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AXA Advisors
Member Since 1998
Visit their website.
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.
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281 Franklin Avenue
Nutley, New Jersey 07110 |
| tel: |
973-667-8650 |
| fax: |
973-667-8436 |
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AXA Advisors
Member Since year 2008
Nick Mauro is a Financial Consultant with AXA Advisors, helping both individuals and businesses minimize taxes, maximimize insurance dollars, and increase their overall rate of returns on their investments.
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7 Gerard Rd.
Nutley, New Jersey 07110 |
| tel: |
973-667-5141 |
| fax: |
732-326-5308 |
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Engler Financial Services
Member Since 1995
Visit our website
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.
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363 Centre Street
Nutley, New Jersey 07110 |
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tel: |
973-661-3100 |
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fax: |
973-661-3183 |
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Fortress Financial
Member Since 2005
At Fortress, they believe no matter what your level of wealth, working with your Fortress Financial Professional can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
Accumulation: how to target asset growth
Retirement planning: how to target distribution of your assets in a tax-advantaged way
Estate planning: how to preserve your assets
Risk management: how to protect your assets
Business planning: how to grow and manage your business
Taxation: how to minimize your tax burden
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
Working together with your Financial Professional will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
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31 Terrace Avenue
Nutley, New Jersey 07110 |
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tel: |
973-661-3898 |
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fax: |
973-447-2513 |
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