Lamela & Company, Cpas

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

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Arias-Partners Wealth Advisors, affiliated with Ameriprise Financial, is dedicated to helping clients achieve their financial goals through personalized advice and diversified investment strategies. With over 10,000 advisors nationwide, they focus on understanding individual needs and offer tailored solutions to prepare clients for both expected and unexpected life events. Clients can expect one-on-one consultations that emphasize regular goal assessments and progress reviews, ensuring they feel confident and in control of their financial futures. The firm boasts a roster of accredited professionals with expertise in various financial planning areas, enhancing their capability to provide insightful and effective financial guidance. Generated from the website