Wealth Financial Partners
Wealth Financial Partners believes that a comprehensive approach to your financial life requires wealth management. This means more than just preserving your wealth by taking care of your investments. It also means addressing your advanced planning needs, including wealth enhancement, wealth transfer, wealth protection and charitable giving. We address all these issues under one roof in Basking Ridge, New Jersey."Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity Registered Branch address - 22 Church Street # 60, Liberty Corner, NJ 07938 Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use at these sites. Walter Pardo is licensed in: CA, NC, SC,CT, FL, GA, KS, NY, NJ, IL, PA,VT,TX,OH Wealth Financial Partners, LLC and Cetera are unaffiliated entities.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
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Monthly traffic
21
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- DS
Delker Saumier
Vice President Operations · Operations
EmailPhone - RB
Ritika Bansal
Wealth Financial Partners, Llc (Avantax) · Other
EmailPhone - WP
Walter Pardo
Wealth Financial Partners, Llc (Avantax) · Other
EmailPhone - AM
Ashley Marino Pedersen
Director of Client Development · Sales & Business Development
EmailPhone - NP
Natalie Pardo
Efficiency Consultant · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Wealth Financial Partners
4 distinct titles indexed · top 4 shown.
- 2wealth financial partners, llc (avantax)
- 1director of client development
- 1efficiency consultant
- 1vice president operations
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