Edward Jones

The Dorfman Wealth Management Group is a multi-generational team of experienced financial advisors based in Denville, NJ. With a holistic approach to wealth management, they prioritize understanding their clients' financial needs and goals, offering personalized planning services to help them feel confident about their financial future. As a father and son investment team with a combined industry experience of 50 years, The Dorfman Wealth Management Group leverages their expertise to provide continuity and comprehensive solutions for their clients' wealth management needs.Generated from the website

Black Brook Wealth Advisors is a well-recognized wealth management practice based in Parsippany, New Jersey, with specialized expertise in crafting comprehensive financial strategies, particularly for small business owners. Their team distinguishes itself through a depth of experience, offering a blend of high-tech tools, 24/7 account access, and personalized service to clients with $500,000 or more to invest. Committed to client prosperity, Black Brook Wealth Advisors collaborates with individuals to develop tailored investment plans aligned with personal risk tolerance and financial objectives. Their Envision process prioritizes identifying key financial goals and constructing diversified portfolios to support long-term investment success, while also offering multigenerational planning to help families navigate wealth management challenges.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Cedar Knolls, NJ area, Christopher Gillan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.