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...
Nicholas LaVerghetta, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);NCM Capital Management, LLC is a fee-only, independent firm that provides financial planning, consulting, investment management and wealth manage ... See More
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
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...
Jordan Crowley, CFP
Martin Shenkman, CPA, JD, MBA
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...
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
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
MAIN & WALL IS AN FEE ONLY INDEPENDENT REGISTERED INVESTMENT ADVISOR WITH THE STATE OF NEW JERSEY. WE PROVIDE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES TO INDIVIDUALS AND SMALL BUSINESSES.
WE SPECIALIZE IN MODULAR PORTFOLIO CONSTRUCTION ... 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
Victoria Fillet Konrad, CFP
Blueprint Financial Planning is a SEC Registered Investment Advisor. The co-founders of Blueprint are Victoria Fillet Konrad and Richard Konrad both Certified Financial Planners ™.
Vicki is the former Chairman and ... See More
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
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
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
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