Daniel J Kiefer-TD Wealth Financial Advisor

Robert Defina is a Relationship Manager at TD Wealth in Scotch Plains, NJ, specializing in delivering comprehensive financial solutions to high-net-worth individuals. With a focus on assessing client needs and developing tailored strategies, he leverages the resources of TD Wealth and TD Bank to assemble a dedicated team of specialists for each client. Prior to joining TD Wealth in 2022, Bob held roles at PNC Private Bank and Wells Fargo Bank, and he currently holds his FINRA Series 66 registration. His expertise encompasses a range of services, including investment management, private banking, and estate services, aimed at helping clients achieve their financial goals. Generated from the website

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

UBS Financial Services in Westfield, NJ, is dedicated to fostering lasting relationships with clients by providing tailored financial strategies that align with their individual goals and aspirations. The firm emphasizes a commitment to quality client service, ensuring that clients receive clear advice and support throughout their financial journey. With a team of experienced professionals, including directors and managers with extensive backgrounds in finance and operations, UBS Financial Services aims to be the primary source of financial advice for its clients. Their approach, known as UBS Wealth Way, focuses on three key dimensions: Liquidity, Longevity, and Legacy, helping clients organize their financial lives effectively. Generated from the website