Lakeland Bank - Milton Branch

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Today: 9:00 am - 1:00 pm

Tomorrow: 10:00 am - 1:00 pm

55 Years

in Business

(973) 697-4600Call Visit WebsiteVisit Website Map & DirectionsDirections5729 Berkshire Valley RdOak Ridge, NJ 07438 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm
Sat:	9:00 am - 1:00 pm
Sun:	10:00 am - 1:00 pm

Lakeland Bank - Milton Branch

Mutual Funds
Mark F. Testa, CFA®, has been hired as Vice President, Lakeland Financial Services. As a Raymond James’ Financial Advisor based in Montville, N.J. Testa will be responsible for assisting clients with all of their financial planning, wealth management and insurance needs. He enjoys partnering with clients to help them solve their personal financial puzzle by creating a concise plan to protect and grow their hard-earned assets. With more than 20 years of financial industry experience, Testa was most recently a Senior Sales Trader at Deutsche Bank in New York, New York, covering short-term fixed income products and mutual fund sales. He holds the designation of a Chartered Financial Analyst (CFA®), is an Investment Adviser Representative holding Series 7, 66 licenses and a NJ Life license. Testa earned a Bachelor of Science degree in accounting at Seton Hall University. He resides in Montville, N.J.

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More Info

General Info: Branch Manager: Eftychia Gizas
Email: Email Business
Extra Phones: Fax: (973) 697-3136
Payment method: discover
Other Link: https://www.lakelandbank.com/branches/branch-details/?branch=Milton
Categories: Commercial & Savings Banks, ATM Locations, Banks, Financial Services, Investments, Mutual Funds

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Details

Phone: (973) 697-4600

Address: 5729 Berkshire Valley Rd, Oak Ridge, NJ 07438

Website: https://www.lakelandbank.com/branches/branch-details/?branch=Milton

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Lakeland Bank - Milton Branch

Mutual Funds
Mark F. Testa, CFA®, has been hired as Vice President, Lakeland Financial Services. As a Raymond James’ Financial Advisor based in Montville, N.J. Testa will be responsible for assisting clients with all of their financial planning, wealth management and insurance needs. He enjoys partnering with clients to help them solve their personal financial puzzle by creating a concise plan to protect and grow their hard-earned assets. With more than 20 years of financial industry experience, Testa was most recently a Senior Sales Trader at Deutsche Bank in New York, New York, covering short-term fixed income products and mutual fund sales. He holds the designation of a Chartered Financial Analyst (CFA®), is an Investment Adviser Representative holding Series 7, 66 licenses and a NJ Life license. Testa earned a Bachelor of Science degree in accounting at Seton Hall University. He resides in Montville, N.J.
Wealth Management
Enhances Scale and Builds Upon Complementary Strengths: The combined company will be strategically positioned to benefit from enhanced scale and improved opportunities for growth and profitability. While the transaction fortifies Provident and Lakeland’s positions as leading players in the Tri-State commercial real estate market, Provident’s two ancillary fee-based business lines in insurance and wealth management and Lakeland’s growing asset-based lending and equipment lease financing provide opportunities for additional growth and relationship expansion. Both Provident and Lakeland have extensive experience successfully integrating with merger partners, and both are intensely focused on ensuring a smooth integration.

Accounting Services

Financial Planning
Financial planning involves looking into the future. Let us help you come up with the numerical logic for decision making.
Retirement Planning
Al Losco brings 37 years of retail banking experience to Lakeland Financial Services. Currently Vice President, Branch Manager of our Branchville and Lafayette offices, he is registered with Series 7, 6, 63, 65 and Life and Health insurance licenses. He has experience in several areas of wealth management including retirement planning, tax-advantaged income strategies, legacy planning and life insurance. Al is the President of Glen Harbor Homeowners Association and a board member of the Sussex County United Way and Ginnie's House Children's Advocacy Center.
Long Term Care
Join us to learn what long-term care is and why you should plan for it, how preparing ahead of time or not preparing affects your loved ones, how a long-term care event is paid for, who is responsible for those costs and more.
Asset Management

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