The 30 Best Senior financial assistance in Jersey City, New Jersey

Vertus Financial Services Inc is a reputable finance institution located at 10 Elmwood Avenue, Irvington, New Jersey, United States. With a team of experienced professionals, Vertus Financial Services Inc offers a wide range of financial services to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Vertus Financial Services Inc is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in Vertus Financial Services Inc for expert guidance and support in navigating the complexities of the financial world.

Fortress Financial is a reputable finance institution located at 609 Franklin Avenue in Nutley, New Jersey, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Fortress Financial is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Fortress Financial can help you navigate the world of finance with confidence.

Senior Reserve Group- Medicare Agency is a reputable health insurance agency located at 650 East Palisade Avenue in Englewood Cliffs, New Jersey, United States. Specializing in Medicare plans for senior citizens, this agency offers personalized assistance and guidance to help individuals navigate the complex world of healthcare coverage. With a team of experienced professionals, Senior Reserve Group- Medicare Agency is dedicated to providing top-notch service and ensuring that all clients have access to the best possible healthcare options. Whether you are looking for information on Medicare Advantage, prescription drug coverage, or supplemental insurance plans, this agency is here to help you make informed decisions and secure the coverage you need for a healthy and happy future.

Merrill Lynch Financial Advisor Christopher E Ashton is a finance institution located at 100 Somerset Corporate Boulevard, Bridgewater, New Jersey, United States. Christopher E Ashton is a Senior Financial Advisor and First Vice President with over 15 years of experience in the financial services industry. He assists clients in managing their individual wealth to meet their specific needs, offering a comprehensive approach that is tailored to each client's goals and aspirations. Community involvement is a key aspect of the institution's values, with a focus on volunteering and fundraising for non-profit organizations in New Jersey. The team is dedicated to helping individuals in need and making a positive impact in the community.

Jon Pardi - NMLS# 198550 is a senior mortgage consultant with Blue Rock Mortgage, located at 1120 Campus Drive in Marlboro, New Jersey, United States. With a focus on providing financial services, Jon Pardi is dedicated to helping clients navigate the mortgage process with ease. You can contact Jon Pardi at (732) 672-7073 or via email at the provided address. Blue Rock Mortgage, LLC is committed to ensuring accessibility for individuals with disabilities, investing resources to make their website user-friendly and inclusive. By clicking on the accessibility menu icon, users can access features designed to enhance their online experience. While efforts are ongoing to improve accessibility, some content may not yet meet the highest standards. At Blue Rock Mortgage, LLC, the belief is that everyone deserves equal access to financial services, regardless of ability.

Merrill Lynch Financial Advisor Ira Gewirtz is a senior financial advisor located at 2 Tower Center Boulevard, East Brunswick, New Jersey, United States. With over 35 years of experience in the financial services industry, Ira specializes in assisting retirees and individuals approaching retirement in determining their goals and risk tolerance. He works closely with clients during periods of financial transition, using his expertise to develop personalized investment strategies that focus on proper asset allocation. Prior to joining Merrill Lynch Wealth Management, Ira held positions at Bear Stearns and Smith Barney in lower Manhattan. Ira earned a BS in accounting from Brooklyn College and attended post-graduate studies at New York University. At Merrill Lynch Wealth Management, Ira and his team are dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans centered around the client's goals and priorities, adapting to changes in life and the financial markets. Through the Merrill Personal Wealth Analysis™, clients can build a customized plan to achieve their financial aspirations.

Merrill Lynch Financial Advisor Kharmia DeLemos Powell is a prestigious finance institution located at 7 Roszel Road, Princeton, New Jersey, United States. Led by Senior Vice President, Wealth Management Advisor Kharmia Powell, the team specializes in assisting individuals and families in determining their financial goals and implementing customized wealth management strategies. With a background in bond analysis and international consulting, Ms. Powell brings a wealth of experience to the institution. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial plans through Merrill Personal Wealth Analysis™ and work with clients to prioritize their goals, whether it be retirement planning, education funding, or estate planning. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can better understand each client's unique investment preferences and tailor their financial approach accordingly. With access to the global resources of Merrill and banking solutions from Bank of America, the team is committed to helping clients achieve their financial goals. From reviewing progress towards goals to discussing adjustments in the financial approach, Merrill Lynch Financial Advisor Kharmia DeLemos Powell is dedicated to helping clients navigate the complexities of their financial lives and pursue their aspirations.

Senior Care Specialists is a trusted insurance agency located at 281 206 Highway 79 in Marlboro, New Jersey. We specialize in providing comprehensive insurance solutions for seniors to ensure they receive the care and support they need as they age. Our team of experienced professionals is dedicated to helping seniors navigate the complex world of insurance to find the best coverage for their individual needs. Whether you are looking for long-term care insurance, Medicare supplemental plans, or other insurance options, Senior Care Specialists is here to help. Contact us today to learn more about how we can assist you in securing the insurance coverage you need for your golden years.

New Jersey Senior Tax Advisors, located at 2329 New Jersey 34 in Manasquan, New Jersey, is a reputable institution specializing in accounting and finance. Led by President Gregory Kuras, the institution focuses on tax planning and financial planning tailored to your goals and objectives. With a strong reputation in the Monmouth County area, Gregory specializes in maximizing retirement income and minimizing income taxes to help you achieve the lifestyle you desire. Through a personalized approach based on your individual needs and dreams, Gregory aims to build a relationship of communication and understanding. Offering complimentary meetings to explore how he can assist you, Gregory is a frequent seminar speaker in the Monmouth and Ocean County area, focusing on educating and assisting seniors with financial challenges. As a Registered Representative offering Securities through American Portfolios Financial Services, Inc., Gregory ensures that your investments are in good hands. New Jersey Senior Tax Advisors is dedicated to helping you achieve financial success and security.

Evan Ha, Bankers Life Agent and Bankers Life Securities Financial Representative in Toms River, New Jersey, offers a comprehensive range of insurance options provided by reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Evan Ha specializes in Medicare Advantage (Part C) plans, offering an all-in-one alternative to Original Medicare Parts A and B. With a focus on long-term care planning and the importance of being prepared for the future, Evan Ha is dedicated to helping clients make informed decisions and start planning for their next steps. Located at 1433 Hooper Avenue, Toms River, NJ, Evan Ha is ready to assist you with all your insurance and financial needs.

James Gammero - Prudential Financial is a trusted finance and insurance agency located at 120 Eagle Rock Avenue in East Hanover, New Jersey, United States. With a strong reputation for providing expert financial advice and top-notch insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment guidance, or insurance coverage, James Gammero - Prudential Financial is here to assist you every step of the way. Visit us today to experience our personalized service and commitment to excellence.

Jersey Trades Federal Credit Union is a trusted financial institution located at 205 Cherry Hill Road in Parsippany-Troy Hills, New Jersey. As a member-owned cooperative, we provide a wide range of financial services to our members, including savings accounts, loans, and other financial products. Our dedicated team is committed to helping our members achieve their financial goals and secure their financial future. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Rodrigo Oliva - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Franklin Turnpike, Ramsey, New Jersey, United States. The institution offers a range of services and certifications to meet the diverse needs of individuals seeking financial advice and planning. Rodrigo Oliva 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®.

Henry Di Iorio - Prudential Financial is a reputable finance and insurance agency located at 120 Eagle Rock Avenue in East Hanover, New Jersey, United States. With a strong focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Henry Di Iorio - Prudential Financial are here to assist you every step of the way. Visit their office today to learn more about their comprehensive services and personalized solutions.

Sasa Palavestra - Prudential Financial is a reputable finance and insurance agency located at 120 Eagle Rock Avenue in East Hanover, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance products, this institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The knowledgeable and experienced team at Sasa Palavestra - Prudential Financial is ready to assist clients with a wide range of financial planning and insurance needs, ensuring peace of mind and financial security.

Prudential | Peter Labate | Life Insurance & Financial Services is a reputable finance and insurance agency located at 642 Broad Street in Clifton, New Jersey, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, Prudential | Peter Labate is here to help. Contact us today to schedule a consultation and start building a secure financial foundation for you and your loved ones.

Karina Vega-Gonzalez - TD Wealth Financial Advisor is a reputable finance institution located at 4314 Bergenline Avenue in Union City, New Jersey, United States. As a dedicated financial advisor, Karina Vega-Gonzalez provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in wealth management and a commitment to client satisfaction, Karina Vega-Gonzalez is a trusted partner in helping individuals and families navigate the complexities of financial planning. Whether you are looking to invest, save for the future, or plan for retirement, Karina Vega-Gonzalez is here to provide professional advice and support every step of the way.

Prudential | Toni Cohen | Life Insurance & Financial Services is a reputable finance and insurance agency located at 11 Sunflower Avenue in Paramus, New Jersey, United States. With a focus on providing top-quality life insurance and financial services, our dedicated team is committed to helping clients protect their assets and secure their futures. Whether you are looking for comprehensive insurance coverage or expert financial advice, our experienced professionals are here to assist you every step of the way. Trust Prudential | Toni Cohen | Life Insurance & Financial Services to provide you with the personalized solutions you need to achieve your financial goals.

Norwood Financial Group LLC is a reputable insurance agency located at 21 Main Street in Hackensack, New Jersey. With a dedicated team of professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses in the local community. Whether you are looking for auto, home, life, or business insurance, Norwood Financial Group LLC is committed to helping you find the right coverage at the best possible rates. Contact them today to discuss your insurance needs and receive personalized assistance from their experienced agents.

Prudential | Lynn Crofton | Life Insurance & Financial Services is a reputable finance and insurance agency located at 30 Technology Drive South in Warren, New Jersey, United States. Specializing in life insurance and financial services, we provide personalized solutions to help individuals and families secure their financial future. With a commitment to excellence and customer satisfaction, our experienced team is dedicated to helping clients achieve their financial goals and protect their loved ones. Contact us today to learn more about our services and how we can assist you in planning for a secure tomorrow.

Merrill Lynch Financial Advisor Daniel M. Nigro, located at 2 Tower Center Boulevard in East Brunswick, New Jersey, is a finance institution under the TWN Wealth Management Group. With over 100 years of combined experience at Merrill Lynch and Bank of America, our team of ten members specializes in providing highly customized advice and service to business owners and affluent families. As of January 2024, we have managed over $1.9 Billion in client assets and liabilities and have been recognized on the Forbes "Best-in-State Wealth Management Teams" list for New Jersey in both 2023 and 2024. Our team believes in building strong client relationships based on trust and personalized service. We work closely with our clients to understand their goals and priorities, sitting on the same side of the table when making financial decisions. Utilizing the resources of Merrill and Bank of America, we create customized strategies to help clients achieve their short term and long term financial goals.

Prudential | Ankur Patel | Life Insurance & Financial Services is a trusted finance and insurance agency located at 515 Plainfield Avenue in Edison, New Jersey, United States. With a focus on providing comprehensive life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future. Whether you are looking for protection for your loved ones or planning for retirement, Prudential | Ankur Patel is here to assist you every step of the way. Contact us today to learn more about our personalized solutions tailored to your specific needs.

LTC Financial Partners is a leading health insurance agency located at 328 Ross Road in Paramus, New Jersey, United States. Our dedicated team of professionals specializes in helping individuals and families navigate the complex world of long-term care insurance. We provide personalized guidance and support to ensure our clients have the coverage they need to protect their health and financial well-being. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan for your needs.

Luis E Zuniga: Primerica - Financial Services is a reputable finance and insurance agency located at 240 Frisch Court in Paramus, New Jersey, United States. With a focus on providing top-notch financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Luis E Zuniga: Primerica - Financial Services are here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering personalized solutions tailored to meet your specific needs.

Prudential | Bowwei Ho | Life Insurance & Financial Services is a reputable finance and insurance agency located at 515 Plainfield Avenue in Edison, New Jersey, United States. With a focus on providing quality life insurance and financial services, our institution is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or assistance with financial planning, our experienced team is here to guide you every step of the way. Trust Prudential | Bowwei Ho | Life Insurance & Financial Services to provide you with the peace of mind and security you deserve.

Patrick Monahan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 83 South Street, Freehold, New Jersey, United States. With a focus on finance, Patrick has a wealth of experience and expertise to help clients achieve their financial goals. Each Ameriprise advisor has their own unique areas of focus, so you can find the approach that aligns best with your needs. By reviewing Patrick's background, credentials, and experience, you can feel confident in his ability to assist you with your financial planning. To get started, simply fill out the "Request consultation" form to connect with Patrick for a complimentary initial consultation. Take the first step towards securing your financial future with Patrick Monahan and Ameriprise Financial Services, LLC.

Gina Poepoe - Prudential Financial is a reputable finance and insurance agency located at 1 Tower Center Boulevard in East Brunswick, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Gina Poepoe - Prudential Financial 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, the experienced professionals at Gina Poepoe - Prudential Financial are here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.

Josh E Palestine - Financial Advisor, Ameriprise Financial Services, LLC, located at 14 Cliffwood Avenue West, Matawan, New Jersey, United States, is a finance institution that offers a wide range of financial services and expertise. The institution boasts various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and designations ensure that the advisors at Josh E Palestine are well-equipped to provide expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you are looking for help with asset management, estate planning, retirement planning, investment strategies, or any other financial need, the team at Josh E Palestine is dedicated to providing top-notch service and guidance.

Merrill Lynch Financial Advisor David De Cerbo is a finance institution located at 2 Tower Center Boulevard, East Brunswick, New Jersey, United States. David De Cerbo, Senior Resident Director - Wealth Management Advisor, Managing Director, has been in the financial services industry since 1998. He focuses on helping clients build a wealth management strategy tailored to their individual needs. By listening and assisting clients in making informed decisions, David aims to provide a comprehensive approach to managing wealth. At Merrill Lynch Wealth Management, the financial advisor prioritizes the things that matter most to clients - family, goals, and priorities. Through personalized investment strategies, David helps clients achieve their aspirations, whether it's planning for retirement, saving for a home, funding education, or passing on wealth to future generations. By understanding clients' goals and priorities, David can develop a financial approach that reflects their personality and helps address fluctuations in the market and changes in their lives.

Prudential | Ron Sgro | Life Insurance & Financial Services is a trusted finance and insurance agency located at 9 Julia Drive in Monroe Township, New Jersey, United States. With a focus on providing top-notch life insurance and financial services, this institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance coverage or assistance with financial planning, the experienced professionals at Prudential | Ron Sgro | Life Insurance & Financial Services are here to help you every step of the way. Contact them today to learn more about their comprehensive services and personalized solutions.