As a Chartered Retirement Planning Counselor CRPC and with over 24 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest level of service and financial advice. Over the course of his career, he has developed a client service philosophy that focuses on fostering highly personal and attentive relationships and delivering customized, objective services. He believes that the key to financial success lies in comprehensive financial planning and utilizing a consultative approach, he works to help his clients manage, preserve, and transfer their wealth. Zaim’s accomplished career in the financial services industry began in 1994 while still attending the City University of New York. Prior to establishing The Hajdari Group, he spent seven years with J.P Morgan Chase, where he worked his way up to Senior Vice President and Investment Manager of the NYC Retail Investment Services Division, overseeing more than 50 branch offices and nearly $3 billion in assets. Throughout his career with that firm, he was consistently recognized as one of their top financial advisors and managers nationally. In June of 2009, he established The Hajdari Group at 14 Wall Street in the heart of the financial district of NY.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
2021's Best Financial Advisor near Jersey City, NJ
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to
them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Tax Planning
Zachary has over 12 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. Zachary provides financial advice and services to high-net-worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and son.…show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
12 East 49th Street, 11th Floor, New York, NY 10017
Jennifer Y Auerbach-rodriguez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Jennifer Auerbach-rodriguez operates out of New York, NY.…show more
John Beriau is the founder and leader of the Beriau Consulting Group, a distinguished wealth management team in New York, with strong regional ties in Texas, Massachusetts and North Carolina. John began his Merrill Lynch Wealth Management career in 2007, prior to that he worked for 8 years as a trader and analyst at Zanshin Capital, a hedge fund in Montreal, Canada. The team is committed to delivering customized and personalized investments to institutions and ultra- high net worth clients. Aside from leading the team, John's primary responsibility is asset allocation and investment selection. For over a decade, the Beriau Consulting Group has worked with endowments, foundations and complex family offices.…show more
Specialties: Asset Management‚ Business Insurance‚ College Planning‚ Retirement Planning
2 World Financial Center New York Pbig, New York, NY 10281
Theresa Consola is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Theresa Consola operates out of Staten Island, NY.…show more
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