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Best Financial Advisors in Jersey City, NJ

Our Recommended Top 17

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Jersey City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

72Reviewed

50Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Jersey City, NJ 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Tax Planning
  • Investment Management
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Jersey City, NJ
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

159 Pine Street, Jersey City, NJ 07304

Expertise.com Rating

Review Sources

Google
5.0 (15)
Yelp
5.0 (1)

Why choose this provider?

Chris Tolomonis, Financial Advisor, helps Jersey City residents and business owners manage their finances and achieve their financial objectives. Chris broke away from Wall Street in 2014 to establish Tolomonis Financial LLC and partnered with registered investment advisor Woodstock Wealth Management Inc. to provide transparent and client-centered financial advice. He advises on various financial topics, such as investments, retirement, stock options, tax planning, and long-term care insurance. To execute financial plans, Chris works directly with an individual's CPA, insurance agent, or estate attorney.

  • Estate Planning
  • Investment Management
  • Cash Flow & Budget Analysis

101 Hudson Street, Jersey City, NJ 07302

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Astra Strategic Firm is a financial advisory firm that provides fiduciary financial planning services to Jersey City-based families and businesses. The firm provides tax planning services based on tax-loss harvesting and professional coordination. It also offers techniques for estate planning. Likewise, the firm assists clients in planning for their children’s education. The firm also provides small business strategies and investment management services. The founder, Kevin Peacock, is a certified financial planner who also holds a Chartered Alternative Investment Analyst designation.

  • Certified Financial Planner (CFP)

17 Norman Road, Montclair, NJ 07043

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Dowd Financial Planning is a wealth management firm that serves the residents of Jersey City and the surrounding areas. It helps clients reach their financial goals through services such as cash management, risk management, retirement planning, estate planning, and education funding. It also assists clients with their investment portfolios. Owner David Dowd has been working in finance for more than 28 years. He is a member of the Financial Planning Association and the National Association of Enrolled Agents.

  • Certified Financial Planner (CFP)

65 Bay Street, Jersey City, NJ 07302

Why choose this provider?

Reshape Wealth is an investment planning firm that provides Jersey City residents with wealth management solutions. These solutions include financial planning, strategic financing, and risk management. In addition, the firm uses industry-standard technology, ranging from the Emoney Advisor, a program that helps track a client's financial plan in real-time, to the firm's proprietary mobile platform. Before founding Reshape Wealth, David Kranz worked as a senior financial advisor and vice president of Merril Lynch for a decade.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

325 N St. Paul St, Ste 2040, Dallas, TX 75201

Expertise.com Rating

Why choose this provider?

Noble Advisors serves financial strategies and guidance to communities in Jersey City. Beyond investment management, it also has business planning services that include industry research and analysis of opportunities, risks, incentives, and tax issues. The firm also has tax planning services to inform decisions such as purchasing properties and starting a venture and estate planning services that cover life insurance concerns. Paul Nouri opened Noble Advisors in 2009. He also founded the Aibtikar Foundation to support child empowerment and mental health in 2017.

  • Certified Financial Planner (CFP)

30 Park Avenue, Lyndhurst, NJ 07071

Expertise.com Rating

Why choose this provider?

Park Financial Group is a full-service, boutique-style financial planning firm that serves nonprofits, businesses, and individuals in the Jersey City area. With over 15 years of experience, the company creates long-term strategies like retirement planning, estate planning, and college funding. Clients receive access to investment options and a number of insurance products. Founder Don Gordon holds the Chartered Life Underwriter and Chartered Financial Consultant designations. Gordon has been in the financial advisory business for more than three decades.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

185 Hudson Street, Jersey City, NJ 07311

Expertise.com Rating

Why choose this provider?

Arden Trust Company serves individuals and financial professionals in the community of Jersey City and the surrounding areas. The firm offers a wide range of trust services, such as purpose trusts, special needs trust administration, total return trusts, directed, charitable, and perpetual trusts. It also handles fiduciary services, estate planning, investment management, and custodial services. Its team helps financial advisors from creating brochures to consultations and conference calls with client attorneys. Moreover, its president, Doug Sherry, has industry experience of more than 20 years.

  • Estate Planning

847 Broadway, Bayonne, NJ 07002

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

FFP Wealth Management is a financial planning company that has been serving individuals and families in Jersey City for 25 years. It guides clients in various financial matters, such as money management, insurance, retirement planning, 401(k) rollovers, investment planning, and estate taxes. The company developed a four-phase process called "Wealth Maximizer" to provide clients with personalized strategies to help them reach their financial goals. FFP Wealth Management's founder, John Graziano, is a certified public accountant, Personal Financial Specialist, and Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Retirement Planning

185 Hudson Street, Jersey City, NJ 07302

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

Accretive Wealth Partners strives to help clients improve their financial lives. Operating in Jersey City, the firm provides financial planning services that cover wealth accumulation, tax reduction, retirement income, estate and wealth transfers, and charitable giving. It also guides clients throughout the investment management process and constructs portfolios with a long-term focus. Accretive Wealth Partners' chief investment officer, Gary Ribe, has 10 years' worth of asset management experience. He is a CFA charterholder and a member of the CFA Society of New York.

  • Estate Planning
  • Retirement Planning

101 Hudson St, Jersey City, NJ 07302

Expertise.com Rating

Review Sources

Google
5.0 (38)
Yelp
5.0 (32)

Why choose this provider?

Rincon Tax Advisory is a full-service firm operating in Jersey City and nearby metros. It offers a wide range of services to individuals and businesses including cryptocurrency tax management, new business formation, business consulting, stock-based compensation tax planning, and tax preparation. Aside from delivering customized solutions, assistance throughout the growth process is also available. The firm's founder, Jesus E. Rincon, is a CPA who is fluent in Spanish and possesses conversational proficiency in Italian and Japanese.

  • Private Wealth Advisor
  • Tax Preparation
  • Tax Planning

26 Broadway, New York, NY 10004

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Unique Financial Advisors caters to clients in Jersey City and the surrounding areas. It offers various financial services for medical professions, executives, families, and retirees. These services include financial planning, tax preparation, and investment management to help individuals develop strategies for their financial goals. It also specializes in planning for college funds, insurance, and estates. It was founded in 2014 by Vid Ponnapalli, who previously served as a vice president of JPMorgan Chase & Co., Deutsche Bank, and Credit Suisse.

  • Business Tax Preparation

221 River Street, Hoboken, NJ 07030

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Hudson Oak Wealth Advisory is a financial advisory firm that provides the people of Jersey City with fiduciary wealth management and investment services. It offers financial planning for clients, including strategizing for college, business, and retirement plans. The firm’s portfolio management services involve diversification, using passive and active strategies to minimize risks and maximize opportunities. The company also offers tax services, including tax preparation and planning. The founder, Brian Sheahen, is a certified financial planner with over 10 years of experience.

  • Certified Financial Planner (CFP)
  • Retirement Planning

79 Midland Avenue, Montclair, NJ 07042

Expertise.com Rating

Why choose this provider?

SFI Advisors is a financial advisory firm that offers its individual and family clients in Jersey City answers for financial planning, investment management, and insurance services. The firm also caters to corporate clients by providing corporate benefits planning, employee benefits, executive benefit plan services, 410(k) and corporate retirement plans, and business owner and executive succession options to improve the company’s performance and operations. The firm is currently led by managing director John H. Sampers who has been a financial consultant for over 20 years.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

83 Wayne Street, Jersey City, NJ 07302

Why choose this provider?

Stembrook Asset Management is a wealth management company with an office in Jersey City. It works with clients to establish financial goals and align available assets and financial strategies to achieve them. Its range of services includes financial planning, investment management, and estate planning. The company's founder, Peter D'Agati, is a member of the CFA Institute. He has been invited as a speaker to investment forums such as the Columbia Business School and the Institute for Private Investors.

  • Estate Planning
  • Certified Financial Planner (CFP)

250 Pehle Avenue, Saddle Brook, NJ 07663

Expertise.com Rating

Why choose this provider?

Lee, Nolan & Koroghlian, LLC, is a MassMutual firm, an investment and insurance company in the Jersey City area. Its clients exclusively include business owners, executives, and affluent families. Individuals have access to risk management, estate planning, long-term financial planning, and wealth management services. Founded in 1991, the firm currently has more than 140 financial planning associates. Prior to becoming Chairman and CEO, George Koroghlian had consistently ranked among the top five percent MassMutual advisors nationwide.

  • Estate Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Jersey City, NJ 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Jersey City, NJFree Consultation
Chris Tomolonis • Financial Advisor
159 Pine Street, Jersey City, NJ 07304
Astra Strategic Wealth
101 Hudson Street, Jersey City, NJ 07302
Dowd Financial Planning
17 Norman Road, Montclair, NJ 07043
Reshape Wealth
65 Bay Street, Jersey City, NJ 07302
Noble Advisors
325 N St. Paul St, Ste 2040, Dallas, TX 75201
Park Financial Group
30 Park Avenue, Lyndhurst, NJ 07071
Arden Trust Company
185 Hudson Street, Jersey City, NJ 07311
FFP Wealth Management
847 Broadway, Bayonne, NJ 07002
Accretive Wealth Partners
185 Hudson Street, Jersey City, NJ 07302
Rincon Tax Advisory Services
101 Hudson St, Jersey City, NJ 07302
Unique Financial Advisors
26 Broadway, New York, NY 10004
Hudson Oak Wealth Advisory
221 River Street, Hoboken, NJ 07030
SFI Advisors
79 Midland Avenue, Montclair, NJ 07042
Stembrook Asset Management
83 Wayne Street, Jersey City, NJ 07302
Lee, Nolan & Koroghlian, LLC
250 Pehle Avenue, Saddle Brook, NJ 07663

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the primary factors to consider when developing a retirement plan in Jersey City?

    In structuring a retirement plan in Jersey City, individuals should prioritize formulating a dependable monthly budget and pinpointing prospective post-retirement income streams. Determining the provisions for potential healthcare requirements is also vital. Furthermore, as the retirement phase approaches, it becomes essential for a soon-to-be retiree to reevaluate their personal financial health, deal with tax implications, and broaden their understanding of assorted investment methods and accessible government aid.

  • What are the obligations of a financial professional in Jersey City if they suspect financial exploitation of a senior or vulnerable client?

    According to the New Jersey Safeguarding Against Financial Exploitation Act, financial professionals in Jersey City are legally mandated to notify both the Bureau of Securities and county adult protective services if they have reasonable suspicions of financial exploitation of a senior or vulnerable client. Furthermore, they can temporarily delay transactions and withdrawals from the potentially exploited client's accounts following such a report.

  • What are important considerations regarding fee structures when choosing a financial advisor in Jersey City?

    When choosing a financial advisor in Jersey City, individuals must consider their fees, including project or hourly rates, annual retainers, and commissions. Advisors may also charge based on assets under management, while certain advisors have a minimum net worth requirement for their clients. In addition, you should choose a financial advisor who fully understands your financial goals and circumstances. Selecting the advisor that fits your financial profile is essential.

  • What is a Health Savings Account, and how can residents in Jersey City benefit from it?

    An HSA is a beneficial tool for personal medical savings that offers considerable tax benefits. Specifically for those enrolled in a high deductible health plan, an HSA allows Jersey City residents to contribute pre-tax earnings, which are excluded from gross income and, therefore, not subjected to federal and state income tax. By contributing post-tax dollars and itemizing deductions, they can also claim tax deductions, yielding a triple tax advantage.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.