mausner offers expertise in real estate and business transactions, including commercial leasing, mortgage foreclosure, and shareholder litigation. As a distinguished member of the legal community, Mr. Mausner frequently shares his knowledge with seniors and their families through speaking engagements at nursing homes and community groups. He is affiliated with the National Academy of Elder Law Attorneys, the New Jersey State Bar Association's Elder Law Section, and the Hudson County Bar Association.