Financial Advisors
Jersey City, NJ
Tomolonis Financial LLC is an independent financial advisory firm in Jersey City specializing in comprehensive financial planning, wealth management, tax optimization, and legacy planning. Led by Christopher Tomolonis, the firm helps clients align their investments, taxes, and estate plans with long-term goals through personalized planning that addresses both immediate concerns and future financial security. They also offer life insurance, long-term care, disability coverage, and employer-sponsored 401(k) plan solutions.
Ideal for: Business owners, high-net-worth individuals, professionals seeking tax optimization, families planning estates, employees managing 401(k) plans
Service area: Jersey City, NJ and surrounding areas
Comprehensive Planning Approach: Integrates financial planning, wealth management, tax strategy, and legacy planning into one coordinated strategy rather than treating them separately.
Free Initial Consultation: Offers complimentary first meeting to understand your goals, issues, and pain points before any commitment.
Insurance & Retirement Solutions: Provides life, long-term care, and disability insurance alongside investment management and employer 401(k) plan design.
Address: 95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302
Phone: (201) 600-9461
Website: christomolonis.com
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