Best Financial Advisors in Edison, NJ

For more than 20 years, Eisner Amper has been serving families, corporations, and individuals in the Edison metro. The wealth management firm assists clients in financial planning matters, such as business exit strategies, estate planning, corporate benefits, investment management, tax minimization, and retirement planning. Its team of financial advisors also helps business owners with measuring their current position, evaluating exit options, and establishing their goals. Eisner Amper has been featured in The Wall Street Journal, GoBankingRates, and Forbes for its expertise.

PCB Financial Advisory Group is a fiduciary firm serving clients in the Edison metro. It offers financial advising on retirement income strategies, investments, wealth management, annuities, and asset protection. PCB also sells life insurance policies and offers tax-efficient strategies to help clients safeguard their money. President Peter Bombara focuses on helping individuals with wealth preservation and retirement income in order for them to achieve their ideal retirement. He is also the author of Modern Money: Retirement in Any Economy.

For nearly a decade, The Fortis Agency has been providing financial products and strategies to individuals and businesses in Edison and the surrounding areas. With a collective experience of over 30 years, its team of specialists has legal, tax, and financial backgrounds to assist clients in their insurance, wealth management, and long-term care planning needs. In 2019, founding partner Christine Cox-West was named to New Jersey Biz Top 40 Under 40. The niche clients of The Fortis Agency include physicians, professional athletes, and Millenials.

Highland Financial Advisors is an independent firm that serves Edison and nearby areas. It offers financial planning and consultancy services to high-net-worth clients, including corporate executives, business owners, and medical professionals. It also assists pre-retirees and retirees in developing income strategies that involve making the most out of their Social Security benefits, finding pension options, and synchronizing investment portfolio dividends. Highland Financial Advisors is a member of the Financial Planning Association. Founder Reed Fraasa is an Accredited Investment Fiduciary, Certified Financial Planner, and Registered Life Planner.

Cornerstone Financial Group, Inc., is a company serving individuals and families in Edison. Its team of financial advisors specializes in investment management, employee benefit plans, and insurance protection. It offers assistance with different insurance products, such as life, health, disability, and long-term care insurance. It also helps with annuities, special liability coverage policies, and Medicare Supplement plans. The firm has been helping retirees, families, and business owners secure their financial future for more than 40 years.

Financial Pathways provides various solutions in managing wealth and finances in Edison. It serves a clientele that mostly comprises individuals who are closing in on retirement by providing them fiduciary advice on how to achieve a desirable lifestyle even without a paycheck. The firm's advisors tackle various aspects of wealth such as budgeting cash, saving for retirement, planning for college, strategizing tax payments, and obtaining insurance plans. Founder James Kinney started his firm in 2007 and obtained his CFP certification in 2008.

Serving the Edison area, Guideline Financial Strategies helps clients obtain financial wellness. The firm guides individuals, families, education and medical professionals, and business owners in making decisions using an advice-driven model. It also helps clients build their wealth by crafting a comprehensive plan. The process involves determining their risk threshold, emotional triggers, and goals. It also gathers quantitative information, like financial statements, to analyze their situation. One of the firm’s founding members, Kyle Carrocino, is a Certified Financial Planner.

For over 15 years, Krietzberg Wealth Management has been serving clients in Edison. It advises individuals on various financial areas, such as insurance and retirement. The company helps clients create estate plans and guides on issues involving estate taxes. It also offers services for business owners, including employee retirement planning and succession planning. One of the company's principal members, David Krietzberg, is a former wealth advisor and vice president for the investment bank Morgan Stanley. He is a Certified Financial Planner.

MassMutual Tristate provides financial advisory services to individuals, families, and businesses in Edison. It offers SpecialCare, a program that secures proper life care planning for persons with disabilities or other special needs. The program is handled by a representative with the Chartered Special Needs Consultant designation, who coordinates with other professionals involved in the process, such as lawyers, healthcare providers, and bankers. The firm also conducts interactive and customized workshops as part of its commitment to raising financial awareness.

Mass Mutual New Jersey-NYC is a financial advisory firm serving individuals and business professionals in Edison. It provides customized plans that guide clients through the three phases of financial life, namely wealth accumulation, capital appreciation, and wealth distribution. The firm employs more than 130 professionals who also specialize in retirement services, estate planning, charitable giving, business insurance, executive compensation, and employee benefits. In addition, it has teams representing the Asian Indian, Hispanic, Chinese, Korean, African American, and LGBT communities.

Common Interests helps clients in Edison organize and grow their assets by providing services and solutions. Its advisors develop cash flow and budgeting strategies for saving money and paying off debt. They also advise individuals on how to plan their retirement income and incorporate risk protection from Medicare in their plans. In addition, its advisors coach people about leaving a legacy and giving to charities. Robert J. Goellner is a CFP, ChFc, and CLU who founded the firm in 1994.