TOP 10 Proactive wealth management in Montclair, New Jersey

Roundout Wealth Management Inc is a leading finance institution located at 14 Amelia Street in the vibrant city of Montclair, New Jersey, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Trust Roundout Wealth Management Inc to help you navigate the complexities of the financial world and secure a prosperous future.

Merrill Lynch Financial Advisor Todd J. Dates is a finance institution located at 1700 New Jersey 23, Wayne, New Jersey, United States. Todd Dates began his career in financial services in 1998 and has a bachelor's degree from Montclair State University. He believes in building successful client relationships through exemplary service, focusing on accuracy, responsiveness, and proactive communication. Todd, along with his wife and two sons, resides in Wayne and enjoys exercising and running. The institution offers personalized financial planning centered around clients' goals and priorities, with a focus on long-term success. Todd Dates is committed to helping clients navigate their financial future and achieve their goals by collaborating with other professional advisors. The institution believes in the power of a dedicated team of Merrill Lynch Wealth Management Advisors to help clients navigate the financial landscape. Todd Dates is registered to do business in various states and offers personalized investment strategies tailored to each client's unique needs and financial situation. Investing involves risk, and past performance does not guarantee future results. Clients are advised to consult their legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and financial planning services to help clients live their best financial life.

Dick Mitchell - Ameriprise Financial Services, LLC is a finance institution located at 28 Valley Road, Montclair, New Jersey, United States. The institution offers a range of certifications and designations for financial professionals to enhance their expertise and provide specialized services to clients. These certifications include 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on professionalism, ethics, and expertise in the field of finance.