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Best Financial Advisors in Passaic, NJ

Our Recommended Top 13

We did the research for you!

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

28Reviewed

22Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Passaic, 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
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Passaic, 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

461 From Road 3rd Floor, Suite 385, Paramus, NJ 07652

Expertise.com Rating

Why choose this provider?

Cassa Wealth Management serves the communities in and around Passaic. The firm provides financial planning and investment management services. These include debt restructuring, fixed and variable annuities, stock option projections, mutual funds and exchange-traded funds, and alternative investments. It works with a variety of clients, including retirees looking to generate retirement income and corporations needing retirement plans for their employees. James Cassa, the company president and founder, is a certified public accountant with more than 25 years of industry experience.

  • Estate Planning
  • Retirement Planning

52 Forest Avenue, Paramus, NJ 07652
WebsiteLicense: 106341

Expertise.com Rating

Why choose this provider?

Stonebridge Capital Management is a firm that provides financial advisory services to individuals and families in Passaic and the surrounding areas. Its team of advisers assesses clients' financial status, develops goals, analyzes contributions, assets, and liabilities to check if they are on target, and offers college education planning. In addition, they handle investment and wealth accumulation planning, retirement income and distribution planning, income tax analysis, and estate planning and wealth transfer strategies. Co-founder Dino Kostakis has been a Certified Financial Planner since 1989.

  • Certified Financial Planner (CFP)

695 Bloomfield Ave, Suite 3, Montclair, NJ 07042
WebsiteLicense: 5531128

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Evoke Wealth Management serves clients in Passaic and nearby areas. It offers a wide range of services, including financial planning, asset protection, investment management, and tax and risk mitigation. Intergenerational wealth transfer planning is also handled by the firm. Its clientele includes corporate executives, professional athletes, and ultra-high net worth individuals. One of the firm's partners is Athishay "Andy" Gangadharan, a wealth advisor who has been in the financial services industry for over 17 years.

  • Certified Financial Planner (CFP)

375 Passaic Avenue Suite 100, Fairfield, NJ 07004
WebsiteLicense: 1447881

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

U.S. Financial Services, LLC, addresses the wealth management needs of customers in Passaic. It provides investment management solutions based on the clients' timeline, goals, and risk tolerance. Its team of financial advisors helps protect, manage, and transfer the clients' assets and estate by coordinating with their tax advisors and estate planning attorneys. The company also offers business planning solutions to assist clients in improving their enterprise's sustainability. Gerard Papetti, a founding partner of the company, is a CFP who has been in the industry since 1985.

  • Certified Financial Planner (CFP)

393 Ramapo Valley Road, Suite 2, Oakland, NJ 07436
WebsiteLicense: 307310

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Atlas Fiduciary Financial serves individuals in the Passaic area. The financial planning and investment advisory firm helps clients plan for retirement and manage their finances, focused on securing their financial goals. Its team works closely with its clients, meeting them regularly to reflect changes in career, family circumstances, or tax law reforms to their financial roadmaps. The firm holds memberships to different organizations, such as NAPFA, Financial Planning Association, and CFA Institute. Members of the team have earned their Certified Financial Planner designations.

  • Certified Financial Planner (CFP)

348 Clifton Avenue, Clifton, NJ 07011
WebsiteLicense: 5407

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Since 1970, VBC Securities, LLC has been serving clients in Passaic. It offers a wide selection of services, including stocks and bonds as well as college and retirement planning. It examines and analyzes data in order to create an investment portfolio strategy. It also monitors the performance of the investment vehicles and makes recommendations for changes as needed. Martha B. Pierce, one of the firm's principals, has worked for companies such as American General and The Bank of New York Mellon.

  • Certified Financial Planner (CFP)

250 Pehle Avenue, Suite 200, Saddle Brook, NJ 07663

Expertise.com Rating

Why choose this provider?

Prioritas Financial Advisors is an independent fiduciary advisor serving people and businesses in Passaic and the surrounding communities. Its staff assists clients in developing and implementing a tailored investment strategy that supports their financial objectives and dreams. Its professionals also help with executive compensation and retirement planning. The firm has nearly 15 years of experience. Michelle Kaufman, its principal financial advisor, possesses several professional credentials, such as Chartered Financial Analyst and Certified Private Wealth Advisor.

  • Certified Financial Planner (CFP)

135 Chestnut Ridge Road, Suite 200, Montvale, NJ 07645
WebsiteLicense: 1911756

Expertise.com Rating

Review Sources

Facebook
5.0 (13)

Why choose this provider?

Mahoney Asset Management has been providing services in Passaic and nearby locations for nearly 25 years. It creates GPS projections to help individuals and families identify their financial needs and goals. The company conducts in-person meetings to discuss clients' assets, ongoing contributions, and projection updates. Its CEO and president, Ken Mahoney, has been a financial advisor for over three decades. He was featured on various media channels, including Mornings with Maria, Fox Business News, and CNBC.

  • Certified Financial Planner (CFP)

103 Eisenhower Parkway Suite 308, Roseland, NJ 07068

Expertise.com Rating

Review Sources

Facebook
5.0 (6)

Why choose this provider?

Northeast Sequoia Private Client Group offers financial services to customers in Passaic. It helps clients plan for retirement by selecting investments that suit their goals and identifying potential financial risks. The company has been operating for over 30 years and has served more than 3,000 clients. Mark Murphy, the company's CEO, has authored two books on financial planning and holds the designations of Chartered Financial Consultant and Chartered Life Underwriter. He previously served as the president of the Association for Advanced Life Underwriting.

  • Certified Financial Planner (CFP)

940 Van Houten Ave. 2nd Floor, Clifton, NJ 07013

Why choose this provider?

VA NCG is an investment advisory company that has been providing risk management solutions in Passaic and nearby locations for over 35 years. It serves families and individuals who need financial planning assistance. The firm also offers personal and employee insurance plans to protect clients from financial losses due to unexpected events. In addition, its agents conduct comprehensive fact-finding interviews and analyses to determine customers' financial goals. Founder Gregory Visconti is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

16 Barrister Court, Fair Lawn, NJ 07410

Expertise.com Rating

Why choose this provider?

G & C Financial Advisors, LLC, is an independent firm serving clients in Passaic and nearby areas. It offers wealth management programs that are customized based on the needs of each client, looking into multiple investment strategies and asset types. It has advisor-managed, separately managed, and unified managed accounts. The firm also assists with financial and retirement planning for cash flow, investments, insurance, estate, death, and disability. Its president, David A. Sharp, has received Chartered Financial Consultant and Chartered Life Underwriter designations.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Passaic, NJ 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Passaic, NJFree Consultation
Cassa Wealth Management
461 From Road 3rd Floor, Suite 385, Paramus, NJ 07652
Stonebridge Capital Management
52 Forest Avenue, Paramus, NJ 07652
Evoke Wealth Management
695 Bloomfield Ave, Suite 3, Montclair, NJ 07042
U.S. Financial Services
375 Passaic Avenue Suite 100, Fairfield, NJ 07004
Atlas Fiduciary Financial
393 Ramapo Valley Road, Suite 2, Oakland, NJ 07436
VBC Securities, LLC
348 Clifton Avenue, Clifton, NJ 07011
Prioritas Financial Advisors
250 Pehle Avenue, Suite 200, Saddle Brook, NJ 07663
Mahoney Asset Management
135 Chestnut Ridge Road, Suite 200, Montvale, NJ 07645
Northeast Sequoia Private Client Group
103 Eisenhower Parkway Suite 308, Roseland, NJ 07068
VA NCG
940 Van Houten Ave. 2nd Floor, Clifton, NJ 07013
G & C Financial Advisors, LLC
16 Barrister Court, Fair Lawn, NJ 07410

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 do stocks represent in Passaic?

    A stock is a form of ownership in a company. When individuals own stocks, they hold partial ownership stakes in the company and have the potential to earn returns based on the company's performance. Each share of stock is a stake in the profits and resources of the company, and both preferred and common stock may be issued by corporations in Passaic. However, it's important for stockholders to understand and accept the risks connected with business ownership.

  • What is a 529 College Savings Plan in Passaic?

    A 529 College Savings Plan, established by the IRC Section 529, lets people in Passaic open an account with cash to help someone, often a minor, with an approved sponsor. While you can take money out of a 529 account whenever you want, if it's not used for education costs, the earnings might face a 10% federal penalty tax and be subjected to federal income taxes.

  • What are the possible scenarios that can impact the cash flow of your retirement in Passaic?

    In Passaic, retirement assets can be influenced by different scenarios. First, the order of your returns is meaningless if you don't have any cash flows in your plan. On the other hand, when there is a cash inflow, you may buy more shares for less money if you experience bad returns first. These examples show how market returns can affect your portfolio.

  • What can you do if your initial claim decision was not appropriate for your retirement plan in Passaic?

    If you discover that your first claim decision in Passaic was not the best course of action, you could change your Social Security benefit approach. Your advisor might inform you to withdraw your application and repay all advantages received thus far. Keep in mind that you can only do this if you have enough cash on hand and are within the first 12 months of filing your claim.

  • Why do you need a financial plan in Passaic?

    Having a financial plan enables you to achieve financial security so that you and your family can benefit from the advantages of living life according to your terms. A Passaic financial advisor can assist you in developing a financial plan to gain greater control over your finances. With this, you can work toward achieving your short- and long-term objectives.

  • 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.