Goosehead Insurance-Summer Elhendy

Heritage Wealth Counselors, LLC is a leading wealth counseling practice based in Mountain Lakes, NJ, specializing in legacy, wealth, and estate transition for high net worth families. With a team of experienced professionals and strategic alliances, Heritage offers a proprietary wealth counseling process that helps families successfully preserve, grow, and plan for the generational transfer of their wealth. Under the leadership of CEO Jack Sullivan, an industry-leading voice in wealth management, Heritage stands out for its unrivaled wealth protection process, discreet and personalized service, and administrative and financial oversight of over $200 million in assets. By utilizing a scaled-down support team and a new virtual platform, Heritage guides families through a guided discovery process to determine their values and create a personalized estate, financial, and wealth transition plan. Working closely with a family's existing financial advisors, Heritage implements its proprietary reporting system to evaluate and advise on all investments and assets, including tax planning.Generated from the website

Mountain Lakes Pathology in Mountain Lakes, NJ is home to Goosehead Insurance Agency, a full-service property and casualty insurance agency offering a range of insurance types such as homeowners, car, boat, motorcycle, RV, and flood insurance. They take pride in hand-selecting the best insurance companies to provide clients with optimal coverage at competitive prices. With a focus on empowering clients to make informed decisions, Goosehead allows for easy comparison of insurance quotes. They also offer franchise opportunities for individuals looking to own their own insurance agency, all while maintaining a commitment to smarter insurance solutions and exceptional customer service. Generated from their business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mountain Lakes, NJ area, Philip Confalone will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.