| Wells Fargo Advisors
| 700 Rt, 46 East Fairfield, NJ 07004 | 973-439-3444 | Fax 973-439-1188 | Send Email |
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As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals. |
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| KC Fiduciary
I am a financial advisor working with Morgan Stanley. My focus of business is on retirement plans. The Highlight of my approach is to design a customized investment policy for each and every client, a strategy that they can understand and feel confident. I live in East Rutherford and my office is in Pearl River, NY. |
Member Since 2017 |
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| Treo Card Services
Treo Card Services provides companies and their employees with the ability to utilize paperless payroll through Direct Deposit. |
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| Crowd Funding NJ, Inc.
| 20 Commerce Drive, Ste#135 Cranford, NJ 07016 | 9737618973 | Send Email |
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We Are New Jersey's Only Registered & Authorized Equity Crowdfunding Platform. We Provide Funding Options For New Jersey's Early & Growth Stage Business Community. |
Member Since 2019 |
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| JBM FINANCIAL SERVICES
| 294 Park Avenue Rutherford, NJ 07070-1234 | 201-355-2222 201-723-4926 | Fax 201-355-2221 | Send Email |
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We are a full-service financial firm 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. A Conservative Approach To Retirement. |
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| US Trust
Private Wealth Management |
Member Since 2019 |
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| B2B CFO - Dumont
We help take privately-held companies to a higher level of success by providing Strategic CFO Services; and Exit Strategy Services. We do this with the B2B CFO ® GamePlan® a proven process that helps our clients with their immediate, long-term and business transition needs. |
Member Since 2016 |
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| Infusion Funding LLC
We provide factoring and purchase order funding for small businesses. Our financing helps our clients grow by both meeting current expenses and financing larger contracts. Our clients encompass a wide range of businesses and we can often help companies that are new or have other challenges that traditional lenders can not help. |
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| United Check Cashing
United Check Cashing offers a warm, community bank-like atmosphere for customers to conduct their business. Our customers have unique demands not currently met by traditional banking institutions, so we have assembled a full compliment of products and services to meet your needs. United also offers better hours and more accessible locations than a typical bank. We'll cash your check with no holds for just pennies on the dollar. We can also provide resources for you to pay your bills, wire money and other financial-based transactions. |
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| Edward Jones Investments
| 2021 Palisade Ave #3 Union City, NJ 07087 | 201-866-6783 | Send Email |
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Our financial advisors make every effort to build one-on-one relationships with clients, offering personalized attention and financial guidance. |
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| Wells Fargo Advisors
As a finacial advisor with Wells Fargo Advisors, I can offer a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for meeting your financial goals.
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| Merrill Lynch-Global Wealth Management
Finance Planning & Global Wealth Management - Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources of Merrill Lynch. |
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| JB Financial Group
JB Financial Group is a nationally recognized financial company serving our clients financing needs. In these trying times, most banks have a policy to lend money only to those companies that don’t really need it. Additionally, most banks are one-dimensional and only do one type of financing. They are not in a position to provide all the different types of financing small to medium-sized businesses need. JB Financial, with our expertise and our partnerships with national lenders can provide all of your financing needs. |
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| Frank C Senzino II
Financial advisor focused on advising individuals & their families in tying together all aspects of their financial and personal life goals; analyze, design and implement financial and wealth planning strategies for clients based on their individual circumstances. |
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| UBS Financial Services, Inc. - Axis Wealth Management
Our mission is to provide the highest quality investment advice and service to our clients. The cornerstone of our practive begins with an open dialogue between our team and our clients so we understand their unique and individual needs. We are proud to offer a world class service that takes our clients from account opening, managing day to day cash flow needs to regular portfolio reviews and performance analysis. As professional wealth managers, we focus on our clients big picture and deliver a full range of custom0ized solutions that include investment management, insurance, estate planning, retirement planning and wealth transfer. Together, we work to create a road map that aligns our client's wealth with their dreams & goals so they can achieve what they want most out of life. |
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| Nova Leasing
Nova Leasing is not a broker but a Direct Lessor, a key strategy that gives us “the edge” when it comes to creative leasing. The Nova Leasing partners bring over 75 years experience and a high level of expertise in the details of Commercial Leasing, Business finance and Accounting. Nova Leasing understands the challenges business owners face and its “Direct to Customer” leasing policy with “In House” funding eliminates the need for third party approvals and provides the flexibility that is often needed for your company’s survival. Nova’s substantial financial resources and its no nonsense approach to transactions provide a source of funding that is not often possible through traditional commercial banking channels. |
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| Ameriprise Financial Services, Inc.
Comprehensive Financial Services, Estate Planning, Investments, Financial Planning, Liability Management/Mortgages, Insurance - Life- Home- Auto- Disability and Annuities, and Company sponsored Retirement plans.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Backed by a team of professionals who specialize in everything from retirement, tax and estate planning strategies to insurance and asset management, our Ameriprise Platinum Financial Services® advisors have the resources to support all of your unique financial needs throughout your life. |
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| TPS Financial
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s largest financial planning company and a leading global financial institution, with more than $650 billion in assets under management and administration.
Every day – true to Tappan’s vision -- our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach. |
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Member Since 2013 |
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| Prestige Wealth Group, LLC
We pride ourselves on being the ultimate comprehensive financial service for all your financial and investment needs. Our services include: Investments, Retirement and Income Planning, College Planning, Business Planning, Insurance Needs, Health Insurance, Disability Insurance, Life Insurance, Long Term Care |
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| Green Trac(k) Retirement Advisors
Why GreenTrac(k)
When establishing an employee retirement plan many decisions must be made, including what type of plan to set up, who will be the administrator, what investment options to offer, what type of reporting, etc.
If you have an existing plan or are considering establishing one, GreenTrac(k) can help you make the right choices in achieving the goals for your company and employees. GreenTrac(k)'s services include the following key elements of an effective retirement plan:
- Optimal Plan Design
- Investment Selection and Due Diligence
- Complete Fee Disclosure and Transparency
- Employee Education
- Custodianship & Recordkeeping
- Web Access for Employers and Employees
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Member Since 2013 |
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| Ameriprise Financial Services, LLC
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. |
Member Since 2009 |
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| L. Tucci Financial, LLC
Louis Tucci is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, member SIPC (www.sipc.org). L. Tucci Financial LLC is not an affiliate or subsidiary of MML Investors Services. Exit planning, succession planning, estate planning, retirement planning, & risk management.
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| Randy Neumann & Associates, Inc.
Our goal is to simplify your complex financial situation by concentrating on understanding, assessing and addressing your needs to help you manage risk, plan for the future and retire comfortably. In this world of voicemail, mergers of financial institutions and financial media bombardment, we pride ourselves in providing personal service. |
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| Lee-Nolan & Koroghlian, LLC
Since 1851, MassMutual Financial Group has grown and thrived - surviving wars, depressions, recessions and changing market conditions. Throughout, our main focus has never wavered. We help people like you take the next step toward a more secure financial future. |
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| Luna Financial Group, LLC
| 250 Pehle Ave. Suite 900 Saddle Brook, NJ 07663 | 201-291-5754 | Send Email |
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Comprehensive Financial Planning practice with a focus on tax, benefits and employee retention strategies. A secondary focus on individuals approaching retirement looking for guidance in determining retirement possibilities and assistance with some of the decisions that come with the transition such as pension options, social security, medicare, income generation and retirement account distributions. |
Member Since 2020 |
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| Bank Card Systems, Inc.
Bank Card Systems Inc. (BCS) is a merchant services provider serving businesses nationwide. We provide the resources and expertise to enable merchants to accept Credit Cards, Debit/ATM Cards, Check Guarantee and process Gift Cards.
BCS offers a superior merchant service program to the Meadowlands Chamber of Commerce’s members, free state of the art equipment program, 24/7 tech support, no set up fee, no application fee, guaranteed low rates, debit card acceptance, discounted customized gift cards, check acceptance with guarantee, pre-paid Visa gift cards, pre-paid Master card, free e-commerce solution, discounted websites/shopping carts with no credit card processing set up fees, ATM machines and much more…….
We value each merchant we serve and realize that great pricing is just as important as exceptional customer service.
BCS is distinguished from all other merchant service providers with its exceptional service. |
Member Since 2004 |
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| Royce Joseph Capital, LLC
Royce Joseph Capital LLC provides debt and equity financing for small and mid-sized companies, and start-ups. We work extensively with the Community Development Corporation in providing SBA and USDA loans and provide M & A services. |
Member Since 2009 |
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| Ryan Financial
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Ryan Financial was founded with the goal of assisting our clients in every aspect of their financial lives. By providing the most personal service available, thus earning a reputation for excellence in the industry. For each client, striving to address your financial objectives.
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Edward J. Ryan, Jr. is an experienced professional with a “hands on” approach to financial guidance. Not only do clients find Edward knowledgeable, but they also discover he truly cares about your financial goals.
Everything possible is done to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
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Edward’s philosophy is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send Edward an email or give him a call at 201-939-6744.
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Member Since 2007 |
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| Transworld Systems
Collection Agency Redefined
Welcome to Transworld Systems, home of Accelerator and the Profit Recovery System. We are redefining the collection agency industry by providing businesses and healthcare organizations with better tools for accounts receivable, debt recovery and past due accounts.
With a success rate 4 times the industry average, Transworld has collected $6 billion over the past decade for more than 60,000 clients - from Fortune 500 companies to small businesses.
The Alternative to Traditional Collection Agencies. Discover the benefits of Transworld Systems Profit Recovery today!
Please contact us for a FREE ARM (accounts receivable management) consultation. |
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| G-Rhema Capital Finance
G-Rhema Capital Finance is one of the top commercial lenders with a national presence. Our highly certified and experienced team is dedicated to serving our clients, which is why we offer a large portfolio of financial services and lending options. With our focus on getting you the funding your business needs, we are leading the commercial finance industry and creating a more business-friendly world. |
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| ECH Consulting, Inc.
ECH Consulting, Inc. assists Medium and Small businesses seeking to obtain financing.
The financing requirement could be for:
• Working Capital
• Business Expansion through mergers & acquisitions, Leverage Buyouts (LBO’s)
• Lease or Purchase of Equipment
• Real Estate Purchase or Refinance
• Trade Finance for business Company growth Domestic or International
• etc.
The different types of financing types include but are not limited to:
• Term Debt
• Asset Based Lending (Accounts Receivable, Inventory, etc.), Working Capital Lines
• Factoring
• Purchase Order financing
• Supply Chain Financing
• Production finance
• Trade Financing (International & Domestic)
• Equipment finance (straight debt or lease)
• Real Estate financing (short term and long term)
• Mezzanine
• Sub-Debt, etc.
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Member Since 2022 |
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| Gotham Solutions LLC
A provider that is your strategic partner in growing your business and create simplified solutions so you can focus on what is most important…you and your operations! Your business is your passion and we want you to be productive, so let us handle the rest.
Gotham Solutions LLC is made up of people who understand and know the challenges you're faced with each day. We get it…so guess what…We got this!
We want to see more of the business owners we serve have a great balance in business and in life. That's why we created a company that focuses on helping your business.
Our driving purpose is to make your work-life easier. Let's reduce your worry and stress, remove things from your plate, and restore your balance.
Besides delivering exceptional systems, we focus on providing extraordinary customer care.
The customer relationship team we’ve built truly believes that we are our best selves when we’re helping others. And their compassion, responsiveness, and ability to solve problems has made them favorites of our clients. |
Member Since 2016 |
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| Smith Barney
Morgan Stanley Smith Barney Financial Advisors are carefully selected and trained to what we believe is the highest standard in the industry. They take a disciplined approach to analyzing your situation and identifying appropriate investment opportunities for you to consider in meeting your financial goals. Then your Financial Advisor applies the worldwide resources of our firm to help you carry out the strategy you've chosen. Equipped for advanced financial planning, our Financial Advisors are ready to draw on experts in taxes, insurance, estate planning and more1. At the same time, Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets. Financial Advisors have access to a global network of economists, strategists and research analysts to help manage risk and seek out investment opportunities wherever they may be. To help build the portfolio that can move you in the direction you want to go. |
Member Since 2008 |
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| MSL TAX ADVISORY GROUP
Jared Rosenthal | 1050 Wall Street West, Suite 390 1050 Wall Street West Lyndhurst, NJ 07071 | 201 8047600 | Fax 201 8047644 | Send Email | Ronald Kipperman Ron Rubin Jennifer Santos Etty Acco Andrew Michaelson Jared Rosenthal
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MSL Tax Advisory Group is a firm dedicated to minimizing taxes, maximizing wealth & income, and eliminating risk for our clients. All of our agents are trained to help our clients best protect their hard earned retirement assets in any environment and to achieve all of their retirement dreams. We believe that any loss whether it is due to stock market risk, interest rate risk, rising prices, unnecessary taxes, or investment fees is unacceptable. We care deeply about our clients and are proud to provide them with worry-free retirement. |
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| Bautis Financial
Bautis Financial, LLC is a registered investment advisor established in 2008 serving clients in New Jersey and New York. Bautis Financial provides financial advisory, comprehensive planning, and asset managing services. Contact Bautis Financial for a free, no-obligation consultation. Marc Bautis, founder of Bautis Financial, is a Wealth Manager specializing in working with retirees and those nearing retirement who want to protect their principal and ensure their money lasts. He is proud to be able to deliver independent advice, always in his client's best interest. Marc has a Bachelors of Science degree in Mathematics with a minor in Business from Seton Hall University and a Masters of Science degree in Information Technology from Capella University. Marc currently lives in Hasbrouck Heights and is a Bergen County native having attended High School in Lyndhurst. |
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| Alexander Rosenfeld CPA
Our firm is dedicated to providing clients with a wide range of professional and uniquely personalized services. With over 40 years of experience in tax preparation and planning, accounting, bookkeeping and small business solutions, we can help you to maximize your resources in order to achieve your personal and business goals.
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Our firm has extensive experience in a wide range of industries, including, but not limited to: Manufacturing, Construction Contractors, Wholesale Distributors, Professional Corporations, Health Care Professional Practices, , Retail Establishments, Computer Technology, and Service Companies, as well as Not for Profit Organizations. |
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| RMR Wealth Builders, Inc.
More than 30 years ago, our founding partners decided to create an environment where financial advisors and clients could work and “live” in harmony with like-minded individuals. If you are looking for a “port in the storm” where you and your clients will be respected, we invite you to compare our family to the competition. The environment we nurture offers leadership, inspiration, and reflects our ongoing efforts to create a “culture of success.”
These are not just empty phrases, and lip service is not part of our vernacular. Our long-standing partnerships prove that we are committed to doing the right thing for our advisors and our clients. Honesty is our blueprint that defines how we navigate through uncharted waters. |
Member Since 2015 |
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| Wells Fargo Advisor Financial Network LLC
Specializes in goal based planning by providing you the insight, information and advice you need to help reach your goals.
Paul Thomasset and his business partner Kevin Benoit are in the business of helping our clients make financial-related decisions to achieve their goals throughout each life stage. We are driven by the quality, success, and longevity of our client relationships.
Our clients represent a cross-section of backgrounds, professions, and life-stages. We have particular experience serving BUSINESS OWNERS & EXECUTIVES and their FAMILIES and COMPANIES
We provide the full spectrum of financial services you’d expect from a high quality financial advisor investment planning, retirement planning, estate planning strategies, asset allocation etc. What distinguishes us is that we aim to combine the most appropriate PEOPLE, SOLUTIONS, and SERVICES striving to create successful client & advisor relationships:
• TEAMWORK: Our clients have access to a team of talented financial professionals with distinctive and complementary capabilities, perspectives, and experience dedicated to helping achieve their financial goals and providing high quality service.
• COMMUNICATION & COLLABORATION: Effective two-way communication is a core component of a successful, lasting client & advisor relationship. We invest the time and effort to listen, understand, educate, and inform through regularly scheduled meetings,
• LONG-TERM FOCUS: There are no short cuts to earning our clients’ trust and advocacy. Our clients measure our performance on how effectively we help them achieve their long-term financial goals, cross generations of their families. |
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| Alfred J. Russo, MBA - Accounting, Tax & Financial Consulting
A private financial consulting practice offering personalized CFO advisory services, and specializing in accounting, income tax preparation, lender relations and financing, acquisitions/divestitures, due diligence, special projects, and other financial consulting services. Professional income tax practitioner for over 30 years.
Mr. Russo can perform a review of your entire business organization, including recommending and implementing changes which can increase productivity and profitability, improve the quality, timing and accuracy of periodic financial reporting on a business unit and consolidated basis, discover tax saving opportunities, improve cash management, and identify and address numerous special needs of Ownership.
His extensive CFO and Controller experience working directly with Senior Operating Management has | |
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| CohnReznick LLP
About Services Industries People Insights Press Center Events Contact Us |
CohnReznick is almost as old as the profession of public accounting in the United States. In 1919, Julius H. Cohn, one of the country's first certified public accountants, founded the firm J.H. Cohn in Newark, New Jersey. His central belief was that providing consistent, excellent service would bring success for both the firm and its clients. For more than forty years, he guided the firm through successive periods of growth until he retired in 1963.
His son Ted followed in his father's footsteps and expanded the firm beyond traditional audit and tax services into management efficiency and technology consulting as well as reporting and compliance advisory services for SEC-registered companies. Ted also established the firm's West Coast presence by opening its San Diego office.
The 1970s saw J.H. Cohn's scope expand considerably. It also brought the founding, in 1977, of Reznick Fedder & Silverman, in Washington, DC. The small firm, which specialized in real estate, quickly outgrew its early offices, relocating to Bethesda, Maryland and opening an office in Baltimore.
The establishment of the federal low-income housing tax credit program in 1986 dramatically changed the trajectory of Reznick Fedder & Silverman. Quickly realizing the opportunity the program presented to its real estate clients, the firm soon established itself as a national leader in the affordable housing arena. This growth allowed the firm to expand geographically, offer services in valuation and transaction advisory, and establish industry practices in financial services, technology, non-profits and other areas.
Beginning in the 1990s, both J.H. Cohn and Reznick Fedder & Silverman—eventually renamed Reznick Group—went through a period of intense growth, acquiring smaller firms and establishing themselves as two of the country's major independent accounting firms. In 2012, the two firms, recognizing their similar cultures and the complementary nature of their capabilities and geographic presence, combined to create the 11th largest accounting firm in the United States.
Today, CohnReznick has offices from Boston to Los Angeles (as well as in the Cayman Islands and Chennai, India) and provides a complete range of services to both public and private companies across numerous industries. While the firm has grown greatly since its beginnings, its central philosophy of client service continues to this day. |
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| Devito, Snowden & Co., LLC
DeVito, Snowden & Co., LLC offers traditional accounting, auditing, and tax services to the New York/New Jersey metropolitan area. Industries and professions we serve include construction, distribution, manufacturing, real estate, energy, non-profit, sports and entertainment, and physicians.
Our philosophy is to focus on our clients' needs. We have experience with business strategies, business succession, litigation support, construction claim analysis, contingency and estate planning, fraud detection and prevention, and many other business needs and concerns.
We have built our reputation on honesty, technical merit and genuine concern for our clients and their businesses. We maintain a steadfast commitment to our firm's principles of integrity and independence, along with the passionate pursuit of excellence, sound business counsel, and a sincere commitment to relationships. |
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| AMERICAN YOUNG TRADING INC.
Alexis Oh | 671 Grand Ave. Ridgefield, NJ 07657 | 201 8404114 | Fax 201 840-0214 | Alexis Oh
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| Merrill Lynch - Paramus
Bob has been in the financial services industry since 2008 and joined Merrill Lynch in 2010. Prior to entering into the financial services industry Bob was a successful small business owner. With his past business experience and the tools provided by Merrill Lynch. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. Bob's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. |
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| KRAMER & ASSOCIATES
Kramer & Associates is a New Jersey based International Asset Management and Collection Company. Our staff has over 30 years of expertise and experience and is comprised only of highly trained collectors who work directly with our in-house councel to ensure all methods of collection are carried out strategically and thoroughly. Our strength and core as a company comes from years of success, fulfilling our client’s customer service and collections needs with pride and professionalism.Our company’s philosophy is to treat your business as if it were our own. We understand that your clients are your livelihood. Our staff of seasoned professionals is ethical and follows all state and federal laws. Here at Kramer & Associates our objective is to become your collection partner by providing you with a stress free way of collecting your outstanding account receivables. This will allow your firm to focus on important matters such as generating revenue and building your business.
By far, the utilization of our in house attorneys is one of our most powerful and useful tools and sets us apart from our competitors. Services rendered and acting as collection advisors our attorneys will not hesitate to pick up the phone as well as send personalized letters. Fantastic results come from a fantastic service and that is exactly what we provide here at Kramer & Associates. |
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| Heritage Financial Recovery Services
Heritage Financial, founded in 1961, is a debt collection company specializing in Banking, Medical, and Commercial Collection. Our commitment to professionalism, industry standards and safeguarding our clients' reputation results in partnerships that last decades. We understand that each debt is unique and by helping those with financial difficulty see solutions we deliver unparalleled results for our clients.
Heritage Financial is a Certified Woman-Owned Business.
Visit our website@ www. hfrs1.com |
Member Since 2018 |
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| Edward Jones
Peter Petronzio | 7 N. Broad Street Ridgewood, NJ 07450 | 201-445-9220 | Send Email | Peter Petronzio
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As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with |
Member Since 2023 |
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| Business Resource Connector, LLC
We serve the small business community so that they can grow, expand, maintain, and be profitable just as large businesses. HOW we do it? We do this by understanding the needs and challenges of the small business and meeting those needs and challenges with value, outstanding experts, and at below market prices. |
Member Since 2016 |
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| New YORK LIFE INSURANCE COMPANY
Financial services for all your retirement needs |
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| Pollack Financial Group
Pollack Financial Group, LLC is a financial planning and investment management firm that serves individuals, corporations, foundations and non-profit organizations. Founder and Managing Partner Scott Pollack is a registered principal and branch office manager of LPL Financial, ranked the #1 independent broker/dealer in the nation* for the 14th consecutive year. Mr. Pollack has worked in financial services specializing in higher education since 1989. He opened his firm in 2005. |
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| SBS Associates, INC. - Westwood
SBS Associates, Inc. is a consulting firm specializing in QuickBooks financial products and related 3rd party solutions. QuickBooks has the solutions you need for your business and SBS has the experience and proven track record to implement them. |
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| UCEDC, a nonprofit economic development corporation
UCEDC, a non-profit economic development corporation providing microloans as well as financial and technical training and counseling to the small business community. Our mission is to create opportunities for growth for all small business owners, expand job creation, and provide for a more stable business climate.
We provide loan programs ranging from $500 - $150,000 for new and emerging companies and entrepreneurs. We also provide workshops, seminars and training classes to help business owners increase productivity, become more competitive and expand into new markets. |
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| BNB Bank, N.A.
BNB Bank is the region’s most honored SBA Lender. BNB received more awards from the US Small Business Administration, for approving loans to small business in New Jersey and New York, than any other SBA lender. BNB Bank specializes in making it easy for small businesses to obtain an SBA Loan. While other banks take weeks to process your application, we reduce that time to only a few days. Call 201-592-7474 ext. 116 or visit www.bnbbank.com |
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| APT Asset Management, LLC
Welcome to APT Asset Management, LLC. We are an independent financial services and consulting firm that has been helping small business owners, executives, and families establish and maintain their long-term financial goals since 2004. We pride ourselves on working with nice, smart families and small business owners who understand the importance of appropriate investment and financial planning.
If you're not currently acquainted with our firm, we invite you to familiarize yourself with who we are and how we can help you get to that point where you don't have to worry about whether your money is doing right by you. Whether you're interested in minimizing the burden of taxation, creating an investment plan, exploring risk management solutions, saving toward retirement, funding your child's college education, or simply better understanding the fees associated with your investment and financial plan, we can help.
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Member Since 2012 |
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| JP Morgan Chase
JPMorgan Chase & Co. is one of the oldest, largest and best-known financial institutions in the world. The firm's legacy dates back to 1799 when its earliest predecessor was chartered in New York City. In New Jersey, we employ over 6,000 people in our 230 branches.
Our firm is built on the foundation of more than 1200 predecessor institutions. Its major heritage firms — J.P. Morgan, Chase Manhattan, Chemical, Manufacturers Hanover (in New York City) and Bank One, First Chicago, and National Bank of Detroit (in the Midwest) were each closely tied, in their time, to innovations in finance and the growth of the United States and global economies. As JPMorgan Chase & Co does today, these firms also made significant contributions to their local communities.
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| Krim Associates
Krim Associates is a firm that specializes in providing assistance with the financial challenges encountered by professionals, executives, successful business owners and retirees. Many people we work with had been frustrated by their inability to find professionals who could provide comprehensive planning services which could help minimize estate taxes. Other people had experienced poor investment performance due to the lack of comprehensive portfolio management. The subpar investment performance often times had been compounded by working with multiple advisors in their respective silos. Others had felt dissatisfaction about being sold investment products that carried excessive fees and in many cases were not consistent with the clients’ broader financial objectives.
Our clients engage us because we often bring creative ideas to the table during the financial planning process by taking advantage of our in-house expertise in estate taxes/planning, asset management, insurance and succ |
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| Net Worth Management Group
We are a boutique financial planning firm. We help people grow, save and have access to their savings. We also provide a vast array of life insurance options. |
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| Primerica - UNION
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.
Today's families face major financial challenges. They're being forced to downsize their goals and dreams — to settle for less. Primerica shows them how they can change their life. We are the one company focused on the middle market and helping Main Street families get the financial help they need.
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life. |
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| Urban Financial Group
Urban Financial Group is a lender specializing in reverse mortgages and ranks among the top three originators in the United States. We specialize in this business, allowing homeowners 62 and older to unlock a portion of their home’s equity to use for their needs. We are a trusted resource; our goal is matching customers with the right product empowering them with the financial independence they’ve earned. Our retail division is licensed in 42 states. Urban Financial Group is a proud member of the National Reverse Mortgages Lenders Association (NRMLA) — which works to strengthen and safeguard reverse mortgages. |
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| JPMorgan Chase Bank, N.A.
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| Altigro Pension Services, Inc.
Altigro Pension Services provides third party administration services to sponsors of more than 900 retirement plans with assets totaling over $1.2 billion. We are experts in design, installation, and compliance of 401(k), 403(b), profit sharing, defined benefit, cash balance and 457 plans. |
Member Since 2018 |
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