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Mezzasalma Advisors
Tinton Falls, New Jersey
4.2
6 Reviews
Mezzasalma Advisors is a small investment advisory firm based out of Tinton Falls, NJ, offering personalized financial services to over 180 individual clients. With over $161,009,000 in assets under management, they have established themselves as a trusted partner in wealth management.
As a multi-faceted firm, Mezzasalma Advisors not only provides investment advisory services, but also operates as an insurance broker or agent, offering comprehensive coverage solutions. Additionally, they have a team of skilled accountants who assist clients with their financial needs.
While Mezzasalma Advisors predominantly manages assets for...see more
Assets Under Mgmt
$161.01M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Mezzasalma Advisors
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