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Randy Neumann Wealth Management

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Randy Neumann Wealth Management

Profile:

The services provided by our firm include:

- Comprehensive Fee-based Financial Planning
- Fee-based Client Portfolio Management
- Investment Analysis
- Quarterly Performance Reports

Offering access to the following products:

- Annuities
- Cash Management - CDs
- Life & Disability Insurance
- Long Term Care Insurance
- Mutual Funds
- Stocks and Bonds

In addition to all of the products and services offered by the firm, we would be more than happy to work in conjunction with your attorney or CPA, or recommend a professional to assist you with your tax preparation or legal and trust concerns.

Overview:

Fighting for your Financial Future

Randy Neumann Wealth Management is a financial planning firm located in Bergen County with a staff that shares more than 70 years of collective service helping clients with their financial planning needs.
About Us

Our mission statement is to help you work toward achieving your goals and dreams. Our goal is to inspire you into making informed decisions through education, communication, and service, all of which we expect will exceed your expectations.

To pursue this objective, we listen closely to understand your needs, then create and propose personalized strategies that address your specific financial goals. Together, we select and implement appropriate strategies and meet regularly to review our progress and make adjustments accordingly. We do not look for the “hot product,” or the latest “one-size fits all” investment strategy. Rather, we tailor our strategies to your specific goals. By focusing on your goals, we increase the likelihood of helping you achieve your financial dreams.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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