Melanie Tavitian-Balikjian works with a select group of high net worth individuals in pharmaceuticals to help them design and create retirement plans which can satisfy both life style and legacy concerns. She is particularly experienced in helping clients’ transition assets to the next generation while matching life style with resources during lifetimes.
Melanie attended Ramapo College where she earned a Bachelor of Science degree in Business Administration with a concentration in Finance. She currently resides in Waldwick with her husband and two children. She serves as an assistant coach for both of her son’s soccer teams and speaks regularly to parent groups about Special Needs Planning and Wealth Management. She is a member of Sts. Vartanantz Armenian Apostolic Church. Melanie speaks Armenian and English.
Services Include
- Wealth Management
- Annuities
- Estate Planning Strategies
- Financial Planning
- Lending Products
- Life Insurance
- Long Term Care Insurance
- Planning for Individuals with Special Needs
- Retirement Planning
- Trust Services*
Securities Agent: DE, NY, NC, SC, VA, MA, NJ, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278963