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Financial Planners Certified in Hazleton, New Jersey

Financial Pathways photos
Financial Pathways, Flanders
Flanders / New Jersey / United States
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At Financial Pathways, we work on a fee-only basis, meaning we’re not trying to sell you products to earn commissions. No hidden agendas. Our team of financial advisors includes Certified Financial Planners™, a Certified College Planning Specialist™, and a Cerified Divorce Financial Analyst.
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LPA Strategic Capital photos
LPA Strategic Capital, Freehold
Freehold / New Jersey / United States
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At LPA Strategic Capital, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team consists of experienced financial planners and administrative assistants based in New Jersey. Our experienced financial advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Visit our other office in Wall: 1924 Route 35 Suite 10A Wall, NJ 07719 Phone: 732-462-1180 Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment
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Baby Boomer Retirement Specialists photos
Baby Boomer Retirement Specialists, Roseland
Roseland / New Jersey / United States
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Access Wealth Planning, LLC is a boutique wealth management firm that practices a comprehensive approach to financial planning, investment management, and retirement planning. Completely independent, we view ourselves as our clients’ advocate, providing them with unbiased advice in line with their needs, goals, and risk tolerance. We work extensively with the baby boomer generation, developing financial plans and investment portfolios that will help them retire comfortably and achieve all of their personal and financial goals.
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Paul Perino - Ameriprise Financial Services, Inc. photos
Paul Perino - Ameriprise Financial Services, Inc., Vineland
Vineland / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Daniel Walsh - Ameriprise Financial Services, Inc. photos
Daniel Walsh - Ameriprise Financial Services, Inc., Margate City
Margate City / New Jersey / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Beneficial Capital Group - Ameriprise Financial Services, Inc. photos
Beneficial Capital Group - Ameriprise Financial Services, Inc., Freehold
Freehold / New Jersey / United States
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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Gara Wealth Management photos
Gara Wealth Management, Audubon
Audubon / New Jersey / United States
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At our firm, we have a deep rooted family history in financial services. Jasper Garagozzo the father of our founder Joseph Garagozzo began the tradition well over half a century ago when he started his first CPA firm. Joseph Garagozzo has proudly been at the helm of our current wealth management company for over a quarter of a century and continues to operate his own CPA practice in harmony with the wealth management organization. Josephs sisters Dawn and Mary are also a part of our team along with our newest addition Alana who is Josephs niece and an intern soon to graduate from James Madison University with a degree in finance. We believe our family approach to our organization enables us to develop uniquely strong and lasting relationships with our clients and their families. This relationship model in conjunction with our true independence with products and planning enables us to provide an extremely positive client experience.
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Smith & Associates photos
Smith & Associates, Flanders
Flanders / New Jersey / United States
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Your financial plan and investment strategies should be as unique as you are. That’s why we start every new client relationship by getting to know what matters most to you: your values, your dreams, and your goals. Our mission is simple: to help you navigate the financial landscape with clarity and confidence. We offer holistic financial advice and investment strategies to individuals, families, and business owners. As an independent financial advisory firm, we hold ourselves to the highest fiduciary standard.
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Patrick Mc Grory - Ameriprise Financial Services, Inc. photos
Patrick Mc Grory - Ameriprise Financial Services, Inc., Vineland
Vineland / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Thomas OConnell photos
Thomas OConnell, Rockaway
Rockaway / New Jersey / United States
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In today’s financial environment, you are constantly faced with threats to your economic well-being. The challenges you face on a daily basis will affect the quality of your life today and perhaps the lives of your children and grandchildren. Today, Americans are living longer. Their greatest fear is running out of money – many will ultimately outlive their savings. That’s why managing your financial affairs is so crucial. It is of the utmost importance that today’s Americans understand the importance of preserving their wealth and protecting their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market. This understanding requires a little bit of time, conviction, open-mindedness and a commitment (and willingness) to learn and change.
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Capriotti & Company photos
Capriotti & Company, Vineland
Vineland / New Jersey / United States
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Mike Capriotti is an independent financial advisor with offices in Vineland & Somers Point New Jersey, serving individuals and families in the New Jersey, Pennsylvania, and Delaware tri-state area. As an independent advisor, Mike is supported by LPL Financial, the nation’s largest independent broker/dealer*, providing state-of-the-art technology and a suite of customized services and resources. As a financial planner with a specialized expertise in estate planning and a holder of the Certified Estate PlannerTM (CEP®) designation, our role goes beyond putting together a financial plan and managing your assets. This makes our firm quite distinct from others in the industry.
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BB&T photos
BB&T, Vineland
Vineland / New Jersey / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Shannon Schiavo - Ameriprise Financial Services, Inc. photos
Shannon Schiavo - Ameriprise Financial Services, Inc., Freehold
Freehold / New Jersey / United States
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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients to understand whats most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Gariano Wealth Management photos
Gariano Wealth Management, Nutley
Nutley / New Jersey / United States
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At Gariano Wealth Management, we provide comprehensive wealth management services, and customized investment advisory solutions for individual clients, families, and small businesses. As independent financial advisors for over 25 years, we have the flexibility to recommend a broad spectrum of financial solutions solely with the client’s best interests in mind. Our mission is to establish long term relationships with our clients in a professional, trusting, and respectful manner while helping them reach their financial goals.
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Santander Bank - Closed photos
Santander Bank - Closed, Newton
Newton / New Jersey / United States
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This Newton branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.
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Joseph A Siragusa - Ameriprise Financial Services, Inc. photos
Joseph A Siragusa - Ameriprise Financial Services, Inc., Freehold
Freehold / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Erin Feldman Mendez - Ameriprise Financial Services, Inc. photos
Erin Feldman Mendez - Ameriprise Financial Services, Inc., Vineland
Vineland / New Jersey / United States
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The advisor listed is an Ameriprise financial advisor in Vineland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. You are hard-working and have abusy schedule. Just juggling your finances, family and friends can be a fulltime job. I believe a dedicated advisor who knows you, your finances and yourgoals can help lighten your load. Whether you are looking to save forretirement, planning to fund your childs education or are about to receive aninheritance, I can help you manage these complex situations. I can work withyou to develop a plan designed to suit your needs and goals. Once your plan isin place, I will help you track your progress and update the plan as your lifechanges so you can feel more in control of your financial future. Welcome toAmeriprise Financial, I am looking forward to working with you and helping youreach your goals.
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Nisivoccia photos
Nisivoccia, Mount Arlington
Mount Arlington / New Jersey / United States
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Nisivoccia & Company is an accounting and auditing practice firm. Its range of services includes accounting, auditing, financial planning, forensics, fraud prevention and management advising. The firms accounting services include operational reviews, feasibility studies and financial forecasts. It provides advisory services for wealth preservation, mergers and acquisitions, financial analysis, capital formation and conflict resolution. It also assists with audit, review and compilation of financial statements. Its clients include schools and colleges, government agencies, health care firms and nonprofit organizations. In addition, the firm prepares business, trust estate and individual tax returns. Nisivoccia & Company has locations in Randolph and Newton, N.J.
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Smith & Associates photos
Smith & Associates, Flanders
Flanders / New Jersey / United States
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Financial Planning and Investment Solutions Firm
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The Torres Investment Advisory Group photos
The Torres Investment Advisory Group, North Brunswick
North Brunswick / New Jersey / United States
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Kevin Torres joined LPL Financial in October of 2013 and is the Founder and Managing Member of the Torres Investment Advisory Group.
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