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Showing 1–36 of 36 results for

Financial Advisors Everywhere

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Wells Fargo Advisors LLC

1 Penn Plaza, 27th Floor
New York, NY 10119

917-351-2201
jason.lane@wellsfargoadvisors.com
http://www.wellsfargoadvisors.com/jason.lane
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Diplomas don't grow on trees either!

With college tuition and fee hikes regularly outpacing inflation, its never too early to start saving for higher education costs. Together we can explore a variety of savings vehicles, including 529 plans Coverdell Education Savings Accountants and UGMA/ UTMA accounts. Call today to find a strategy that's right for your family.

Wells Fargo Advisors' unique Envision planning process helps us to get to know your specific needs and goals in order to create your tailored investment plan. Monitoring your progress is easy. You'll always know if your on track to reach your financial goals. Find out how having an Envision plan can help you live the life you planned.

Wells Fargo Home Mortgages is ready to help you with financing options that include:

  • Fixed-rate mortgages. A fixed-rate mortgage provides predictable monthly principal and interest payments over the life of the loan.
  • Adjustable-rate mortgages. Typically has a lower initial interest rate than a fixed-rate mortgage, making your intial payments lower. After the introductory period, the interest rate adjust periodically based on a market index and may increase.
  • Jumbo mortgages. If you plan to purchase or refinance a high end property, our jumbo mortgage options can help you make the most of today's inviting home prices and historically low interest rates. Also, qualified customers can take advantage of expanded credit, debt and loan-to-value approval guidelines.
  • Construction-to-permanent loans. A construction-to-permanent loan helps you finance your new home from the ground up with construction financing plus permanent "end loan" financing.

Our unique Envison process helps you identify yur top priority goals and develop a plan designed to help you live your life the way you want. It also offers you the flexibility to adjust your priorities to account for any of life's changes, such as:

  • Increasing medical costs
  • Helping a child or grandchild afford higher education
  • Caring for an elderly parent and more

To find out how Envision can help ensure your investment plan keeps pace with your life, please contact me today.


Charles L. Lewis & Associates, CPA, PC

4323 Mundy Mill Road, Suite 100, P.O. Box 1287
Oakwood, GA 30566

770-287-8059
770-287-1253
charles@cllcpa.com
http://www.cllcpa.com
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Tax Services:

  • Tax Return Preparation for Individuals & Proprietorships
  • Tax Planning and Consulting
  • IRS Representation & Negotiations

Business Services:

  • New Business Start-ups
  • Business Plans
  • Business Valuations
  • Computer Systems & Software Consulting
  • Business Structure Planning
  • Business Loan Assistance
  • Incorporations
  • Account Services
  • Payroll Processing & Reporting
  • Monthly Bookkeeping
  • Financial Statement Compilation
  • Budgeting
  • Training in Peachtree & Quick Books

 

 


Wexler & Wexler, CPA'S, P.A.

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
201-930-9655
wexcpas@gmail.com
http://www.wexcpas.vpweb.com
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Specializing In:

  • Preparation and E-Filing of All Federal & State Income, Payroll, Sales, Estate & Exempt Organization Tax Returns
  • Accounting Services To Small & Mid-Sized Business Entities
  • Court Appointed In NJ For Matrimonial & Valuation Purposes
  • Licensed Securities & Life/ Health Insurance


BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

973-831-2188
973-831-2187
info@bewfinancialsolutions.com
http://www.bewfinancialsolutions.com
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BEW Financial Services

Bruce E. Weiner - President

Specialize in:

  • Life Insurance
  • Annuities
  • Individual & Group Health Insurance
  • Disability Insurance
  • Business Continuation Insurance
  • Long-Term Care Insurance
  • Medicare Insurance
  • Retirement Planning
  • College Planning 


Proven Results

Fort Lauderdale, FL 33308

954-684-6618 / 800-732-7704

Proven Results is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Discover innovative solutions to your financial puzzles

Be sure you do not own stocks in comapnies involved in abortion, pornagraphy, non-marrie lifestyles, etc.


Walker Financial Partners, LLC Insurance & Financial Services

31111 Agoura Rd., Ste. 100
Westlake Village, CA 91361

818-584-0606 / C: 818-602-6161
818-735-0510
aaronfreedman@financialguide.com
http://www.financialguide.com
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At Walker Financial Partners, LLC Insurance & Financial Services, we know how important it is to have confidence in your financial professional. That's why we workto earn your trust by delivering custom insurance solutions that can be adapted to fit your changing needs. And with access to MassMutual's range of quality insurance products, services and tools structured around their long term business philosophy, you can be sure the decision you make is a good one.

MassMutual. We'll help you get there.

 

  • Life Insurance
  • Retirement/401(K) Plan Services
  • Disability Income Insurance
  • Long Term Care Insurance
  • Annuities


Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

201-768-0218
201-768-6467
http://www.porrofinancial.com
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Michael J. Porro & Co. LLC is a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clutter means of assisting our clients in their financial decisions. In addition to our team of experienced planners we have
developed a network of individuals outside of our firm so that we can bring to the table expertise in all matters that concern one's finances. Our team approach means that clients receive more than a one-time, one-answer solution to problems. We deliver a comprehensive response to all matters before us. No financial question should be answered out of the context of our clients' complete situation.

We work to assist you in making your financial decisions. We don't look to usurp your role in managing your financial matters unless you wish us to do so. You can rely on us because we have practical experience, knowledge and work only for you. No one pays for our expertise but you. We sell no financial product. We sell only our expertise. We are a member of following professional financial service organization.

Our employees adhere to the ethical standards of the Institute of Certified Financial Planners Board of Standards and of The National Association of Enrolled Agents. You may find more information about these professional organizations by visiting CFP.net and NAEA.org.

CFP.net (Certified Financial Planner - To help you with your financial planning needs)

NAEA.org (National Association of Enrolled Agent - Tax matters)

You get both services at Michael J. Porro & Co.

Our Services:-

Over the years we developed a range of services to address all matters that have
 
anything to do with the day-to-day and long-range financial survival of an individual, family or business. These now include: retirement planning, investment management, estate planning, business services, taxes, insurance planning, employee benefits and debt management, amongst others.

We developed a means to deliver a series of standard services throughout the year to our clients so that we may, at all times, be prepared to answer any question that may arise. These include: our annual comprehensive review, retirement cash flow analysis, estate tax projections and review of estate plan, insurance review and needs analysis, income tax projections and preparation, qualified plans review, investment performance review and liability and debt service review. We have determined that when these services are rendered on a continual basis we are able to stay on top of pertinent issues and changes in the financial landscape for the benefit of our clients.


Our Services Include:-

Financial Planning

Tax Services

Estate Planning

Retirement Planning

Insurance Planning

Investment Management

Cash Flow Management and Bookkeeping

Business Management and Accounting


Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

201-712-0404 / 201-320-0914
201-712-0440
farcaroli@msn.com
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  • Financial Statement Preparation
  • Merge Companies
  • Due Diligence
  • General Accounting Management
  • Account Analysis
  • Reconciliation
  • Medical Centers
  • Hospitals
  • Private Practices
  • Outpatient Centers


F.S. Levett & Co

151 S. Main Street
New City , NY 10956

845-356-6599
845-356-8862
fslcpa@gmail.com
http://www.fslevettcpa.com
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  • Tax Planning & Preparation
  • Accounting Services
  • Individual/ Business Services
  • Financial Advisor
  • Bookkeeping
  • Payroll Services
  • Estates & Trusts
  • Sales Taxes
  • Corporation, LLC Formation
  • IRS Audits & Much More..........


Northwestern Mutual

115 W. Century Road, Suite 125
Paramus, NJ 07652

201-639-0635 / 201-835-6946
http://www.nmfn.com/thomasteel
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Who's Helping You Build Your Financial Future?

  • Asset and Income Protection
  • Investment Strategies
  • Personal Need Analysis
  • Education Funding
  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Trust Services
  • Insurances
  • Investments and Much More...

 


Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
201-455-6318
tranzsolutions@gmail.com
http://www.tranzbusinesscenter.com/qbcu
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A Member of TBC - Trade Business Center, A Diversified Group

  • Individual & Business Tax Services, IRS Problems
  • Financial Personal & Business Advising
  • Bookkeeping & Quickbooks Pro Adviser for 15 years
  • and Much More...


AXA Advisors

Two Datran Center: 9130 S. Dadeland Blvd., Suite 1400
Miami, NY 33156

305-670-4400 / 305-338-0036
305-670-3004
http://www.southflorida.axa-advisors.com
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Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our company and its affiliates are established leaders in financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

  • Fee-Based Financial Planning
  • Asset Management Accounts
  • Retirement Planning
  • Non-Fee Financial Needs Analysis
  • Mutual Funds
  • Wrap Fee Accounts
  • Estate Conversation Strategies
  • Variable Life Insurance
  • Buy-Sell Plans
  • Life, Disability, Income And Other Insurance
  • Life Insurance on a Key Person
  • 403(b) Plans
  • Asset Allocation Strategies
  • 401(k) and other Company Sponsored Plans

 


Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

201-342-2005
201-342-2095
cpalwm@gmail.com
http://www.lotuswealth.com
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LOTUS WEALTH MANAGEMENT is a CPA/strategic business advisory firm founded to provide customized financial and operational solutions to increase economic values of Institutions and Individuals. OUR FOCUS is to continuously ENHANCE and DEVELOP resources for our client. We strive to build effective long-term relationships based on ACCOMPLISHMENTS and TRUST.

  • Business and Personal Tax Planning & Preparation
  • IRS and State/ Local Tax Problem Resolution
  • Estate and Trust Tax Preparation
  • New Business Entity Formation
  • Bookkeeping & Payroll Services
  • Outsourced CFO/ Controller Services
  • Board Representation
  • Litigation Services


Trilogy Financial Services Inc.

26635 W. Agoura Road, #101
Calabasas, CA 91302

310-756-0600 Ext. 7205 / 818-444-7880 Ext. 3608
310-756-0321 / 818-444-7899
http://www.ronald-bernheim.com
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Trilogy Financial Services Inc. specializes in:

  • Financial Planning
  • Financial Solutions For Your Business
  • Estate Planning
  • Tax Planning

Please check out my website @ www.ronald-bernheim.com


Aviance Capital Partners

2180 Immokalee Road, Suite 301
Naples , FL 34110

866-942-1686 / 239-598-4747
239-598-4244
info@aviancepartners.com
http://www.aviancecapitalpartners.com
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Aviance Capital Partners is a private, owner-managed investment advisory firm based in Naples, FL. Our primary focus is building customized equity and fixed income portfolios for high net- worth individuals with a competitive edge in proprietary portfolio management and advice.

  • Estate Planning
  • Financial Planning
  • Investing


Mortgage Choice, Inc.- Mikhail D. Nisimov

99-53 65th Avenue
Rego Park, NY 11374

917-913-1296 / 718-459-6006
718-459-3334
mnisimov@gmail.com
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Need a mortgage? Don't waste time, come to me and I will help you find the right mortgage product to meet your requirements.

Free pre-approval and consultation.

My office hours are altered to fit your schedule. Enjoy a cup of coffee in our office, while I run numbers for you.

I can and will find custom solutions, provide credit counseling and offer pre-purchase recommendations.

With my personal attention you won't waste time and money. Guaranteed great service and convenient terms.

Mikhail D. Nisimov (NMLS ID: 774983)

Mortgage Choice (NMLS ID: 17121)


Nora Harris Agency- Allstate Insurance

2730 Mtn. Ind. Blvd., Suite 108
Tucker, GA 30084

770-939-2106
770-939-2091
noraharris@allstate.com
http://www.allstateagencies.com/noraharris/welcome
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Bundle and Save .... I can help you save time and money. 

Protecting more of your world with Allstate makes your life easier. And it can put more money in your pocket. Bundle policies for your car, home, boat, motorcycle, RV and more, Why wait? Call me today.


Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

973-772-5336
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Accounting & Bookeeping, Servicing Small Businesses, Investment Opportunities, Payroll Tax Services, Preparation Of Sales, Personal Budget, Tax Returns.


Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

201-797-1289 / 201-745-6831
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Start Saving For Your Retirement, Begin Funding Your Child's Education, Possibly Cut Your Life Insurance Costs, Lower Your Monthly Cash Outlay, Take Advantage Of Immediate Opportunities In Sales Marketing.


CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

201-342-0707
201-342-0701
cpa@cpa-professionals.com
http://www.cpa-professionals.com
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Personal Financial Planning, Retirement Planning, Tax Advantage Investment & More...


Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

609-452-1122
609-452-8585
azercpa@aol.com
http://www.azercpa.com
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Individual, Business, Exempt Organization, Income Taxes, Specializing In Academics, University Professors, Not-For-Profit Organizations, Financial Planning, Audits Of Not-For-Profit Organizations.


Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ http://www.bdlcpa.com

732-846-5454
732-846-7775
http://www.bdlcpa.com
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Complete Accounting & Tax Service For Individuals & Businesses, IRS Questions & Problems, Prior Year Returns, Retirement Plans, Taxes, New Business Start-Up, Accounting, Audits Of Organizations. Free Initial Consultation.


M.L.S. Mortgage Loan Specialists, Inc.

750 Broad St.
Shrewsbury, NJ 07702

732-747-2828 866-MLS-4YOU
732-747-4430
info@mlsloan.com
http://www.mlsloan.com
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Eric Goldstein, Elliot N. Bauer, Mark Zamkoff. Managing Directors East Coast Division. Lending Available In All 50 States/Off Credit Lending, Residential & Construction Loans, Lot Loans, No Doc. Loans, Interest Only Loans, No Income Verifications, Up To $5 Million. No Application Fee, Free Instant Pre-Qualification.


Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Julius D. Farber & Co., LLC

498 Bergen Boulevard
Ridgefield, NJ 07657

201-943-4500 / 212-986-1782
201-943-3507
bruce.s@jdfarbercpa.com
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Corporate And Personal Financial Planning, Estate Planning, Audit Services, Computerized Tax, Accounting & Bookeeping Services,


Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
877-825-2479
ben@taxbizpro.com
http://www.taxbizpro.com
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Welcome to Taxbizpro LLC, the premier CPA tax accounting firm for the NYC and NJ area.  Based out of Fair Lawn, NJ (Bergen County) Taxbizpro LLC provides comprehensive tax planning, accounting and financial consulting services to individuals, corporations, partnerships, LLCs’ and small businesses both within the United States and internationally.

  • Tax Preparation
  • CPA & Tax Accounting Services
  • Business Incorporation Tax Planning in NYC, NJ
  • Complete Payroll Services
  • Estate, Trusts and Assest Protection
  • Accounting


Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

973-428-9100
http://www.lpl.com/peter.neuberg
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Tax Planning & Preparation , Accounting Services For Small Or Large Business Owners, Investment Planning For Asset Accumulation & Wealth Preservation & Much More.


Taylor Accounting & Financial Services, LLC

155 Roseland Ave. 2nd Fl.
Caldwell, NJ 07006

973-228-9669
973-364-0888
jtaylor@tayloraccountingcpa.com
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Record Keeping & Reports, Tax Planning & Preparation, Investment Review, Financial & Estate Planning, Business Problems Solving, Computer Accounting Consulting, International Taxation.


Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

973-546-3333 / Cell: 862-703-1626
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Poltax LLC: Sabina Cyrulik- CPA

Specializes In:

  • Business and Individual Tax Returns
  • Retirement Counseling
  • Payroll 
  • Tax Returns
  • Retirement 
  • Financial Consulting
  • Taxes


Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

201-569-4088
201-569-2221
jeffrey.etzin@genworthrr.com
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Accounting Services, Individual & Business Tax Preparation, Tax Planning, Investments, Retirement Plans, College Planning, Life & Health Insurance, Long Term Care Insurance, Disability Insurance, Business & Strategic Planning.


Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

732-283-2120
732-283-2477
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Residential, Commercial. Purchase & Refinance Mortgages. High Loan-To-Value Ratios. No Income Verification Loans. FHA/HUD Direct Endorsement Loans, Hotel/Motel. Licensed Mortgage Banker NJ. Registered Mortgage Broker NY & PA.


Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

908-232-8977
908-232-9066
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Insurance, Estate Planning, Investments


Wells Fargo Advisors

2520 Northwinds Pkwy., Suite 200
Alpharetta, GA 30009

678-746-5611
http://www.hedrickfurr.wfadv.com
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Are you searching for a Financial Advisor? Experience the Wells Fargo Advisors difference. If you are looking for a financial advisor that stands apart from the crowd, come and see what makes us different. We offer comprehensive investment advice, a broad range of investment choices and dedicated personal services.


American Express Financial Advisors, Inc.

1120 Avenue Of The Americas, 19th Floor
New York, NY 10036

212-719-0099
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Financial Planning For: Retirement, Income Tax Management, Short & Long Term Goals, Education, Small Business Owners.


Aviance Capital Partners BEW Financial Solutions Charles L. Lewis & Associates, CPA, PC
Showing 1–36 of 36 results for Financial Advisors Everywhere