Allied Wealth Partners

Paul Ciavarella joined Allied Wealth Partners in 2017 after over eight years of success assisting clients with their finances.

Prior to his career as a financial advisor, Paul was a business owner. His 25 years of experience as a business owner enables him to provide a wealth of information to his clients. Paul focuses on helping small and medium size business owners attain their goals. His association with other experienced financial professionals allows him to offer a full range of services to meet the needs of businesses and individuals alike.

Through his experience and association with other specialists in the financial services industry, Paul has high standards when it comes to assisting clients. Paul’s goal as a financial advisor is to help bring a level of financial protection and independence to his clients that they had thought previously unattainable. This is accomplished through various conservative strategies of protection and long term financial growth.

Paul utilizes a macroeconomic approach to help clients balance the primary financial domains of Protection, Assets, Liabilities and Cash Flow. This approach recognizes the interdependence of these domains and tests all financial strategies across them in an effort to maximize the protection and performance of assets and cash flow. This unique approach can help provide clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth.

Categories: Financial Services

14 Walsh Drive, Suite 100
Parsippany, New Jersey 07054 

Website

(973) 917-2903

Chamber Contact: Paul Ciavarella

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Ameriprise Financial

Live life brilliantly. Are you prepared for the expected and unexpected in life? It’s a big question. No one can predict what tomorrow will bring, but through our exclusive Confident Retirement® approach, I can help you – and those you care about – feel more confident and in control. I’ll work one-on-one with you to help you plan to achieve your financial goals – and adjust to changes along the way. That way, you can focus on what matters most to you, today and in the future. When you have the right advisor, life can be brilliant.

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Categories: Financial Services

90 East Halsey Road, Suite 106
Parsippany, New Jersey 07054 

Website

(973) 265-1185
(973) 240-7874 (Fax)

Chamber Contact: Henry C. Liao

Creative Financial Strategies

We’re committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive financial services to help people prioritize and attain their financial goals. We champion our clients’ goals with passion and integrity and provide superior service in very aspect of our client experience.
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Categories: Financial Services

30 Two Bridges Road, Suite 320
Fairfield, New Jersey 07004 

Website

(908) 514-1611

Chamber Contact: Olena Kondryshyn

Edward Jones

Edward Jones, a Fortune 500 company, provides financial services for individual investors in the U.S. and trough it’s affiliate in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.

Categories: Financial Services

14 Second Avenue
Denville, New Jersey 07834 

Website

(973) 586-2082

Chamber Contact: Susan Daniele

Edward Jones

Through our holistic approach to financial planning, we help clients feel secure about their financial picture in a comfortable, consultative way.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Categories: Financial Services

14 Ridgedale Avenue, Suite 255
Cedar Knolls, New Jersey 07927 

Monday – Thursday 8:30 a.m. to 5:00 p.m.; Friday 8:30 a.m. to 4:00 p.m.

Website

(973) 539-2902 (Main)
(888) 851-0669 (Fax)

Chamber Contact: Dallas Herold

Freedom Found Financial

Freedom Found Financial is a comprehensive financial planning firm focused on rethinking the status quo within the wealth management industry.  We set ourselves apart and differentiate by utilizing a variety of flat fee services that enable us to help individuals and families at all stages of their lives.  Our commitment is to provide fully transparent services that eliminate various conflicts of interest typically found in the current asset management landscape.

Categories: Financial Services

408 Main Street, Suite 505
Boonton, NJ 07005 

Website

(201) 248-6304

Chamber Contact: Steven Kampschmidt

Heartland Payment Systems

Heartland Payment Systems is a Payments Transactions company providing primarily Payroll, Human Resources & Merchant Services. Other products are either extensions of our primary products (E-Commerce) or complimentary products (Point of Sale systems) which we offer through corporate partnerships. What makes Heartland unique is our service program. With Heartland you get a service rep in a US based location, and a sales rep who stays with the account locally. We value transparency in our communications, competitive pricing, informed – educated sales force, as we reduce risk, and improve operations.

Categories: Business ServicesFinancial ServicesPayroll Systems


Rockaway, New Jersey 07866 

Website

(973) 216-8953

Chamber Contact: April Morlock

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Integrated Financial NJ

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We host value based educational workshops to encourage clients to make an educated decision about their finances. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Personal :

Tax management strategies
Investments
Estate conservation strategies
College Tuition planning
Life Insurance with Living Benefits *
Annuity products

Business:

Custom tailored retirement plans
Non-Qualified deferred compensation plans
Provide key employee benefits that benefit the business owner
Provide business succession and Buy-Sell planning
Group Medical, Dental, Life and Disability
Overhead expense coverage

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Categories: Financial Services

100 Passaic Avenue, Suite 110
Fairfield, New Jersey 07004 

Website

(973) 934-1456 (Main)
(973) 575-9000 (Fax)

Chamber Contact: Carl Barling

Joseph Bonadeo – Edward Jones Financial Advisor:

After being a financial advisor for over 25 years and advising clients during both bull and bear markets, I have found that my clients really appreciate the time that I take to educate them. This in turn helps them feel more comfortable when making decisions.

As an Edward Jones financial advisor who helps long-term investors achieve their financial dreams, I apply our 5-step process so that I understand your goals and implement customized solutions for you. After developing your investment plan, I partner with you over your lifetime to keep you on track to achieve your goals by working with you and your CPA and/or estate planning attorney to execute the needed actions.

I am a native of New Jersey and live in Randolph with my wife and our two sons.

I earned a bachelor’s degree in economics from Montclair State University in New Jersey and completed the American College of Financial Services Financial Planning Certificate Curriculum. I hold my life, accident and health insurance agent licenses, and FINRA 7, 63, and 65 registrations.

I would like to provide solutions for your goals involving planning for retirement, retirement income strategies, education savings for children or grandchildren and planning for the unexpected (insurance, annuities and long-term care insurance). In addition, I provide solutions for entrepreneurs, business owners and divorced couples.

Please ask for a complimentary financial review and give me the opportunity to provide you with a service focused on you so that we can help you reach your financial goals.

Categories: Financial Services

2 Sylvan Way, Suite 301
Parsippany, New Jersey 07054 

Website

(973) 267-6290

Chamber Contact: Joseph Bonadeo