TOP 10 Wealth management in Passaic, New Jersey

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 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.

CJM Capital Management, LLC is a leading finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in investment management and financial planning, CJM Capital Management provides tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, clients can trust CJM Capital Management to provide expert guidance and personalized service. Contact them today to see how they can help you secure your financial future.

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 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 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 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.

Maria Alawi - State Farm Insurance Agent is an insurance agency located at 789 Hamburg Turnpike in Wayne, New Jersey. Situated at the corner of Valley Rd & Hamburg Turnpike, inside the Planet Fitness shopping center, Maria and her team are dedicated to helping and educating the public about insurance. Whether you need coverage for your first car, new home, business, or to protect your family and dreams, they are ready to assist you. Serving all of NJ and NY, they are located in Passaic County. Moving insurance can help you stay covered and protect your move, while driving safely with your pet is important for the safety of everyone traveling with you. Maria Alawi - State Farm Insurance Agent also provides tips to avoid the dangers of drunk driving. They prioritize the protection of your personal information and encourage you to reach out for assistance if needed.

D'Vazquez Tax Solutions is a reputable finance institution located at 66 Passaic Street in Garfield, New Jersey, United States. Specializing in tax solutions, they offer expert assistance in navigating the complex world of taxes and financial planning. With a team of knowledgeable professionals, D'Vazquez Tax Solutions is dedicated to providing top-notch services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, planning, or resolution, you can trust D'Vazquez Tax Solutions to provide reliable and efficient solutions tailored to your specific needs.

Marcel R. Wurms, Esq. is a reputable institution located at 335 Passaic Avenue in Lodi, New Jersey, United States. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance to individuals and businesses seeking assistance with their financial and legal matters. With a team of experienced professionals, Marcel R. Wurms, Esq. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you require assistance with tax planning, financial management, or legal representation, this institution is committed to helping you achieve your goals and navigate complex financial and legal issues with ease.

Haghi Law LLC is a reputable finance and legal institution located at 151 West Passaic Street in Rochelle Park, New Jersey, United States. With a team of experienced lawyers specializing in finance and legal matters, Haghi Law LLC offers expert advice and representation to clients in need of financial and legal assistance. Whether you are facing a complex financial issue or require legal representation, Haghi Law LLC is dedicated to providing top-notch service and achieving the best possible outcome for their clients.

Merchant Flow Financial is a finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. We specialize in providing a wide range of financial services to businesses and individuals, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking to start a new business, expand an existing one, or plan for your future, Merchant Flow Financial is here to help you every step of the way.

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.

Astorino Financial Group Inc is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Astorino Financial Group Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence set them apart in the industry, making them a trusted partner for all your financial needs.

Exotic Funding LLC is a finance institution located at 151 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in providing unique and innovative funding solutions, Exotic Funding LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Exotic Funding LLC is committed to providing personalized and tailored financial solutions to meet the needs of their clients. Whether you are looking for a loan, investment opportunities, or financial advice, Exotic Funding LLC is here to help you navigate the complex world of finance.

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., 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.

Polo Financial Consulting is a reputable accounting and finance institution located at 80 East Passaic Avenue in Nutley, New Jersey, United States. With a team of experienced professionals, Polo Financial Consulting offers a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Whether you are an individual or a business owner, Polo Financial Consulting is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure a stable financial future.

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.

Cornerstone Planning Group, LLC is an independent financial planning and investment management firm located at 350 Passaic Avenue in Fairfield, New Jersey. With almost two decades of experience, we specialize in providing financial clarity, confidence, and direction to our clients. Our focus is on your individual goals, your family, and your life, ensuring that your financial plan is tailored specifically to you. As an independent firm, we have no conflicts of interest and no pressure from a parent company, allowing us to serve you with complete transparency and dedication. Our goal is to help you achieve financial freedom, enjoy the life you desire, and leave a legacy you can be proud of. At Cornerstone Planning Group, we prioritize your needs above all else, offering guidance and support to bring clarity to your objectives, direction for your next steps, and confidence about your future. Your life is our priority, and we are committed to helping you reach your financial goals with unwavering dedication and personalized service.

Bankers Life, located at 365 West Passaic Street in Rochelle Park, New Jersey, is a finance, health, and insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. In addition, they also offer products from partner carriers like Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. Their agents can help you navigate through the various Medicare Advantage plans available to find the right coverage for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to plan ahead and have discussions with your loved ones.

Financial Principles is a leading finance institution located at 310 Passaic Avenue in Fairfield, New Jersey, United States. Our institution is dedicated to providing expert guidance and education on sound financial practices and principles. With a team of experienced professionals, we offer a wide range of services including financial planning, investment management, and retirement planning. Whether you are a seasoned investor or just starting out, our institution is committed to helping you achieve your financial goals and secure your financial future. Visit us today to learn more about how Financial Principles can help you make informed financial decisions.

Victoria McMahon Croce is a highly skilled Financial Advisor and Insurance Agent at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. located in Rochelle Park, New Jersey. With a focus on providing top-notch insurance options, Victoria and her team offer a wide range of products from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Recognized for her expertise and dedication, Victoria was awarded as a 2024 Top Women Financial Advisor at Bankers Life. Specializing in Medicare Advantage plans, Victoria can help you navigate the complex world of healthcare coverage to find the plan that best suits your needs. With Medicare Advantage offering comprehensive coverage, including prescription drug benefits and low monthly premiums, Victoria can guide you through the process to ensure you have the right plan in place.

Alperin & Associates is a reputable accounting and finance institution located at 375 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business, Alperin & Associates is dedicated to helping you achieve your financial goals with personalized and expert advice. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Northwestern Mutual Financial, located at 100 Passaic Avenue, Fairfield, New Jersey, United States, is a leading finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings and recognition for our exceptional customer experience, we offer a wide range of financial options tailored to your specific goals. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your desired lifestyle. Contact us today to start planning for a secure financial future with Northwestern Mutual Financial.

Quantkit Consulting LLC is a leading finance institution located at 777 Passaic Avenue in Clifton, New Jersey, United States. We specialize in providing expert financial consulting services to help our clients make informed investment decisions and maximize their returns. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are an individual investor or a corporate entity, Quantkit Consulting LLC is committed to helping you achieve financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Klara Leon - Raymond James is a reputable finance institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity and excellence, Klara Leon - Raymond James is committed to helping our clients secure their financial future.

Louis Tomasella - Raymond James is a reputable financial institution located at 365 West Passaic Street in Rochelle Park, New Jersey, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Louis Tomasella - Raymond James provides personalized solutions and expert advice to individuals and businesses alike. Whether you are looking to build wealth, plan for retirement, or secure your financial future, this institution is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Visit Louis Tomasella - Raymond James today to learn more about their services and how they can assist you in reaching your financial objectives.

Insys Consulting Services Inc is a finance institution located at 395 West Passaic Street in Rochelle Park, New Jersey, United States. They offer a wide range of financial services including consulting, advisory, and investment management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with financial planning, risk management, or investment strategies, Insys Consulting Services Inc is dedicated to providing top-notch service and expertise.

Diamond Club Credit is a prestigious financial institution located at 351 Passaic Street in Passaic, New Jersey, United States. Specializing in providing top-notch credit services, Diamond Club Credit offers a range of financial products and services to help individuals and businesses achieve their financial goals. With a reputation for excellence and personalized service, Diamond Club Credit is the go-to destination for those seeking expert financial guidance and support.