Company News

Archive for the ‘Company News’ Category

secure act webinar

SECURE Act Webinar Recording Available Now

There is a high likelihood the SECURE Act will affect your retirement and estate planning. Passed into law in December 2019, the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” created the most significant changes to retirement income planning since 2006. More than 100 people attended our webinar on February 12 to learn how […]

SECURE Act webinar

Webinar: How the SECURE Act Changes Your Retirement and Estate Planning

There is a high likelihood the SECURE Act will affect your retirement planning. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law in December, creating the most significant changes to retirement income planning since 2006. Join us for a 1-hour webinar where we will discuss the major changes made by […]

Access Insights Blog and News

A New Decade Brings New Insights and a New Communication Schedule

Once a month, we send out Access Insights, an electronic newsletter that summarizes all of the blog posts that have published that month. The newsletter contains articles written by our advisors on a variety of financial planning and investment topics, tax and client alerts to keep you current with changes affecting you and your family, […]

five star wealth manager

Three Advisors Named 2020 Five Star Wealth Managers

Join us in congratulating Howard Milove, Howard Hook, and Darren Zagarola for winning the 2020 Five Star Wealth Manager award!  By earning this honor, the advisors have demonstrated a commitment to their clients.  Five Star Professional has recognized an outstanding group of New Jersey-area wealth managers in the pages of New Jersey Monthly magazine. Five […]

Future 50 RIA Award

Access Wealth Recognized as a Future 50 RIA by Citywire USA

We are proud to share that Access Wealth has been selected as a Future 50 RIA by Citywire USA. The 50 firms represent a group of independent wealth advisors who are collectively creating a new landscape of registered investment advisors. “We are honored to be acknowledged as a leader within the investment community,” said Howard […]

Food Drive

Thank You for Supporting our 2019 Food Drive

As a way of celebrating the Thanksgiving and Holiday season, we hosted a food drive to benefit the Community FoodBank of New Jersey. It was a great way to remind everybody to be thankful for what we each have, and to remember those who are less fortunate. Thank you to all our clients, employees, and […]

food drive

Access Wealth Hosts Food Drive

If you would like to contribute to this year’s food drive to support the Community FoodBank of New Jersey, please bring your donations to our office by November 22. We are located at 4 Becker Farm Road (first floor), in Roseland. If you have any questions, feel free to call us at (973) 740-2400.

Howard Hook, CFP, CPA

Howard Hook Joins Forbes Finance Council

Howard Hook has been invited to join the Forbes NY Finance Council and be a regular contributor to Forbes.com Community Voice, as well as their expert panels. Forbes Finance Council is an invitation-only organization for senior-level executives in the financial services industry. The Council is highly selective, focusing on quality-over-quantity. Members are selected based on […]

Larry Zagarola and Darren Zagarola Jaycees

Access Wealth Proudly Supports Cranford Jaycees

Access Wealth is proud to support the Cranford Jaycees. We sponsored a hole at their Annual Golf Outing, which set a new record for funds raised at this event for their beneficiary organizations. Throughout the year, the Cranford Jaycees hold many events to raise funds that go towards the Jaycees Scholarship Fund.

Darren Zagarola, CFP, CPA, PFS

Darren Zagarola Elected President of the Board of Directors of Princeton Adult School

Congratulations to Darren Zagarola on being elected President of the Board of Directors of the Princeton Adult School. Darren is very committed to helping the Princeton Adult School maintain its excellent reputation in the community. He began teaching finance and investment courses in 2007 and was elected as a Board Member in 2017. In addition […]

Adrian Rodriguez

Adrian Rodriguez Joins the Access Wealth Team

It is with great pleasure we announce that Adrian Rodriguez has joined the Access Wealth team as a full-time Analyst. Prior to joining the firm, he spent 19 months as a Finance Intern, working on special projects and training with senior members of our firm. He is responsible for modeling financial plans for clients, providing […]

Congratulations to Adrian Rodriguez on Graduating Cum Laude

Congratulations to Adrian Rodriguez on graduating Cum Laude from William Paterson University. Adrian is accomplished academically and personally. He is a member of Omicron Delta Epsilon, an economic honors society, as well as a member of the student chapter of the Financial Planning Association. He won second place in the William Paterson uPitch competition, and […]

WPU Financial Planning Day

Access Wealth Welcomes William Paterson University Students

On Friday, May 3, 2019, Access Wealth proudly hosted its second Financial Planning Day for 12 William Paterson University Cotsakos College of Business students who are majoring in financial planning. The students spent most of the day with different members of the Access Wealth team, who educated them on a “day in the life” of […]

Adrian Rodriguez Wins Second Prize in William Paterson University’s 2019 Pitch Tank Competition

We are proud to share that Access Wealth’s finance intern, Adrian Rodriguez, has won second place in William Paterson’s eighth annual Pitch Tank Competition. A senior at William Paterson University, Adrian is majoring in financial planning and economics. He developed Pocket Advisor, a web platform where users aggregate their financial data to help them better […]

Access Wealth Best Financial Advisors

New Year – New Look – Same Us!

But better looking! We are marking our 30th year in business with a branding refresh that better reflects who we are today than who we used to be in the big hair, neon-was-hot, mullets were cool and Duran Duran rocking 80s! Our new and improved website is designed to introduce you to your team, and […]

Howard Milove is a 2019 Five Star Wealth Manager Award Winner

We are pleased to announce that Howard Milove, CPA, PFS, has won the 2019 Five Star Wealth Manager award! By earning this honor, Howard Milove has demonstrated a commitment to Access Wealth’s clients. Five Star Professional has recognized in the pages of New Jersey Monthly magazine an outstanding group of New Jersey wealth managers. Five […]

Access Wealth Raises Money for Local School

Six employees of Access Wealth and their family members ran in the OAS/BS 5K Run on November 4. The money raised supports the growth goals of the Orange Avenue and Bloomingdale Avenue Schools in Cranford.

Leo Chubinishvili, CFP

Leo Chubinishvili Joins the Access Wealth Advisory Team

It is with great pleasure we announce that Levan “Leo” Chubinishvili, CFP® has joined the Access Wealth advisory team as an Associate Wealth Advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional and investment advisor who helps clients achieve their personal and financial goals by implementing a proven six-step approach to financial planning and investment management. […]

Showing Employee Appreciation!

Here at Access Wealth, we value our employees and the effort they make every day. Throughout the year, we find ways to show our appreciation. This year, we hosted the Annual Employee Appreciation Event at TD Bank Ballpark in Bridgewater, New Jersey. We invited the families of our team members to join us since, without […]

Access Wealth Sponsors Golf Outings

Access Wealth sponsored a hole at the Cranford Jaycees Annual Golf Outing in May, as well as the Veterans Day Camp Outing in June.

Howard Hook, CFP, CPA

Howard Hook Elected to HomeCare Options Board of Directors

Howard Hook, CFP®, CPA, a senior wealth advisor with Access Wealth (as well as its sister company EKS Associates), was elected to serve on the Board of Directors for HomeCare Options. Howard is passionate about supporting charities and dedicates much of his time to serving where he can and educating clients on how they too […]

Darren Zagarola, CFP, CPA, PFS

Darren Zagarola Elected to Princeton Adult School Board of Directors

Darren Zagarola, CFP®, CPA, PFS, a senior wealth advisor with Access Wealth (as well as its sister company EKS Associates), is filling many roles as a Princeton Adult School board member. In addition to teaching two to three classes per year at the Princeton Adult School, the committees he serves on include: Executive committee (at-large […]

Access Wealth Supports Local Basketball Team

Access Wealth is proud to support the NJ Blast and AAU Basketball.

Stay Up To Date