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portrait of Ozzie Niazi
FINANCIAL ADVISOR

Ozzie Niazi

CEPA®
2 Sylvan Way Suite 301, Parsippany, NJ 07054opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Ozzie

As a financial advisor and limited partner with Edward Jones, I work with multi-generational families to help them organize, build, protect, enjoy and transfer their family wealth effectively according to their wishes. I do this by understanding their needs, long-term and short-term goals, risk tolerance, honest wishes and truly understanding what is important to the clients. I then utilize established processes that allow us to build personalized strategies to help clients achieve their goals. Finally, I partner with the clients for the rest of their lives to keep them on track to help achieve their goals.

As a Certified Exit Planning...

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Sustainable investing

Work History

  • Edward JonesMay 2014 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Rutgers Univ-NewarkBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Auto Racing
  • Cooking
  • Golfing

Team Members

  • Debbie Antonowich
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(973) 694-3949

Fax

(833) 664-3206

Office Address

2 Sylvan Way Suite 301
Parsippany, NJ 07054opens in a new window

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