TOP 30 Tailored tax consulting services in Montclair, New Jersey
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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 -
Vigilaire Tax And Financial Services
● OpenVigilaire 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 -
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 -
R&R Legal Advisors LLC
● OpenR&R Legal Advisors LLC is a reputable law firm located at 28 Valley Road in Montclair, New Jersey. Our team of experienced attorneys specializes in providing legal advice and representation in various areas of law, including business law, real estate law, estate planning, and more. With a commitment to delivering high-quality legal services tailored to meet the unique needs of our clients, we strive to achieve favorable outcomes in every case. Trust R&R Legal Advisors LLC to provide you with expert legal guidance and representation for all your legal needs.
28 Valley Rd Suite 1, Montclair, NJ 07042, United States -
Merrill Lynch Financial Advisor Todd J. Dates
● OpenMerrill 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 -
Roundout Wealth Management Inc
● OpenRoundout 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.
14 Amelia St, Montclair, NJ 07042, United States -
Freeman Law Center, LLC
● OpenWelcome to Freeman Law Center, LLC, your trusted partner in navigating the complexities of family law. Located at 28 Valley Road, Montclair, New Jersey, our firm is dedicated to providing compassionate and expert legal support during some of life’s most challenging times. Whether you’re facing a divorce, child custody battle, or other family law matters, our experienced team is here to guide you every step of the way. At Freeman Law Center, we understand that deciding to end a marriage can be one of the most stressful decisions you’ll ever make. Our mission is to relieve that stress by helping you through the legal process with professionalism and sensitivity. Our clients have praised our commitment to protecting their rights and ensuring the best possible outcomes for their families. We pride ourselves on our ability to listen, understand, and advocate fiercely for your needs.
28 Valley Road, Montclair, New Jersey 07042, United States -
Burton Cieri Del Sordi & Co
● OpenWelcome to Burton Cieri Del Sordi & Co, your trusted partner in accounting and financial services, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services designed to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial advisory services. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that help our clients achieve their financial goals.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
Leidl Maureen A CPA
● OpenWelcome to Leidl Maureen A CPA, your trusted partner in accounting and finance located in the heart of Montclair, New Jersey. Situated at 223 Lorraine Avenue, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community. With a commitment to accuracy, integrity, and personalized service, we offer a comprehensive range of accounting solutions tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experienced team is here to guide you every step of the way. At Leidl Maureen A CPA, we pride ourselves on building lasting relationships with our clients, ensuring their financial well-being and success.
223 Lorraine Avenue, Montclair, New Jersey 07043, United States -
Sturcke & Associates
● OpenWelcome to Sturcke & Associates, your trusted partner in accounting and finance, conveniently located at 209 Cooper Avenue, Montclair, New Jersey. With a commitment to excellence and personalized service, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting. At Sturcke & Associates, we understand the unique challenges you face and provide tailored solutions to meet your specific needs. Whether you are a small business owner seeking strategic financial advice or an individual looking for expert tax assistance, we are here to support you every step of the way. Visit us today and discover how we can help you navigate the complexities of accounting and finance with confidence and ease.
209 Cooper Avenue, Montclair, New Jersey 07043, United States -
Fortunato & Alampi LLC
● OpenWelcome to Fortunato & Alampi LLC Located in the heart of Montclair, New Jersey, Fortunato & Alampi LLC is your trusted partner in accounting and finance. Situated at 206 Bellevue Avenue, we specialize in providing personalized financial solutions to meet the diverse needs of our clients. Our team of experienced professionals is committed to delivering high-quality services that help individuals and businesses achieve their financial goals.
206 Bellevue Avenue, Montclair, New Jersey 07043, United States -
Krys Hall,CPA
● OpenWelcome to Krys Hall, CPA – Your Trusted Partner in Accounting and Finance Solutions Located at 34 Valley Road, Montclair, New Jersey, Krys Hall, CPA is your go-to destination for comprehensive accounting and financial services tailored to meet the unique needs of individuals and businesses alike. With a commitment to excellence and a personalized approach, we provide a wide range of services, including tax preparation, bookkeeping, financial planning, and business consulting.
34 Valley Road, Montclair, New Jersey 07042, United States -
State Farm Insurance
● OpenWelcome 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
● OpenWelcome 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
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