Investment Advice
Manta has 1,525 businesses under Investment Advice in New Jersey
Featured Company Listings
3
(1)
25 DeForest Avenue, STE 308
Summit, NJ
(212) 935-0755
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Fixed-income Portfolio Management
Investment Advisory Services
Granite Springs Asset Management LLC is a SEC registered investment advisory firm specializing in tactical ETF, absolute return, and fixed-income strategies.
We work with private clients, family offices, insurance companies, foundations, pension plans and other institutional investors. We also provide sub-advisory services to other investment advisors and financial consultants.
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Life Insurance
Whole Life Insurance Plans
Variable Life Insurance Plans
Term Life Insurance Plans
Mortgage Life Insurance Plans
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Categorized under Financing Consultants
How to sell your structured payments?
Some of the valid reasons that may make someone want to sell structured settlement is when he/she needs a lump sum money to use immediately for instance to pay off a debt, to start or invest in a business, to repair or buy a home, to fund a college education, etc.
The process of selling structured settlement is not difficult and it involves some simple steps. Normally, it takes an average of 45 days for one to receive the payment after signing the contract. It is however important to note that every purchase transaction is different because every state has its own laws that regulate the transactions. In some instances, one may even qualify for an immediate cash advance to help him/her through a tough time.
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Managed Futures Accounts
Commodity Trading
Futures Trading
CTA
We open and trade Managed Futures Accounts. Diversify your investment portfolio with managed futures. Performance is uncorrelated to stock market. We deal only with Qualified Eligible Persons (QEPs).
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Life Insurance, Disability Ins. LTCI
Portfolio Analysis And Design
Financial Services
Retirement Planning Services
Estate Planning Management
Investment Advisory Services:
* Asset allocation modeling
* Individual portfolio strategies
* Premier investment managers
* Ongoing reporting & monitoring
* Financial planning
Estate Planning & Wealth Transfer:
* Estate tax reduction strategies
* Tax-advantaged wealth transfer
* Income protection planning
* High-Net-Worth Tax Planning
* Estate liquidity needs
Insurance Planning:
* Life insurance strategies
*Disability Income Insurance
*Long Term Care Insurance
Business Planning & Executive Benefits:
* Buy-sell agreements
* Profit sharing, 401 (k), and defined benefit plans
* Combination & hybrid plans
* Life insurance strategies
*COLI
*Retirement Plan Consulting
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Investment Management
Trustee Services
Wealth Management
Elder Care Solutions
Estate Planning
With over 30 years' experience, our team of financial planners and financial advisors operate on three very simple principles - communication, objectivity and trust. Based in Cherry Hill New Jersey, our services include investment and asset management, trustee and estate settlement services catering to retired and soon-to-be retired individuals.
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Financial Planning Services
Real Estate Investment Services
Business Financial Services
Jakob Pek Fund was established by seasoned financier, Emma Levin, a former executive who designed financial products and systems for Goldman Sachs and major investment firms in New York City.
Jakob Pek HYIP Fund offers the ability to invest the capital with high yield interest secured by collateral to accredited investors. Accredited investors have the opportunity to invest into a non-institutional, Limited Partnership, with minimum $10,000.00 USD and earn up to a 6.5% interest rate.
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Categorized under Investment advisory service
Experience unparalleled financial care with Banyan Wealth Management & Financial Planning, a trusted New Jersey company since 2001. Our journey began with a vision for personalized and intimate wealth management. The Banyan tree symbolizes our core values: Education, Compassion, Vision, Discipline, and Persistence, which reflect the strength and growth we aim for each client. Our approach starts with understanding your 'why' and shaping a financial future that protects and enriches your family's
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Categorized under Investment advice
Welcome to AccuTax Services, LLC, your trusted financial partner in Warren, NJ. We specialize in providing comprehensive and personalized solutions including Fractional CFO services, Accounting, Payroll Services, Individual Tax Preparation, and Business Consulting. Whether you're an individual seeking expert tax guidance or a business aiming to streamline your financial operations and strategy, our dedicated team is here to support your success with accuracy, integrity, and exceptional service.
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Categorized under Retirement Planning Services
Leonard Financial Solutions offers expert guidance in retirement planning, financial planning, and seamless Medicare transitions for seniors and businesses. Our comprehensive services encompass wealth growth, asset protection, and tailored solutions to ensure a secure financial future.
All Company Listings
CLAIMED
Life Insurance
Whole Life Insurance Plans
Variable Life Insurance Plans
Term Life Insurance Plans
Mortgage Life Insurance Plans
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Categorized under Financial Planning Consultants
EPA Financial Services, Corp. is a family run financial planning firm servicing all of New Jersey since 1977. We are an independent financial planning firm who treat our clients like our own family. We are independent which means we are not tied to any one company or product. Your family's finances are our family's business
1187 Lakewood Farmingdale Road
Howell, NJ
(732) 640-5740
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Categorized under Financial Advisory Services
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Categorized under Financial Advisory Services
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Categorized under Retirement Planning Services
Clarity Wealth Management is a company committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
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Categorized under Financial Advisory Services
Integrity Tax & Financial is a full-service financial firm committed to helping people pursue their financial goals. The firm offers a wide range of financial products and services to individuals and business owners.
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Categorized under Financial Advisory Services
Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
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Categorized under Financing Consultants
How to sell your structured payments?
Some of the valid reasons that may make someone want to sell structured settlement is when he/she needs a lump sum money to use immediately for instance to pay off a debt, to start or invest in a business, to repair or buy a home, to fund a college education, etc.
The process of selling structured settlement is not difficult and it involves some simple steps. Normally, it takes an average of 45 days for one to receive the payment after signing the contract. It is however important to note that every purchase transaction is different because every state has its own laws that regulate the transactions. In some instances, one may even qualify for an immediate cash advance to help him/her through a tough time.
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Categorized under Financial Planning Consultants
IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families, and institutions. We pride ourselves on providing unbiased, conflict free advice where the interestsof our clients always come first. The firm rests on three pillars: clarity, consistency and conviction.
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Categorized under Investment advice
EzAlts is a resourceful platform for individuals and companies engaged in the Alternative Investments industry. It serves investors, advisors, asset managers, and servicers by helping them cut through the noise and gain access to unbiased information. By leveraging provided communication and collaboration tools at an affordable cost, EzAlts facilitates greater transparency, ultimately equipping users with the necessary resources to make smarter decisions when it comes to buying, selling, and servicing alternative investments.
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Categorized under Investment advice
233 Mount Airy Road, Suite 203
Basking Ridge, NJ
(908) 443-7040
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Categorized under Financial Advisory Services
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Categorized under Financial Advisory Services
2001 US-46 Suite 506, Parsippany, NJ 07054, USA
Parsippany, NJ
(973) 394-1069
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Categorized under Investment Counselors
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Wealth Management, Employee Benefits, Investment Planning, Retirement Planning, Estate Planning
Associates of Cornerstone Financial Group, Inc. provides a wide range of retirement/estate planning, employee benefits/executive compensation programs, personal insurance and investment* strategies to help maximize professional and personal financial goals. For more than 31 years, businesses and affluent individuals have depended on Cornerstone Financial Group, Inc. Our associates are knowledgeable individuals who are eager to serve you and your needs. While each member of Cornerstone Financial Group, Inc. serves a specific area of financial need, they interact with other associates to provide a full range of services with a minimum of duplication. We welcome an opportunity to provide specific, detail, and dynamic planning ideas to assist you in attaining your financial objectives.
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Categorized under Financial Advisory Services
With so many possibilities for financial planning, it can be hard to choose the right solution for you. At https://AnnuityRatesNJ.com, we provide a great foundation to learn about the best solutions for your retirement planning. Get the information you need to be successful. Visit us online today.
CLAIMED
Managed Futures Accounts
Commodity Trading
Futures Trading
CTA
We open and trade Managed Futures Accounts. Diversify your investment portfolio with managed futures. Performance is uncorrelated to stock market. We deal only with Qualified Eligible Persons (QEPs).
CLAIMED
Life Insurance, Disability Ins. LTCI
Portfolio Analysis And Design
Financial Services
Retirement Planning Services
Estate Planning Management
Investment Advisory Services:
* Asset allocation modeling
* Individual portfolio strategies
* Premier investment managers
* Ongoing reporting & monitoring
* Financial planning
Estate Planning & Wealth Transfer:
* Estate tax reduction strategies
* Tax-advantaged wealth transfer
* Income protection planning
* High-Net-Worth Tax Planning
* Estate liquidity needs
Insurance Planning:
* Life insurance strategies
*Disability Income Insurance
*Long Term Care Insurance
Business Planning & Executive Benefits:
* Buy-sell agreements
* Profit sharing, 401 (k), and defined benefit plans
* Combination & hybrid plans
* Life insurance strategies
*COLI
*Retirement Plan Consulting
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Financial Planner
Financial Services
Investment Services
Personal Finance Services
Educational Savings Plans
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Categorized under Financial Advisory Services
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Categorized under Invested Management
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Categorized under Financial Planning Consultants
Cooney Financial Advisors Inc is an independent, privately owned, pension advisory and financial planning firm committed to helping people pursue their financial goals by providing un-biased advice. We are dedicated to helping you, through education and advice, save for retirement by using your 401k plan and IRA accounts to your best advantage. Our mission is to provide the kind of information and knowledge that will let you get maximum benefit out of your 401k plan and IRA savings.
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Categorized under Financial Advisory Services
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Categorized under Retirement Planning Services
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Categorized under Financial Advisory Services
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Categorized under Financial Advisory Services
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Categorized under Investment advice
The Iselin NJ team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Categorized under Investment advice
The Warren NJ team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Categorized under Investment advice
The Marlton, NJ team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Categorized under Investment advice
The Oakland, NJ team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Categorized under Investment advice
The Summit, NJ team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Categorized under Retirement Planning Services
Committed to providing up to date financial advise.
10 AUER CT UNIT A
EAST BRUNSWICK, NJ
(201) 515-0600
CLAIMED
Corporate Tax Planning Services
Tax Services
Tax Software
Personal Tax Planning Services
Sales Tax Consulting Services
We are a full-service public accounting firm located in East Brunswick, NJ. The firm serves a diverse group of clients throughout multiple states and foreign countries. Our firm emphasizes knowledge in the Internal Revenue Code (IRC), and U.S. Generally Accepted Accounting Standards (GAAP)
We are the tax, accounting, and payroll service of choice for businesses and individuals who value educated and dedicated professionals. While most CPA firms provide tax services, U.S. Eagle, LLC distinguishes itself with a full-service approach. We handle your Accounts Payable, Accounts Receivable, Inventories, Payroll, Accounting, and Taxes.
Our team members are qualified, highly educated, and experienced professionals in both financial and tax accounting. We have the education and the experience necessary to execute the job under the laws and regulations provided by the IRC and GAAP.
U.S. Eagle, LLC is flexible in the scope of engagements, and work easily as an outside resource for companies lacking internal accounting, payroll, and tax teams. We offer multiple services as many of our clients are corporate and small business owners. Our Clients rely on us as an alternative to operating their own accounting departments, which makes U.S. Eagle, LLC a cost-effective and intelligent choice.
Our focus is on you. Whether it's a corporation, a small business owner, or an individual in need of personalized accounting services, U.S. Eagle, LLC is here to assist you with your financial needs.
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Categorized under Retirement Planning Services
Cooney Financial Advisors Inc is an independent, privately owned, pension advisory and financial planning firm committed to helping people pursue their financial goals by providing un-biased advice. We are dedicated to helping you, through education and advice, save for retirement by using your 401k plan and IRA accounts to your best advantage. Our mission is to provide the kind of information and knowledge that will let you get maximum benefit out of your 401k plan and IRA savings.
CLAIMED
Investment Management
Trustee Services
Wealth Management
Elder Care Solutions
Estate Planning
With over 30 years' experience, our team of financial planners and financial advisors operate on three very simple principles - communication, objectivity and trust. Based in Cherry Hill New Jersey, our services include investment and asset management, trustee and estate settlement services catering to retired and soon-to-be retired individuals.
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