Wealth transfer tax in Voorhees Township, New Jersey

Independence Wealth is a finance institution located at 221 Laurel Road, Voorhees Township, New Jersey, United States. They offer comprehensive wealth management services for families and business owners, with a focus on retirement planning and tax optimization. Their Independence Wealth Blueprint™ plans are educational, strategic, and flexible, allowing clients to enjoy their lives without financial worries. The institution was founded with a mission to help individuals make informed financial decisions, regardless of the size of their assets. Independence Wealth Advisory Services LLC (“IWAS”) is a registered investment adviser offering services in New Jersey and other jurisdictions. The institution provides personalized investment advice and guidance to help clients reach their financial goals, whether it's funding their grandchildren's education, maintaining their lifestyle in retirement, or pursuing new hobbies. The institution offers a 7-step guide to help individuals prepare for retirement and transition smoothly into their post-career lifestyle.

John Rearden is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey. Specializing in finance, John Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. John Rearden is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, John Rearden is committed to helping clients achieve their financial goals.

William J McLeer is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. William J McLeer 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William J McLeer's expertise in wealth management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, high net worth clients, and those in special circumstances. With a commitment to ethical standards and continuous education, William J McLeer provides comprehensive and personalized financial advice to help clients achieve their financial goals.

Nick Fish - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1105 Laurel Oak Road, Voorhees Township, New Jersey, United States. The institution offers a range of certifications and designations such as 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 various aspects of financial planning and asset management, ensuring that advisors are well-equipped to provide expert advice to clients. With a commitment to ethics and professionalism, Nick Fish - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals achieve their financial goals.

Blackmon & Associates Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. Kenneth Blackmon, a Five Star Wealth Manager for 2024, leads the team in providing comprehensive financial planning services. They offer complimentary initial consultations and work with clients on estate planning and passing wealth to the next generation. The team can help clients navigate complex financial issues and provide clarity and peace of mind. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations. The institution cannot guarantee future financial results, but strives to help clients achieve their financial goals. With a focus on privacy and security, Ameriprise Financial Services, LLC is committed to providing excellent service to clients and their families.

Kenneth Barroway - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Kenneth Barroway is equipped to assist individuals with asset management, retirement planning, estate planning, and investment strategies. The institution also provides specialized services for domestic partners, seniors, those planning for retirement, and individuals going through divorce. Whether you are looking for guidance on fixed-rate and variable annuities, mutual funds, long-term care planning, or exit planning, Kenneth Barroway has the knowledge and experience to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Kenneth Barroway is dedicated to providing comprehensive and personalized financial solutions for all clients.

Steven Vitanza is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. Steven Vitanza holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter, and CFMA®. These certifications demonstrate Steven Vitanza's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Steven Vitanza is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Albert Brocious is a Financial Advisor at Ameriprise Financial Services, LLC located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. Albert 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®, CFP®, 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®. Albert specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and insurance products. With a commitment to ethical practices and ongoing education, Albert is dedicated to helping clients achieve their financial goals and secure their financial future.

Robert Greenwood is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Robert is a Certified Divorce Financial Analyst and a Certified Estate Planner™, demonstrating his dedication to providing comprehensive financial planning services. With a focus on helping clients make informed decisions, Robert offers specialized knowledge in areas such as fixed-rate and variable annuities, senior issues, and exit planning. His commitment to continuing education and ethical standards ensures that clients receive personalized and professional financial advice tailored to their individual needs.

SHM Financial Group, located at 1010 Haddonfield-Berlin Road in Voorhees Township, New Jersey, is a finance institution that specializes in retirement planning and asset management. As individuals approach retirement, they seek safety, security, and income features for their assets. At SHM Financial Group, we refer to these safe assets as "GREEN money", which may include cash, money funds, CDs, fixed annuities, and US Treasury securities. Our fee-based registered investment advisory firm platform allows us to guide clients in a fiduciary capacity, helping them achieve their financial goals such as income, growth, balance, and legacy planning. We focus on properly balancing riskier assets (RED money) with safe assets (GREEN money) to ensure a successful retirement.

Tobin Investment Planning LLC is a finance institution located at 93 Tenby Chase Drive in Voorhees Township, New Jersey. We specialize in providing personalized investment planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers expert guidance and tailored strategies to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Tobin Investment Planning LLC is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.

Joe Pisko, a financial advisor at Ameriprise Financial Services, LLC, is located at 1105 Laurel Oak Road in Voorhees Township, New Jersey. With a focus on providing personalized financial advice and planning services, Joe Pisko is registered in multiple states and offers consultations to discuss individual financial goals. Clients can access background and qualification information through FINRA's BrokerCheck website, and are assured of confidentiality and security through Ameriprise Financial's privacy and security center. Whether seeking advice on stock prices or long-term financial planning, Joe Pisko is dedicated to helping clients achieve their financial goals.

Welcome to "Ochir Shurugcheev - Financial Advisor, Ameriprise Financial Services, LLC," your trusted partner in financial planning and asset management. Conveniently located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, we are committed to guiding you through the complexities of financial planning with expertise and personalized service. As a dedicated financial advisor, Ochir Shurugcheev holds a range of prestigious certifications that reflect a deep commitment to ethical practices and comprehensive financial knowledge. With credentials such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Ochir is well-equipped to address diverse financial needs, from asset allocation and estate planning to investment opportunities for retirees and small business owners.