Capital Legacy LLC

PCB Financial Advisory in North Brunswick specializes in crafting retirement income strategies tailored to individuals in or approaching retirement, ensuring their financial security for the long term. Their expertise lies in helping clients create sustainable retirement income plans that provide financial stability throughout their retirement years. Generated from their website's infomation

Norman Schneider, CPA, located in East Brunswick, NJ, offers over 45 years of experience in tax services, including individual tax preparation, multistate tax planning, and small business tax preparation. As a former IRS agent, he specializes in resolving tax problems, such as offer in compromise, lien removal, and installment agreements. With a strong background as an IRS appeals officer, Norman Schneider is equipped to handle complex tax disputes and ensure clients receive the best possible outcomes. His expertise extends to assisting multi-year non-filers and managing amended returns, making him a reliable resource for both individuals and small businesses. Generated from the website

Latimer Wealth Management, an Ameriprise Financial firm located in Milltown, NJ, is dedicated to helping clients achieve their financial goals through personalized advice and diversified portfolio solutions. With over 10,000 Ameriprise advisors nationwide, they offer tailored financial guidance to cater to individual needs and objectives. Clients can expect regular meetings to review progress and access to digital tools to stay informed about their investments. Advisors carry various certifications, ensuring they are equipped with the necessary expertise to provide informed recommendations and support for both expected and unexpected life changes. Generated from the website