DJL Associates

Dowd Financial Planning is a fee-only financial advisory firm based in Montclair, NJ, offering comprehensive financial planning services to individuals and families. With a focus on clients' goals and objectives, they provide personalized advice and guidance in areas such as investment strategies, tax planning, insurance, estate planning, retirement planning, and budgeting. Their team of experienced professionals works closely with clients to create a financial plan that adapts to changing circumstances, helping them achieve financial independence and peace of mind. Unlike traditional financial service providers, Dowd Financial Planning takes a holistic approach to clients' financial lives, integrating all aspects of their financial well-being into a cohesive plan. They do not sell any products or receive commissions, ensuring objective advice and recommendations. Clients pay an annual fee for ongoing support and access to the firm's expertise, allowing them to receive guidance and make informed decisions as their financial situation evolves. With a commitment to transparency and client-centered service, Dowd Financial Planning aims to help individuals and families navigate the complexities of their financial future and achieve their long-term goals.Generated from the website

Fitzgibbon Toigo Co. LLC (FTCO) is an independent investment bank and FINRA registered broker dealer that specializes in raising assets for a select group of domestic and international investment managers and corporations. The firm serves as a placement agent for alternative managers seeking capital from institutional investors, while also assisting corporations in finding investment partners or buyers to achieve their goals. With over 30 years of diverse investment experience, the principals of FTCO bring a wealth of expertise and credibility to their clients. Their strong reputation and extensive relationships within the institutional investment community position them as a preferred choice for organizations actively pursuing funding opportunities. Generated from the website

At Christine Frole & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Upper Montclair, NJ area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.