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FINANCIAL SERVICES

Andrew Atalla
Address: 10 NJ-35 Suite 400
Red Bank, NJ
07701
Business Category:
Long Business Description:

I originally started off college in a 8 year MD program and planned on being a doctor like the rest of my family but I had a real passion for finance so I switched 2 1/2 years into my program to pursue this passion. What I did love about medicine is that you got an opportunity to help others every day and make an impact. Financial Planning and Wealth Management was an opportunity to merge my passion for finance and helping others. Financial Planning means different things to different people depending on where they are in life and what they want to accomplish. I specialize in working with physicians, dentists and business owners due to my background and interests.

Business Website Address:
Business Phone Number:
609-750-7768
Business Keywords:
Financial Planning, Wealth Management, medical professionals, disability insurance, life insurance, long term care, investments, retirement planning, estate planning, tax efficiency
Country:
United States
State:
New Jersey
Address: 16141 Cleveland St, Redmond, Wa 98052
98052
Business Category:
Long Business Description:

Edward Jones is the largest Brokerage company in the US by number of Advisors. We are in the US and Canada. We work with serious long term investors in all aspects of Financial Planning

Business Phone Number:
425-867-5187
Business Keywords:
Complete Wealth Management, Insurance solutions, college planning, retirement planning,tax strategies, investment management
Country:
United States
State:
Washington
Hany Farag, CLTC® First Vice President / Wealth Management, Financial Advisor Janney Montgomery Scott LLC
Address: 1166 Avenue Of The Americas 21 floor New York NY
10036
Business Category:
Long Business Description:

Drawing on over three decades of financial industry experience, Hany has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Having been through numerous market corrections and volatility, Hany serves as the close family advisor his clients rely on for an experienced perspective, thoughtful solutions and responsive service. His sincere approach to building long-term relationships and his genuine empathy has earned his clients’ confidence throughout all market conditions.

Business Website Address:
Business Phone Number:
212 940 6994
Country:
United States
State:
New York
Loan Officer Retail Lending
Address: 14502 Cypress Mill Place Blvd Site 200
77429
Business Category:
Long Business Description:

I understand the complexities of today’s lending environment and will help you navigate through the mortgage process from preapproval all the way to the closing table and beyond. I look forward to helping you with all your mortgage needs. Whether you are first time home buyer, purchasing your dream home or investment property, refinancing an outstanding loan, or consolidating debt, the team of highly experienced team which I am a member, are here to help you take that first step toward a financial solution.

Business Phone Number:
832-978-2667
Country:
United States
State:
Texas
NB Headshot
Address: 220 Pine Ave. N, Suite A, Oldsmar, FL
34677
Business Category:
Long Business Description:

Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM), and has experience in banking, accounting, and franchising. She is the recipient of the 2021 Women-n-Charge Grant, and graduate of the 2020 Southern Diocese Lead Program. Nermine is passionate about educating women and small business owners on how to achieve their financial independence. Nermine is a financial planner that strategizes how best to achieve her clients’ goals while specializing in investing and tax saving solutions. Working alongside in-house CPAs at UWM, her goal is to help her client’s money work harder, smarter and more tax efficiently. In her spare time, she loves cuddling with her three girls, volunteering at her church and watching The Tampa Bay Lightning bring home the Stanley Cup!!

Business Website Address:
Business Phone Number:
813-569-9740
Business Keywords:
Financial Planning, Retirement, Education Planning, Tax Strategies, Estate Planning, Life Insurance, Disability, Long-Term Care, Traditional IRA, Roth IRA,
Country:
United States
State:
Florida