Access Wealth Planning LLC
Legal Name: ACCESS WEALTH PLANNING, LLC
Full Contact Details
Access Wealth Planning LLC
4 BECKER FARM ROAD, 1ST FLOOR, ROSELAND, NJ
973-740-2400
973-461-4717
Other Info
Access Wealth Planning LLC, also known as ACCESS WEALTH PLANNING, LLC, is a New Jersey Limited Liability Company with 15 employees, 7 of whom are advisers. The firm prides itself on providing excellent financial planning services to its 3 clients. With an approved SEC status and a registration date of July 1, 2001, Access Wealth Planning LLC has a reputation for being a reliable and trustworthy financial planning firm.
Wealth Management Firm | Financial Planning | Access Wealth
Access Wealth, a leading NJ wealth management firm, offers customized financial & investment plans to help you achieve financial independence
Wealth Management Firm | Financial Planning | Access Wealth
Access Wealth, a leading NJ wealth management firm, offers customized financial & investment plans to help you achieve financial independence
Direct Owners
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ACCESS FINANCIAL PLANNING, INC.
SPECIAL PARTNER owns less than 5%
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BRUCE MICHAEL MILOVE
MEMBER, SPECIAL PARTNER owns less than 5%
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DARREN LAWRENCE ZAGAROLA
MEMBER owns more than 50% but less than 75%
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HOWARD MARK HOOK
MEMBER owns more than 10% but less than 25%
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HOWARD SCOTT MILOVE
MEMBER owns more than 10% but less than 25%
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LAWRENCE ZAGAROLA
SPECIAL PARTNER owns less than 5%
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TRACY A HAGBERG
CHIEF COMPLIANCE OFFICER owns less than 5%