CETERA FINANCIAL SPECIALISTS
105 Lock Street, Suite 403, Newark, NJ 07103 Directions
Since 1981
Here’s The Deal:
Cetera Financial Specialists is one of the best financial services located in Newark. Their mission is to get to know and understand your needs, wants, and long-term goals. They want to help you develop, implement, and monitor a strategy that is designed to address your situation. Their commitment is to utilize all of their resources to help you pursue your goals. They have the tools and background to provide the services that may fit your needs. They work hard to create a mutually beneficial and respected long-term relationship with their clients and their families.
SPECIALTY:
Retirement and Tax Plans, 401(k), 403(b) Planning, College Plans, Estate, Money Purchasing & Profit Sharing Plans
TBR® Inspection Report:
LIMESTONE FINANCIAL GROUP
59 Lincoln Park, Newark, NJ 07102 Directions
Since 2014
Here’s The Deal:
Limestone Financial Group is an independent financial firm that works with a select clientele of successful individuals, high-net-worth families, and business owners. Stephen has developed a process through his fifteen years of experience that enables customers to move forward to their financial goals. The firm specializes in social security. They provide their clients with a detailed itemized cash flow analysis. They provide wealth management services to clients, so their assets and wealth are aligned with what they care most about in life. You can get a free meeting.
SPECIALTY:
Employee Benefits, Investment Strategies and Allocation, Asset, Insurance/Risk Management, Family Wealth, Financial, Income Tax and Estate Planning, Cash Flow Needs, Personal Balance Sheet & IRA Accounts
TBR® Inspection Report:
ALBERTO ALVES
88 Pacific Street, Newark, NJ 07105 Directions
Since 1987
Here’s The Deal:
Alberto Alves is a financial advisor at Prudential Financial. Prudential Financial focus areas are protecting your family and saving for retirement. They provide customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, and investment management. They strive to create long-term value for their stakeholders through strong business fundamentals, consistent with their mission guided by their vision and directed by their company's core values. They speak in English, Portuguese and Spanish.
SPECIALTY:
PRUDENTIAL FINANCIAL - Investment Management, Retirement, Financial, Estate, 401K, 529, College and Small Business Planning, Mutal Funds, Annuities, Long Term Care & Disability Insurance