Modera Wealth Management-Financial Advisors & Financial Plan

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 Summit, NJ area, Shivam Mittal 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.

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

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.