Financial Management Consulting locations near Westwood, NJ

Showing 1–10 of 10 results

Lucas Neumann & Associates Inc

Tax Consultants

📍 63 Jefferson Ave, Westwood, NJ, 07675

📞 201-263-1041

As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs. Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively. Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down. Lifestyle Preservation: protecting your financial assets and your family's well-being through the use of estate planning and insurance. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust. Most importantly, we are satisfied only when you are.

Edward Noonan - Prudential Financial

Investment Services

📍 90 Kinderkamack Rd, Westwood, NJ, 07675

📞 201-664-6800

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Edward Jones - Financial Advisor: John M Fleck

Investment Services

📍 166 Fairview Ave Ste D, Westwood, NJ, 07675

📞 201-722-0362

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

DAN Crimmins - Crimmins Wealth Management

Financial Services

📍 50 Tice Blvd Suite 340 Ste 340, Woodcliff Lake, NJ, 07677

📞 201-785-7491

Chistopher Edwards Financial Associates

Financial Management & Consulting

📍 345 Kinderkamack Rd, Westwood, NJ, 07675

📞 201-383-0630

Our vocational mission is to help highly successful and responsible people become very clear and excited about their personal futures and to enable them to make strategic decisions that will affect their financial well being and peace of mind. In doing this, we will thereby enhance our clients? quality of life, as well as our own.