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TOP 30 Personal finance management in Passaic, NJ
51 results found
Search for local businesses, places and services near you
CJM Capital Management, LLC
CJM Capital Management, LLC is a leading finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in investment management and financial planning, CJM Capital Management provides tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust CJM Capital Management to provide expert guidance and personalized service. Contact them today to see how they can help you secure your financial future.
SeaCrest Wealth Management, LLC
SeaCrest Wealth Management, LLC is a leading finance institution located at 330 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, SeaCrest Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, SeaCrest Wealth Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in SeaCrest Wealth Management to guide you towards a secure financial future.
365 Finance
365 Finance is a leading accounting and finance institution located at 61 Westervelt Place in Passaic, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment strategies, we are here to help you navigate the complex world of finance. Trust 365 Finance to help you achieve your financial goals and secure a prosperous future.
Ria Money Transfer - Passaic Laundromat
Welcome to Ria Money Transfer - Passaic Laundromat, your trusted partner for fast and reliable financial services in Passaic, New Jersey. Conveniently located at 45-47 Howe Avenue, we offer a unique blend of banking and finance solutions right in the heart of your community. At Ria Money Transfer - Passaic Laundromat, we specialize in providing secure and efficient money transfer services that connect you with loved ones around the world. Whether you're sending money for family support, business, or personal needs, our team is committed to delivering top-notch customer service and ensuring your transactions are seamless and hassle-free.
Falen Agency INC
Falen Agency INC is a reputable finance and insurance agency located at 181 Prospect Street in Passaic, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Falen Agency INC is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
Concord Travel
Concord Travel is a trusted institution located at 190 Jefferson Street in Passaic, New Jersey, offering a range of services in accounting, finance, and travel agency. With a team of experienced professionals, Concord Travel provides expert advice and personalized solutions to meet the financial and travel needs of its clients. Whether you are looking to manage your finances, plan a vacation, or book a business trip, Concord Travel is dedicated to providing top-notch service and ensuring customer satisfaction. Visit us today to experience the convenience and reliability of Concord Travel.
O'Keeffe Financial Partners
O'Keeffe Financial Partners is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our goal is to provide personalized financial solutions tailored to meet the unique needs and goals of each of our clients. Contact us today to schedule a consultation and start planning for a secure financial future.
Bleakley Financial Group
Bleakley Financial Group is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing personalized financial solutions, Bleakley Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bleakley Financial Group is committed to providing expert guidance and tailored solutions to meet your needs.
Zambito Financial Services Corp. / Matthew Zambito, CPA, CFP, MS
Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.
Polo Financial Consulting
Polo Financial Consulting is a reputable accounting and finance institution located at 80 East Passaic Avenue in Nutley, New Jersey, United States. With a team of experienced professionals, Polo Financial Consulting offers a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Whether you are an individual or a business owner, Polo Financial Consulting is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.
People Wealth Matters, LLC
People Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.
Klara Leon - Raymond James
Klara Leon - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity and excellence, Klara Leon - Raymond James is committed to helping our clients secure their financial future.
Louis Tomasella - Raymond James
Louis Tomasella - Raymond James is a reputable financial institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Louis Tomasella - Raymond James provides personalized solutions and expert advice to individuals and businesses alike. Whether you are looking to build wealth, plan for retirement, or secure your financial future, this institution is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit Louis Tomasella - Raymond James today to learn more about their services and how they can assist you in reaching your financial objectives.
Insys Consulting Services Inc
Insys Consulting Services Inc is a finance institution located at 395 West Passaic Street in Rochelle Park, New Jersey, United States. They offer a wide range of financial services including consulting, advisory, and investment management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with financial planning, risk management, or investment strategies, Insys Consulting Services Inc is dedicated to providing top-notch service and expertise.
Succentrix Business Advisors New Jersey - Camilo Guerra
Succentrix Business Advisors New Jersey - Camilo Guerra is a trusted institution located in Passaic, New Jersey, United States. Specializing in accounting and finance services, they provide expert advice and support to help businesses manage their financial affairs effectively. With a dedicated team led by Camilo Guerra, clients can expect personalized solutions tailored to their specific needs. Whether you are a small business owner or a large corporation, Succentrix Business Advisors New Jersey - Camilo Guerra is committed to helping you achieve your financial goals.
Frank Jaffe - Financial Advisor, Ameriprise Financial Services, LLC
Frank Jaffe is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Avenue in Fairfield, New Jersey, United States. Frank Jaffe 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 demonstrate Frank Jaffe's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Frank Jaffe is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and seniors.
Michelle Russotto - Financial Advisor, Ameriprise Financial Services, LLC
Michelle Russotto, a financial advisor at Ameriprise Financial Services, LLC, is located at 350 Passaic Avenue in Fairfield, New Jersey, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise, we strive to provide personalized financial advice tailored to your individual needs and goals. Our financial advisors are registered to do business in specific U.S. states, so please check their personal website or FINRA’s BrokerCheck website for more details.
Lyle Weintraub, CFP - Wealth Advisor, Bleakley Financial Group
Lyle Weintraub, CFP - Wealth Advisor, located at 100 Passaic Avenue in Fairfield, New Jersey, is a finance institution specializing in wealth management. Serving clients nationwide, our team believes in the importance of listening, caring, customizing, and providing dedicated service to meet the unique needs of each individual or family. With a focus on building strong relationships and understanding the emotional aspect of wealth, we go beyond the numbers to create personalized financial plans that align with our clients' goals and desires. As Forbes Best-in-State Wealth Advisors for 2022 and 2023, we take a holistic approach to financial planning, taking into account short and long-term investment strategies, tax codes, estate planning, and risk management. Our team of experienced advisors works diligently to ensure clear communication and transparency throughout the planning process, making sure our clients feel comfortable and informed every step of the way.
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 201 West Passaic Street, Rochelle Park, New Jersey, United States. The institution offers a range of certifications and designations 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 demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and personalized financial planning.
BMS Financial Services
BMS Financial Services is a reputable finance institution located at 875 Main Avenue in Passaic, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Lakewood Group, LLC
Lakewood Group, LLC is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing expert financial services and solutions, Lakewood Group, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers a wide range of services including investment management, financial planning, retirement planning, and more. Whether you are an individual investor or a business owner, Lakewood Group, LLC is committed to providing personalized financial guidance and support to help you navigate the complexities of the financial world.
Vaughan & Co. Securities, Inc.
Vaughan & Co. Securities, Inc. is a reputable finance institution located at 68 Passaic Street in Ridgewood, New Jersey, United States. With a strong focus on providing top-notch financial services, Vaughan & Co. Securities, Inc. offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring a secure and successful financial future.
Laurie Gross - Raymond James
Laurie Gross - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. With a focus on providing top-notch financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Laurie Gross - Raymond James is dedicated to providing exceptional service and guidance to clients in navigating the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Laurie Gross - Raymond James is committed to helping you secure a bright financial future.
Amy Harrison - Raymond James
Amy Harrison - Raymond James is a reputable finance institution located at 365 West Passaic Street, Rochelle Park, New Jersey, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Amy Harrison - Raymond James to provide you with the expertise and guidance you need to secure your financial future.
Gonzalez Tax
Gonzalez Tax is a reputable accounting and finance institution located at 272 Passaic Street in Passaic, New Jersey, United States. With a team of experienced professionals, Gonzalez Tax offers a wide range of services including tax preparation, financial planning, and bookkeeping for individuals and businesses. Clients can expect personalized attention and expert advice to help them navigate the complexities of tax and financial management. Visit Gonzalez Tax today for all your accounting and finance needs.
Nemiroff Cosmas & Co LLP
Nemiroff Cosmas & Co LLP is a leading accounting and finance institution located at 201 West Passaic Street in Rochelle Park, New Jersey, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and integrity has earned them a reputation for providing top-notch financial services to individuals and businesses alike. Whether you need help with your personal finances or managing your company's accounts, Nemiroff Cosmas & Co LLP is the trusted partner you can rely on for all your accounting and finance needs.
Artusa Law Firm PC
Welcome to Artusa Law Firm PC, your trusted legal partner located at 3 Hoover Avenue, Passaic, New Jersey. Specializing in finance and legal services, our firm is dedicated to providing expert guidance and personalized solutions to meet your unique needs. With years of experience in the legal industry, our team of skilled attorneys is committed to delivering exceptional service and achieving the best possible outcomes for our clients. At Artusa Law Firm PC, we understand the complexities of financial law and are here to help you navigate through any challenges you may face. Whether you're dealing with corporate finance, estate planning, or personal financial matters, our knowledgeable lawyers are equipped to offer you comprehensive advice and representation.
Nacional
Welcome to Nacional, your trusted partner in finance and postal services, conveniently located at 148 Columbia Avenue, Passaic, New Jersey. At Nacional, we are committed to providing our community with reliable and efficient financial solutions, alongside comprehensive postal services. Whether you need assistance with financial transactions, advice on managing your finances, or a convenient place to send and receive mail, our knowledgeable and friendly staff is here to help. We pride ourselves on delivering personalized service tailored to meet the unique needs of each customer. Visit us today and experience the convenience and professionalism that Nacional has to offer. Your financial and postal needs, handled with care and expertise.
Rothschild Joyce CPA
Welcome to Rothschild Joyce CPA, your trusted partner in accounting and finance located in the heart of Maywood, New Jersey. Situated at 85 West Passaic Street, our firm is dedicated to providing exceptional financial services to individuals and businesses in the area. With a commitment to precision, integrity, and personalized service, Rothschild Joyce CPA offers a comprehensive range of accounting solutions tailored to meet your unique needs. Whether you require tax preparation, financial planning, bookkeeping, or business consulting, our team of experienced professionals is here to guide you every step of the way. Discover the difference that expert financial management can make in achieving your goals. Visit us today and experience unparalleled service in a welcoming and professional environment. Rothschild Joyce CPA – where your financial success is our priority.
Burke Grbelja & Symeonides Llc
Welcome to Burke Grbelja & Symeonides LLC, your trusted partner in accounting and finance located in the heart of Rochelle Park, New Jersey. Situated at 201 West Passaic Street, our firm is dedicated to providing exceptional financial services to businesses and individuals alike. At Burke Grbelja & Symeonides LLC, we pride ourselves on our commitment to excellence, integrity, and personalized service. Our team of experienced professionals is equipped with the knowledge and expertise to handle all your accounting needs, from tax preparation and planning to financial consulting and bookkeeping. We understand that each client is unique, which is why we tailor our services to meet your specific requirements and help you achieve your financial goals.
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