FRBA Business Directory: Banks & Financial Institutions

Last Updated: 10/19/09


Advantage Bank

Address:

224 South Main Street
Flemington, NJ 08822

Contact:

Ruth Green

Tel:

(908) 237-1671

Fax:

Email:

ragreen@ptd.net

URL:

www.bankadvantage.com

Description:

Our experience is your Advantage. Online Banking, Community Service, Free Checking For Life, Loans, CDs, Savings and IRAs. Member FDIC, Equal Opportunity Lender, 1-800-959-0088.


 


Ameriprise Financial

Address:

84 Park Avenue
G-103C
Flemington, NJ 08822

Contact:

Harvey C. Sacks, J.D.
Senior Financial Advisor
Business Financial Advisor

Tel:

(908) 788-2999

Fax:

(908) 788-2850

Email:

harvey.c.sacks@ampf.com

URL:

www.ameripriseadvisors.com/harvey.c.sacks

Description:

Although Ameriprise has over 12,000 financial advisors and registered representatives*, is 115 years old, and is known for financial planning, I am an independent franchisee, therefore able to decide which of various services to concentrate on.

My practice focuses on providing financial advice for high net worth individuals and their families, as well as any businesses they might own, using a well-honed, in-depth, comprehensive process. In addition to many other analyses, each client's individual cash flow, income, expenses, liabilities, cash reserve, income and estate taxes are included in this process, as well as making sure all assets have a plan in place designed to protect them from loss.

We recently brought in additional staff to be able to offer our personal financial planning to non-high net worth individuals and their families.

My practice also does planning for business clients, including exit strategy/succession planning, retirement plans, valuations, and workplace financial education and planning for employees.

It is my professional philosophy that we not discuss investments and investment strategies until such time as we fully understand the people involved, their goals and values and their financial picture.

*Ameriprise Financial Services Second Quarter 2009 Statistical Supplement, July 23, 2009. Ameriprise Financial cannot guarantee future financial results.



Edward Jones Investments

Address:

67 Main Street
Flemington, NJ 08822

Contact:

Robert J. Lord

Tel:

(908) 788-5645

Fax:

(877) 837-4924

Email:

URL:

www.edwardjones.com

Description:

Hours: 8AM-5PM. By appointment. Edward Jones Investments is a Full-Service Brokerage Firm that traces its roots back to 1871. Our mission is "to provide the investments, services and information individual investors need to achieve their financial goals." Having cultivated a previously untapped market of individual investors, Edward Jones Investments provides a personal brand of services by discussing their clients individual investment needs on a one-on-one basis. Edward Jones provides predicable, long-term investment opportunities that include a broad mix of municipal, government and corporate bonds; common stock; tax-advantaged securities; retirement accounts; and education savings.


 


Financial Resources Federal Credit Union

Address:

520 Route 22 East
First Floor
Bridgewater, NJ 08807

Contact:

Jeffrey R. Schneider

Tel:

(908) 429-6507

Fax:

(908) 429-6519

Email:

URL:

www.myfinancialresources.org

Description:

Financial Resources Federal Credit Union, formerly the Ethicon Employees Federal Credit Union and the Raritan Federal Credit Union, is a federally chartered credit union that was formed over 75 years ago. The Credit Union offers complete financial solutions to its members, anyone who lives, works, goes to school or worships in the communities of Flemington and the greater New Brunswick/Somerset area, and business services for its member companies and organizations. Financial Resources is regulated by the National Credit Union Administration (NCUA ), and savings are federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. The Credit Union is headquartered in Bridgewater, NJ.

U.S. Membership is open to employees, retirees, associates, and their family and household members of almost any company or organization who would like to become a member of Financial Resources Federal Credit Union. Financial Resources has almost 25,000 members and total assets of over $300 million.

Financial Resources has a nine-member volunteer Board of Directors elected by the membership. The Board of Directors retains a President & Chief Executive Officer, Lena Matthews, to oversee the daily operations. An independent CPA auditing firm as well as the NCUA conduct annual reviews of Financial Resources.



Hennessy Financial/MetLife

Address:

8 Main Street
Suite 12
Flemington, NJ 08822

Contact:

Richard F. Hennessy, Jr.

Tel:

(908) 284-2740

Fax:

(908) 284-1369

Email:

rhennessy@metlife.com

URL:

Description:

Hours: Mon - Fri 7:30AM-6PM. Financial and Business Planning, Estate Analysis, Mutual Funds, 401K, Annuities, IRAs, Insurance for Life, Health & Disability, College Funding and Pension Rollovers.



L.G. Zangani, LLC - Zanbon Realty Corporation

Address:

9 Main Street
Flemington, NJ 08822

Contact:

Leonardo Zangani

Tel:

(908) 788-9660

Fax:

Email:

URL:

www.zangani.com

Description:

Financial Public Relations



PNC Bank

Address:

309 Route 202
Flemington, NJ 08822

Contact:

Marina Viteri
Branch Manager

Tel:

(908) 284-2225

Fax:

(908) 284-2294

Email:

marina.viteri@pnc.com

URL:

www.pnc.com

Description:

Personal and Commercial Banking



Skylands Community Bank

Address:

194 Highway 31 North
Flemington, NJ 08822

Reading Ridge Center
8 Reading Road
Flemington NJ 08822

Contact:

Julia Moriarty

Tel:

(908) 806-2265
(908) 788-4844

Fax:

(908) 806-2165
(908) 788-4866

Email:

jmoriarty@skylandscombank.com

URL:

www.skylandscombank.com

Description:

With a community-oriented style of banking and an endless commitment to long-term customer relationships, Skylands Community Bank, with assets of over $1 billion, has been serving northwest New Jersey since 1990. The bank currently operates 27 conveniently located branches in Hunterdon, Middlesex, Morris, Somerset, Sussex and Warren Counties. Skylands Community Bank offers the broad array of financial services of a larger bank while maintaining the personalized community-oriented banking relationships that customers have come to expect and appreciate. Skylands Community Bank -- “Community People… Local Decisions.”


 

TD Bank

Address:

288 Route 202/31
Flemington, NJ 08822

Contact:

Linda Bernard

Tel:

(908) 806-7496

Fax:

 

Email:

lbernard@yesbank.com

URL:

www.tdbank.com

Description:

Personal & Commercial Banking, Investing, Lending, Insurance, on-line banking, and ATM.

TD Bank, America’s Most Convenient Bank, reflects the new name for the combined Commerce Bank and TD Banknorth Stores in the Mid-Atlantic, Metro Washington, DC and Florida Markets.

Although our name has changed, our commitment to being “America’s Most Convenient Bank” – and our legendary focus on Customer service – remains unchanged. Unparalleled convenience is central to our brand promise at TD Bank, America’s Most Convenient Bank. Our brand is more than our name – it’s who we are and what TD Bank is all about!

Customers of Commerce Bank and TD Banknorth in the Mid-Atlantic, Metro Washington, DC and Florida Markets can bank at any of our more than 575 rebranded TD Bank Stores. TD Banknorth Customers, however, should continue to use the TD Banknorth website and ebillpay at tdbanknorth.com

TD Bank will continue to focus on delivering an unparalleled Customer experience by providing:

  • Seven-day branch banking
  • Extended hours
  • Free Penny Arcade coin counting machines
  • Hassle-free products
  • Treats for children and dogs

Hours:
Lobby: M-W: 8:30-5, Th-F: 8:30-8, Sat: 8:30-3, Sun: 11:00-4
Drive-Thru: M-W: 7:30-8, Th-F: 7:30-8, Sat: 7:30-6, Sun: 11:00-4



Van Horn Financial

Address:

56 Main Street
Flemington, NJ 08822

Contact:

Ronald F. Van Horn, CLU, ChFC

Tel:

(908) 806-6041

Fax:

(908) 806-0659

Email:

rvanhorn@usa.com

URL:

Description:

Financial planning for individuals and business owners. Address key planning areas: Retirement, college savings, estate planning and employee benefits (for business owners). Products used include stocks, mutual funds, bonds, annuities, life & disability insurance, individual and group health insurance and long term care insurance. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Van Horn Financial and Woodbury Financial Services, Inc. are unaffiliated entities.



Wachovia

Address:

74 Church Street
Flemington, NJ 08822

Contact:

Bibi Rivera

Tel:

(908) 782-0072

Fax:

(908) 806-3871

Email:

URL:

www.wachovia.com

Description:

Banking, Investing, Lending, Insurance. ATM. Lobby Hours: Mon - Wed 9AM-3PM, Thurs 9AM-6PM, Fri 9AM-5PM, Sat 9AM-12PM. Drive-up Hours: Mon - Wed 9AM-5PM, Thurs - Fri 9AM-6PM, Sat 9AM-12PM.


 


Wachovia Securities

Address:

50 Main Street
2nd Floor
Flemington, NJ 08822

Contact:

 

Tel:

(908) 284-1988

Fax:

(908) 284-2188

Email:

URL:

 

Description:

Hours of Operation: Mon. - Fri 9AM - 5PM. At Wachovia Securities, our Financial Advisors are committed to your financial welfare. They listen carefully and take a holistic approach that ties your financial objectives and needs directly to your life goals. As trained professionals, they have knowledge and resources to help you reach your financial goals. When you select a Wachovia Securities Financial Advisor, we realize you’ve chosen us over scores of alternatives in a highly competitive industry. As a firm, we’ll work hard to continue to earn your trust each time we serve you.



Yardville National Bank

Address:

101 Walter Foran Blvd.
Flemington, NJ 08822

Contact:

Frank J. Fuzo, Senior Vice President

Tel:

(908) 806-5748

Fax:

(908) 237-5257

Email:

fuzof@ynb.com

URL:

www.yanb.com

Description:

Full service bankYNB, with a network of 35 conveniently located branches throughout New Jersey and eastern Pennsylvania, is a full service community bank committed to developing and enhancing lasting relationships with our customers. YNB has been an integral part of the community for over 80 years and we pride ourselves on products and services that are tailored to best meet the financial needs of individuals and businesses in our area. With this strong commitment to personalized service and community focused banking, YNB is proud to be Your Neighborhood Bank ® .


 

Flemington-Raritan Business Association, P.O. Box 564, Flemington, NJ 08822
Phone: (908) 284-8118 | Email: info@frbanj.com