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TOP 30 Wealth advisors in Passaic, NJ
23 results found
Search for local businesses, places and services near you
Strategic Family Wealth Counselors, LLC
Strategic Family Wealth Counselors, LLC is a leading financial institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Our team of experienced advisors specializes in providing comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to estate and retirement planning, we are dedicated to helping families build and preserve their wealth for future generations. Trust Strategic Family Wealth Counselors, LLC to provide expert guidance and personalized strategies to help you achieve your financial goals.
People Wealth Matters, LLC
People Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.
Kevin Scott - Financial Advisor, Ameriprise Financial Services, LLC
Kevin Scott - Financial Advisor at Ameriprise Financial Services, LLC, located at 350 Passaic Avenue in Fairfield, New Jersey, offers personalized financial planning services to help clients achieve their goals. As part of Pio Costa & Associates and recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, Kevin Scott provides investment recommendations tailored to individual risk tolerance and objectives, whether it's retirement planning, education funding, or other financial milestones. Regular reviews and updates ensure that strategies adapt to life changes, while secure online access allows clients to track progress and communicate with Kevin easily. By scheduling a complimentary initial consultation, clients can explore how Kevin Scott can support their financial journey. Securities business is conducted with residents of properly registered states, as detailed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but strives to help clients navigate the market with confidence. Privacy and security are priorities at Ameriprise Financial, ensuring that client information is protected. Referrals are welcomed, and Kevin Scott looks forward to assisting friends and family members in reaching their financial objectives.
Michelle Russotto - Financial Advisor, Ameriprise Financial Services, LLC
Michelle Russotto, a financial advisor at Ameriprise Financial Services, LLC, is located at 350 Passaic Avenue in Fairfield, New Jersey, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise, we strive to provide personalized financial advice tailored to your individual needs and goals. Our financial advisors are registered to do business in specific U.S. states, so please check their personal website or FINRA’s BrokerCheck website for more details.
Lyle Weintraub, CFP - Wealth Advisor, Bleakley Financial Group
Lyle Weintraub, CFP - Wealth Advisor, located at 100 Passaic Avenue in Fairfield, New Jersey, is a finance institution specializing in wealth management. Serving clients nationwide, our team believes in the importance of listening, caring, customizing, and providing dedicated service to meet the unique needs of each individual or family. With a focus on building strong relationships and understanding the emotional aspect of wealth, we go beyond the numbers to create personalized financial plans that align with our clients' goals and desires. As Forbes Best-in-State Wealth Advisors for 2022 and 2023, we take a holistic approach to financial planning, taking into account short and long-term investment strategies, tax codes, estate planning, and risk management. Our team of experienced advisors works diligently to ensure clear communication and transparency throughout the planning process, making sure our clients feel comfortable and informed every step of the way.
Anthony Pio Costa IV - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Pio Costa IV - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. 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, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on education and expertise, Anthony Pio Costa IV - Private Wealth Advisor is dedicated to providing top-notch financial services to their clients.
SeaCrest Wealth Management, LLC
SeaCrest Wealth Management, LLC is a leading finance institution located at 330 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, SeaCrest Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, SeaCrest Wealth Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in SeaCrest Wealth Management to guide you towards a secure financial future.
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 201 West Passaic Street, Rochelle Park, New Jersey, United States. The institution offers a range of certifications and designations 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®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. The institution is dedicated to providing high-quality financial services to individuals and businesses, with a focus on ethical practices and personalized financial planning.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 165 Passaic Avenue in Fairfield, New Jersey, United States. As a branch of Wells Fargo, one of the largest financial services companies in the country, Wells Fargo Advisors offers a wide range of financial services and products to help individuals and businesses manage their money and investments. From retirement planning to wealth management, their team of experienced advisors are dedicated to helping clients achieve their financial goals. Additionally, the institution also provides convenient ATM services for quick and easy access to cash.
O'Keeffe Financial Partners
O'Keeffe Financial Partners is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our goal is to provide personalized financial solutions tailored to meet the unique needs and goals of each of our clients. Contact us today to schedule a consultation and start planning for a secure financial future.
Bleakley Financial Group
Bleakley Financial Group is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing personalized financial solutions, Bleakley Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bleakley Financial Group is committed to providing expert guidance and tailored solutions to meet your needs.
Zambito Financial Services Corp. / Matthew Zambito, CPA, CFP, MS
Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.
Lifelong Investments
Lifelong Investments is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. With a focus on helping individuals secure their financial future through smart investments, our team of experienced professionals offers personalized advice and guidance to help clients achieve their long-term financial goals. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Lifelong Investments is committed to providing the expertise and resources needed to make informed decisions and build a solid financial foundation for the future. Contact us today to learn more about how we can help you grow and protect your wealth for a lifetime.
Strata Capital
Strata Capital, located at 350 Passaic Avenue in Fairfield, New Jersey, is a finance institution dedicated to providing financial direction to help individuals live their best lives. With a focus on balance and clarity, the experienced wealth managers and financial planners at Strata Capital help clients make informed decisions that impact their future. By offering tools, resources, and information, Strata Capital aims to simplify the often daunting and complex world of finance for their clients. Trusted by those with busy lives, Strata Capital is committed to maximizing and protecting the hard-earned wealth of their clients. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.
BMS Financial Services
BMS Financial Services is a reputable finance institution located at 875 Main Avenue in Passaic, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Vaughan & Co. Securities, Inc.
Vaughan & Co. Securities, Inc. is a reputable finance institution located at 68 Passaic Street in Ridgewood, New Jersey, United States. With a strong focus on providing top-notch financial services, Vaughan & Co. Securities, Inc. offers a wide range of investment options and personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring a secure and successful financial future.
Laurie Gross - Raymond James
Laurie Gross - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. With a focus on providing top-notch financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Laurie Gross - Raymond James is dedicated to providing exceptional service and guidance to clients in navigating the complex world of finance. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Laurie Gross - Raymond James is committed to helping you secure a bright financial future.
Amy Harrison - Raymond James
Amy Harrison - Raymond James is a reputable finance institution located at 365 West Passaic Street, Rochelle Park, New Jersey, United States. With a strong commitment to providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Amy Harrison - Raymond James to provide you with the expertise and guidance you need to secure your financial future.
Chase ATM
Welcome to Chase ATM, conveniently located at 387 Passaic Avenue, Fairfield, New Jersey 07004. As part of the esteemed JPMorgan Chase & Co. family, our ATM offers a wide range of financial services to meet your banking needs. At Chase, we are committed to providing exceptional financial solutions and services. Our ATM allows you to perform a variety of tasks, including cash withdrawals, balance inquiries, and fund transfers, all designed to offer you convenience and accessibility.
Chase Bank
Welcome to Chase Bank, conveniently located at 387 Passaic Avenue, Fairfield, New Jersey 07004, United States. As a leading provider of financial services, Chase Bank offers a comprehensive range of banking solutions designed to meet your personal and business needs. Whether you're accessing our ATM services, managing your finances, or seeking expert guidance, our team of professionals is here to assist you every step of the way. Our Business Banking services provide personalized support from a dedicated team of specialists who can help you improve cash flow, find credit solutions, and efficiently manage payroll. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses.
Chase ATM
Welcome to Chase ATM located at 136 Passaic Street, Garfield, New Jersey 07026. As a trusted financial service provider, Chase offers a wide array of services designed to meet your banking needs. Our ATM is conveniently accessible to help manage your finances efficiently, whether you need to withdraw cash, check your balance, or transfer funds. At Chase, we are committed to supporting both individual and business banking needs. Our Business Banking team provides expert guidance to improve cash flow, offer credit solutions, and manage payroll. Additionally, we offer online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses.
Chase Bank
Welcome to Chase Bank, conveniently located at 620 Main Avenue, Passaic, New Jersey 07055. As a leader in the banking and financial services industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Whether you're looking for personal banking solutions, business banking services, or investment opportunities, we are here to help. Our branch provides a full suite of banking services, including access to ATMs, personal and business banking, and financial advisory services. With Chase Business Banking, you can benefit from expert guidance to enhance cash flow, secure credit solutions, and efficiently manage payroll. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.
Chase Bank
Welcome to Chase Bank, located at 136 Passaic Street, Garfield, New Jersey 07026. As a leading financial institution, we are committed to providing comprehensive banking and financial services tailored to meet the diverse needs of our clients. Whether you are looking for personal banking solutions or expert business banking advice, our team of professionals is here to guide you. At Chase Bank, we offer a wide range of services including ATMs, personal and business banking, and financial management solutions. Our Business Banking services are designed to help improve your cash flow, provide credit solutions, and manage payroll efficiently. We also offer online and mobile banking, business credit cards, and payment acceptance solutions specifically built for businesses.
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