Financial Planning Consultants
Manta has 9 businesses under Financial Planning Consultants in Paramus, NJ
Featured Company Listings
CLAIMED
Categorized under Investment advisory service
Financial success looks different for everyone. Prime Capital Financial has built a team that is both curious and nimble enough to address the unique needs of each client, offering innovative solutions coupled with time-tested, fundamental strategies.
We serve as a trusted partner to a range of clients who seek to achieve everything from funding a child’s education to reaching that hard-earned retirement or establishing a multi-generational wealth plan that is built to last. Whatever your life’s ambitions, we are dedicated to helping you finance your passions and lifestyle for the long term.
We are committed to our clients’ financial success. And we’ve got skin in the game, because we only grow as an organization when our clients prosper.
CLAIMED
Categorized under Investment advisory service
With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets.
It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings.
Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.
Categorized under Investment advisory service
Categorized under Investment advisory service
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
12 North State Rt 17 # 130
Paramus, NJ
(201) 291-7888
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
All Company Listings
CLAIMED
Categorized under Investment advisory service
Financial success looks different for everyone. Prime Capital Financial has built a team that is both curious and nimble enough to address the unique needs of each client, offering innovative solutions coupled with time-tested, fundamental strategies.
We serve as a trusted partner to a range of clients who seek to achieve everything from funding a child’s education to reaching that hard-earned retirement or establishing a multi-generational wealth plan that is built to last. Whatever your life’s ambitions, we are dedicated to helping you finance your passions and lifestyle for the long term.
We are committed to our clients’ financial success. And we’ve got skin in the game, because we only grow as an organization when our clients prosper.
CLAIMED
Categorized under Investment advisory service
With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets.
It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings.
Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.
Categorized under Investment advisory service
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
12 North State Rt 17 # 130
Paramus, NJ
(201) 291-7888
Categorized under Financial Planning Consultants
Categorized under Investment advisory service
Categorized under Financial Planning Consultants
Categorized under Financial Planning Consultants
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