Cranford, NJ Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

4

Of 1,121 advisors across 280 offices

Location

14 Commerce Drive, Suite 300

Cranford NJ 07016

Advisors at this office

4

Advisors at this office

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Richard E

ChFC®, Series 63

Cranford, NJ

Transamerica Financial Advisors

Richard Echevarria is a financial advisor with Transamerica Financial Advisors in Cranford, NJ, holding the ChFC® and Series 63 credentials and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with United Financial Services and the Transamerica Agency Network, where he manages an office and provides insurance products. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Boureima D

CFP®, Series 63

Cranford, NJ

Transamerica Financial Advisors

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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John N

Series 66

Cranford, NJ

Transamerica Financial Advisors

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Christopher R

Series 63, Series 65

Cranford, NJ

Transamerica Financial Advisors

Christopher Risko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Realty, Horner Townsend and Kent, and Penn Mutual Life Insurance Company. In addition to advisory work, he is involved in managing sales agents and placing insurance products with affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment programs.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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