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Best Financial Advisors in Bayonne

2023

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Website
Bayonne, NJ
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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.

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.
3.4
Google
3.2 / 5 (15)
Yelp
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

848-BookPro
Bayonne, NJ

Why choose this provider?

Need help contacting a Financial Advisor in Bayonne? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
847 Broadway, Bayonne, NJ 07002
  • Retirement Planning

Why choose this provider?

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 (11)
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
402 Higgins Avenue, Brielle, NJ 08730
  • Insurance Products

Why choose this provider?

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
Google
5.0 / 5 (5)

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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
29 Beach Road #206, Monmouth Beach, NJ 07750
  • Certified Financial Planner (CFP)

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
265 86TH ST, Brooklyn, NY 11209
  • Estate Planning
  • Private Wealth Advisor
  • Insurance Products
  • Tax Planning

Why choose this provider?

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

Website
665 Avenue C, Bayonne, NJ 07002
  • Retirement Planning

Why choose this provider?

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

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

Why choose this provider?

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)

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

Why choose this provider?

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.
5.0
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

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

Why choose this provider?

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
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • 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.

  • Can small business owners still apply for retirement plans in Bayonne?

    Yes. Small business owners can apply for retirement plans in Bayonne. Retirement plans are not only for large enterprises. Small business owners can choose solo 401(k), SEP IRA, and simple IRA plans. These plans allow them to defer taxes on their investment gains and reduce their current income. Small entrepreneurs should not wait for their businesses to grow when funding for retirement. They can still buy their dream investment properties and pay for their kids' education through their retirement savings.

  • How can financial advisors help you take your legacy and philanthropic planning in Bayonne to the next level?

    Financial advisors can take your legacy and philanthropic planning in Bayonne to the next level by helping you protect your assets and process legal requirements for your trusts and investments. They make sure that your will or trust directions are followed, as well as develop strategies on how to minimize estate taxes.

  • Aside from creating an accurate cash flow projection, how can cash flow management help you as an investor in Bayonne?

    Aside from creating an accurate cash flow projection, cash flow management can help an investor like you in Bayonne obtain an appropriate line of credit and proven effective payment and collection policies. It also helps you determine when and how your cash needs occur and maximize the rate of return on your idle cash.

  • Why is it important to re-evaluate your financial plans after a divorce in Bayonne?

    It is important to re-evaluate your financial plans after a divorce in Bayonne to adjust or change your short-term and long-term financial goals. After marriage, your monthly budget might change. Even if your retirement contributions or income stay the same, your spending habits might change plus you will need to make contributions for spousal or child support.

  • What are the contribution limits during a rollover in Bayonne?

    In Bayonne, there are no contribution limits during a rollover. You can roll over any amount of your assets from your 403(b), 401(k), or existing retirement account. However, there might be additional contributions to your Individual Retirement Account. You can also consider other IRA products if you exceeded the amount of your 401(k) or 403(b) account.

  • 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.

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