Danna Jacobs, ADPA, CFP, MBA
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to a ... See More
Eagle Grove differs from traditional wealth management firms that require large account minimums; we have no minimums! Many of these traditional firms are designed to serve baby boomers that are nearing retirement or already retired. Eagle ... See More
My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.
I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integra ... See More
The Shulman Law Group is based in New Jersey and have represented clients throughout the United States and worldwide, thus earning a national and international reputation as being the best immigration attorneys in business. Our lawyers travel to foreSee More...
David Dowd, CFP, EA
I provide comprehensive and unbiased fee-only financial advice, where the value of my services exceeds the fee I charge.What!?...Let me describe in a little more detail. Comprehensive I work with you to understand all aspects of ... See More
Jordan Crowley, CFP
We're dedicated to making sure that when you have a windfall, it works for you. This isn’t just my job, it’s a personal mission. Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before theSee More...
Martin Shenkman, CPA, JD, MBA
Jennifer Faherty, CFP
The mission of Financial Wealth-being is to provide clients with the education and practical tools they need to be able to make smart money choices that are right for them. We provide financial guidance in a way that is accessib ... See More
George Kiraly, CFP, MBA
LodeStar Advisory Group, LLC is an independent, fee-only, boutique wealth management firm committed to helping individuals and business owners achieve their long-term financial goals.
We combine asset management with compreh ... See More
Jeffrey Waters, CFP
I started OFC ("order from chaos") Financial Planning, LLC in 2005. My practice involves comprehensive financial planning and investment management for high net worth individuals. Many of my clients work in the financial services ... See More
As a leading provider of wealth management services, Taylor Financial Group, LLC (TFG) specializes in serving affluent women and their families, high net worth families, and small business owners. We are located in Franklin Lakes, NJ, and we serve maSee More...
Robert Solimano, CFP
Angel Oak Financial Services, LLC is a fee-only Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. The firm was found ... See More
A full service wealth and investment management firm. We provide group benefits for medium to small sized organizations. We accept fiduciary responsibility, placing our clients' interests before our own.
401k, 403b, 457 Individual Account Manage ... See More
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