Jay Goldberg works closely with his clients in risk management, wealth accumulation, retirement and estate planning. He believes strongly in offering personalized customer service. That means listening to his clients, to ensure that their individual needs and goals are met. In 1985, upon graduation from the University of Hartford, with a BS in Economics & Finance, Jay launched his gratifying career in financial services as an associate with The Equitable Life Assurance Society as part of the Fitzpatrick Agency in West Orange, New Jersey. In 2001, he moved to Woodbridge, NJ to join the Woodbridge
Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. We attribute a great deal of our success to our principles and personal, long-term approach to investing. We have consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.
As Farmer’s personal agency for Metro Woodbridge, it’s our mission to inform and educate folks of their best options for auto, home, business and life insurance. We work to develop the right plans to make sure the coverage you have is best suited to your needs. Having gone through a rigorous training program at the University of Farmers ensures that we are qualified to provide you information on both our insurance products and our financial and retirement services. Unlike other insurance companies that only run customer service through a call center, our customers get the advantages of one-on-one insight
Fleming White Appraisals is a full service real estate appraisal firm specializing in Commercial, Industrial, Special Use and Residential Development property. Our staff of three full time, state certified appraisers has more than 60 years of combined real estate experience. We provide appraisal and consulting services to individuals, lending institutions, law firms, municipalities, and state and government agencies. We are located in Woodbridge and more than 98% of our work is performed in the State of New Jersey. One of our appraisers is licensed to perform appraisals in the State of New York. This firm consists of four employees of whom
We founded Fountainhead Capital Management to offer a new approach to wealth management. We wanted to build a firm around the idea that no two plans or portfolios are alike and provide objective advice and solutions specific to each client. As an independent investment advisor, we have both the freedom and flexibility to offer unbiased perspective, to create strategies tailored to the details of your life. We start with your story, and help you define a clear and direct path to financial security. The financial crisis of 2008 opened many eyes to the huge disconnect between clients and the large
When it comes to addressing your challenges and goals, working with a Financial professional Associate is a critical decision. The foundation of my philosophy is based on helping you relize your financial goals and helping you protect those who depend on you. My approach to your financial life includes, striving to maintain a strong relationship with you, periodically reviewing your insurance and financial needs and goals at your request, and adjusting strategies accordingly as well as working with your professional advisors, such as your attorney and accountant. From education and retirement funding to helping you secure your financial future, we'll
A graduate of Seton Hall University, Tom established Thomas M. Ploskonka & Co., CPAs in 1978. Mr. Ploskonka and his firm become your “off-site business partner.” They provide a comprehensive range of services for the individual and business owner, including: Tax Return Preparation, Tax Planning, Tax Representation, Financial Statement Preparation, Business Counsel and Personal Planning. Mr. Ploskonka has also been a Trusted Advisors with AXA Advisors for a number of years and is ready to assist you with Financial Services as well.