TOP 30 Non profit financial management in New Jersey

191 results found

THE NFP Management LLC is a reputable institution located at 9252 John F. Kennedy Boulevard in North Bergen, New Jersey, United States. Specializing in non-profit financial planning and management, our team of experts is dedicated to providing top-notch services to help organizations achieve their goals and make a positive impact in their communities. With a focus on transparency, integrity, and efficiency, we strive to empower non-profit organizations to thrive and succeed in their missions. Contact us today to learn more about how we can help your organization grow and prosper.

Financial Remedy & Associates LLC is a Financial Coaching Practice located at 700 South White Horse Pike in Somerdale, New Jersey. Our mission is to help Individuals, Small Businesses, and Non-Profits achieve a solid financial foundation in order to build wealth. We start by documenting your goals and comparing them to your current portfolio. Our team then organizes, plans, and executes a strategy tailored to your specific needs. Using a 180-day method, we work diligently to help you reach your desired financial outcome. If you are looking to improve your financial situation, send us a message to discuss your goals and needs. We offer a complimentary 60-minute consultation via phone or virtual to get started on your path to financial success.

Merrill Lynch Wealth Management, located at 13A Main Street, Sparta Township, New Jersey, United States, is a finance institution that offers a wide range of wealth management services. Our team of experienced Financial Advisors works with individuals, families, business owners, executives, and institutions in all types of market conditions. With access to Merrill's investment resources, our advisors can help you address your wealth management challenges and opportunities. Our advisors offer personalized financial strategies based on years of combined wealth management knowledge and experience. Beyond wealth planning advice, we provide guidance on retirement income planning, concentrated stock positions, traditional investments, and access to Bank of America's estate planning services. We collaborate with your outside professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial needs.

Executive Financial Management is a premier finance institution located at 21 West High Street in Somerville, New Jersey, United States. Our team of experienced professionals provides top-notch financial management services to individuals and businesses. With a focus on executive-level financial planning and investment strategies, we pride ourselves on delivering personalized solutions tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Executive Financial Management is here to help you achieve financial success.

Elvidge Tax & Financial is a reputable institution located at 181 Main Street in Newton, New Jersey, United States. Specializing in accounting and finance, we offer a wide range of professional services with over 65 years of experience in tax preparation and planning. From partnerships to S corps, C corps, trusts, estates, non-profits, and more, we handle it all. In addition to tax preparation, we provide comprehensive accounting services including payroll, billing, bookkeeping, startup and closure filings, and more. Our team is well-versed in current laws and regulations to ensure the best possible return for our clients.

Merrill Lynch Financial Advisor Tucker M Brown is a financial institution located at 14 North Harrison Street in Princeton, New Jersey, United States. The institution, known as Brown Roth Mote & Associates, is a financial advisory team within Merrill Lynch Wealth Management that specializes in assisting corporations, non-profit organizations, high net-worth families, and trusts. The team offers a wide range of financial services to help clients simplify their complex financial lives. The mission of Merrill Lynch Financial Advisor Tucker M Brown is to understand each client individually and tailor financial plans to help them achieve their goals. Through thoughtful questions and careful listening, the team works to assess the client's current financial situation and future aspirations. By designing and implementing personalized plans, the team aims to help clients pursue their financial goals while managing investment risk.

Merrill Lynch Financial Advisor Jeffrey C Mote, located at 14 North Harrison Street in Princeton, New Jersey, is part of the Brown Roth Mote & Associates financial advisory team within Merrill Lynch Wealth Management. Specializing in assisting corporations, non-profit organizations, high net-worth families, and trusts, our team offers a wide range of financial services to simplify complex financial lives. Our mission is to truly understand our clients and their priorities, creating personalized plans to help them achieve their financial goals while managing investment risk. By focusing on potential solutions and turning aspirations into reality, we aim to provide comprehensive support for our clients' financial needs. With access to Merrill's investment insights and Bank of America's banking solutions, we work closely with clients to develop strategies tailored to their unique circumstances. Our team of experienced professionals is committed to building strong client relationships based on trust and personalized service, ensuring that every client receives the attention and support they deserve. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, we are here to help you navigate the complexities of the financial world and achieve your goals. Contact us today to start a conversation about your financial future.

NAR Management is a leading accounting and finance institution located at 2601 Brunswick Avenue in Trenton, New Jersey. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. With a commitment to excellence and integrity, NAR Management is your trusted partner for all your accounting and financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 1 Deforest Avenue, Summit, New Jersey, United States, is a reputable finance institution that offers comprehensive wealth management services to individuals, families, business owners, executives, and institutions. With years of combined knowledge and experience, the advisors at Merrill Lynch can provide tailored financial strategies to address your wealth planning challenges and opportunities. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America’s estate planning services. The dedicated financial advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies.

Merrill Lynch Wealth Management, located at 2200 Fletcher Avenue in Fort Lee, New Jersey, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides personalized financial strategies tailored to meet the unique needs and goals of each client. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to create strategies designed to help them achieve their long-term objectives.

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.

MSM Financial Strategies is a finance institution located at 700 Mountain Avenue in Westfield, New Jersey, United States. At MSM Financial Strategies, we understand the importance of financial planning and strive to help our clients achieve their future financial goals. As a fee-only investment management and financial advisory firm, we provide personalized recommendations tailored to each client's unique financial objectives, investment timeline, and risk tolerance. Our unbiased and objective investment advice is not influenced by any brokerage entity, mutual fund family, or other investment product provider. Our comprehensive services include Investment Portfolio Management, Retirement Planning, Retirement Income Strategies, as well as Legacy and Charitable Planning. We cater to individuals and non-profit organizations, managing various accounts such as taxable accounts, IRA's, employer-sponsored tax-deferred accounts (e.g. 401(k), 403(b), etc.), and trust accounts.

The Financial Training Organization, located at 402 Main Street in Metuchen, New Jersey, is a reputable institution known for providing high-quality financial training seminars. Our seminar leaders are industry experts with extensive real-world business experience, as well as a background in training adults. At The Financial Training Organization, our focus is solely on training; there are no sales pitches or hidden agendas aimed at selling additional products or services. Joe Novello, the founder of the organization, is a CPA with an MBA in Finance from New York University. With a career that includes roles such as Controller, CFO, and Director of Planning and Analysis at various Fortune technology companies, Joe brings a wealth of knowledge and expertise to his finance programs.

Merrill Lynch Wealth Management, located at 194 South Wood Avenue in Woodbridge Township, New Jersey, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and needs, including retirement income planning, concentrated stock positions guidance, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their current financial situation and long-term objectives. By leveraging industry analysts and specialists, they create customized financial strategies to help clients achieve their goals and navigate market fluctuations.

GD Financial Management is a leading finance institution located at 24 Carolin Road in Montclair, New Jersey, United States. Our team of experienced professionals provides expert financial management services to individuals and businesses, helping them achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, GD Financial Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Brewster Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 250 Pehle Avenue in Saddle Brook, New Jersey, United States. They offer financial planning services and advice to help clients achieve their financial goals. The advisors at Ameriprise are registered to do business in certain U.S. states and can provide personalized recommendations based on individual needs. The institution is a member of FINRA and SIPC, ensuring a high level of professionalism and security for clients. Clients can expect a thorough initial consultation to discuss their financial priorities and objectives. Ameriprise Financial cannot guarantee future financial results, but they strive to provide valuable insights and guidance to help clients make informed decisions. Visit their website for more information on their services and qualifications.

Merrill Lynch Financial Advisor Brigita Z Rumpeters is a prestigious finance institution located at 530 South Avenue West, Westfield, New Jersey, United States. With over 25 years of financial experience, Brigita is dedicated to providing clients with individually tailored approaches to investing and risk management. She works with affluent clients, non-profit organizations, and small businesses, offering a wide range of services including portfolio management, retirement strategies, and wealth preservation. Brigita holds designations such as CRPC™ and CPFA, showcasing her expertise in retirement planning and business retirement plans. She is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding your goals and priorities, Brigita can help you create a financial approach that reflects your personality and helps you achieve your financial goals. Visit Merrill Lynch Financial Advisor Brigita Z Rumpeters for a personalized and comprehensive financial planning experience.

Merrill Lynch Financial Advisor Michele L Gilligo is a finance institution located at 14 North Harrison Street in Princeton, New Jersey, United States. The institution is a part of Brown Roth Mote & Associates, a financial advisory team within Merrill Lynch Wealth Management that specializes in assisting corporations, non-profit organizations, and high net-worth families and trusts. The team offers a wide range of financial services to simplify the complex financial lives of their clients. Their mission is to truly understand each client and their unique priorities. By listening carefully and asking thoughtful questions, they aim to create personalized financial plans to help clients pursue their goals while managing investment risk. The team focuses on practical solutions to turn aspirations into reality, whether it's planning for healthcare expenses, education costs, business transactions, or wealth transfer to future generations.

Merrill Lynch Financial Advisor Stephanie Malewski is located at 77 Broad Street in Red Bank, New Jersey, United States. With over 25 years of experience in the financial services industry, Stephanie joined Merrill Lynch Wealth Management in 2013. She is dedicated to helping clients achieve their short- and long-term financial objectives by providing personalized investment guidance. Stephanie holds a bachelor's degree in Psychology from Fordham University, graduating Magna Cum Laude with honors. She is actively involved in supporting the community, particularly in areas such as the environment, special needs individuals, and the arts. Stephanie is committed to putting her clients first and providing outstanding service to help them plan for their futures. She believes in building enduring relationships with individuals, families, businesses, and non-profit organizations by understanding their values and objectives. Stephanie also holds Series 7 and Series 66 FINRA registrations, as well as licenses in NJ and FL for Life and Health Insurance. She has earned the CFP® marks as a CERTIFIED FINANCIAL PLANNER™ professional.

Wahl Financial Solutions, located at 25 Peppermill Road in Chatham Township, New Jersey, is a reputable institution specializing in accounting and finance services. With over 14 years of experience in the industry, Wahl Financial Solutions has helped numerous businesses and individuals achieve their financial goals. Equipped with the latest tools and knowledge, Wahl Financial Solutions provides accurate and reliable financial services to their clients. The institution, led by Certified Public Accountant Tom Wahl, offers affordable pricing plans to ensure that all businesses and individuals, regardless of size, can access their services. Services include bookkeeping with hourly or monthly fixed fee options, tailored to meet the specific needs of each client. Tom Wahl has extensive experience working with companies such as General Dynamics, First Solar, and Oracle, and has a passion for assisting small businesses with their accounting and bookkeeping needs, specializing in Quickbooks Online.

Effective Financial Solutions is a trusted institution located at 62 Dehart Place in Elizabeth, New Jersey, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing tailored solutions to meet the financial needs of our clients. With a commitment to excellence and a focus on delivering results, we strive to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Effective Financial Solutions is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in securing a stable financial future.

Jacob S Gottlieb EA tax compliance and non profit law consulting is a professional institution located on Sunset Road in Lakewood, New Jersey, United States. Specializing in accounting and finance, they offer expert services in tax compliance and non profit law consulting. With a team of experienced professionals, they provide comprehensive guidance and support to individuals and organizations in navigating complex financial and legal matters. Whether you need assistance with tax planning, compliance, or non profit governance, Jacob S Gottlieb EA is dedicated to helping you achieve your financial goals.

Welcome to Church Management Today - Marvin Dunn Located in the heart of South Orange, New Jersey, Church Management Today, led by Marvin Dunn, is dedicated to serving the spiritual and community needs of our congregation and visitors. Situated at 76 South Orange Avenue, our place of worship is a welcoming sanctuary for individuals and families seeking a deeper connection with their faith.

JL Ledgers is a reputable accounting and finance institution located at 616 East Landis Avenue in Vineland, New Jersey, United States. With a team of experienced professionals, JL Ledgers offers a wide range of financial services including bookkeeping, tax preparation, payroll management, and financial consulting. Whether you are a small business owner or an individual looking for personalized financial solutions, JL Ledgers is dedicated to providing top-notch services to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Independent Bookkeeping Services LLC is a reputable accounting and finance institution located at 18 Oak Tree Lane in Sparta Township, New Jersey. With a team of experienced professionals, we provide top-notch bookkeeping services to help businesses manage their finances effectively. Our services are tailored to meet the unique needs of each client, ensuring accurate and timely financial reporting. Trust Independent Bookkeeping Services LLC to handle all your accounting needs with professionalism and expertise.

Teanice Wells-Ernest - State Farm Insurance Agent is a reputable insurance agency located at 125 South Warren Street in Trenton, New Jersey. With over 25 years of experience in the insurance industry, Teanice has been serving the Trenton community for over a decade. She is dedicated to providing reliable and informed service to her clients, offering a range of insurance options including auto, home, life, and business insurance. Teanice is committed to continuous learning and has obtained professional designations to better serve her clients. She is also actively involved in empowering youth through education and serves on various non-profit boards.

Capri Bookkeeping Solutions is a professional accounting and finance institution located at 1000 Crawford Place in Mount Laurel Township, New Jersey. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to help businesses manage their finances effectively. Whether you need help with payroll, tax preparation, or financial reporting, our experts are here to assist you every step of the way. Trust Capri Bookkeeping Solutions to provide reliable and accurate financial solutions for your business needs.

Breaking The Barriers Development Group is a non-profit organization located at 1 North Johnston Avenue in Hamilton Township, New Jersey. Our mission is to empower individuals and communities by breaking down barriers to success and providing resources for personal and professional development. Through our programs and services, we aim to create a more inclusive and equitable society where everyone has the opportunity to thrive. Join us in breaking barriers and building a brighter future for all.

Everest Tax Consulting, Inc. is a finance institution located at 200 New Jersey 31 in Flemington, New Jersey, United States. Specializing in tax consulting services, Everest Tax Consulting, Inc. provides expert advice and guidance to individuals and businesses looking to navigate the complex world of taxes. With a team of experienced professionals, clients can trust Everest Tax Consulting, Inc. to provide accurate and reliable financial solutions tailored to their specific needs. Whether you're looking for assistance with tax planning, preparation, or compliance, Everest Tax Consulting, Inc. is dedicated to helping you achieve your financial goals.

JRA Associates LLC is a leading accounting and finance institution located at 17 Woodport Road in Sparta Township, New Jersey, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, JRA Associates LLC is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.