Risk management in Fort Lee, New Jersey
18 results found
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2200 Fletcher Avenue in Fort Lee, New Jersey, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management provides personalized financial strategies tailored to meet the unique needs and goals of each client. In addition to wealth planning advice, the branch offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, working closely with clients to create strategies designed to help them achieve their long-term objectives.
2200 Fletcher Ave, Fort Lee, NJ 07024, United States -
Merrill Lynch Financial Advisor Ofer Ouriel
● ClosedMerrill Lynch Financial Advisor Ofer Ouriel, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is dedicated to helping clients prioritize and pursue their financial goals. Ofer Ouriel, a Certified Plan Fiduciary Advisor, takes the time to understand each client's unique financial situation and personal priorities. The institution offers personalized wealth analysis to create a customized plan centered on the client's goals. With access to the global resources of Merrill, Ofer and his team provide personalized service and build strong client relationships based on trust. The focus is on helping clients manage, grow, and preserve their wealth while addressing changes in their lives and the financial markets. Through ongoing conversations and adjustments to the financial approach, the goal is to help clients achieve what matters most to them. The institution offers a range of financial services and solutions, tailored to each client's individual needs. Ofer Ouriel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation. Investing involves risk, and clients are encouraged to consult with their legal and tax advisors before making financial decisions. With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Ofer Ouriel is committed to helping clients achieve their financial aspirations.
2200 Fletcher Ave, Fort Lee, NJ 07024, United States -
Merrill Lynch Financial Advisor Richard Kang
● ClosedMerrill Lynch Financial Advisor Richard Kang, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, offers a personalized approach to help clients address all aspects of their financial lives. With a background in science and finance, Richard Kang has been in the financial services industry since 1993 and joined Merrill in 2018. The institution is actively involved in the community, supporting charitable organizations such as PCNJ and WPKPC. Through Merrill Personal Wealth Analysis™, clients can build a customized plan focused on their goals and priorities. The institution believes in understanding clients personally to help them achieve their financial goals, whether it's planning for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, Merrill can tailor the financial approach to align with the client's preferences. The institution emphasizes the importance of staying on track with financial goals, adapting to changes in life and the markets. With access to Merrill's investment insights and Bank of America's banking solutions, clients can work with Richard Kang to develop a strategy to meet their financial needs. The institution's mission is to understand each client individually and create a personalized plan to pursue financial goals while managing risk. By staying connected and regularly reviewing progress, Merrill Lynch Financial Advisor Richard Kang helps clients navigate the complexities of their financial lives.
2200 Fletcher Ave, Fort Lee, NJ 07024, United States -
Legacy Retirement Advisors, Inc.
● OpenLegacy Retirement Advisors, Inc. is a boutique financial services firm located at 2125 Center Avenue, Fort Lee, New Jersey. Specializing in retirement planning, our team is dedicated to creating personalized strategies for each client. Our focus is on retirement income planning, utilizing Social Security optimization, IRA distribution planning, and insurance strategies to develop tax-efficient retirement plans. We offer insurance products with guaranteed lifetime income and principal protection from market volatility, as well as investment strategies to increase retirement income and minimize risk. Our seminars have educated numerous individuals on these topics. Certified by the CFP Board and a member of MDRT, we are committed to upholding ethical standards and providing top-notch service. Investment advisory products are offered through AE Wealth Management, LLC, while insurance services may be provided by Hepner, Inc. or LaQuatra, Inc. We prioritize the financial security and well-being of our clients, ensuring they have the confidence to navigate their retirement years with peace of mind.
2125 Center Ave #606, Fort Lee, NJ 07024, United States -
A C Financial Advisory Group, LLC
● ClosedA C Financial Advisory Group, LLC is a finance institution located at 2125 Center Avenue in Fort Lee, New Jersey, United States. Our team of experienced professionals provides personalized financial advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, we are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.
2125 Center Ave Ste. 102, Fort Lee, NJ 07024, United States -
Merrill Lynch Financial Advisor Rajaa Halabi
● ClosedMerrill Lynch Financial Advisor Rajaa Halabi, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Specializing in high-net-worth families, individuals, and business owners, they offer proactive investment management, wealth planning, and risk management. With 44 years of combined experience, the team provides an institutional approach to investment and wealth planning, tailored to each client's unique goals and priorities. Their commitment to ongoing training and education ensures they can guide clients through the complexities of financial planning, retirement, wealth transfer, and more. Through one-on-one discovery meetings and the Merrill Personal Wealth Analysis™, they create personalized plans to help clients pursue their financial goals at every stage of life. By staying current with changes in the market and in clients' lives, they aim to help clients stay on track to achieve what matters most to them. With a focus on understanding clients' personalities and priorities, the team offers customized investment strategies and comprehensive financial solutions to address their needs and goals. Whether clients are focused on growing, preserving, or transferring wealth, Merrill Lynch Financial Advisor Rajaa Halabi is dedicated to helping them achieve their financial goals and live their best financial life.
2200 Fletcher Ave, Fort Lee, NJ 07024, United States -
Merrill Lynch Financial Advisor Michael E Gorsky
● ClosedMerrill Lynch Financial Advisor Michael E Gorsky is a leading finance institution located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Michael Gorsky has been recognized by Forbes in various categories such as "Best-in-State Wealth Management Teams" and "Top Next-Generation Wealth Advisors". At Merrill Lynch, Michael Gorsky focuses on understanding the full financial picture of his clients to create personalized wealth management strategies. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to pursue their financial goals while managing investment risk. The institution believes in building strong client relationships based on trust and personalized service.
2200 Fletcher Ave, Fort Lee, NJ 07024, United States -
Barun Advisors LLP
● ClosedBarun Advisors LLP is a reputable accounting and finance institution located at 158 Linwood Plaza in Fort Lee, New Jersey, United States. Our team of experienced professionals provides expert financial advice and assistance to individuals and businesses seeking to optimize their financial strategies. With a commitment to excellence and personalized service, Barun Advisors LLP is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn how we can help you navigate the complexities of accounting and finance.
158 Linwood Plaza #225, Fort Lee, NJ 07024, United States -
Lombardi N John
● OpenLombardi N John is a renowned health institution located at 1319 Anderson Avenue in Fort Lee, New Jersey, United States. With a focus on providing top-quality healthcare services, Lombardi N John offers a wide range of medical treatments and procedures to meet the needs of its patients. The institution is known for its experienced healthcare professionals, state-of-the-art facilities, and commitment to delivering personalized care to each individual. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Lombardi N John is dedicated to helping you maintain optimal health and well-being.
1319 Anderson Ave, Fort Lee, NJ 07024, United States -
Radiological Physics Associates
● OpenRadiological Physics Associates is a leading health institution located at 1530 Palisade Avenue in Fort Lee, New Jersey, United States. Specializing in radiological physics, the institution offers a wide range of services related to medical imaging and radiation therapy. With a team of experienced and highly skilled professionals, Radiological Physics Associates is dedicated to providing top-notch care and expertise in the field of radiology. Patients can trust in the quality and precision of services offered at this esteemed institution.
1530 Palisade Ave Apartment 28r, Fort Lee, NJ 07024, United States -
Dr Kulsuma Ahmed
● ClosedWelcome to All Health Medical Group, located at 240 Park Ave, Rutherford, New Jersey. Since our inception in 2021, under the leadership of Dr. Suhel Ahmed MD, CEO-President, we have committed ourselves to delivering exceptional healthcare that goes beyond expectations. Our mission is to provide comprehensive, convenient, and modern care accessible when you need it most. We take pride in being New Jersey's leading Board-Certified Weight Loss practice. Our skilled team, including doctors, nurse practitioners, and physician assistants, is dedicated to offering medical weight loss solutions and diet education tailored to your health goals. Our program features both in-person and virtual visits, with FDA-approved oral or injectable weight loss medications and dietician consultations covered by most insurances.
240 Park Ave, Rutherford, New Jersey 07070, United States -
Seri Kwon, MD
● OpenWelcome to the practice of Dr. Seri Kwon, MD, located at 1555 Center Avenue, Fort Lee, New Jersey. As a board-certified family medicine physician, Dr. Kwon is dedicated to providing comprehensive and compassionate care to her patients. Her primary clinical interests include adult health, women's health, cancer screening, chronic condition management, prevention, and wellness. Dr. Kwon earned her medical degree from St. George’s University School of Medicine in Grenada and completed her family medicine residency at Hackensack Meridian Health–JFK Medical Center in Edison, NJ. Fluent in both English and Korean, Dr. Kwon is committed to ensuring clear and comfortable communication with all her patients. She is known for her attentive and empathetic approach, taking the time to listen to her patients' concerns and working collaboratively to prioritize their needs. Her patients appreciate her flexibility, understanding, and the comprehensive explanations she provides regarding treatment options and health management.
1555 Center Avenue, Fort Lee, New Jersey 07024, United States -
Merrill Lynch Financial Advisor Isaac N Frankel
● ClosedWelcome to Merrill Lynch Financial Advisor Isaac N Frankel, located at 115 West Century Road, Paramus, New Jersey. As a dedicated financial advisor, Isaac N Frankel offers a unique blend of personalized attention and access to the comprehensive resources of Merrill and Bank of America. With over 25 years of investment management experience, Isaac is committed to understanding your financial goals and helping you achieve them through a tailored, goals-based wealth management process. Isaac provides a wide range of investment solutions and banking products, ensuring that each client's needs are met with the utmost care and precision. His approach begins with careful listening and understanding, crafting strategies that are as unique as the clients themselves. With ongoing tracking and reassessment, Isaac ensures that your financial plan evolves with changes in your life and the markets.
115 West Century Road, Paramus, New Jersey 07652, United States -
Chang Woo Yim - Prudential Financial
● OpenWelcome to Chang Woo Yim - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 400 Kelby Street, Fort Lee, New Jersey, we are committed to providing personalized financial solutions that help you achieve your goals and secure your future. Our experienced team specializes in a comprehensive range of services, including investment planning, retirement strategies, life insurance, and risk management. At Chang Woo Yim - Prudential Financial, we pride ourselves on our client-focused approach, ensuring that each plan is tailored to meet your unique needs and aspirations. Whether you're planning for retirement, protecting your family's future, or looking to grow your wealth, we are here to guide you every step of the way. Visit us today to discover how we can help you create a brighter financial future.
400 Kelby Street, Fort Lee, New Jersey 07024, United States -
Hee Kim - Prudential Financial
● OpenWelcome to Hee Kim - Prudential Financial, your trusted partner in financial and insurance solutions located in the heart of Fort Lee, New Jersey. Situated at 400 Kelby Street, our agency is dedicated to providing personalized financial guidance and comprehensive insurance services to meet the diverse needs of our community. At Hee Kim - Prudential Financial, we understand that financial planning and securing the right insurance coverage are crucial for achieving your long-term goals and peace of mind. Our experienced team is committed to helping individuals, families, and businesses navigate the complexities of financial management and risk protection.
400 Kelby Street, Fort Lee, New Jersey 07024, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 188-190 Main Street, Fort Lee, New Jersey 07024. As a leading provider in ATM, banking, and finance services, we are dedicated to meeting the diverse needs of our community. Please note that the following information is presented in English, and any online applications for Chase products will also be available exclusively in English. At Chase Bank, we offer comprehensive Business Banking services, providing expert guidance to enhance cash flow, develop credit solutions, and manage payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and tailored payment acceptance solutions designed to support your business needs.
188-190 Main Street, Fort Lee, New Jersey 07024, United States -
MetLife
● OpenWelcome to MetLife Insurance Agency, located at 400 Kelby Street, Fort Lee, New Jersey. We are committed to providing comprehensive insurance solutions to protect you and your family, all in one convenient place. At MetLife, safeguarding your information is our top priority, ensuring you feel secure and confident in your insurance choices. In today's digital age, we understand the importance of protecting against social engineering scams that target sensitive information. We are dedicated to educating our clients on how to recognize and prevent these threats, ensuring your peace of mind.
400 Kelby Street, Fort Lee, New Jersey 07024, United States -
HUB International
● ClosedWelcome to HUB International, your trusted insurance agency located at Bridge Plaza North, Fort Lee, New Jersey. As a proud part of HUB International Northeast, our Fort Lee office is renowned for hosting the “National Elevator Insurance Program,” a distinguished initiative that originated from JM Associates/Burnham Company. With a legacy spanning over 40 years, we specialize in crafting comprehensive insurance and risk management solutions tailored specifically for the elevator industry. Our National Elevator Insurance Program is a premier provider of insurance solutions, serving elevator contractors, inspectors, consultants, distributors, and manufacturers. We offer cost-effective insurance programs with broad coverage, customized to meet the unique needs of the elevator industry. Our dedicated team is committed to delivering excellent service, characterized by quick response times and unwavering dependability.
Bridge Plaza North, Fort Lee, New Jersey 07024, United States
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