Jose Vicente, Jr., Neighbor

My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

Areas of Focus

Saving for Education

Retirement Planning Strategies

Estate Planning Strategies

Charitable Giving

Family Finances

Small Business

Interests

Volunteering and participating in philanthropic activities

Spending time with friends and family

Attending sporting events and wine tastings

Outdoor activities such as hiking and going to the beach

Traveling

Cooking

<br>Community Participation

National Multiple Sclerosis Society

New York-New Jersey Trail Conference

March of Dimes

Volunteer Center of Bergen County