Non profit financial management in New Jersey
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Brewster Wealth Management Group - Ameriprise Financial Services, LLC
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.
US Financial Management Services
US Financial Management Services is a local government office located at 300 Corporate Boulevard in Robbinsville Township, New Jersey. This institution is dedicated to providing top-notch financial management services to the community, ensuring transparency and accountability in all financial matters. With a team of experienced professionals, US Financial Management Services is committed to helping individuals and businesses navigate complex financial processes and make informed decisions. Whether you need assistance with budgeting, tax planning, or investment strategies, this institution is here to support you every step of the way. Trust US Financial Management Services to help you achieve your financial goals and secure a stable financial future.
THE NFP MANAGEMENT LLC
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.
Elvidge Tax & Financial
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.
NAR Management
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
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.
Root Financial
Root Financial is an accounting and finance institution located at 155 2nd Street in Jersey City, New Jersey, United States. We specialize in supporting founders who are dedicated to making a positive impact in the world while also achieving financial freedom and profitability. We understand that for many founders, their business is their life and the responsibilities can be overwhelming. That's why we strive to be a financial partner that shares the burden of your business's well-being and can be relied upon as a crucial member of your team.
Merrill Lynch Wealth Management
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.
Better Insurance Management LLC
Better Insurance Management LLC is a health insurance agency located at 459 Jack Martin Boulevard in Brick Township, New Jersey, United States. As fully licensed insurance producers, we partner with top insurance carriers to offer programs covering group health, life, and Medicare products. Our team is committed to helping consumers find the right insurance plans to meet their needs, providing health protection and financial preparation to those in need. Employers can rely on us to help build a benefits package that is not only affordable but also aligns with their business and employees' goals. For those seeking Medicare coverage, our experts are trained to find the plan that best suits their healthcare and budgetary needs. We also specialize in helping individuals find the right life insurance policy to ensure a financially secure future for their loved ones.
Ocean City Financial Group
Ocean City Financial Group, located at 700 West Avenue in Ocean City, New Jersey, is a finance institution dedicated to helping clients achieve their financial goals and dreams. Whether you envision a secure retirement, college education for your children, career flexibility, or care for a loved one, our team of experienced professionals can help you create a strategic roadmap to make your vision a reality. Mark, a CERTIFIED FINANCIAL PLANNER™ Professional with 34 years of experience, leads the team at Ocean City Financial Group. He is joined by Chris, who has over 30 years of experience in the financial services industry, and Kristina, who brings over 25 years of experience in sales and hospitality management.
Reich Asset Management, LLC
Reich Asset Management, LLC is a finance institution located at 105 Roosevelt Boulevard in Marmora, New Jersey, United States. With a commitment to providing expert financial guidance and personalized investment strategies, our experienced team helps clients navigate the complexities of the financial market to achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Reich Asset Management, LLC is dedicated to providing top-notch service and support every step of the way.
Wahl Financial Solutions
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.
Executive Financial Management
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.
Merrill Lynch Wealth Management
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.
Financial Remedy & Associates LLC
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
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.
Root Financial
Root Financial is a finance institution located at 612 Main Street in Boonton, New Jersey, United States. We specialize in supporting founders who are dedicated to making a positive impact in the world while also achieving financial freedom and profitability. We understand that for many founders, their business is their life, and we strive to be a reliable financial partner that shares the responsibility of the business's success. Our goal is to help you avoid common pitfalls such as poor cash flow management and ensure that you are able to pay yourself consistently. If achieving financial freedom is a priority for you, we are here to help. Stay informed about the latest developments in finance, social impact, and business that can affect your organization by partnering with Root Financial.
Milner Management Group LLC
Milner Management Group LLC is a leading accounting and finance institution located in Lawrence Township, New Jersey, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Our dedication to providing high-quality solutions and personalized attention sets us apart from the competition. Whether you need assistance with tax planning, bookkeeping, or financial consulting, our team is here to help you achieve your goals. Trust Milner Management Group LLC to provide expert financial guidance and support for all your accounting and finance needs.
Merrill Lynch Financial Advisor Tucker M Brown
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
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.
Kessler Property Management
Kessler Property Management is a trusted institution located at 11 Fox Tail Lane in Hamburg, New Jersey, United States. We specialize in simplifying property ownership, HOA management, and rentals for our clients. Our team handles all aspects of property management, including Board member communication, tenant issues, rent and maintenance fee collection, maintenance and repairs, tenant qualification, and homeowner assistance. With Kessler Property Management, you can have peace of mind knowing that your investment is in good hands. By having a Property Manager for your HOA or Condo Association, you can expect safe and efficient financial management, better vendor relations, and discounts on required services. Our team ensures that your community runs smoothly and that all necessary tasks are taken care of promptly and professionally.
KPC Financial Services Inc.
KPC Financial Services Inc. is a trusted accounting and finance institution located at 500 North Franklin Turnpike in Ramsey, New Jersey, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of our clients. Whether you are an individual or a business, our dedicated team is committed to providing personalized financial solutions to help you achieve your goals. Contact us today to learn more about how KPC Financial Services Inc. can help you secure your financial future.
Merrill Lynch Financial Advisor Christopher E Ashton
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
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
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.
Empire Financial Services, LLC
Empire Financial Services, LLC is a leading accounting and finance institution located at 94 Village Center Drive in Freehold, New Jersey, United States. Our experienced team of professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, investment management, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Empire Financial Services can help you.
GD Financial Management
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.
Merrill Lynch Financial Advisor Jennifer Polidori
Merrill Lynch Financial Advisor Jennifer Polidori, located at 115 West Century Road in Paramus, New Jersey, is a finance institution dedicated to helping families, individual investors, and business owners achieve their financial goals. With over two decades of experience, Jennifer works closely with her clients to design personalized strategies and track progress towards their goals. She believes in incorporating other professional advisors, such as attorneys and CPAs, into the planning process to create a comprehensive and efficient strategy. Jennifer holds designations as a Chartered Retirement Planning Counselor and an Accredited Domestic Partnership Advisor. She is actively involved in her community, volunteering and fundraising for various organizations. With access to the resources of Merrill and Bank of America, Jennifer and her team provide personalized wealth management strategies tailored to each client's unique goals and challenges. Whether you are saving for college, planning for retirement, or involved in philanthropy, Jennifer can help you pursue your financial aspirations with a customized approach.
Financial Recovery Strategies
Financial Recovery Strategies is a leading finance institution located at 270 Sylvan Avenue in Englewood Cliffs, New Jersey, United States. Our team of expert financial advisors specializes in developing personalized strategies to help individuals and businesses recover from financial setbacks and achieve their financial goals. Whether you are struggling with debt, facing bankruptcy, or simply looking to improve your financial situation, our experienced professionals are here to guide you every step of the way. Contact us today to schedule a consultation and start on the path to financial recovery.
Merrill Lynch Financial Advisor Brigita Z Rumpeters
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.
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