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You Request, Paterson Personal Financial Planners Respond: Compare rates, availability, and advice from local Personal Financial Planners. Fill out one simple form and your request will be sent to the Paterson area Personal Financial Planners listed below. You can either take the time to call each of these Personal Financial Planners individually or you can use Respond Finance to contact all of them in one easy click. The Personal Financial Planners who respond are eager to earn your business and will be responsive to your needs They are pre-screened for availability on your event to ensure that their rates are within your budget range. Respond Finance is free and easy to use. Plus, you are under no obligation to purchase from any of these Personal Financial Planners. | |||||||||||
| Steps For Selecting a Personal Financial Planner: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services.
When choosing a Personal Financial Planner, we recommend that you do the following: 1. Use Respond Finance to get free, no obligation quotes from local Paterson Personal Financial Planners. Typically, you can expect to receive between 2 and 5 Personal Financial Planners responses to your request. 2. Ask friends and family if they have experience with any local Personal Financial Planners. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Personal Financial Planners' web sites as you do your research. 3. Narrow your choices down to two or three Personal Financial Planners who you will meet in-person. A face-to-face meeting is important before you select the Personal Financial Planner for your event. |
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Juan Carlos Bellu EA ABA ATA ATP,207 Main Street, Toms River, NJ, Ocean County Fred Form, Accountant,2950 Hempstead Turnpike, Levittown, NY, Nassau County Avalon Computer,37 Park Street, Demarest, NJ, Bergen County insurancesales,PO Box 70, Vernon, NJ, Sussex County AXA Advisors,2520 Hwy. 35, Manasquan, NJ, Monmouth County Adolph Levin,53-04 192 St, Flushing, NY, Queens County Johnson, Murphy, Hubner, Mckeon, Wubbenhorst, And Appelt,Po Box 70, Riverdale, NJ, Morris County Sterling Warren Ltd,1350 Broadway, New York, NY, New York County Eastern Insurors, LLC,445 Godwin Ave, Midland Park, NJ, Bergen County STERLING TAX AND FINANCIAL ASSOCIATES,871-E Newfield St, Middletown, CT, Middlesex County Leonard Mandel,15-68 208th Pl, Bayside, NY, Queens County Christine L. Owens, Accountant,296 Smithtown Blvd., Nesconset, NY, Suffolk County Fred Greene, EA,1268 Poplar Ave., Mountainside, NJ, Union County George DeFilippis,24 Carolin Rd., Montclair, NJ, Essex County Howard Halbreich,18 Bradley Ave, Staten Island, NY, Richmond County Jfn Financial Services, Inc.,935 Highway 34, Matawan, NJ, Monmouth County Jds Accounting& Tax Service,30 Powdermill Ln, Oakland, NJ, Bergen County Jerry Tauber,2 E Blackwell St Suite 15, Dover, NJ, Morris County Capital Planning & Accounting, Inc,1650 Sycamore Ave, Ste 41, Bohemia, NY, Suffolk County Eierman & Demilt Associates, Inc,102-18 159th Avenue, Howard Beach, NY, Queens County Alpha Financial & Tax Services, CorpInc.,1877 Wood Ave., 2nd Fl, Bronx, NY, Bronx County Kaduson, Strauss & Co,3812b Quakerbridge Rd. Ste.204, Mercerville, NJ, Mercer County James M. Murray Cpa,12 Deer Path Rd., Califon, NJ, Hunterdon County William Dolan,5 Tournament Dr., Leonardo, NJ, Monmouth County William R. Alburtus, Pc,2532 Belmar Blvd, Wall, NJ, Monmouth County J & B Associates,459 Barrett Hill Road, Mahopac, NY, Putnam County Levene & Co., CPAs,35 Barnes Road, Ossining, NY, Westchester County Kurz & Kurz, Jericho, NY, Nassau County MetLife,2929 Express Drive North, Hauppauge, NY, Suffolk County Harold A. Lorman, CPA/PFS,900A Lake Street, Ramsey, NJ, Bergen County Harold A. Lorman, CPA/PFS,900A Lake Street, Ramsey, NJ, Bergen County Primerica Financial Services,a member of Citigroup,1767 Morris Avenue, Union, NJ, Union County ED ROBERTS,709 WESTCHESTER AVE, White Plains, NY, Westchester County Len Cerefice,1103 Westfield Avenue, Rahway, NJ, Union County ronald morris,127 mcgregor ave., Mount Arlington, NJ, Morris County Martin R. Nielsen, CLU, Summit, NJ, Union County Beneplicity, Incorporated,327 Fifth Avenue, Pelham, NY, Westchester County MerinoA Bookkeeping Services, Brooklyn, NY, Kings County TRI-STATE MORTGAGE,322 Route 46 West, Parsippany, NJ, Morris County Control Comp Services, Co.,PO Box 294, Lower Montville, NJ, Morris County Blanchet Management PC,2207 Chestnut Street, 2nd Floor, Philadelphia, PA, Philadelphia County ACJ CAPITAL INC.,26 KIPP AVE, Elmwood Park, NJ, Bergen County ACJ CAPITAL INC.,26 KIPP AVE, Elmwood Park, NJ, Bergen County Northwestern Mutual,1114 6th ave., Manhattan, NY, New York County Merrill Lynch, Staten Island, NY, Richmond County Merrill Lynch,900 South Avenue, Staten Island, NY, Richmond County RICHARD L. LIPTON CPA & ASSOCIATES,101 GIBRALTAR DRIVE;SUITE 2D, Morris Plains, NJ, Morris County Larry Solomon, Smithtown, NY, Suffolk County Coble & Associates, Inc,P.O.Box 5902, Somerset, NJ, Somerset County Eierman & DeMilt Assoc. INC, Howard Beach, NY, Queens County Northwestern Mutual Financial Network,Turnpike Plaza, East Brunswick, NJ, Middlesex County Woodmont Financial Advisors,253 Woodmont Rd, Union, NJ, Union County MetLife Financial Services,101 Tyerllan Avenue, Staten Island, NY, Richmond County Jeremiah J OSullivan CPA,76 Meadow St, Garden City, NY, Nassau County MetLife,1981 Marcus Ave. Suite E119, Lake Success, NY, Nassau County BDM Rosner LLC,73-23 179th Street, Fresh Meadows, NY, Queens County Metlife Financial Services, Inc.,450 Plymouth Road, Plymouth Meeting, PA, Montgomery County Walton & Company,480 EAST 188TH STREET, Bronx, NY, Bronx County Stewart Financial Management Inc.,5 Spring Valley Road, Park Ridge, NJ, Bergen County Stewart Financial Management Inc.,5 Spring Valley Road, Park Ridge, NJ, Bergen County All State Ins,400 Ramapo Valley Road, Oakland, NJ, Bergen County Wells Fargo Advisors,331 Newman Springs Rd Building 3, 3rd Floor, Red Bank, NJ, Monmouth County RAMSEY CAPITAL GROUP LLC,238 Norman Drive, Ramsey, NJ, Bergen County Sagemark Consulting/Lincoln Financial Advisors Corp.,395 W. Passaic Street, Rochelle Park, NJ, Bergen County Sagemark Consulting/Lincoln Financial Advisors Corp.,395 W. Passaic Street, Rochelle Park, NJ, Bergen County Wechter Feldman Wealth Management, Inc.,1719 Route 10 East, Parsippany, NJ, Morris County Wechter Feldman Wealth Management, Inc.,1719 Route 10 East, Parsippany, NJ, Morris County Merrill Lynch,W115 Century Road, Paramus, NJ, Bergen County Merrill Lynch,W115 Century Road, Paramus, NJ, Bergen County American Express Financial Advisors Inc.,123 Howard St, Lyndhurst, NJ, Bergen County Martin Eller & Associates, LLC,525 Cedar Hill Avenue, Wyckoff, NJ, Bergen County Martin Eller & Associates, LLC,525 Cedar Hill Avenue, Wyckoff, NJ, Bergen County Krane Financial Services Corp.,56 Mayer Dr., Suffern, NY, Rockland County New York Life,Park 80 West Plaza One, Saddle Brook, NJ, Bergen County New York Life,Park 80 West Plaza One, Saddle Brook, NJ, Bergen County Integra Investment Service, LLC,301 Route 17 North, 4th floor, Rutherford, NJ, Bergen County Wachovia Securities,1501 Hamburg Turnpike, Wayne, NJ, Passaic County Wachovia Securities,1501 Hamburg Turnpike, Wayne, NJ, Passaic County Merrill Lynch,1700 Rt. 23 North, Wayne, NJ, Passaic County Merrill Lynch,1700 Rt. 23 North, Wayne, NJ, Passaic County Citicorp Investment Services,2825 Richmond Avenue, Staten Island, NY, Richmond County Sound Financial Advice, LLC,6 East Main Street, Suite 6C-#1, Ramsey, NJ, Bergen County Wachovia Securities, LLC,459 Lafayette Avenue, Hawthorne, NJ, Passaic County Wachovia Securities, LLC,459 Lafayette Avenue, Hawthorne, NJ, Passaic County Money Concepts,337 Market St, Saddle Brook, NJ, Bergen County Money Concepts,337 Market St, Saddle Brook, NJ, Bergen County Joseph F Dunphy MBA,15 Haussler Terrace, Clifton, NJ, Passaic County Joseph F Dunphy MBA,15 Haussler Terrace, Clifton, NJ, Passaic County Merrill Lynch,One Gateway Center, Suite 1400, Newark, NJ, Essex County First Investors corp,49 chrisibar drive, Clifton, NJ, Essex County DPC Management, LLC,500 Lake Street, Suite D, Ramsey, NJ, Bergen County DPC Management, LLC,500 Lake Street, Suite D, Ramsey, NJ, Bergen County Merrill Lynch,900 South Avenue, Staten Island, NY, Richmond County Guardian,52 Forest Ave., Paramus, NJ, Bergen County Guardian,52 Forest Ave., Paramus, NJ, Bergen County Select Financial Services, LLC,85 Buckthorn Ct, Paramus, NJ, Bergen County Select Financial Services, LLC,85 Buckthorn Ct, Paramus, NJ, Bergen County Lincoln Financial Advisors Corporation,395 W Passaic Street, Rochelle Park, NJ, Bergen County Lincoln Financial Advisors Corporation,395 W Passaic Street, Rochelle Park, NJ, Bergen County Stephen B. Scarpa, CSA, RFC,Park 80 West, Plaza 2, Suite 200, Saddle Brook, NJ, Bergen County Stephen B. Scarpa, CSA, RFC,Park 80 West, Plaza 2, Suite 200, Saddle Brook, NJ, Bergen County UBS Financial Services, Inc.,61 So. Paramus Road, Paramus, NJ, Bergen County UBS Financial Services, Inc.,61 So. Paramus Road, Paramus, NJ, Bergen County Ameriprise Financial Services, Inc.,61S. Paramus Rd., Paramus, NJ, Bergen County Ameriprise Financial Services, Inc.,61S. Paramus Rd., Paramus, NJ, Bergen County LPL Financial,20 Anderson Dr., Wayne, NJ, Passaic County LPL Financial,20 Anderson Dr., Wayne, NJ, Passaic County Equity Strategies Group,395 West Passaic Street, 4th Floor, Rochelle Park, NJ, Bergen County Equity Strategies Group,395 West Passaic Street, 4th Floor, Rochelle Park, NJ, Bergen County Haze LLC,25-41 30th Road, Long Island City, NY, Queens County MetLife Securities, Inc.,1000 South Ave, Staten Island, NY, Richmond County Company Company,Park 80 West, Plaza 1, 5th FL, Saddle Brook, NJ, Bergen County Company Company,Park 80 West, Plaza 1, 5th FL, Saddle Brook, NJ, Bergen County Company Company,395 W. Passaic Street, Rochelle Park, NJ, Bergen County Company Company,395 W. Passaic Street, Rochelle Park, NJ, Bergen County Company Company,Po Box 185, Mahwah, NJ, Bergen County Company Company,1609 Rt 202, Pomona, NY, Rockland County Company Company,6 Moorefield Circle, Highland Mills, NY, Orange County Company Company,P.o. Box 3375, Newark, NJ, Essex County Company Company,P.o. Box 500, Montclair, NJ, Essex County Company Company,23 Fulton Street, Bloomfield, NJ, Essex County Wachovia Securities,*461 From Rd Ste 385, Paramus, NJ, Bergen County Please Supply,Please Supply, Fairfield, NJ, Essex County Please Supply,Please Supply, Montiville, NJ, Essex County Please Supply,Please Supply, West Orange, NJ, Essex County Please Supply,Please Supply, Fairfield, NJ, Hudson County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Nutley, NJ, Hudson County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Rochelle Park, NJ, Bergen County Please Supply,Please Supply, Rochelle Park, NJ, Bergen County Please Supply,Please Supply, Clifton, NJ, Passaic County Please Supply,Please Supply, Clifton, NJ, Passaic County Please Supply,Please Supply, Ridgewood, NJ, Bergen County Please Supply,Please Supply, Ridgewood, NJ, Bergen County Please Supply,Please Supply, Ramsey, NJ, Bergen County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Paramus, NJ, Bergen County Please Supply,Please Supply, Bloomfield, NJ, Essex County Please Supply,Please Supply, Jersey City, NJ, Hudson County Please Supply,Please Supply, Bayonne, NJ, Hudson County Please Supply,Please Supply, Bayonne, NJ, Hudson County Please Supply,Please Supply, Bloomfield, NJ, Essex County Davis Securities, New York, NY, New York County Davis Securities, New York, NY, New York County Allstate, Oakland, NJ, Bergen County ML, Bayonne, NJ, Hudson County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,900 South Ave, Staten Island, NY, Richmond County Ameriprise,140 Route 17 North, Paramus, NJ, Bergen County Ameriprise,140 Route 17 North, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,30 Boonstra Drive, Wayne, NJ, Passaic County Ameriprise,30 Boonstra Drive, Wayne, NJ, Passaic County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,1855 Victory Blvd, Staten Island, NY, Richmond County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,1855 Victory Blvd, Staten Island, NY, Richmond County Ameriprise,601 Pompton Ave, Cedar Grove, NJ, Essex County Ameriprise,427 Bloomfield Ave, Montclair, NJ, Essex County Ameriprise,427 Bloomfield Ave, Montclair, NJ, Essex County Ameriprise,666 Godwin Ave, Midland Park, NJ, Bergen County Ameriprise,666 Godwin Ave, Midland Park, NJ, Bergen County Ameriprise,504 Valley Rd, Wayne, NJ, Passaic County Ameriprise,504 Valley Rd, Wayne, NJ, Passaic County Ameriprise,30 Boonstra Drive, Wayne, NJ, Passaic County Ameriprise,30 Boonstra Drive, Wayne, NJ, Passaic County Ameriprise,663 Lafayette Avenue, Hawthorne, NJ, Passaic County Ameriprise,663 Lafayette Avenue, Hawthorne, NJ, Passaic County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,140 Route 17 N, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,East 80 Route 4, Paramus, NJ, Bergen County Ameriprise,201 W Passaic St, Rochelle Park, NJ, Bergen County Ameriprise,201 W Passaic St, Rochelle Park, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Ameriprise,Park 80 West Plaza Two, Saddle Brook, NJ, Bergen County Warwick Resource Group LLC,67 Ramapo Avenue, Mahwah, NJ, Bergen County Interstate Bonding,1135 Clifton Avenue, Clifton, NJ, Passaic County Interstate Bonding,1135 Clifton Avenue, Clifton, NJ, Passaic County Millennium bcpbank NA,255 Lafayette St, Newark, NJ, Essex County American Prosperity Group,162 Closter Dock Road, Suite 12, Closter, NJ, Bergen County American Prosperity Group,549 West Main St., Rockaway, NJ, Morris County American Prosperity Group,239 New Road, Ste 104A, Parsippany, NJ, Morris County American Prosperity Group,268 Rt. 206 Bldg D, Flanders, NJ, Morris County American Prosperity Group,1500 Meeting House Rd., Sea Girt, NJ, Monmouth County American Prosperity Group,One Jocama Blvd. Suite 1B, Old Bridge, NJ, Middlesex County Morgan Stanley Smith Barney, Wyckoff, NJ, Bergen County Morgan Stanley Smith Barney, Wyckoff, NJ, Bergen County RJL Financial Group,1156 East Ridgewood Ave., Ridgewood, NJ, Bergen County DC Strategies, Integrated Wealth Mgt.,12 Christopher Way, Eatontown, NJ, Monmouth County METLIFE SECURITIES INC.,1000 SOUTH AVENUE SUITE 103, Staten Island, NY, Richmond County PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC,THREE GATEWAY CENTER, Academy, NJ, Essex County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,ONE GATEWAY CENTER, Academy, NJ, Essex County AMERIPRISE FINANCIAL SERVICES INC.,PARK 80 WEST II, Saddle Brook, NJ, Bergen County AMERIPRISE FINANCIAL SERVICES INC.,PARK 80 WEST II, Saddle Brook, NJ, Bergen County GENWORTH FINANCIAL SECURITIES CORPORATION,22 CADMUS STREET, Nutley, NJ, Essex County Freedom Capital Management,732 Newman Springs Road, Lincroft, NJ, Monmouth County GENWORTH FINANCIAL SECURITIES CORPORATION,1317 PATERSON PLANK ROAD, Secaucus, NJ, Hudson County HSBC SECURITIES USA INC.,1413 HYLAND BOULEVARD, Staten Island, NY, Richmond County CITIGROUP GLOBAL MARKETS INC.,CITIBANK, Staten Island, NY, Richmond County FIRST MIDWEST SECURITIES INC.,1110 SOUTH AVENUE SUITE 25, Staten Island, NY, Richmond County GENWORTH FINANCIAL SECURITIES CORPORATION,87 DOGWOOD DRIVE, Staten Island, NY, Richmond County FIRST ALLIED SECURITIES INC.,1000 SOUTH AVENUE LL3, Staten Island, NY, Richmond County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,900 SOUTH AVENUE, Staten Island, NY, Richmond County PNC INVESTMENTS,89 MAIN STREET AT STEVENS AVENUE, Great Notch, NJ, Passaic County PNC INVESTMENTS,89 MAIN STREET AT STEVENS AVENUE, Great Notch, NJ, Passaic County MORGAN STANLEY SMITH BARNEY,1200 E. RIDGEWOOD AVENUE, Ridgewood, NJ, Bergen County MORGAN STANLEY SMITH BARNEY,1200 E. RIDGEWOOD AVENUE, Ridgewood, NJ, Bergen County Ubs,1000 Harbor Boulevard, Kearny, NJ, Hudson County Gary Scheer LLC,55 Madison Avenue Suite 400, Morristown, NJ, Morris County Advisors Capital Management, LLC, Hasbrouck Hts, NJ, Bergen County Advisors Capital Management, LLC, Hasbrouck Hts, NJ, Bergen County Falbo Wealth Management,70 Floral Ave, Murray Hill, NJ, Union County Fiduciam Financial,835 Straits Turnpike, Middlebury, CT, New Haven County Wealth Enhancement Group,505 N. Highway 169, Plymouth, MN, Hennepin County Regency Wealth Management,500 North Franklin Turnpike, Ramsey, NJ, Bergen County Regency Wealth Management,500 North Franklin Turnpike, Ramsey, NJ, Bergen County Edelman Financial Engines, LLC,484 E. Evesham Rd., Cherry Hill, NJ, Camden County Edelman Financial Engines, LLC,1275 Glenlivet Dr. Suite 100, Allentown, PA, Lehigh County Genesis Capital Group LLC,301 Route 17 North, Rutherford, NJ, Bergen County Berson and Corrado Investment Advisors,48 South Franklin Turnpike, Ramsey, NJ, Bergen County Berson and Corrado Investment Advisors,48 South Franklin Turnpike, Ramsey, NJ, Bergen County Alexandria Capital LLC,120 White Plains Road, Tarrytown, NY, Westchester County Alexandria Capital LLC,120 White Plains Road, Tarrytown, NY, Westchester County Global Fundamental Catalyst Investing - Spinoff Report, Morristown, NJ, Morris County Tortoise Investment Management, LLC, White Plains, NY, Westchester County Tortoise Investment Management, LLC, White Plains, NY, Westchester County BlackDiamond Wealth Management,13 MCKEAN CIRCLE, West Grove, PA, Chester County Eagle Rock Wealth Management, East Hanover, NJ, Morris County Eagle Rock Wealth Management, East Hanover, NJ, Morris County Ameriprise Financial,1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY, Rockland County Ameriprise Financial,1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY, Rockland County Fava Wealth Management, Paterson, NJ, Passaic County Fava Wealth Management, Paterson, NJ, Passaic County Iron Birch Advisors,767 Third Avenue, New York, NY, New York County Iron Birch Advisors,767 Third Avenue, New York, NY, New York County Edelman Financial Engines, LLC,650 From Road, Paramus, NJ, Bergen County Edelman Financial Engines, LLC,650 From Road, Paramus, NJ, Bergen County Eaglestone Capital Management LLC,119 Midland Ave, Bronxville, NY, Westchester County Steven Tresnan,505 5th Ave, 4th Floor, New York, NY, New York County Blacktower Financial Management (US) LLC,125th Park Avenue, New York, NY, New York County Spar Bernstein P.C., New York, NY, New York County Windfall Wealth Advisors, Paramus, NJ, Bergen County Windfall Wealth Advisors, Paramus, NJ, Bergen County Strategic Growth Investment Management,42 Broadway, New York, NY, New York County Blacktower Financial Management US LLC,125 Park Avenue, New York, NY, New York County Blacktower Financial Management US LLC,125 Park Avenue, New York, NY, New York County LodeStar Advisory Group, LLC,51 JFK Parkway, Short Hills, NJ, Essex County Noyes Capital Management,PO box 271, New Vernon, NJ, Morris County Noyes Capital Management,PO box 271, New Vernon, NJ, Morris County Atherean Wealth Management, LLC,121 Newark Avenue, Jersey City, NJ, Hudson County Atherean Wealth Management, LLC,121 Newark Avenue, Jersey City, NJ, Hudson County DC Strategies Integrated Wealth Management,12 Christopher Way, Eatontown, NJ, Monmouth County DC Strategies Integrated Wealth Management,12 Christopher Way, Eatontown, NJ, Monmouth County Hunter Financial Advisors, Inc,120 White Plains Rd, Tarrytown, NY, Westchester County Hunter Financial Advisors, Inc,120 White Plains Rd, Tarrytown, NY, Westchester County Brighton Financial Planning,1728 Rt. 31, Clinton, NJ, Hunterdon County Brighton Financial Planning,1728 Rt. 31, Clinton, NJ, Hunterdon County Private Portfolio Partners,LLC,461 From Rd, Paramus, NJ, Bergen County Private Portfolio Partners,LLC,461 From Rd, Paramus, NJ, Bergen County Black River Financial, LLC,1 Mill Ridge Lane, Suite 203, Chester, NJ, Morris County Black River Financial, LLC,1 Mill Ridge Lane, Suite 203, Chester, NJ, Morris County Valeo Financial Advisors, LLC,New York City, New York, NY, New York County Valeo Financial Advisors, LLC,New York City, New York, NY, New York County SFG Wealth Planning Services, Inc.,3655 Route 202, Doylestown, PA, Bucks County Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County Piermont Wealth Management,2255 Glades Road, Boca Raton, FL, Palm Beach County AFG Wealth Management,221 River Street, Hoboken, NJ, Hudson County AFG Wealth Management,221 River Street, Hoboken, NJ, Hudson County Lionshead Wealth Management LLC, New York, NY, New York County Lionshead Wealth Management LLC, New York, NY, New York County Kolinsky Wealth Management, Ramsey, NJ, Bergen County Kolinsky Wealth Management, Ramsey, NJ, Bergen County Value Investment Professionals, LLC, New York, NY, New York County NAMCOA, Jersey City, NJ, Hudson County NAMCOA, Jersey City, NJ, Hudson County Chesapeake Asset Management,630 5th Avenue, New York, NY, New York County Chesapeake Asset Management,630 5th Avenue, New York, NY, New York County Pollack Financial Group, llc,546 Valley Road Suite 105, Upper Montclair, NJ, Essex County Pollack Financial Group, llc,546 Valley Road Suite 105, Upper Montclair, NJ, Essex County Traphagen Financial Group, Oradell, NJ, Bergen County Traphagen Financial Group, Oradell, NJ, Bergen County Westport Capital Markets, Paterson, NJ, Passaic County SkyStem LLC, New York, NY, New York County Aspireon Wealth, New York, NY, New York County Aspireon Wealth, New York, NY, New York County Thrivent, Newark, NJ, Essex County Thrivent, Newark, NJ, Essex County Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County Focus Asset Management,555 Madison Ave. 5th Floor, New York, NY, New York County Bleakley Financial Group, Fairfield, NJ, Essex County Bleakley Financial Group, Fairfield, NJ, Essex County Wells Fargo Advisors, Mountain Lakes, NJ, Morris County Wells Fargo Advisors, Mountain Lakes, NJ, Morris County Morgan Stanley, Short Hills, NJ, Essex County Consolidated Financial Service Llc, Wayne, NJ, Passaic County Consolidated Financial Service Llc, Wayne, NJ, Passaic County Northern Advisory Group, Fairfield, NJ, Essex County Northern Advisory Group, Fairfield, NJ, Essex County Personal Capital,---, Prince, NY, New York County Personal Capital,---, Prince, NY, New York County Allied Wealth Partners, Parsippany, NJ, Morris County Allied Wealth Partners, Parsippany, NJ, Morris County Morgan Stanley,330 Fellowship Rd, Mount Laurel, NJ, Burlington County Merrill Lynch,7 Roszel Road, Princeton, NJ, Mercer County MML Investors Services, LLC,3701 Corporate Parkway, Center Valley, PA, Lehigh County MML Investors Services, LLC,3701 Corporate Parkway, Center Valley, PA, Lehigh County Target Rock Wealth Management LLC,445 Park Avenue, New York, NY, New York County Target Rock Wealth Management LLC,445 Park Avenue, New York, NY, New York County Amadeus Wealth Alternatives,Amadeus Wealth Alternatives Inc., Hackensack, NJ, Bergen County Creative Planning,---, Brooklyn, NY, Kings County Creative Planning,---, New York, NY, Nassau County Creative Planning,---, Cranford, NJ, Union County Creative Planning,---, Fairfield, CT, Fairfield County Creative Planning,---, Rumson, NJ, Monmouth County Creative Planning,---, New York, NY, New York County Creative Planning,---, Glen Mills, PA, Delaware County Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County Creative Planning,2 Hollyhock Rd. 1st Floor, Wilton, CT, Fairfield County Creative Planning,---, Commack, NY, Suffolk County Creative Planning,657 Orange Center Rd., Orange, CT, New Haven County Creative Planning,---, New York, NY, New York County Creative Planning,---, Allentown, PA, Northampton County Creative Planning,---, Allentown, PA, Northampton County Creative Planning,---, New Jersey, NY, Steuben County Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County Tupler Financial, Bridgewater, NJ, Somerset County National Securities,477 Madison Ave Suite 230, New York, NY, New York County Heritage Investment Partners, LLP / LPL Financial Advisor,97 Main Street, Chatham, NJ, Morris County Heritage Investment Partners, LLP / LPL Financial Advisor,97 Main Street, Chatham, NJ, Morris County Atlas Private Wealth,208 W. 23rd St., New York, NY, New York County Farther Finance, New York, NY, New York County Farther Finance, New York, NY, New York County Raymond James, New York, NY, New York County Anthony Rocchio,491 Island Way, Franklin Lakes, NJ, Bergen County Iron Birch Advisors,767 Third Ave, 38th Floor, New York, NY, New York County UBS Financial Services,1285 Avenue Of The Americas, New York, NY, New York County UBS Financial Services,1285 Avenue Of The Americas, New York, NY, New York County Unified Retirement Planning Group,59 Sunset Drive, Unit 101A, Briarcliff Manor, NY, Westchester County Unified Retirement Planning Group,59 Sunset Drive, Unit 101A, Briarcliff Manor, NY, Westchester County BAXTER INVESTMENT MANAGEMENT, Ridgefield, CT, Fairfield County Dipaola Financial Group, Huntington Station, NY, Suffolk County Bleakley Financial,300 Kimball Ave Drive, Parsippany, NJ, Morris County Green Ridge Wealth Planning, Montville, NJ, Morris County Green Ridge Wealth Planning, Montville, NJ, Morris County Pruco Securities, Barnegat, NJ, Ocean County AdvicePeriod,140 East Ridgewood Ave, Paramus, NJ, Bergen County Samalin Group, Chappaqua, NY, Westchester County LPL FINANCIAL LLC, Whippany, NJ, Morris County LPL FINANCIAL LLC, Whippany, NJ, Morris County Climbing Capital, New York, NY, New York County Edward Jones, Sparta, NJ, Sussex County Edward Jones, Sparta, NJ, Sussex County Premier Financial Investment Group, Howell, NJ, Monmouth County Stembrook Asset Management,405 Lexington Avenue, New York, NY, New York County Komich Capital Advisors LLC, Stony Brook, NY, Suffolk County CJE Financial LLC,363 Route 46 West, Fairfield, NJ, Essex County Merrill Lynch, New Hope, PA, Bucks County Retirable, Inc.,41 East 11th Street, New York, NY, New York County Farther, LLC,Four World Trade Center, New York, NY, New York County Farther, LLC,Four World Trade Center, New York, NY, New York County Marc Alan Wealth Management, Rockaway, NJ, Morris County Marc Alan Wealth Management, Rockaway, NJ, Morris County PareShah Partners LLC,960 South Broadway, Suite 115-B, Hicksville, NY, Nassau County Gordon Wealth Planning, Rockaway, NJ, Morris County Gordon Wealth Planning, Rockaway, NJ, Morris County Grant Phillips Law, Pllc,670 Long Beach Boulevard, Long Beach, NY, Nassau County SAGE INVESTMENT ADVISERS LLC, Poughkeepsie, NY, Dutchess County Bicoastal Wealth Management,142 West 57th Street, New York, NY, New York County QuantStreet Capital, New Rochelle, NY, Westchester County QuantStreet Capital, New Rochelle, NY, Westchester County Lumiere Financial Group,121 W 27th St, New York, NY, New York County Raffer Investment Group,115 West Century Rd, Paramus, NJ, Bergen County LPL FINANCIAL LLC, Paramus, NJ, Bergen County Barnum Financial, New York, NY, New York County Barnum Financial, New York, NY, New York County lpl financial, East Hanover, NJ, Morris County lpl financial, East Hanover, NJ, Morris County High Mountain Financial, Paterson, NJ, Passaic County High Mountain Financial, Paterson, NJ, Passaic County Stawnychy Financial Services, Inc.,135 Kinnelon Road, Suite 101, Kinnelon, NJ, Morris County CITIGROUP GLOBAL MARKETS INC., Flushing, NY, Queens County NCM Capital Management, Wyckoff, NJ, Bergen County NCM Capital Management, Wyckoff, NJ, Bergen County Target Rock Wealth Management, New York, NY, New York County Merrill, New York, NY, New York County Creative Financial Planning Inc,101 S Broadway, South Nyack, NY, Rockland County Creative Financial Planning Inc,101 S Broadway, South Nyack, NY, Rockland County GWN SECURITIES INC., Yonkers, NY, Westchester County FIrst Republic,1230 Avenue of the Americas, New York, NY, New York County FIrst Republic,1230 Avenue of the Americas, New York, NY, New York County Newman Wealth Management Advisors,65 Madison Avenue, Ste. 300, Morristown, NJ, Morris County DAngelis wealth management, Paramus, NJ, Bergen County KBK Wealth Management, New York, NY, New York County KBK Wealth Management, New York, NY, New York County Farther, LLC,4 World Trade Center, New York, NY, New York County Farther, LLC,4 World Trade Center, New York, NY, New York County U.S. Capital Wealth Advisors, LLC,150 East 52nd Street Suite 5001, New York, NY, New York County U.S. Capital Wealth Advisors, LLC,150 East 52nd Street Suite 5001, New York, NY, New York County Sarsi, LLC, West New York, NJ, Hudson County Sarsi, LLC, West New York, NJ, Hudson County Money Mindset Wealth Management, Paramus, NJ, Bergen County UBS, Westfield, NJ, Union County Pine Valley Investment, Marlton, NJ, Burlington County Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County American Portfoliks, Holbrook, NY, Suffolk County Woodson Wealth Management, Flushing, NY, Queens County Woodson Wealth Management, Flushing, NY, Queens County Oppenheimer & Co. Inc,, Saddle Brook, NJ, Bergen County Oppenheimer & Co. Inc,, Saddle Brook, NJ, Bergen County Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County UBS Financial Services, New York, NY, New York County UBS Financial Services, New York, NY, New York County Quorum Private Wealth, Morristown, NJ, Morris County Krim Associates/Kestra Investment Services, Paramus, NJ, Bergen County Krim Associates/Kestra Investment Services, Paramus, NJ, Bergen County Bleakley Financial,100 Passaic Avenue, Fairfield, NJ, Essex County Prudential,110 Allen Rd 2nd Floor, Basking Ridge, NJ, Somerset County Prudential Advisors, Basking Ridge, NJ, Somerset County Farther,150 Greenwich Street, New York, NY, New York County Farther,150 Greenwich Street, New York, NY, New York County Farther, New York, NY, New York County Farther, New York, NY, New York County Prosperiant Wealth Management, LLC,Greater NJ Area &, New York, NY, New York County Vericrest Private Wealth LLC,41 University Drive, Suite 400, Newtown, PA, Bucks County Elite Retirement Consultants, Sparta, NJ, Sussex County Elite Retirement Consultants, Sparta, NJ, Sussex County Broadway Advisors,122 Combs Ave A, Woodmere, NY, Nassau County Princeton Global,17 Hulfish Street, Suite 240, Princeton, NJ, Mercer County LPL FINANCIAL, Mahwah, NJ, Bergen County LPL FINANCIAL, Mahwah, NJ, Bergen County Webster Investments, Flushing, NY, Queens County Webster Investments, Flushing, NY, Queens County Prudential, Bedminster, NJ, Somerset County Prudential, Bedminster, NJ, Somerset County Farther, New York, NY, New York County Farther, New York, NY, New York County Prudential, Brooklyn, NY, Kings County Prudential Haas, Emerson, NJ, Bergen County Prudential Haas, Emerson, NJ, Bergen County Smallwood Wealth,199 Broad Street, Red Bank, NJ, Monmouth County Peak Wealth Partners, Kings Park, NY, Suffolk County Golden Eagle Capital Advisors Inc, New York, NY, New York County Golden Eagle Capital Advisors Inc, New York, NY, New York County Core Planning, Scarsdale, NY, Westchester County Scott Gegerson, Rockville Centre, NY, Nassau County Investment Consultant at Fidelity,112, Fairfield, NJ, Essex County Investment Consultant at Fidelity,112, Fairfield, NJ, Essex County Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County Investment Insight Wealth Management,36 West Drive, Massapequa, NY, Nassau County Prudential, Paramus, NJ, Bergen County Prudential, Paramus, NJ, Bergen County Markin Asset Management, LP, Rye, NY, Westchester County Markin Asset Management, LP, Rye, NY, Westchester County Global View Capital Advisors, Port Chester, NY, Westchester County Global View Capital Advisors, Port Chester, NY, Westchester County The Asterion Wealth Advisory Group, White Plains, NY, Westchester County The Asterion Wealth Advisory Group, White Plains, NY, Westchester County Cynthia, Irvington, NJ, Essex County Cynthia, Irvington, NJ, Essex County US Financial Services, Fairfield, NJ, Essex County National Financial Network (Guardian/PAS),123, Garden City, NY, Nassau County National Financial Network (Guardian/PAS),123, Garden City, NY, Nassau County Drucker Wealth, New York, NY, New York County Drucker Wealth, New York, NY, New York County Watters Financial Services, LLC,16 Arcadian Avenue, Paramus, NJ, Bergen County Watters Financial Services, LLC,16 Arcadian Avenue, Paramus, NJ, Bergen County Wealth Health LLC,5 Becker Rd, Roseland, NJ, Essex County Wealth Health LLC,5 Becker Rd, Roseland, NJ, Essex County Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County Altfest Personal Wealth Management,445 Park Avenue, New York, NY, New York County Dynasty Wealth Management, LLC,200 Central Avenue 15th Floor, Saint Petersburg, FL, Pinellas County Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York County Savant Wealth Management,545 Fifth Avenue, Nyc, NY, New York County Edelman Financial Engines, LLC,900 South Avenue, Staten Island, NY, Richmond County Edelman Financial Engines, LLC,900 South Avenue, Staten Island, NY, Richmond County Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County Palmerston Group Advisors, LLC,320 Raritan Avenue, Suite 302, Highland Park, NJ, Middlesex County Condor Capital Wealth Management,1973 Washington Valley Road, Martinsville, NJ, Somerset County RMR Wealth Builders, Inc.,111 Grove Street Suite 203, Montclair, NJ, Essex County Wells Fargo Clearing Services, LLC,One Penn Plaza, 27TH FLOOR, New York, NY, New York County Savvy Advisors,363 Bond Street, Brooklyn, NY, Kings County Traphagen Financial Group,234 Kinderkamack Rd, Oradell, NJ, Bergen County Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County Edelman Financial Engines, LLC,328 Newman Springs Road, Red Bank, NJ, Monmouth County Edelman Financial Engines, LLC,328 Newman Springs Road, Red Bank, NJ, Monmouth County Sequoia Financial Group,80 Blanchard Road, Suite 201, Burlington, MA, Middlesex County Sequoia Financial Group,1205 Westlakes Dr., Suite 270, Berwyn, PA, Chester County Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County Bleakley Financial Group,100 Passaic Avenue, Fairfield, NJ, Essex County Edelman Financial Engines, LLC,457 Haddonfield Road, Cherry Hill, NJ, Camden County Port Capital Management,684 Broadway, Massapequa, NY, Nassau County Ramapo Wealth Advisors,500 N Franklin Turnpike, Ramsey, NJ, Bergen County Diversified, LLC,3705 Concord Pike, Wilmington, DE, New Castle County BroadFront Capital Management,101 Crawfords Corner Rd, Suite 1120, Holmdel, NJ, Monmouth County Edelman Financial Engines, LLC,100 Front Street, West Conshohocken, PA, Montgomery County Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County Procyon Partners, LLC,1 Corporate Drive, Shelton, CT, Fairfield County Farther Finance, LLC,4 World Trade Center, New York, NY, New York County Vanguard Personal Advisor,100 Vanguard Blv V26, Malvern, PA, Chester County | ||||||||||||
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