The 30 Best Nj estate planning services in Montclair, New Jersey
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Authentic Signature Services LLC
Authentic Signature Services LLC is a reputable finance institution located at 48 South Park Street in Montclair, New Jersey, United States. With a focus on providing authentic and reliable financial services, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, Authentic Signature Services LLC is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.
Montclair Investment Consulting
Montclair Investment Consulting is a reputable finance institution located at 28 Valley Road in Montclair, New Jersey, United States. Our team of experienced financial advisors offers expert guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Montclair Investment Consulting is here to provide you with the support and expertise you need. Trust us to help you secure a prosperous financial future.
Dowd Financial Planning
Dowd Financial Planning is a trusted finance institution located at 17 Norman Road in Montclair, New Jersey, United States. Our team of experienced financial planners are dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey, United States, is a finance institution that offers a wide range of services and expertise. Luidgi Faubert holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing top-notch financial advice and services to his clients. With specialized knowledge in areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products, Luidgi Faubert is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Whether you are looking for assistance with portfolio management, estate planning, retirement planning, or investment opportunities, Luidgi Faubert has the expertise and credentials to help you make informed decisions and achieve your financial goals. Contact Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC, for expert financial advice and personalized service tailored to your unique needs.
Jill Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jill Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution specializing in providing comprehensive financial planning and wealth management services. Jill Williams holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Jill Williams is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jill Williams is committed to providing personalized and knowledgeable guidance to help you secure your financial future.
Dick Mitchell - Ameriprise Financial Services, LLC
Dick Mitchell - Ameriprise Financial Services, LLC is a finance institution located at 28 Valley Road, Montclair, New Jersey, United States. The institution offers a range of certifications and designations for financial professionals to enhance their expertise and provide specialized services to clients. These certifications include 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on professionalism, ethics, and expertise in the field of finance.
Mindful Wealth Management - Ameriprise Financial Services, LLC
Mindful Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team works closely with clients to document goals, review progress regularly, and adjust strategies as life changes. Clients can easily access their investments and accounts from any device, track progress towards their goals, and securely share information with us. If you or someone you know has financial questions, please consider introducing them to our practice. We offer complimentary initial consultations to discuss financial planning concepts and help individuals achieve their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect our clients' information.
Richard (Dick) Mitchell - Financial Advisor, Ameriprise Financial Services, LLC
Richard (Dick) Mitchell - Financial Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue in Montclair, New Jersey, offers a wide range of financial services to individuals and small business owners. Dick Mitchell 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®, CFP®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and specialized knowledge, Richard Mitchell is dedicated to helping clients achieve their financial goals.
Llnon Slossberg-North - Private Wealth Advisor, Ameriprise Financial Services, LLC
Llnon Slossberg-North is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 75 Midland Avenue, Montclair, New Jersey, United States. With a focus on finance, Llnon Slossberg-North offers expertise in helping clients navigate the complexities of wealth management. Background and qualification information can be found on FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure and offers insights on stock market trends and cash back opportunities with an exclusive Ameriprise credit card. Securities business is conducted with residents of states where the advisor is properly registered. The initial consultation provides an overview of financial planning concepts, though written analysis and recommendations are not included. Ameriprise Financial cannot guarantee future financial results. Users of the website agree to abide by the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.
Nexus Wealth Management - Ameriprise Financial Services, LLC
Nexus Wealth Management - Ameriprise Financial Services, LLC, located at 491 Bloomfield Avenue, Montclair, New Jersey, United States, is a finance institution that focuses on building deep, lifelong relationships with clients who value advice and are committed to achieving their goals. As the recipient of the Ameriprise Client Experience Award for 2023, we provide investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our mission is to provide financial peace of mind for our clients while staying true to our values of Trust, Respect, Integrity, Authenticity, and Leadership. We offer complimentary initial consultations to discuss what's most important to you, and we work with clients to track progress towards their goals and adjust strategies as life changes. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on FINRA's BrokerCheck website. We invite you to schedule a consultation to learn more about how we can help you achieve financial success.
Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Sara Koshan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 491 Bloomfield Avenue in Montclair, New Jersey, United States. Sara holds multiple 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®. Sara specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Sara is committed to helping clients achieve their financial goals and maximize their wealth management opportunities. Contact Sara Koshan today for expert financial advice and personalized investment strategies.
John Nasisi - Financial Advisor, Ameriprise Financial Services, LLC
John Nasisi - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. John Nasisi 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 showcase his expertise in asset management, retirement planning, estate planning, investment management, and more. John Nasisi is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to continuing education and ethical standards ensures that clients receive the highest level of service and expertise in the field of financial planning and investment management.
Vigilaire Tax And Financial Services
Vigilaire Tax And Financial Services is a reputable institution located at 29 Northfield Avenue in West Orange, New Jersey, United States. Specializing in accounting, finance, and legal services, we cater to individuals and businesses looking for expert guidance in managing their financial affairs. Our team is dedicated to providing personalized solutions to meet your specific needs and help you maximize your returns. With years of experience in the industry, we have built a strong reputation for delivering top-quality advisory services tailored to each client's unique financial situation. Our clients have consistently praised our expertise and professionalism, and we are confident that you will have a positive experience working with us.
Jessica E Palatucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Jessica E Palatucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey. As a distinguished finance expert, Jessica E Palatucci brings a wealth of knowledge and specialized credentials to help clients achieve their financial goals. Jessica holds multiple prestigious certifications, each reflecting a commitment to excellence and ethical standards in financial advisory services. With an AAMS™ certification, Jessica is skilled in applying investment concepts to real-world asset management scenarios, focusing on asset allocation, investment strategies, and estate planning. Her expertise extends to serving domestic partners through the ADPA™ designation, which encompasses wealth transfers, federal taxation, and retirement planning.
Living Great Real Estate
Welcome to Living Great Real Estate, your premier real estate agency located at 22-24 Morlot Avenue, Fair Lawn, New Jersey 07410. We specialize in providing a seamless and comprehensive real estate experience, whether you're searching for homes, condos, land, or foreclosure properties. Our website is designed to be the ultimate resource for all your real estate needs, featuring an easy-to-use interface that is updated every 15 minutes from the official REALTOR® database. With Living Great Real Estate, you can effortlessly save your property searches and receive daily email alerts about new listings, price changes, sold data, and market reports. Our Interactive Map Search tool allows you to visualize properties on a map, or refine your search by drawing boundaries around specific areas of interest.
Simply Real Estate
Welcome to Simply Real Estate, your trusted partner in finding the perfect home or investment property in Englewood Cliffs, New Jersey, and beyond. Located at 120 Sylvan Avenue, Englewood Cliffs, NJ 07632, our agency specializes in showcasing exceptional properties in highly sought-after areas. Explore our curated selection of homes, including a stunning single-family home in Lyndhurst, tastefully renovated in 2020, featuring spacious living areas, a large backyard, and convenient access to major highways and public transportation. Discover a charming four-family home with a newer roof and prime location, offering versatile living options and investment potential.
Mike LaRosa Your Neighborhood Real Estate Expert
Welcome to Mike LaRosa Your Neighborhood Real Estate Expert, your trusted partner in navigating the Montclair real estate market. Located conveniently at 516 Valley Road, Montclair, New Jersey, our agency is dedicated to providing personalized and professional real estate services tailored to meet your unique needs. With years of experience and deep local knowledge, Mike LaRosa and his team are committed to helping you find your dream home or successfully sell your property. We pride ourselves on our comprehensive market insights, strong negotiation skills, and unwavering commitment to client satisfaction.
Jeremy Paul Ciotola - Compass Real Estate
Welcome to Jeremy Paul Ciotola - Compass Real Estate, your trusted partner in navigating the complex world of real estate. Located at 113 Grove Street, Montclair, New Jersey, our agency is dedicated to providing exceptional service and expertise to clients looking to buy, sell, or invest in properties. Jeremy Ciotola, a seasoned real estate broker-salesperson, brings a wealth of knowledge and experience to the table. Having grown up in northern New Jersey and holding a B.S. in Finance from The Stillman School of Business at Seton Hall University, Jeremy combines his local roots with a strong academic background. His experience spans Wall Street, corporate America, and large-scale commercial real estate developments, equipping him with the skills to handle even the most challenging real estate situations.
Meredith Bergmann Homes | Compass Real Estate Agent
Welcome to Meredith Bergmann Homes | Compass Real Estate Agent, your trusted partner in navigating the Montclair, New Jersey real estate market. Located at 113 Grove Street, Montclair, NJ 07042, we specialize in turning one of your most significant life decisions into a seamless and rewarding experience. Whether you're buying or selling, Meredith Bergmann brings a wealth of expertise and a personal touch to ensure your real estate journey is as smooth and successful as possible. With over seven years of experience in real estate and a deep connection to the Montclair community, Meredith understands the nuances of the local market. Having grown up in Montclair and raised her children in both the West Village and Montclair, she possesses an intimate knowledge of the area. Her background in economic development in NYC further enhances her ability to identify value and opportunity in every transaction.
Kathy Kulik - Top Real Estate Agent - Keller Williams
Welcome to Kathy Kulik - Top Real Estate Agent - Keller Williams, your trusted partner in navigating the Montclair, New Jersey real estate market. Located at 15 Bloomfield Avenue, Montclair, NJ 07042, our mission is to provide unparalleled service and innovative solutions for all your real estate needs. At Kathy Kulik, we leverage the power of an all-in-one real estate marketing platform designed to scale with your business. Our comprehensive suite of tools includes stunning websites, an intuitive CRM & email system, native live chat, and robust lead generation capabilities. This ensures that you never miss a lead and can manage them effectively, whether you're in the office or on the go.
Law Offices of Rupal Parikh, LLC
The Law Offices of Rupal Parikh, LLC is a reputable legal institution located at 33 Park Street in Montclair, New Jersey, United States. Specializing in various legal matters, including but not limited to, family law, immigration law, and estate planning, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. With a strong focus on client satisfaction and achieving positive outcomes, we strive to offer personalized attention and effective representation to each individual who walks through our doors. Contact us today to schedule a consultation and let us help you navigate the complexities of the legal system.
Law Office of Andy Weinstein, Esq.
The Law Office of Andy Weinstein, Esq. is a reputable legal institution located at 7 North Willow Street in Montclair, New Jersey. Specializing in various legal matters, Attorney Andy Weinstein provides expert legal services to clients in need of professional representation. With a focus on personalized attention and a commitment to achieving favorable outcomes for clients, the Law Office of Andy Weinstein, Esq. is a trusted destination for individuals seeking top-notch legal counsel in the United States.
Aretsky Law Group, P.C.
Aretsky Law Group, P.C. is a reputable law firm located at 26 Park Street in Montclair, New Jersey, United States. Specializing in various legal matters, the experienced team of lawyers at Aretsky Law Group, P.C. provides expert legal representation and guidance to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, Aretsky Law Group, P.C. is a trusted choice for individuals seeking legal assistance in the Montclair area. Contact them today for professional and reliable legal services.
The Epstein Law Firm, P.A.
The Epstein Law Firm, P.A. is a reputable legal institution located in Montclair, New Jersey, United States. Specializing in various areas of law, their team of experienced lawyers provide professional and personalized legal services to their clients. With a commitment to excellence and a track record of success, The Epstein Law Firm, P.A. is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal representation for a personal injury case, family law matter, or any other legal issue, you can trust in the expertise and dedication of The Epstein Law Firm, P.A. Visit their office at 18-20 Lackawanna Plaza to discuss your legal needs with their knowledgeable team.
Law Office of Elvin Esteves LLC
The Law Office of Elvin Esteves LLC is a reputable legal institution located at 460 Bloomfield Avenue in Montclair, New Jersey. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a criminal matter, our skilled attorneys are here to help. Trust the Law Office of Elvin Esteves LLC for professional and reliable legal counsel in the United States.
Factor Melanie R
Factor Melanie R is a reputable law firm specializing in real estate law, conveniently situated at 47 Park Street in Montclair, New Jersey. With a deep understanding of the local market, our team of experienced attorneys is dedicated to providing top-notch legal services to clients in Montclair and the surrounding areas. Whether you are buying, selling, or refinancing a property, Factor Melanie R is here to guide you through the complexities of real estate transactions with expertise and professionalism. Trust us to protect your interests and ensure a smooth and successful outcome for your real estate endeavors.
Leslie A Farber Attorney At Law
Leslie A Farber Attorney At Law, located at 105 Grove Street, Montclair, New Jersey, is a trusted legal institution specializing in various areas of law. Whether you are facing employment discrimination, looking to purchase a house, or wanting to set up a living will, Leslie Farber is here to provide you with outstanding legal advice and representation. With a focus on practical real-world solutions and an eye towards the future, Leslie will guide you through the legal process and ensure that your needs are met. With years of experience and a deep understanding of state and national legislation, Leslie Farber has built a reputation for being tenacious and incredibly astute. Clients have praised her impeccable legal acumen and her dedication to their cases. Whether you need assistance with pre-nuptials, estate planning, or any other legal matter, Leslie Farber is here to support you every step of the way. Don't hesitate to reach out and see for yourself why Leslie A Farber Attorney At Law is a trusted name in the legal community.
Manzi Epstein Lomurro & DeCataldo
Manzi Epstein Lomurro & DeCataldo is a reputable law firm located at 546 Valley Road in Montclair, New Jersey, United States. With a team of experienced lawyers, they specialize in a wide range of legal services including litigation, real estate, estate planning, and business law. Clients can expect personalized attention and dedicated representation from the skilled attorneys at this institution. Whether you are facing a complex legal issue or seeking legal advice, Manzi Epstein Lomurro & DeCataldo is committed to providing top-notch legal services to help you navigate the legal system effectively.
R&R Legal Advisors LLC
R&R Legal Advisors LLC is a reputable law firm located at 28 Valley Road in Montclair, New Jersey. Our team of experienced attorneys specializes in providing legal advice and representation in various areas of law, including business law, real estate law, estate planning, and more. With a commitment to delivering high-quality legal services tailored to meet the unique needs of our clients, we strive to achieve favorable outcomes in every case. Trust R&R Legal Advisors LLC to provide you with expert legal guidance and representation for all your legal needs.
Lubenesky and Associates
Lubenesky and Associates is a prestigious institution located at 539 Valley Road in Montclair, New Jersey, United States. Specializing in providing top-notch legal services, Lubenesky and Associates offers expert representation and guidance in a wide range of legal matters. With a team of experienced attorneys dedicated to achieving the best possible outcomes for their clients, this institution is known for its professionalism, integrity, and commitment to excellence. Whether you are in need of assistance with estate planning, business law, real estate transactions, or any other legal issue, Lubenesky and Associates is here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
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