FRBA Business Directory: Banks & Financial Institutions |
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Last Updated: 10/19/09 |
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Address: |
224 South Main
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Contact: |
Ruth Green |
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Tel: |
(908) 237-1671 |
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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. |
Address: |
84 Park Avenue |
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Contact: |
Harvey C. Sacks, J.D. |
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Tel: |
(908) 788-2999 |
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Fax: |
(908) 788-2850 |
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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. |
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Address: |
67 Main Street |
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Contact: |
Robert J. Lord |
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Tel: |
(908) 788-5645 |
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Fax: |
(877) 837-4924 |
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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. |
Address: |
520 Route 22 East |
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Contact: |
Jeffrey R. Schneider |
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Tel: |
(908) 429-6507 |
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Fax: |
(908) 429-6519 |
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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. |
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Address: |
8 Main Street |
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Contact: |
Richard F. Hennessy, Jr. |
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Tel: |
(908) 284-2740 |
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Fax: |
(908) 284-1369 |
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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. |
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Address: |
9 Main Street |
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Contact: |
Leonardo Zangani |
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Tel: |
(908) 788-9660 |
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Description: |
Financial Public Relations |
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Address: |
309 Route 202 |
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Contact: |
Marina Viteri |
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Tel: |
(908) 284-2225 |
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Fax: |
(908) 284-2294 |
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Description: |
Personal and Commercial Banking |
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Address: |
194 Highway 31 North Reading Ridge Center |
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Contact: |
Julia Moriarty |
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Tel: |
(908) 806-2265 |
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Fax: |
(908) 806-2165 |
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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.” |
Address: |
288 Route 202/31 |
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Contact: |
Linda Bernard |
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Tel: |
(908) 806-7496 |
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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:
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Address: |
56 Main Street |
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Contact: |
Ronald F. Van Horn, CLU, ChFC |
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Tel: |
(908) 806-6041 |
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Fax: |
(908) 806-0659 |
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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. |
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Address: |
74 Church
Street |
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Contact: |
Bibi Rivera |
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Tel: |
(908) 782-0072 |
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Fax: |
(908) 806-3871 |
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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. |
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Address: |
50 Main Street |
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Contact: |
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Tel: |
(908) 284-1988 |
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Fax: |
(908) 284-2188 |
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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. |
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Address: |
101 Walter Foran Blvd. |
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Contact: |
Frank J. Fuzo, Senior Vice President |
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Tel: |
(908) 806-5748 |
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Fax: |
(908) 237-5257 |
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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