Thrivent Financial

HistoryACE Advisory Management LLC is a financial planning firm based in NYC that offers a comprehensive array of services including but not limited to taxes, insurance, Incorporation, investment, education and retirement planning. ACE Advisory Management LLC was established in Sept 2007 by Atabu E. Otobo. Our Mission is to help accumulate, manage, plan, and protect our client's wealth. We strive to provide an exceptional and superb service to our clients. We strive to earn our clients trust to foster a dynamic long-term relationships.SpecialtiesI assist clients prepare, plan and file individual and corporate taxes for LLC, Corpotions, partnership, trust and estates. I offer/ provide my clients various insurance, including but not limited to life, long term care, disability, fnal Expense, auto, Home, condo, renter, umbrella, worker comps, E&O, Malpractice etc. I help to organize and setup business entities formation such as LLC, LLP, S and C Corp a non profit. I offer investment advisory and management, including College and retirement Planning I also provide notary services

Robert Defina is a Relationship Manager at TD Wealth in Scotch Plains, NJ, specializing in delivering comprehensive financial solutions to high-net-worth individuals. With a focus on assessing client needs and developing tailored strategies, he leverages the resources of TD Wealth and TD Bank to assemble a dedicated team of specialists for each client. Prior to joining TD Wealth in 2022, Bob held roles at PNC Private Bank and Wells Fargo Bank, and he currently holds his FINRA Series 66 registration. His expertise encompasses a range of services, including investment management, private banking, and estate services, aimed at helping clients achieve their financial goals. Generated from the website