Professional investment management in Montclair, NJ
25 results found
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Investment Centers of America
● OpenInvestment Centers of America is a financial institution located at 505 Bloomfield Avenue in Montclair, New Jersey. As an ATM and finance center, we specialize in providing a wide range of investment services to help individuals and businesses achieve their financial goals. Our experienced team of financial advisors is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Investment Centers of America is here to help you every step of the way. Visit us today to learn more about our services and how we can help you secure your financial future.
505 Bloomfield Ave, Montclair, NJ 07042, United States -
GD Financial Management
● ClosedGD Financial Management is a leading finance institution located at 24 Carolin Road in Montclair, New Jersey, United States. Our team of experienced professionals provides expert financial management services to individuals and businesses, helping them achieve their financial goals. Whether you need assistance with investments, retirement planning, or budgeting, GD Financial Management is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
24 Carolin Rd, Montclair, NJ 07043, United States -
Steven Snoha - State Farm Insurance Agent
● ClosedSteven Snoha - State Farm Insurance Agent is a reputable insurance agency located at 23 Church Street in Bernards, New Jersey. Owned by Steven Snoha, a graduate of Montclair State University, this agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and State Farm Financial Services. With a dedicated team of professionals, they are also available to assist small business owners with Commercial Insurance quotes. Recognized for their outstanding service, the agency has received several State Farm awards including Ambassador Travel qualifier, Honor Club recipient, and Chairman's Club recipient. The team is committed to helping clients create Personal Price Plans that fit their budget and needs. They offer various communication options such as phone, email, video chat, and walk-ins for convenience.
23 Church St, Basking Ridge, NJ 07920, United States -
87 Pine Street LLC
● Open87 Pine Street LLC is a reputable institution located at 87 Pine Street in Montclair, New Jersey, United States. Our institution is known for providing top-quality services to our clients and customers. We offer a range of services including real estate management, property development, and investment opportunities. Our team of experienced professionals is dedicated to ensuring the success of our projects and the satisfaction of our clients. Visit us at 87 Pine Street to learn more about how we can assist you with your real estate needs.
87 Pine St, Montclair, NJ 07042, United States -
Merrill Lynch Financial Advisor Todd J. Dates
● ClosedMerrill 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.
1700 NJ-23 Suite 200, Wayne, NJ 07470, United States -
Bautis Financial
● ClosedBautis Financial is a reputable finance institution located at 8 Hillside Avenue in Montclair, New Jersey, United States. We specialize in providing comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to helping clients navigate the complexities of personal finance and make informed decisions about their money. Whether you are planning for retirement, saving for college, or building wealth for the future, Bautis Financial is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
8 Hillside Ave Suite LL1, Montclair, NJ 07042, United States -
Andrew Sorger
● ClosedAndrew Sorger is a finance institution located at 33 Plymouth Street in Montclair, New Jersey, United States. As a Financial Advisor, Financial Services Executive, and Investment Advisor Representative, Andrew is dedicated to helping individuals, families, and small businesses build, grow, and protect their wealth and financial futures. With a comprehensive approach, Andrew helps clients define their financial goals and objectives, working together to create a long-term plan to meet these goals. Andrew, who was born and raised in Montclair, has a background in finance, capital markets, and investment management. He graduated with honors from Drew University and holds an MBA in Finance from Columbia University Business School. Andrew also holds the RICP designation (Retirement Income Certified Professional®) and teaches financial education at major US companies.
33 Plymouth St Suite 205, Montclair, NJ 07042, United States -
Murnick Financial Group
● OpenMurnick Financial Group is a finance institution located at 141 Gordonhurst Avenue in Montclair, New Jersey, United States. With a focus on providing comprehensive financial services, Murnick Financial Group offers a range of solutions to help clients achieve their financial goals. From investment management to retirement planning, the experienced team at Murnick Financial Group is dedicated to providing personalized and professional service to each client. Whether you are looking to grow your wealth or secure your financial future, Murnick Financial Group is here to help you every step of the way.
141 Gordonhurst Ave, Montclair, NJ 07043, United States -
Dick Mitchell - Ameriprise Financial Services, LLC
● OpenDick 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.
28 Valley Rd Suite 1, Montclair, NJ 07042, United States -
Sara Koshan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenSara Koshan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 491 Bloomfield Avenue in Montclair, New Jersey, United States. Sara holds multiple 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®. Sara specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Sara is committed to helping clients achieve their financial goals and maximize their wealth management opportunities. Contact Sara Koshan today for expert financial advice and personalized investment strategies.
491 Bloomfield Ave Ste 104, Montclair, NJ 07042, United States -
Raymond James
● OpenRaymond James is a reputable finance institution located at 209 Cooper Avenue in Montclair, New Jersey, United States. With a strong presence in the financial services industry, Raymond James offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, Raymond James is dedicated to providing top-notch financial solutions tailored to each client's unique needs. With a team of experienced professionals, Raymond James is committed to delivering exceptional service and expert guidance to help clients navigate the complexities of the financial world.
209 Cooper Ave # 8A, Montclair, NJ 07043, United States -
Vigilaire Tax And Financial Services
● ClosedVigilaire Tax And Financial Services is a reputable institution located at 29 Northfield Avenue in West Orange, New Jersey, United States. Specializing in accounting, finance, and legal services, we cater to individuals and businesses looking for expert guidance in managing their financial affairs. Our team is dedicated to providing personalized solutions to meet your specific needs and help you maximize your returns. With years of experience in the industry, we have built a strong reputation for delivering top-quality advisory services tailored to each client's unique financial situation. Our clients have consistently praised our expertise and professionalism, and we are confident that you will have a positive experience working with us.
29 Northfield Ave 2Nd Floor, West Orange, NJ 07052, United States -
Delia Michael
● OpenDelia Michael is a reputable institution located at 11 South Fullerton Avenue in Montclair, New Jersey. Specializing in accounting and finance, Delia Michael offers top-notch services to individuals and businesses in need of financial expertise. With a team of highly skilled professionals, this institution is dedicated to providing accurate and reliable financial advice, planning, and management. Whether you are looking for assistance with tax preparation, budgeting, or investment strategies, Delia Michael is committed to helping you achieve your financial goals. Visit them today to experience their exceptional services firsthand.
11 S Fullerton Ave # 1, Montclair, NJ 07042, United States -
G&L and Sons Renovations LLC
● ClosedWelcome to G&L and Sons Renovations LLC Located at 135 Roseland Avenue, Caldwell, New Jersey, G&L and Sons Renovations is your trusted partner for transforming your home into a space that truly reflects your lifestyle. Serving homeowners throughout Montclair and the surrounding communities, we bring a deep understanding of local architectural styles and neighborhood nuances to every project we undertake. Whether you're updating a historic home or modernizing a newer property, our commitment to quality and meticulous attention to detail ensures exceptional results.
135 Roseland Avenue, Caldwell, New Jersey 07006, United States -
Murphy General Contractors
● ClosedMurphy General Contractors: Your Trusted Partner in Construction Excellence Welcome to Murphy General Contractors, where superior craftsmanship meets exceptional service. Located at 10 Village Plaza, South Orange, New Jersey, we proudly serve the Essex, Union, and Morris County areas. With over 35 years of experience, we specialize in both commercial and residential construction, offering a comprehensive range of services to bring your vision to life.
10 Village Plaza, South Orange, New Jersey 07079, United States -
State Farm Insurance
● ClosedWelcome to State Farm Insurance, your trusted insurance agency located at 216 Old Tappan Road, Old Tappan, New Jersey 07675. We are committed to helping you protect what matters most – your family, your belongings, and your financial well-being. Our dedicated agent, Joe Rubino, is here to assist you with all your insurance needs and help you create a personalized coverage plan that fits your lifestyle and budget. Auto Insurance: We offer a variety of auto insurance options tailored to your needs, whether you're a new driver, business traveler, or collector. With safe driving rewards, bundling options, and discounts available, you can save more while ensuring comprehensive coverage. Please note that all auto insurance quotes are provided through our agents. Call us during business hours to create your Personal Price Plan.
216 Old Tappan Road, Old Tappan, New Jersey 07675, United States -
Dan DeSimone - State Farm Insurance Agent
● ClosedWelcome to Dan DeSimone - State Farm Insurance Agent, your trusted partner in Englewood, New Jersey for all your insurance needs. Conveniently located at 105 North Dean Street, our agency is dedicated to providing you with personalized insurance solutions to protect what matters most to you—your family, assets, and future. At Dan DeSimone's agency, we understand the importance of saving money while ensuring comprehensive coverage. Our team is here to help you customize a Personal Price Plan that fits your lifestyle and budget. Whether you need auto insurance, home insurance, renters insurance, or coverage for your recreational vehicles, we have a range of options designed to meet your specific needs. Enjoy potential savings with safe driving rewards, bundling options, and various discounts.
105 North Dean Street, Englewood, New Jersey 07631, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 1 Normal Avenue, Montclair, New Jersey 07043, United States. As a trusted financial service provider, we offer a wide range of banking solutions tailored to meet your needs. Whether you're managing personal finances or seeking business banking services, our ATM is here to support your financial journey. At Chase, we provide comprehensive business banking solutions with expert guidance to help improve cash flow, offer credit solutions, and manage payroll efficiently. Our services include online and mobile banking, business credit cards, and payment acceptance solutions specifically designed for businesses.
1 Normal Avenue, Montclair, New Jersey 07043, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 600 Valley Road, Montclair, New Jersey 07043. As a leading provider in the banking and finance industry, we offer a comprehensive range of services to meet your financial needs. At this branch, you can access a full suite of banking services including ATMs, personal and business banking solutions, and financial management guidance. Our team of experienced business professionals is dedicated to helping you improve cash flow, provide tailored credit solutions, and efficiently manage payroll. We also offer online and mobile banking services for your convenience, as well as business credit cards and payment acceptance solutions designed specifically for businesses.
600 Valley Road, Montclair, New Jersey 07043, United States -
Chase ATM
● OpenWelcome to the Chase ATM located at 600 Valley Road, Montclair, New Jersey 07043, United States. As a premier financial service provider, Chase offers a range of banking and financial solutions to meet your personal and business needs. Our Montclair location provides convenient access to Chase’s trusted financial services. Whether you need to withdraw cash, check your account balance, or make deposits, our ATM is available to serve you efficiently. Additionally, our comprehensive Business Banking services are designed to support local businesses in Montclair. Our team of dedicated business professionals can assist you in improving cash flow, offering credit solutions, and managing payroll effectively.
600 Valley Road, Montclair, New Jersey 07043, United States -
Valley Bank
● ClosedWelcome to Valley Bank, your trusted financial partner located at 604 Valley Road, Montclair, New Jersey. As a leading provider of banking and financial services, we are dedicated to serving the diverse needs of our community with excellence and integrity. At Valley Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions. Our state-of-the-art ATM facilities provide convenient access to your accounts 24/7, ensuring you can manage your finances with ease and flexibility. Whether you're looking to save for the future, secure a loan, or simply manage your daily financial transactions, our team of experienced professionals is here to help you every step of the way. Visit Valley Bank today and discover the difference of personalized banking service that puts you first.
604 Valley Road, Montclair, New Jersey 07043, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 19 North Fullerton Avenue, Montclair, New Jersey 07042. As a trusted financial service provider, Chase offers a wide range of banking and financial solutions tailored to meet your needs. Whether you're looking to manage personal finances or seeking comprehensive business banking services, Chase is here to assist you. Our ATM services provide easy access to your accounts, allowing you to perform transactions such as cash withdrawals, deposits, and balance inquiries with ease. For business clients, Chase offers specialized guidance to enhance cash flow, credit solutions, and payroll management. Take advantage of our robust online and mobile services, business credit cards, and payment acceptance solutions designed to streamline your business operations.
19 North Fullerton Avenue, Montclair, New Jersey 07042, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 19 North Fullerton Avenue, Montclair, New Jersey 07042. As a premier provider of financial services, Chase Bank offers a comprehensive range of banking and financial solutions to meet your needs. Whether you're looking for personal banking services, business banking solutions, or wealth management advice, Chase is here to help. Our Montclair branch provides a full suite of services, including ATMs for quick cash withdrawals and deposits, as well as in-branch services for more personalized assistance. With Business Banking at Chase, you can benefit from the expertise of our dedicated team of professionals who are committed to helping you improve cash flow, manage payroll, and find the right credit solutions for your business. We also offer tailored services such as online and mobile banking, business credit cards, and payment acceptance solutions to support your business growth.
19 North Fullerton Avenue, Montclair, New Jersey 07042, United States -
Jessica E Palatucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jessica E Palatucci - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 75 Midland Avenue, Montclair, New Jersey. As a distinguished finance expert, Jessica E Palatucci brings a wealth of knowledge and specialized credentials to help clients achieve their financial goals. Jessica holds multiple prestigious certifications, each reflecting a commitment to excellence and ethical standards in financial advisory services. With an AAMS™ certification, Jessica is skilled in applying investment concepts to real-world asset management scenarios, focusing on asset allocation, investment strategies, and estate planning. Her expertise extends to serving domestic partners through the ADPA™ designation, which encompasses wealth transfers, federal taxation, and retirement planning.
75 Midland Avenue, Montclair, New Jersey 07042, United States -
TD Bank
● ClosedWelcome to TD Bank Montclair, your local partner in banking and financial services. Conveniently located at 233 Bloomfield Avenue, Montclair, New Jersey, our branch offers a comprehensive suite of services to meet all your banking, finance, and investment needs. At TD Bank, we believe in providing personalized service with a human touch. Our dedicated Relationship Managers and team of wealth professionals are here to guide you through private banking, credit, investment, and financial planning. Work with a TD Financial Advisor to create a detailed Client Profile and develop a customized TD Wealth Plan that aligns with your unique financial goals.
233 Bloomfield Avenue, Montclair, New Jersey 07042, United States
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