Denise A.
5/29/2016
We have been clients of Pasquale's now for about 5 years as a customer at his Clifton location. My husband and I are financially doing great in his care so when he moved to his Rutherford...
Avanti Wealth Management - Pasquale Pisani
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17 Sylvan St Ste 104
Rutherford, NJ 07070
Avanti Wealth Management is an independent investment services firm based in Rutherford, New Jersey. Led by Pasquale Pisani, a seasoned wealth manager with a background in big firms such as Merrill Lynch and Morgan Stanley, Avanti Wealth Management is committed to providing personalized financial planning and investment solutions to help individuals and families achieve their short-term and long-term financial goals.
With a fiduciary standard and a focus on customer service, ethics, and integrity, Avanti Wealth Management takes a proactive approach to investment management, adapting to financial conditions and maintaining long-term relationships with clients. As an independent firm, they offer a wide range of investment options, including IRA, 401K, ETFs, stocks, and bonds, and prioritize the best interests of their clients by avoiding proprietary products and conflicts of interest.
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Reviews
5.03 reviewsL. E.
9/14/2017
I didn't hire him cause it turns out I need a CPA and not and investment consultant. Which Pasquale told me right away about and offered referrals. He got back within maybe 15 min. Totally on...
Grace N.
9/16/2020
pasquale does a great job with my ira investments that i have invested with him for over 5 years
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