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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

thumnail placeholder This is an empty space used for layout purposes. Cornerstone Planning Group, LLC
Member Since 2009

Cornerstone Planning Group specializes in financial planning and corporate benefit planning. Founder Carmine Corino, a CERTIFIED FINANCIAL PLANNER professional, works hand in hand with clients to formulate an objective and goal driven financial planning strategy that enables Cornerstone to: Crystallize financial objectives - Identify potential opportunities and roadblocks - Design a financial plan in line with the objectives - Take Action to achieve those objectives - Monitor progress of the plan.

Carmine holds the Chartered Life Underwriter designation. He is a member of the National Association of Insurance and Financial Advisers, a 5 year qualifying member of the Million Dollar Round Table, and a member of the Greater New Jersey Estate Planning Council.
Park 80 West, Plaza One, Suite 503
Saddlebrook, New Jersey 07663
tel: 201-291-5494
fax: 201-981-0291

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

Offering full-service investing across 5 categories:

1) Retirement Planning - Rollovers, 401K, SEP, Traditional & Roth IRA's, and Roth IRA conversions.
2) Full Service Brokerage - Quality & diversified investments for the long-term investor, including CD's.
3) Educational Planning - 529 Plans featuring tax-free benefits; Coverdell savings.
4) Reducing Taxes - Tax-deferred or tax-advantaged investments (i.e. - tax-free municipal bonds).
5) Annuities and Insurance products - Life, Universal, Variable Universal policies, etc.
6) Estate Planning: Estate considerations and Trust services

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

  • 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
  • We deliver highly personalized, convenient service through branch offices in the community.

Our Core Principles

  • We are focused on one client, the long-term individual investor
  • We are committed to a long-term investment philosophy that emphasizes quality and diversification
  • Relationships are key, and meeting face to face builds strong relationships
87 Berdan Ave., Suite 1A
Wayne, New Jersey 07470
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

thumnail placeholder This is an empty space used for layout purposes. Kingsbridge Financial Group
Member Since 2009
www.kingsbridge.com
christinap@kingsbridge.com

Efficiency... Experience... Expertise...
We are An Accomplished Team of Financial Professionals
Our Mission Is to Help Enhance, Protect and Preserve Net Worth
Our Clients Are: Corporations, Business Owners, High Net Worth Individuals
Our Reputation and Referrals Are Based Upon Two Elements: Long Term Business and Personal, Relationships, and Guidance in Six Disciplines: Retirement Planning, Estate Conservation, Executive Benefit Planning, Employee Benefit Planning, Life Insurance Planning, Education Funding
Our Process Is Driven By a Team of Professionals. Together We: Analyze, Design, Implement
We Believe Our Clients Can Benefit From Our Experience, Efficiency and Expertise.
1455 Broad St., Suite 300
Bloomfield, New Jersey 07003
tel: 973-771-3100
fax: 973-771-9466

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