Best Financial Advisors in Bayonne

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Astra Strategic Wealth logo
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Astra Strategic Wealth

101 Hudson Street, 21st Floor, Jersey City, NJ 07302
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  • Certified Financial Planner (CFP)

Business Description

Astra Strategic Wealth is a financial advisory firm that serves the Bayonne metro and the surrounding neighborhoods. Its team helps clients with their various financial situations by providing them with numerous services that include small business, estate, tax, education, and retirement planning, as well as investment management. The company bases its financial judgments on empirical proof backed by years of industry and academic research. Astra Strategic Wealth's founder, Kevin Peacock, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Bleakley Financial Group logo
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License Verified:

License: 318366

Investment Adviser Public Disclosure Database, SEC

Bleakley Financial Group

100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
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  • Certified Financial Planner (CFP)

Business Description

Bleakley Financial Group is an independent firm that has been serving individuals and families in Bayonne for over 30 years. It offers personalized financial planning and wealth management solutions using a 360-degree approach. It assists in planning cash flow, income tax, retirement, and multi-generational wealth. The company also handles business planning strategies, including transfer transactions, buy-sell agreements, and succession planning. Bleakley Financial Group's financial advisor, Brett Goldstein, holds a CFP designation, as well as FINRA Series 7 and 66 registrations through LPL Financial.

License Verified:

License: 318366

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Cohen Howard Group logo
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Cohen Howard Group

101 Hudson Street Floor 06, Jersey City, NJ 07302
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  • Certified Financial Planner (CFP)

Business Description

Cohen Howard Group is a wealth management firm that serves Bayonne. Its financial planners advise individuals on ways to utilize wealth in order to pursue their goals. They review plans to monitor progress and make adjustments as life changes to help clients stay on course. The firm utilizes asset aggregation software tools to offer clients access to their financial information. Its senior vice president, Joshua Cohen, was named as one of Forbes’ “Best-in-State Next Generation Wealth Advisors” in 2019.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––
Eagle Grove Advisors logo
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License Verified:

License: 283096

Investment Adviser Public Disclosure Database, SEC

Eagle Grove Advisors

75 Montgomery Street Suite #202, Jersey City, NJ 07302
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Established in 2016, Eagle Grove Advisors has served over 50 clients in and around the Bayonne metro, including retirees, tech professionals with company stock, and families. The business offers tax planning and preparation, financial life planning, and investment management solutions. Its financial life planning services involve real estate analysis, cash flow and budgeting, college funding, and employee equity. Founder Eric L. Gabor is an enrolled agent and certified financial planner. Eagle Grove Advisors is a member of the National Association of Personal Financial Advisors.

License Verified:

License: 283096

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
FFP Wealth Management logo
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License Verified:

License: 2117182

Investment Adviser Public Disclosure Database, SEC

FFP Wealth Management

847 Broadway, Bayonne, NJ 07002
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  • Retirement Planning

Business Description

FFP Wealth Management serves individuals, families, and businesses throughout Bayonne and the neighboring communities. The firm was established more than 25 years ago by a CPA John Graziano, providing clients with tailored financial advisory solutions to help clients achieve their wealth-building goals. Services include professional money management, investment planning, IRA or 401(k) rollovers, business succession planning, and insurance analysis. Currently, the company has over 100 affiliated advisors with the firm and has over $2.4 billion under advisement.

License Verified:

License: 2117182

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LCJ Associates, Inc. logo
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License Verified:

License: 1482807

Investment Adviser Public Disclosure Database, SEC

LCJ Associates, Inc.

265 86TH ST, Brooklyn, NY 11209
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  • Estate Planning
  • Private Wealth Advisor
  • Insurance Products
  • Tax Planning

Business Description

LCJ Associates, Inc., is a financial advisory firm that serves clients in Bayonne. It offers financial planning solutions, which involve asset and cash flow management. Its professionals evaluate the client's estate and retirement planning options and educate them through the process. They provide ongoing advice to allow clients to pursue their lifestyle goals. Its director, Joseph Cosenza, is a Chartered Financial Consultant. He designs life insurance policies and health licenses. Cosenza is also a published contributor to the Wall Street Journal.

License Verified:

License: 1482807

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Care Wealth logo
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License Verified:

License: 167592

Investment Adviser Public Disclosure Database, SEC

Legacy Care Wealth

Jersey City, NJ 07030
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  • Certified Financial Planner (CFP)

Business Description

Since 2013, Legacy Care Wealth has been serving customers in Bayonne and surrounding areas. It provides a variety of services ranging from financial planning to investment management. It gathers information such as credit reports, prior-year tax returns, and liabilities statements before producing a net worth statement and cash flow analysis to begin goal planning. The firm has been featured in various publications and websites, such as Kiplinger, CNBC, NerdWallet, Forbes, and U.S. News & World Report.

License Verified:

License: 167592

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (8)
Morgan Stanley logo
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License Verified:

License: 8209

Investment Adviser Public Disclosure Database, SEC

Morgan Stanley

1585 Broadway Avenue, New York, NY 10036
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  • Retirement Planning

Business Description

Morgan Stanley has been serving clients in Bayonne and its surrounding areas for more than 85 years. It offers a wide range of services, from wealth management and investment banking to research, sales, and trading. It creates portfolios with access to various tools and resources, as well as comprehensive plans for things like debt repayment and saving for home and education expenses. It caters to individuals, governments, corporations, and institutions in attaining their financial objectives.

License Verified:

License: 8209

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Payne Capital Management logo
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License Verified:

License: 147119

Investment Adviser Public Disclosure Database, SEC

Payne Capital Management

231 West 29th Street, Suite 1002, New York, NY 10001
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  • Certified Financial Planner (CFP)

Business Description

Payne Capital Management is an independent financial advisory firm and fiduciary serving individuals and families in Bayonne. The firm offers college, retirement, and estate planning; and personal savings and investment management. It also helps corporations plan retirement benefits for their employees. Dedicated to building a community that encourages women's personal finances, most of its financial advisors are females. Chief investment officer Bob Payne has 40 years of industry experience. He previously served as vice president of Merrill Lynch Private Client Group.

License Verified:

License: 147119

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Prestige Wealth Management Group logo
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License Verified:

License: 127381

Investment Adviser Public Disclosure Database, SEC

Prestige Wealth Management Group

31 State Route 12, Flemington, NJ 08822
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Prestige Wealth Management Group serves individuals, families, and business owners in Bayonne. The company analyzes collected data and its clients' specific needs to develop customized financial plans. It evaluates cash flow, designs education savings plans, and projects the probability of retirement funding. Its team also provides investment strategies and management services to help control the risks within the portfolio. Prestige Wealth Management Group was founded over 30 years ago by Roy Williams, who holds the Chartered Financial Consultant designation.

License Verified:

License: 127381

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Shore Financial Planning logo
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License Verified:

License: 299824

Investment Adviser Public Disclosure Database, SEC

Shore Financial Planning

29 Beach Road #206, Monmouth Beach, NJ 07750
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  • Certified Financial Planner (CFP)

Business Description

Shore Financial Planning is a tax and investment planning firm that serves individuals and businesses from Bayonne and the surrounding areas. It helps clients form comprehensive financial action plans through services such as tax planning, portfolio analysis, insurance analysis, cash optimization, and investment advice. It also offers business planning and entity structuring services. Founder Joseph Vecchio has been working in the financial services industry for over two decades. He is a Certified Public Accountant and Certified Financial Planner.

License Verified:

License: 299824

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (28)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Shore Point Advisors logo
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License Verified:

License: 296848

Investment Adviser Public Disclosure Database, SEC

Shore Point Advisors

402 Higgins Avenue, Brielle, NJ 08730
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  • Insurance Products

Business Description

Shore Point Advisors assists the residents of Bayonne and its surrounding areas with achieving a better investment experience and reaching their long-term financial goals. The firm places a strong emphasis on education by helping customers better understand their investment portfolio. Its financial advisors identify each client's investment philosophy to better map out a tailored strategy. Share Point Advisors was founded in 2016 by Jason Lamb, who has been coaching clients on wealth building and preservation since 2008.

License Verified:

License: 296848

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Sidhom Accounting and Tax Consultants logo
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License Verified:

License: 4432778

Investment Adviser Public Disclosure Database, SEC

Sidhom Accounting and Tax Consultants

665 Avenue C, Bayonne, NJ 07002
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  • Retirement Planning

Business Description

Sidhom Accounting and Tax Consultants is a family-run independent firm that provides financial solutions to individuals and businesses in Bayonne and the neighboring communities. The company helps with tax, investment, estate, and insurance planning. It creates customized investment portfolios that fulfill each client's goals, such as mitigating unnecessary risks and meeting income needs. It also determines appropriate investment possibilities to provide businesses with financial security. Albert Sidhom, the head of the firm, is an Investment Advisor Representative and a CPA.

License Verified:

License: 4432778

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (66)
Facebook
5.0 / 5 (8)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Zynergy Retirement Planning logo
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License Verified:

License: 143861

Investment Adviser Public Disclosure Database, SEC

Zynergy Retirement Planning

10 NJ-35, Red Bank, NJ 07701
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  • Estate Planning

Business Description

Zynergy Retirement Planning is a national financial advisory firm serving clients in the Bayonne area. It assists in planning for taxes, investments, cash flow, Social Security, Medicare, and estate planning. The company conducts a Retirement Enrichment Program that helps clients make the most out of their retirement through different lifestyle classes. Zynergy Retirement Planning is headed by senior planner Lauren Flanagan, who holds a Certified Financial Planner designation and is a member of NAPFA and FPA. The firm manages over $110 million in assets for clients.

License Verified:

License: 143861

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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