Personalized financial planning in Bridgewater, NJ
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Merrill Lynch Financial Advisor Samuel Santiago
● OpenMerrill Lynch Financial Advisor Samuel Santiago, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers a full range of wealth management services to corporate executives, business owners, and their families. With over 20 years of experience in the financial services industry, Sam Santiago and his team provide personalized investment strategies tailored to each client's unique needs and goals. By combining the industry knowledge and capabilities of Merrill Lynch, they help clients integrate corporate benefits into a long-term financial strategy. Through the Merrill Personal Wealth Analysis™, clients receive a personalized plan centered on their goals and aspirations. With a focus on understanding clients' behavior and financial goals, Sam Santiago helps clients make informed investment decisions and navigate the complexities of the financial markets. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals. Sam Santiago is registered to do business in multiple states and is committed to providing personalized financial solutions to help clients pursue their financial aspirations.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Kyle Kost
● Openknow you personally to understand your goals and priorities, and we work closely with you to create a customized wealth management plan. Our team, led by Merrill Lynch Financial Advisor Kyle Kost, has been recognized by top financial industry publications for their exemplary client service. Located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, our team at Merrill is committed to building strong client relationships based on trust and personalized service. With the global resources of Merrill Lynch, we provide the intimacy of a boutique firm with the backing of one of the world's largest financial services firms. Contact us today to start achieving your financial goals with the help of our experienced and dedicated team.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Candace Lynne Benzel
● OpenMerrill Lynch Financial Advisor Candace Lynne Benzel, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers personalized wealth management services for high-net-worth individuals and their families. With over two decades of experience and Ivy League education, Candace focuses on creating tailored financial plans to help clients achieve their goals. From tax minimization strategies to multigenerational wealth management, she provides access to a wide range of services through Merrill® and Bank of America. By understanding each client's unique needs and aspirations, Candace helps navigate key life transitions and create a legacy for future generations. With a commitment to excellence and a focus on building long-term relationships, Merrill Lynch Financial Advisor Candace Lynne Benzel is dedicated to helping clients pursue their financial goals with confidence and clarity.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Lisa A Morrison
● OpenMerrill Lynch Financial Advisor Lisa A Morrison is a finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution prides itself on the recognition its advisors have received from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Morrison, Longo and De Stefano Group, within Merrill Lynch Wealth Management, focuses on delivering "meaning and metrics" to a diverse clientele, including successful corporate executives, business owners, physicians, attorneys, and up-and-coming clients accumulating wealth. The team is known for managing clients' money and emotions during market volatility and helping clients prosper from new opportunities. They provide personalized financial planning, tax efficiencies, and estate planning strategies, with a focus on understanding clients' values, goals, and family dynamics. The team is committed to spending quality time with clients, providing highly individualized service, and building enduring relationships based on trust and understanding. With a dedicated support staff of experienced professionals, clients can expect a seamless and efficient experience, allowing them to focus on the people and passions in their lives.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Kelley A Mack
● OpenMerrill Lynch Financial Advisor Kelley A Mack is a prestigious finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. The institution has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, showcasing their commitment to excellence in the financial industry. The team at Merrill Lynch Wealth Management, led by Kelley A Mack, focuses on understanding the individual needs and priorities of their clients, including family, goals, and evolving circumstances. They offer a comprehensive range of services, from risk-managed investing to retirement planning, education planning, gifting, wealth transfer, and more.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Vinny Gurnani
● OpenMerrill Lynch Financial Advisor Vinny Gurnani is a leading finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. With a strong focus on personalized financial planning and investment strategies, Vinny Gurnani and his team provide expert guidance and advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Vinny Gurnani offers comprehensive services tailored to meet your individual needs. Trust in their expertise and experience to secure your financial future.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Louis Ferraro
● OpenMerrill Lynch Financial Advisor Louis Ferraro is a finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. Our mission is to understand your financial goals and aspirations, and to help you develop a personalized plan to achieve them while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to create a financial approach tailored to your needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help you document and achieve your goals. By regularly reviewing and updating your financial approach, we aim to help you stay on track to reach what's most important to you.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Joshua Cohen
● OpenMerrill Lynch Financial Advisor Joshua Cohen, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, offers personalized financial services to help clients pursue their goals. With a focus on understanding each individual's unique needs and priorities, the team at Merrill Lynch works to create a customized financial approach tailored to each client's personality and life situation. Through a combination of investment strategies and comprehensive financial solutions from Bank of America, clients can work towards managing, growing, and preserving their wealth for the future. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to the latest investment insights and strategies, clients can feel confident in their financial decisions. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Joshua Cohen is dedicated to helping clients achieve their financial goals.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Joseph M Nelligan
● OpenMerrill Lynch Financial Advisor Joseph M Nelligan, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a team of veteran advisors with a passion for helping clients achieve their financial goals. Headed by principals Joe Nelligan, Mike Barna, and Jim Bumstead, the team combines decades of experience in wealth management, investing, accounting, business, and engineering to provide exceptional service and guidance to clients. The team at Nelligan and Associates is dedicated to listening to clients' past, present, and future goals in order to create personalized financial plans that address their needs. With a focus on purposeful action, committed discipline, and long-term thinking, the team helps clients navigate life's financial challenges and make steady progress towards their objectives. The team also includes Wealth Management Client Associate Rob Velcko, who helps streamline each client's financial life. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, the team works with clients to create customized financial plans centered on their goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joseph M Nelligan is committed to helping clients achieve financial success and reach their goals.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Merrill Lynch Financial Advisor Jonathan P Langley
● OpenMerrill Lynch Financial Advisor Jonathan P Langley, located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, is a prestigious finance institution with a team of experienced and talented individuals committed to providing exemplary client service. The advisors at Merrill have received recognition from various financial industry publications, showcasing their dedication to building strong client relationships based on trust and personalized service. The Keller, Spedaliere and Langley Wealth Management Group, a part of Merrill Lynch Wealth Management, focuses on serving a diverse clientele including active and retired professionals such as physicians, attorneys, and business owners. The team at this institution goes beyond traditional investment management to create integrated strategies that address various aspects of client wealth, such as liability management and intergenerational wealth planning.
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States -
Karina Lucid Law
● OpenKarina Lucid Law is a reputable institution located at 1065 U.S. 22 in Bridgewater, New Jersey, United States. Led by experienced New Jersey bankruptcy lawyer Karina Pia Lucid, the institution provides high-quality representation for individuals and businesses facing financial challenges. With a focus on respect, care, and compassion, Karina Lucid Law ensures that each client's individual needs are met. Whether you are a large corporation or an individual in need of debt relief, their team is dedicated to providing the best possible outcome in bankruptcy cases. Karina Lucid Law handles a variety of bankruptcy cases, including chapter 7, chapter 11, and chapter 13 bankruptcies for both individuals and businesses. They also offer representation for creditors in bankruptcy proceedings in New Jersey. With locations in Liberty Corner and Morristown, they serve clients in Elizabeth, Somerville, and surrounding communities.
1065 US-22 Suite 2B, Bridgewater, NJ 08807, United States -
PNC Private Bank
● OpenPNC Private Bank is a prestigious financial institution located at 454 New Jersey 28 in Bridgewater, New Jersey. As a part of the renowned PNC Financial Services Group, PNC Private Bank offers personalized wealth management services to high-net-worth individuals, families, and organizations. With a team of experienced financial advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning, or retirement planning, PNC Private Bank is committed to providing exceptional service and expertise to meet your needs. Visit us today to learn more about how we can help you reach your financial goals.
454 NJ-28, Bridgewater, NJ 08807, United States -
Michael Borodinsky Home Mortgage
● OpenMichael Borodinsky Home Mortgage is a reputable finance institution located at 200 Somerset Corporate Boulevard in Bridgewater, New Jersey. With years of experience in the mortgage industry, Michael Borodinsky offers a wide range of home loan options to help individuals and families achieve their dream of homeownership. From first-time homebuyers to experienced investors, our team of experts is dedicated to providing personalized and professional service to ensure a smooth and stress-free mortgage process. Contact us today to learn more about our competitive rates and flexible loan programs.
200 Somerset Corporate Blvd Suite 1003 & 1005, Bridgewater, NJ 08807, United States -
Paradigm Wealth Management,
● OpenParadigm Wealth Management is a reputable finance institution located at 1140 U.S. 22 in Bridgewater, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. At Paradigm Wealth Management, we strive to empower our clients to make informed decisions about their finances and secure a prosperous future.
1140 US-22 #103, Bridgewater, NJ 08807, United States -
Sacks & Associates, LLC
● OpenSacks & Associates, LLC is a reputable finance and insurance agency located at 1160 U.S. 22 in Bridgewater, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance products to help clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investments, or insurance coverage, Sacks & Associates, LLC is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and start securing your financial future.
1160 US-22 Ste 202, Bridgewater, NJ 08807, United States -
RPT Wealth Strategies
● OpenRPT Wealth Strategies is a leading financial institution located in Bridgewater, New Jersey, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Trust RPT Wealth Strategies to help you navigate the complexities of the financial world and secure a stable financial future.
Greymark at Bridgewater Bldg 1200 Rte. 22 E Suite 2000-D4, Bridgewater, NJ 08807, United States -
Insight Private Advisors LLC
● OpenInsight Private Advisors LLC is a finance institution located at 745 U.S. 206 in Bridgewater, New Jersey, United States. They offer personalized financial planning and investment management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Insight Private Advisors LLC provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, they are dedicated to providing expert guidance and support every step of the way. Trust Insight Private Advisors LLC to help you navigate the complexities of the financial world and secure your financial future.
745 US-206, Bridgewater, NJ 08807, United States -
The Investment Connection
● OpenThe Investment Connection is a finance institution located at 991 U.S. 22 in Bridgewater, New Jersey. Our team of experienced financial professionals is dedicated to helping clients achieve their investment goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, save for retirement, or plan for the future, we are here to provide guidance and support every step of the way. Contact us today to learn more about how we can help you make the most of your financial resources.
991 US-22, Bridgewater, NJ 08807, United States -
MS Group CPA LLC
● OpenMS Group CPA LLC is a leading accounting and finance institution located at 672 U.S. 206 in Bridgewater, New Jersey. Our team of experienced CPAs and financial professionals provide a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how MS Group CPA LLC can assist you with all of your accounting and finance needs.
672 US-206, Bridgewater, NJ 08807, United States -
Kaufman & Gumnic LLP
● OpenKaufman & Gumnic LLP is a reputable accounting and finance institution located at 475 North Bridge Street in Bridgewater, New Jersey, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Kaufman & Gumnic LLP for expert advice and personalized solutions to meet their financial needs.
475 N Bridge St #201, Bridgewater, NJ 08807, United States -
Hills Tax And Accounting, PC
● OpenHills Tax And Accounting, PC is a reputable accounting and finance institution located at 1200 U.S. 22 in Bridgewater, New Jersey, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, accounting, and financial planning. Clients can expect personalized and reliable assistance to help them manage their finances effectively. Hills Tax And Accounting, PC is dedicated to providing top-notch service to individuals and businesses in the area.
1200 US-22 #2000, Bridgewater, NJ 08807, United States -
Damiano Robert CPA
● OpenDamiano Robert CPA is a reputable accounting and finance institution located at 68 Finderne Avenue in Bridgewater, New Jersey, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach ensure that clients receive top-notch service tailored to their specific needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Damiano Robert CPA is the trusted partner you can rely on for all your accounting and finance needs.
68 Finderne Ave, Bridgewater, NJ 08807, United States -
Menon Accounting
● OpenMenon Accounting is a reputable accounting firm located at 9 Freeman Lane in Bridgewater, New Jersey. With a team of experienced and knowledgeable professionals, we provide a wide range of accounting services to individuals and businesses in the United States. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to delivering high-quality, personalized services to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.
9 Freeman Ln, Bridgewater, NJ 08807, United States -
Ahmed Shah, Bankers Life Agent
● OpenAhmed Shah, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. Specializing in life insurance policies, this institution offers personalized services to help clients secure their financial future and protect their loved ones. With a focus on customer satisfaction and expert advice, Ahmed Shah, Bankers Life Agent is dedicated to providing top-notch insurance solutions for individuals and families in the Bridgewater area. Contact them today to learn more about their services and how they can help you plan for tomorrow.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States -
Connor Moore, Bankers Life Agent
● OpenConnor Moore, Bankers Life Agent in Bridgewater, New Jersey offers a range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you compare Medicare Advantage plans to find the right coverage for you, with options that include prescription drug coverage and low monthly premiums. With the rising cost of healthcare and the need for long-term care becoming more prevalent, it's important to start planning for the future. Visit us at 440 U.S. 22 to start discussing your options today.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States -
Olalekan Ajayi, Bankers Life Agent
● OpenOlalekan Ajayi, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. Specializing in providing insurance products and services, the agency is committed to helping clients protect their financial future. With a focus on personalized service and tailored insurance solutions, Olalekan Ajayi, Bankers Life Agent is dedicated to helping individuals and families navigate the complexities of insurance coverage. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States -
Farmers Insurance - James Giordano
● OpenFarmers Insurance - James Giordano is an insurance agency located at 1200 Rte 22, Bridgewater, New Jersey, United States. As a local Farmers® agent in Martinsville, NJ, James Giordano helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, James Giordano is available to answer any questions and help you understand your options. Additionally, Farmers® offers competitive rates with multi-line insurance discounts for added savings. Protect your most valuable possessions with a home insurance quote or review your life insurance policy to provide financial support for your loved ones. Renters insurance, condo insurance, and business insurance packages are also available to customize your coverage. For outdoor enthusiasts, Farmers® offers recreational insurance options for motorcycles, boats, ATVs, and more. Contact James Giordano for personalized financial planning and secure your future today.
1200 Rte 22 suite 2000, Bridgewater, NJ 08807, United States -
Samson Schoenbrunn, Bankers Life Agent
● OpenSamson Schoenbrunn, Bankers Life Agent is an insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey. Specializing in providing life insurance products and services, Samson Schoenbrunn offers personalized and comprehensive coverage options to meet the needs of individuals and families. With a commitment to customer service and financial security, this agency is dedicated to helping clients protect their loved ones and plan for the future. Contact Samson Schoenbrunn, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in achieving your financial goals.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States -
Leonard Ramirez, Bankers Life Agent
● OpenLeonard Ramirez, Bankers Life Agent is a reputable insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. As a trusted representative of Bankers Life, Leonard Ramirez provides personalized insurance solutions to meet the diverse needs of individuals and families. With a commitment to excellent customer service and expert knowledge of insurance products, clients can trust Leonard Ramirez to help them navigate the complex world of insurance and secure their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Leonard Ramirez, Bankers Life Agent is dedicated to helping you find the right coverage for your unique needs.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States -
Mike Suastegui, Bankers Life Agent
● OpenMike Suastegui, Bankers Life Agent is a reputable insurance agency located at 440 U.S. 22 in Bridgewater, New Jersey, United States. Specializing in providing clients with personalized insurance solutions, Mike Suastegui offers a range of products from Bankers Life to meet individual needs and preferences. With a focus on customer satisfaction and financial security, clients can trust Mike Suastegui to provide expert advice and guidance in navigating the complexities of insurance. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Mike Suastegui, Bankers Life Agent is dedicated to helping you protect what matters most.
440 US-22 Ste 160, Bridgewater, NJ 08807, United States
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