Nonprofit financial planning in New Jersey

Five Points Financial, Inc. is a trusted accounting and finance institution located at 2667 Nottingham Way in Hamilton Township, New Jersey, United States. Our services go beyond just crunching numbers – we provide deep analysis and strategic guidance to help you make smart business decisions. From payroll processing to managing your books, we take the stress out of running your business so you can focus on what you do best. Our new client portal in Client Center for 2023 offers convenient online apps to streamline your interactions with us. We also support local volunteer nonprofits by providing tools for treasurers to easily manage their finances. With the right technology and personalized approach, we help small businesses thrive even in the face of supply chain disruptions.

Merrill Lynch Financial Advisor Robert M Gorelick, located at 530 South Avenue West, Westfield, New Jersey, is a finance institution that specializes in developing strategies and solutions for high-net-worth individuals, their families, and businesses. With over 20 years of experience in the financial services industry, Robert focuses on addressing risk tolerance, time horizon, liquidity needs, and overall investment goals. In addition to his role as a financial advisor, Robert also serves as a regional training coordinator, overseeing the development of new financial advisors in multiple offices. As the Resident Director of the Westfield office, Robert manages a team of experienced financial advisors while continuing to work directly with clients. He is actively involved in his community, serving on the board of the Westfield Foundation and as the president of a nonprofit organization dedicated to finding a cure for Rett Syndrome and CDKL5. Robert is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their goals through customized financial approaches. Whether you are planning for retirement, saving for a home, or funding a child's education, Robert and his team are dedicated to helping you pursue what matters most to you. With access to the resources of Merrill Lynch and Bank of America, they can provide comprehensive financial solutions tailored to your needs. Contact Merrill Lynch Financial Advisor Robert M Gorelick to start planning for your financial future today.

Merrill Lynch Financial Advisor Timothy S Greiner is a trusted advisor serving clients since 1998 at the address 3100 Hingston Avenue, Egg Harbor Township, New Jersey, United States. Specializing in assisting individuals, corporate executives, nonprofit organizations, small business owners, and retirees in growing and preserving their wealth, Timothy focuses on building long-term relationships based on trust and understanding of each client's unique circumstances. Supported by Merrill's research department and a vast array of investment planning tools and resources, Timothy offers services including Wealth Management Strategies, Retirement Planning, Portfolio Analysis, Estate Planning, College 529 Planning, Corporate 401K & Retirement Plans, and more. With a personalized approach, Timothy aims to help clients develop realistic wealth management strategies that align with their goals and risk tolerance. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals and priorities. Committed to building strong client relationships based on trust and personalized service, Timothy and his team provide tailored financial solutions to help clients pursue their financial goals while managing investment risk. With access to the global resources of Merrill and banking solutions from Bank of America, Timothy works with clients to develop customized approaches designed to address their financial needs. The institution focuses on helping clients navigate life's changes and financial markets to stay on track towards achieving what matters most to them. As a registered advisor in multiple states, Timothy Greiner provides investment insights, tips, and strategies to help clients live their best financial lives.

Planned Giving Advisors, located at 12 Bradford Ave, Passaic, NJ 07055, is your go-to legal expert for hassle-free estate planning and ensuring your assets are protected and secure. We understand that every client's situation is unique, and we are here to listen and provide tailored solutions that meet your specific needs. Our planned giving service is designed to be comprehensive and cost-effective, covering all aspects including legal advice, marketing strategies, and personalized coaching. Our primary goal is to empower nonprofit staff to develop a strategic approach tailored to their unique circumstances. We guide you through the challenges of implementing your program and are always ready to step in and assist you in closing a planned gift successfully.

Welcome to the New Jersey Coalition for Financial Education, your trusted partner in empowering individuals and communities with the knowledge and skills necessary to achieve financial well-being. Located at 308 West State Street in Trenton, New Jersey, we are dedicated to promoting financial literacy across the state through innovative programs and resources tailored to meet the diverse needs of our community. Our coalition brings together educators, financial professionals, and community leaders to provide comprehensive education and support for individuals of all ages. Whether you are a student, educator, business owner, or simply looking to improve your personal financial management, we offer workshops, seminars, and personalized coaching designed to help you make informed financial decisions.

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.

McCall Vicki B CPA is a reputable accounting and finance institution located at 683 Delsea Drive in Pitman, New Jersey, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with budgeting, bookkeeping, or investment strategies, McCall Vicki B CPA is the go-to institution for all your accounting and finance needs.

Professional Services is a leading accounting and finance institution located at 295 North Bridgeton Pike in Mantua Township, New Jersey. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, Professional Services 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.

Jane Coralluzzo, LLC, CPAs is a reputable accounting and finance institution located at 1275 Ollerton Road in West Deptford, New Jersey, United States. Our team of Certified Public Accountants (CPAs) are dedicated to providing top-notch financial services to individuals and businesses alike. With years of experience and expertise in the field, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial consulting. Trust Jane Coralluzzo, LLC, CPAs to handle all your accounting needs with professionalism and precision. Contact us today to schedule a consultation.

South Jersey Legal Services is a non-profit organization located at 390 North Broadway in Pennsville Township, New Jersey. Our dedicated team of attorneys and legal professionals provide free legal assistance to low-income individuals and families in need. We specialize in a wide range of legal issues including housing, family law, consumer rights, and more. Our mission is to ensure equal access to justice for all residents of South Jersey, regardless of their financial circumstances. Contact us today to learn more about how we can help you with your legal needs.

Darwin Brito - State Farm Insurance Agent is a reputable insurance agency located at 942 South Delsea Drive, Vineland, New Jersey, United States. Situated across the Vann Chrysler, Dodge, Jeep, Ram Dealership, in the JD Plaza next to Krumbs Cafe, the agency offers a wide range of insurance services including auto insurance, homeowner’s insurance, renter’s insurance, life insurance, boat insurance, business insurance, and financial services. The team at Darwin Brito State Farm is bilingual in Spanish and English, ready to assist clients with their insurance needs. The agency is actively involved in supporting the local community through sponsorships and donations to various nonprofit organizations. With a team of dedicated professionals like Erica, Shersy, Carlos, and Justin, clients can expect personalized service and expert guidance on their insurance and financial needs. Contact Darwin Brito State Farm Insurance Agency today for reliable and comprehensive insurance solutions.

Wiss & Company, LLP is a reputable accounting and finance institution located at 5 Bartles Corner Road in Flemington, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, consulting, and more. Their commitment to excellence and personalized approach ensures that clients receive top-notch financial advice and solutions tailored to their specific needs. Trust Wiss & Company, LLP for all your accounting and finance needs.

Portfolio Evaluations, Inc. is a finance institution located at 15 Independence Boulevard in Warren, New Jersey, United States. Our team of advisors in Warren provide top-notch advisory services to sponsors of corporate retirement plans, as well as endowments and foundations of nonprofits. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. We support thousands of employer organizations with services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our advisors take a custom, comprehensive approach to investment advising, leveraging our resources and expertise to provide a best-in-class experience for each client.

CAPTRUST, located at 15 Independence Boulevard in Warren, New Jersey, is a leading finance institution that offers industry-leading advisory services to corporate retirement plan sponsors, as well as endowments and foundations of nonprofits. Our Warren-based advisors provide a range of financial services including committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We support thousands of employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our advisors take a custom, comprehensive approach to investment advising, leveraging our deep resources and expertise to provide a best-in-class experience for each client. Stay up to date with our insights and webinars on best practices, market trends, and financial planning strategies. Join us for upcoming webinars on industry insights for hospitals, healthcare systems, and law firms, as well as recordings on fiduciary liability, navigating volatility, and retirement readiness for caregivers. Connect with your local CAPTRUST office today to explore how we can help your organization navigate the complexities of finance and investments.

Association Business Solutions, Inc. (ABS) is a leading institution located at 132 West State Street in Trenton, New Jersey, United States. ABS specializes in providing comprehensive business solutions for associations of all sizes. With a team of experienced professionals, ABS offers a wide range of services including financial management, event planning, marketing and communications, and member services. Whether you are a small nonprofit organization or a large trade association, ABS is dedicated to helping you achieve your goals and maximize your impact. Contact ABS today to learn more about how they can support your organization's success.

Advocacy and Management Group is a leading institution located at 150 West State Street in Trenton, New Jersey, United States. Our team of experts specializes in providing top-notch advocacy and management services to clients from various industries. With a proven track record of success, we are dedicated to helping our clients achieve their goals and navigate complex challenges with ease. Whether you need assistance with government relations, public affairs, or strategic planning, our experienced professionals are here to support you every step of the way. Contact us today to learn more about how Advocacy and Management Group can help your organization thrive.

Z-HouseTax is a finance institution located at 751 Kaighn Avenue in Camden, New Jersey. This institution, also known as Zacchaeus House for Tax Assistance, Inc./ St. Bart's VITA Site, is a nonprofit organization dedicated to providing tax assistance to the community. At Z-HouseTax, we believe in the power of community and collaboration to create positive change. By coming together and utilizing our skills and passions, we can make a difference in the lives of those we serve. Join us in our mission to support and empower individuals through financial education and assistance.

Our Place Service Center is a community hub located at 26 McCann Mill Road in Tewksbury, New Jersey, United States. We provide a wide range of services and resources to support individuals and families in need. From food assistance to job training programs, our dedicated staff is here to help our community thrive. Come visit us and see how we can make a difference in your life.

Kacey Padlo - State Farm Insurance Agent is a reputable insurance agency located at 419 Monmouth Street in Jersey City, New Jersey, United States. Originally from Elizabeth, New Jersey, Kacey Padlo takes pride in serving the local community and surrounding areas with a variety of insurance services, including auto insurance, homeowners insurance, life insurance, and business insurance. Kacey and her team are committed to providing exceptional customer service, building strong relationships, and making a positive impact within the community. As a member of the Hudson County Chamber of Commerce, Kacey is actively involved in supporting local charities and nonprofit organizations. With a focus on education and transparency, the agency aims to help individuals, families, and small business owners get the coverage they need to be better prepared for the unexpected. Whether you're in need of insurance or just want to chat about sports or local restaurants, Kacey Padlo and her team are ready to assist you. Visit their office in Jersey City to meet their office pup, Charlie, or call to request a quote online today. Remember, State Farm is there to help you protect yourself and your family, so you can live life to the fullest.

Amboy Express Multiservice LLC is a trusted institution located at 812 Hamilton Street in Franklin Township, New Jersey, United States. Specializing in accounting and finance services, our team of experts provides a wide range of financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial consulting, we are here to help. With a commitment to excellence and personalized service, Amboy Express Multiservice LLC is your go-to destination for all your financial needs.

One Step Ahead Inc. is a dynamic institution located at 1 4th Avenue in East Orange, New Jersey. Our mission is to empower individuals to strive for excellence and reach their full potential. We offer a wide range of programs and services to help our clients stay one step ahead in their personal and professional lives. Our dedicated team of experts is committed to providing personalized support and guidance to help each individual succeed. Join us at One Step Ahead Inc. and take the first step towards a brighter future.

Curran & Company LLP is a full-service CPA Firm located in Newark, New Jersey, with an additional office in Flemington, NJ. Specializing in accounting, finance, and real estate agency services, we proudly serve clients in the Tri-State Region and beyond. Our team, led by Ryan, is dedicated to providing exceptional service and expertise to help clients navigate the complexities of tax preparation and make informed financial decisions. From personal and business accounting to nonprofit status applications, we go above and beyond to ensure our clients' success. With our proactive approach, attention to detail, and knowledge of the latest tax codes, we help businesses streamline processes and save on expenses. Contact us today to learn more about how Curran & Company LLP can support your financial needs.

Lily Pugliese, CA is a health institution located at 610 Franklin Avenue in Nutley, New Jersey, United States. With a focus on providing quality care and services, Lily Pugliese, CA offers a range of health services to meet the needs of its patients. From routine check-ups to specialized treatments, the institution is dedicated to promoting the health and well-being of its community. Visit Lily Pugliese, CA for compassionate and comprehensive healthcare services.

Cathedral Park Associates Inc is a renowned institution located at 151 Clifton Avenue in Newark, New Jersey, United States. They specialize in providing top-notch services and support to individuals and businesses in the area. With a team of highly skilled professionals, Cathedral Park Associates Inc is dedicated to helping clients achieve their goals and navigate through various challenges. Whether you are looking for financial advice, legal assistance, or business consulting, this institution has the expertise and resources to meet your needs. Visit Cathedral Park Associates Inc today and experience the difference they can make for you.

Stanley Village is a local government office located at 1539 Adriatic Avenue in Atlantic City, New Jersey, United States. This institution serves as a hub for community resources, services, and information for residents of the Stanley Village area. From providing assistance with permits and licenses to organizing community events and programs, Stanley Village is dedicated to enhancing the quality of life for its residents. With a team of dedicated staff members, Stanley Village strives to create a welcoming and inclusive environment for all who call this neighborhood home.

Professional Economic Growth Group is a leading institution located at 75 Lane Road in Fairfield, New Jersey. Specializing in finance, insurance, and legal services, we are dedicated to helping individuals and businesses achieve their economic goals and grow their wealth. Our team of experts offers personalized solutions and strategies to navigate the complex world of finance, insurance, and legal matters. Whether you are looking to invest in your future, protect your assets, or resolve legal issues, Professional Economic Growth Group is here to guide you every step of the way. Contact us today to learn how we can help you reach new heights of economic success.

Chartwell Consulting Group, located in Montclair, New Jersey, is a finance institution dedicated to helping clients achieve their financial goals through a disciplined fiduciary investment approach developed and refined over nearly 30 years. The institution focuses on delivering highly customized strategies and solutions, combining decades of experience, solid investment management, and unbiased insight. As fiduciary investment consultants, Chartwell Consulting Group works with clients to manage and oversee retirement plans, offering strategies to reduce costs, mitigate fiduciary responsibilities, and enhance employees' ability to retire comfortably. The institution's experienced team of endowment investment advisors collaborates with key stakeholders to deliver tailored investment solutions that align with nonprofit organizations' unique objectives.

Community Health Insurance Advisors is a trusted insurance agency located at 20 Bloomfield Place in Newark, New Jersey. Our team of experienced advisors is dedicated to helping individuals and families find the best health insurance coverage options to meet their unique needs. Whether you are looking for individual or group health insurance plans, we are here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing quality health insurance coverage for yourself and your loved ones.

Kotulak & Company, CPA, PC is a leading accounting and finance institution located at 1035 U.S. 46, Clifton, New Jersey, United States. With a strong focus on technology, we provide cutting-edge solutions to our clients in various industries. With over two decades of experience, we specialize in serving health care practices, medical professionals, not-for-profit organizations, real estate businesses, construction industry, manufacturing, wholesale distribution, and small entrepreneurial businesses.

Fundraising Well is a finance institution located at 152 Pine Street in Jersey City, New Jersey, United States. Schedule a one-on-one session with Kerry Watterson to enhance your fundraising skills and take your career to the next level. Our custom training programs can be tailored to meet the specific needs of your development team and board of directors, whether it be in person, virtually, or in a hybrid setting. Interim & Fractional Leaders provided by Fundraising Well offer expertise and guidance during times of transition within an organization. Our team can help create actionable strategies to ensure your fundraising efforts are successful and impactful. With a focus on good leadership, we aim to help nonprofits maximize their impact by investing in their people. Since 2015, we have helped organizations raise over $350M and have a 100% successful placement rate for board directors, senior leadership, and fundraising staff. Let Fundraising Well help you find your next superstar and elevate your fundraising efforts for good.