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Member Directory :: Financial Institutions

Investments/Estate Planning
thumnail placeholder This is an empty space used for layout purposes. AXA Advisors
Member Since 1998
www.salcocco.com and www.mikecocco.com
salvatore.cocco@axa-advisors.com and michael.cocco@axa-advisors.com

Sal and Michael Cocco offer financial planning services for individuals, families, and small businesses. This includes retirement planning (401k/IRA), life insurance, disability insurance, long term care, as well as investments in mutual funds, college savings (529), stocks and bonds.

"Let our family help your family"

Michael S. Cocco, CFP - CERTIFIED FINANCIAL PLANNER
281 Franklin Avenue
Nutley, New Jersey 07110
tel: 973-667-8650
fax: 973-667-8436

This is an empty space used for layout purposes. Edward Jones Investments
Member Since 2010
www.edwardjones.com
pasquale.pisani@edwardjones.com

Offering full-service investments and insurance across 6 categories:
1) Retirement Planning - Rollovers, 401K, 403B, IRA's, and Roth IRA conversions.
2) Full Service Brokerage - Quality & diversified investments for the long-term investor, including Municipal bonds and CD's.
3) Annuities and Insurance products - Fixed or Variable Annuities; Life Insurance; Long-Term Care insurance
4) Reducing Taxes - Tax-deferred or tax-advantaged investments.
5) Educational Planning - 529 Plans featuring tax-free benefits for higher education.
6) Estate Planning: Estate considerations and Trust services

Uniquely Qualified to Help Individual Investors and Business Owners Meet Their Needs

  • We deliver highly personalized financial solutions without using proprietary products.
  • We provide financial information and education to help investors achieve their financial goals.
  • We offer investment recommendations and advice based on a deep understanding of their needs

Our Core Principles

  • We are focused on one client, the long-term individual investor
  • We believe relationships are key, and meeting face to face builds strong relationships
  • We are committed to a long-term investment philosophy that emphasizes quality and diversification
Promenade Shops
852 Route 3 West - Suite 202A
(above Coldwater Creek)
Clifton, New Jersey 07012
tel: 973-661-0206
fax: 866-462-2154

thumnail placeholder This is an empty space used for layout purposes. Engler Financial Services
Member Since 1995
www.englerfinancialservices.com
luengler@yahoo.com

We are an independent broker/dealer specializing in financial planning for college, retirement, saving for a home and life insurance. Our purpose is to fully understand what is important to each client and develop long-term strategy to help him or her reach their goals.

With almost 30 years of experience and an MBA, Engler Financial is a certified financial planner and provides a full range of financial services including: investments, insurance and tax return preparations.

363 Centre Street
Nutley, New Jersey 07110
tel: 973-661-3100
fax: 973-661-3183

This is an empty space used for layout purposes. Fortress Financial
Member Since 2005

Mr. Neil Henning, CLTC (Certified in Long Term Care)

Fortress Financial is an independent financial firm, serving Northern New Jersey's educators, their families, and friends for over 25 years. Helping them to make smart decisions about their money.

Securities and Advisory Services offered through Commonwealth Financial Network.

Member FINRA/SIPC a Registered Investment Adviser.
609 Franklin Ave.
Nutley, New Jersey 07110
tel: 973-661-3898
fax: 973-447-2513

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