Nick Sergio - Raymond James

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Experience unparalleled financial care with Banyan Wealth Management & Financial Planning, a trusted New Jersey company since 2001. Our journey began with a vision for personalized and intimate wealth management. The Banyan tree symbolizes our core values: Education, Compassion, Vision, Discipline, and Persistence, which reflect the strength and growth we aim for each client. Our approach starts with understanding your 'why' and shaping a financial future that protects and enriches your family's