Wealth transfer tax in Passaic, New Jersey

Lampis Wealth Management is a finance and insurance agency located at 785 Totowa Road in Totowa, New Jersey, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, protect your assets, or plan for the future, Lampis Wealth Management is here to provide you with expert advice and tailored solutions. Contact us today to learn more about how we 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.

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.

The Stolarz Wealth Management Group at Morgan Stanley is a leading financial institution located at 150 Clove Road in Little Falls, New Jersey. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. With a focus on building long-term relationships based on trust and integrity, we strive to provide exceptional service and tailored solutions to meet your unique needs. Contact us today to schedule a consultation and start planning for a brighter financial future.

Romei Wealth Management LLC is a premier financial institution located in Wayne, New Jersey. Specializing in accounting and finance services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, Romei Wealth Management LLC is the trusted partner for individuals and businesses seeking sound financial advice and strategic planning. Visit us at 1 Old Newark Pompton Turnpike to learn more about how we can help you manage and grow your wealth.

Planned Giving Advisors, located at 12 Bradford Ave, Passaic, NJ 07055, is your go-to legal expert for hassle-free estate planning and ensuring your assets are protected and secure. We understand that every client's situation is unique, and we are here to listen and provide tailored solutions that meet your specific needs. Our planned giving service is designed to be comprehensive and cost-effective, covering all aspects including legal advice, marketing strategies, and personalized coaching. Our primary goal is to empower nonprofit staff to develop a strategic approach tailored to their unique circumstances. We guide you through the challenges of implementing your program and are always ready to step in and assist you in closing a planned gift successfully.

Asset Advocates, LLC is a finance institution located at 41 Vreeland Avenue in Totowa, New Jersey, United States. Specializing in asset management and financial advocacy, they offer personalized services to help clients make informed decisions about their investments. With a team of experienced professionals, Asset Advocates, LLC provides comprehensive financial solutions tailored to individual needs and goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, they are dedicated to helping you achieve financial success.

Beylerian & Associates, LLC is a reputable finance and legal institution located at 291 Crooks Avenue in Clifton, New Jersey, United States. Specializing in providing expert financial and legal services, our team of professionals is dedicated to helping our clients navigate complex financial matters and legal issues with precision and care. With a commitment to excellence and integrity, Beylerian & Associates, LLC is your trusted partner for all your finance and legal 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.

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.

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.

Welcome to Hanse Anderson LLP, your trusted partner in planning and settling estates for private clients. Conveniently located at 2035 Hamburg Turnpike, Wayne, New Jersey, we specialize in providing comprehensive accounting, finance, and legal services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to guiding you through the complexities of estate planning with precision and care. Whether you require assistance with estate administration, tax planning, or legal counsel, Hanse Anderson LLP is here to ensure your peace of mind and secure your legacy for future generations. Discover personalized solutions and unparalleled expertise at Hanse Anderson LLP, where your financial and legal well-being is our top priority.

Welcome to Whitlock Canter LLC: Your Trusted Estate Planning Partner in Paramus, NJ Located at 15 East Midland Avenue in Paramus, New Jersey, Whitlock Canter LLC is a distinguished law firm specializing in accounting, finance, and legal services with a focus on estate planning, estate administration, and elder law. Serving the vibrant community of Bergen County and beyond, our firm is dedicated to helping clients secure their financial futures and protect their hard-earned assets.

Welcome to the Law Offices of James C. Zimmermann, your trusted partner in navigating the complexities of finance and law. Conveniently located at 73 Mountainview Boulevard, Wayne, New Jersey, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of each client. With a deep understanding of financial law, we offer expert guidance and representation to individuals and businesses alike, ensuring that your rights and interests are protected. At the Law Offices of James C. Zimmermann, we pride ourselves on our personalized approach and commitment to excellence. Our experienced team is well-versed in a wide range of financial legal matters, including estate planning, tax law, business formation, and more. We are passionate about delivering clear, practical solutions that help our clients achieve their goals.

Welcome to Artusa Law Firm PC, your trusted legal partner located at 3 Hoover Avenue, Passaic, New Jersey. Specializing in finance and legal services, our firm is dedicated to providing expert guidance and personalized solutions to meet your unique needs. With years of experience in the legal industry, our team of skilled attorneys is committed to delivering exceptional service and achieving the best possible outcomes for our clients. At Artusa Law Firm PC, we understand the complexities of financial law and are here to help you navigate through any challenges you may face. Whether you're dealing with corporate finance, estate planning, or personal financial matters, our knowledgeable lawyers are equipped to offer you comprehensive advice and representation.

The Law Firm of Benjamin Eckman, located at 73 Mt. View Blvd in Wayne, New Jersey, specializes in Elder Law & Estate Planning. Benjamin D. Eckman, Esq. is a trustworthy and knowledgeable attorney who focuses on helping clients plan for their family's future. With offices in Union, Hackensack, and Wayne, Benjamin and his team offer services such as probate and estate administration, disability and retirement planning, guardianship, asset protection, and more. They also provide guidance on Medicaid planning, special needs estate planning, Veterans Aid and Attendance benefits, and other legal matters related to elder care. With over 20 years of experience, Benjamin Eckman is dedicated to offering effective plans for his clients' futures and stays up to date on all new laws concerning the elder population. Clients praise his professionalism, expertise, and ability to provide clear guidance throughout the legal process. If you are in need of legal eldercare services, the Law Firm of Benjamin Eckman comes highly recommended for their excellent service and support.

Family Financial Centers is a leading finance institution located at 50 Monroe Street in Passaic, New Jersey. Our dedicated team of financial experts is committed to providing top-notch services to help families achieve their financial goals. Whether you need assistance with budgeting, saving, investing, or managing debt, we are here to help. Visit us today to learn more about our comprehensive range of financial services and start on the path to financial success.

Smith Joel CPA is a reputable accounting and finance institution located in Woodland Park, New Jersey, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a small business owner, Smith Joel CPA is dedicated to helping you achieve your financial goals and ensuring your financial success. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Welcome to Bursik David H E, your trusted legal partner located in Wayne, New Jersey. Situated at 401 Paterson Hamburg Turnpike, our practice is dedicated to providing exceptional legal services to the community. As an experienced lawyer, David H E Bursik is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you through every step of the legal process. At Bursik David H E, we prioritize clear communication, integrity, and achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and let us help you navigate your legal challenges with confidence and expertise.

Welcome to The Palm Oaks Group at Morgan Stanley, your trusted partner in financial success, located in the heart of Little Falls, New Jersey. At The Palm Oaks Group, we are dedicated to helping you navigate the complexities of the financial world with confidence and ease. Our team of experienced financial advisors is committed to providing personalized strategies tailored to your unique goals and aspirations. Whether you're planning for retirement, investing in your future, or managing your wealth, we offer a comprehensive range of services designed to meet your needs. As part of the prestigious Morgan Stanley network, we leverage cutting-edge resources and insights to deliver exceptional financial solutions.

Gregory Avallone is a financial institution located at 1720 New Jersey 23 in Wayne, New Jersey, United States. This institution offers convenient ATM services for customers looking to access their funds easily. With a focus on providing efficient and secure financial transactions, Gregory Avallone is a trusted destination for all your banking needs.

Nick Palmieri - Wells Fargo Advisors is a reputable financial institution located at 1 Marshall Hill Road in West Milford, New Jersey. As a branch of Wells Fargo Advisors, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With experienced financial advisors like Nick Palmieri, clients can expect personalized investment strategies and expert advice to navigate the complexities of the financial market. Whether you are looking to invest, plan for retirement, or manage your wealth, Nick Palmieri - Wells Fargo Advisors is dedicated to providing top-notch financial solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Mary-Ann Abida, located at 1700 New Jersey 23, Wayne, New Jersey, United States, is a finance institution that offers personalized wealth management services. Mary-Ann Abida and her team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Mary-Ann focuses on helping clients achieve their financial goals by creating customized plans tailored to their needs and priorities. The institution offers the Merrill Personal Wealth Analysis™ to develop personalized financial strategies, utilizing the global resources of Merrill and the banking convenience of Bank of America. With a focus on understanding clients' investment personalities and goals, Mary-Ann works to ensure that their financial strategies adapt to life changes and market conditions. By providing ongoing support and guidance, Mary-Ann helps clients navigate financial transitions and make informed decisions to pursue their goals. With a commitment to putting clients first, Mary-Ann and her team strive to provide the latest investment insights, tips, and strategies to help clients live their best financial lives. Mary-Ann Abida is registered to do business in multiple states and holds certifications in financial planning and divorce financial analysis. Investing involves risk, and clients should consult with legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Miguel A Munoz, located at 1700 New Jersey 23, Wayne, New Jersey, United States, offers personalized wealth management advice and guidance to affluent families, corporate executives, professionals, business owners, and institutions. With a team structure that combines the intimacy of a small financial boutique with the vast resources of Merrill, Miguel Munoz focuses on meeting long-term expectations while minimizing risk and preserving capital during market volatility. Holding multiple prestigious designations in the financial industry, Miguel is dedicated to building long-term relationships with clients, spanning generations and market cycles. The institution's Goals-Based Wealth Management process helps clients identify their goals, structure their wealth, align assets, and maintain a disciplined investment approach. By getting to know clients personally and understanding their priorities, Miguel Munoz creates customized financial strategies to help them achieve their long-term objectives. With a focus on helping clients navigate through wealth management, estate planning, business succession, and more, Merrill Lynch Financial Advisor Miguel A Munoz provides comprehensive financial solutions to address the needs and goals of individuals and institutions.

Rolston Financial Solutions, Inc. is a top-rated finance and real estate agency located at 84 Vreeland Avenue in Paterson, New Jersey. Our team of experienced professionals is dedicated to providing expert financial advice and real estate services to our clients. Whether you are looking to invest in property or secure a loan, Rolston Financial Solutions, Inc. is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in navigating the complex world of finance and real estate.

Merrill Lynch Financial Advisor Tom Rocco, located at 1700 New Jersey 23, Wayne, New Jersey, United States, is a finance institution with over 20 years of experience in senior-level marketing, management, and sales positions. Tom Rocco specializes in understanding the financial opportunities and challenges facing successful corporate executives and owners of private enterprises. He values getting to know his clients well, listening closely to their aspirations and concerns. Tom believes in clear and transparent communication, helping clients build strategies for achieving milestones, sustaining retirement lifestyles, and assisting future generations. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Planning Counselor, CRPC® designation. Tom's personalized approach focuses on helping clients achieve their goals, whether it's transferring wealth, pursuing passions, or staying informed. By utilizing the Investment Personality Assessment, Tom customizes financial approaches to align with each client's unique goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Tom works with clients to develop strategies to address their financial needs. He believes in staying in touch with clients, reviewing goals and progress, and making adjustments as needed to help them achieve what matters most. As a Merrill Lynch Wealth Management Advisor, Tom is dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to pursue their goals. Tom is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Christopher Falconer, located at 1700 New Jersey 23, Wayne, New Jersey, United States, offers personalized wealth management strategies tailored to your specific financial goals. With a deep understanding of your financial picture, Falconer can create a flexible strategy to navigate changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their goals through personalized wealth management strategies. Falconer is committed to participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Falconer can build a personalized plan centered on your goals and aspirations. By engaging in conversations with clients, Falconer helps identify and prioritize their most important financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment helps Falconer understand clients' investing preferences and customize financial approaches accordingly.

The Langan Group at Morgan Stanley is a renowned financial institution located at 150 Clove Road in Little Falls, New Jersey, United States. With a strong reputation for providing top-notch financial services, The Langan Group offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for retirement planning, estate planning, or investment advice, the experienced professionals at The Langan Group are committed to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Noble Planning is a reputable finance institution located at 26 Evelyn Drive in West Milford, New Jersey, United States. Our dedicated team of financial experts is committed to providing personalized financial planning services to help clients achieve their goals and secure their financial future. With a focus on integrity and professionalism, Noble Planning offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Trust Noble Planning to guide you towards a brighter financial future.