Personal finance counseling in Florham Park, New Jersey

Bodnar Financial Advisors, Inc. is a full-service financial planning company located at 248 Columbia Turnpike in Florham Park, New Jersey. Our dedicated team provides personalized financial planning services for individuals and families in the greater New Jersey area. We believe in the power of money as a tool to help people achieve their dreams and navigate life's challenges with confidence. Our customized financial plans are tailored to each client's unique needs and goals, focusing on their best interests. At Bodnar Financial Advisors, we offer more than just traditional financial planning. Our approach includes behavioral investment counseling, helping clients manage the emotional side of money and make informed decisions. We understand that investing is a long-term commitment, and we work closely with our clients to build a solid investment plan that aligns with their personal goals and risk tolerance.

Bank of America Private Client Advisor Keith C Dolin, located at 500 Campus Drive, Florham Park, New Jersey, is a finance institution led by Managing Director and Market Director, Keith Dolin. With over 30 years of experience working with ultra-high-net-worth clients, Keith specializes in assisting financially-savvy entrepreneurs and business owners. He focuses on providing personalized wealth management strategies, including diversified investing, tax minimization, and financing options for luxury purchases. Keith's approach emphasizes building trust and understanding each client's unique family dynamics to create tailored solutions that align with their goals and values. The institution's team of experienced professionals is dedicated to cultivating strong client relationships and staying ahead of evolving market trends. Bank of America Private Bank has a long history of helping clients achieve their financial objectives, whether it's preserving wealth, planning for future growth, or creating philanthropic legacies. By combining a personalized approach with the resources of Bank of America, the institution aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

Clifford A. Virgin, III - RBC Wealth Management Financial Advisor is a reputable finance institution located at 200 Park Avenue in Florham Park, New Jersey, United States. As a trusted financial advisor, Clifford A. Virgin, III provides expert guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, clients can trust in the expertise and professionalism of Clifford A. Virgin, III and his team at RBC Wealth Management.