Review Fontana Wealth Management Of Raymond James In somerset, new-jersey, united-states | Finance In Somerset
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Fontana Wealth Management Of Raymond James
350 Main St, Ste 5
Somerset,
New-jersey,United-states - 07921
Detailed description is Our mission is to help our clients achieve financial independence through professional advice, sound risk management,and personal, efficient service.
Throughout his 36-year career as a financial professional, Rick Fontana, Senior Vice President, Investments has realized immense satisfaction in facilitating the financial independence of his clients by focusing on their unique needs and specific goals.
He takes great pride in the fact that he is instrumental toward attaining success in those goals..
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He holds Series 7, 63, 65, life and health insurance licenses and is a Certified Financial Planner™ practitioner.
His objective is to deliver a well-designed, superior long-term financial planning experience while managing it from inception to beyond its implementation and for some generations to come.
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Rick maintains a strong background in investment selection, particularly fixed-income investments, asset allocation strategies and value-oriented stock selection, and wants his clients invested appropriately for their risk tolerance.
He believes it is vital they have realistic expectations for returns.
His expertise, while inclusive of investments, extends to those financial matters and events that impact the lives of his clients.
His objective is to deliver a well-designed, superior long-term financial planning experience while managing it from inception to beyond its implementation..
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Prior to joining Raymond James in 2013, he was a first vice president with Smith Barney (currently Morgan Stanley) for 23 years.
He had spent 10 years at Ryan Beck & Co., prior to joining Smith Barney, where he was vice president.
He earned a bachelor’s degree in political science from William Paterson University in Wayne, New Jersey, in 1976 and completed his CFP studies at Fairleigh Dickenson in 1992..
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Throughout his career, Rick has always been involved in the community.
He is a former Freeholder in Somerset County, having served 12 years on the Board of Freeholders.
He is a member of the Somerset County 4H Association, Somerville Elks, and a Community Board Member of Family and Community Services of Somerset County.
He serves as a Commissioner on the Board of Elections in Somerset County.
He also serves on the board of the Somerset County Business Partnership and the Community Visiting Nurse Association.
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In 2011, the Somerset County Business Partnership recognized Rick as Citizen of the Year for his contributions to the community.
He was also inducted by Essex Catholic High School into its Hall of Fame in 2011..
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Rick was born in Newark and grew up in the Nutley-Montclair area of northern New Jersey.
He lives in Bridgewater, New Jersey, and Punta Gorda, Florida, with his wife, Karen.
They have two children, Zachary and Kenneth.
In his free time, Rick enjoys sailing, playing guitar and performing in benefit concerts for charitable organizations.
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Raymond James financial advisors may only conduct business with residents of the states.
and/or jurisdictions for which they.
are properly registered.
Therefore, a.
response to a request for information.
may be delayed.
Please note that not.
all of the investments and services.
mentioned are available in every.
state.
Investors outside of the United.
States are subject to securities and.
tax regulations within their.
applicable jurisdictions that are not.
addressed on this site.
Contact your.
local Raymond James office for.
information and availability.
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Please follow this link to additional.
disclosures: .
http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
Certified Financial Planner Board of Standards Inc.
owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Established in the recent years Fontana Wealth Management of Raymond James in somerset , new-jersey in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Fontana Wealth Management of Raymond James is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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