Best Financial Advisors in Brick

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Blue Sky Business Advisors logo
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Blue Sky Business Advisors

501 Maryland Ave., Point Pleasant Beach, NJ 08742
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  • Tax Planning

Business Description

Blue Sky Business Advisors is an agency that provides financial analysis and management services to individuals and businesses in the Brick metro. The advisors from this company guide clients in analyzing business profitability; help find ways to reduce expenses; support ad hoc decisions; and advise about debt or equity financing. The agency also provides internal monthly reports and year-end financial statements. Blue Sky Business Advisors has more than 20 years of experience in working with financial lending institutions, banks, and investors.

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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Blue Sky Business Advisors

C&A Financial Group logo
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C&A Financial Group

2111, Route 34 South, Wall, NJ 07719
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

Business Description

C&A Financial Group helps Brick residents create a financial strategy to achieve their goals. By identifying inefficient spending, it assists in increasing its clients’ savings, recovering their costs, and building their wealth. It helps them allocate and diversify their assets to obtain high returns. Clients also benefit from its asset protection and income and legacy planning services. Frank Congilose is the author of the book "Coerced to Coached." His firm is an authorized The Living Balance Sheet user.

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.
5.0
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C&A Financial Group

Coastal Wealth Management LLC logo
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Coastal Wealth Management LLC

445 Brick Blvd, Suite 105, Brick, NJ 08723
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  • Certified Financial Planner (CFP)

Business Description

Coastal Wealth Management LLC is a company that caters to individuals and business owners seeking to achieve their financial goals. Serving Brick and the surrounding areas, the financial advisory firm offers various services, such as investment management, estate conservation, tax management, and retirement planning. Additionally, it provides insurance and annuity products and assists clients in customizing financial strategies. The company's managing member, James J. Giordano Jr., holds a Retirement Income Certified Professional designation and Series 7 and 66 licenses.

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
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Helpfulness
Detail
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Coastal Wealth Management LLC

Egan Wealth Advisors logo
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Egan Wealth Advisors

534 Lake Avenue, Bay Head, NJ 08742
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  • Certified Financial Planner (CFP)

Business Description

Egan Wealth Advisors serves clients in the Brick area. Its team offers wealth management services that help individuals and families reach their short- and long-term financial goals. These include creating a budget plan, selecting insurance policies, and preparing for retirement with a stable and sustainable income. The firm's advisors also help clients create an investment portfolio that meets their goals and risk tolerance. In addition, they offer estate planning services like drafting wills and setting powers of attorney.

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
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Egan Wealth Advisors

Financial Futures logo
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Financial Futures

1027 NJ-70, Suite 201, Brielle, NJ 08730
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  • Finance Planning
  • Financial Planning

Business Description

Financial Futures delivers financial planning assistance to clients in Brick. It caters to the needs of those who are only beginning their career or those nearing their retirement. Its advisors work with singles or couples in growing their net worth by helping them make smart investment decisions and reviewing tax returns for opportunities. They support them in planning retirement by determining the right moment to apply for social security benefits. Jorie Johnson is a CFP who formed the company with a fiduciary model in 2004.

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.
5.0
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Friendliness
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Financial Futures

Four 15 Advisors logo
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Four 15 Advisors

1027 NJ-70 Suite 201, Brielle, NJ 08730
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Four15 Advisors has been helping the residents of Brick manage their finances since 2003. It serves clients in different industries, such as marketing, advertising, sales, art, entertainment and media, and the financial marketplace. The company offers strategies to help clients reduce taxes and take control of their finances. These include retirement planning, debt management, cash flow analysis, and student loan optimization. Four15 Advisors was founded by Eric Feldman to help clients with the year-round tax preparation.

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
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4.8 / 5 (16)
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Four 15 Advisors

Harbor Lights Financial Group, Inc. logo
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Harbor Lights Financial Group, Inc.

2424 NJ-34, Manasquan, NJ 08736
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  • Financial Planning

Business Description

Harbor Lights Financial Group, Inc., caters to individuals and families in the Brick metro. It provides investment and debt management, legacy and wealth transfer, and retirement and multi-generational planning services. The company also deals with charitable giving and philanthropic planning. In addition, its financial advisors serve business owners who need cash management, business exit planning, and employee stock options support solutions. Founding partner Robert Tendler is a CPA who has been in the industry for over 34 years.

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 (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
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Harbor Lights Financial Group, Inc.

ICG next logo
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ICG next

1967 State Route 34 Bldg. C, Suite 101, Wall Township, NJ 07719-9738
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  • Estate Planning
  • Financial Planning
  • Wealth Management

Business Description

Serving the Brick area, Intellectual Capital Group Next provides financial planning services for multigenerational families. The Wall Township-based financial advisory firm aims to work closely with clients to help them grow their assets and ensure their financial future. Its services include financial, retirement, insurance, and investment planning. The company also gives back to the community by supporting local charities and participating in fundraisers. Michael Bonevento, the firm's founding partner, has 27 years of experience in the financial advisory industry. He is a Chartered Life Underwriter.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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ICG next

Investment Advisors Wealth Management, LLC logo
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Investment Advisors Wealth Management, LLC

500 Main Street Suite 107, Belmar, NJ 07719
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  • Certified Financial Planner (CFP)

Business Description

Investment Advisors Wealth Management, LLC serves clients in Brick. Individuals can obtain the firm's help with organizing their finances to meet current and future needs. This includes preparing plans for cash flow management, along with securing insurance to protect beneficiaries. The firm's advisors also help set up investment portfolios that fit a client's risk tolerance and plan for retirement with a stable income. Wealth advisor James Rice is a Certified Financial Planner who has been advising clients for more than three decades.

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
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Investment Advisors Wealth Management, LLC

Merrill Lynch Southern Monmouth logo
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Merrill Lynch Southern Monmouth

2504 Highway 35 North, Manasquan, NJ 08736
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  • Certified Financial Planner (CFP)

Business Description

Merrill Lynch Southern Monmouth has been serving individuals and businesses in the Brick community for over 20 years. It offers wealth management solutions that take into account the clients' risk tolerance, liquidity needs, time horizon, and investment goals. It assists in planning assets, investments, taxes, wealth transfer, business succession, and retirement. It also educates clients about Social Security optimization techniques and philanthropic planning and services. The firm is part of Merrill Lynch Wealth Management, which has been training financial advisors since 1946.

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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Merrill Lynch Southern Monmouth

Mullooly Asset Management, Inc. logo
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Mullooly Asset Management, Inc.

1971 State Route 34, Suite 102, Wall Township, NJ 07719
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Mullooly Asset Management, Inc., serves clients in and around the Brick area. This family business offers personal financial planning and investment management services. It constructs investment portfolios and assists clients in navigating their finances and investments. Serving as a fiduciary, the firm is mandated to act in the client's best interests. Tom Mullooly, founder and owner, established the firm in 2002 after 16 years of working as a broker. Today, the firm manages around $315 million in client assets.

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
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
Responsiveness
Friendliness
Helpfulness
––
Detail
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Mullooly Asset Management, Inc.

Scott J. Greenberg Private Wealth Management logo
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Scott J. Greenberg Private Wealth Management

501 Trenton Avenue, Point Pleasant Beach, NJ 08742
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  • Certified Financial Planner (CFP)

Business Description

Scott J. Greenberg Private Wealth Management assists clients in the Brick area. Individuals and families can get the firm's help with organizing their finances for daily costs and future expenses like college funds. Its team also offers advice on insurance policies, along with setting up investment portfolios that are designed to fit clients' financial goals and risk tolerance. In addition, the company helps with retirement and estate planning. Founder Scott Greenberg is a Certified Financial Planner and Chartered Financial Consultant.

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
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Scott J. Greenberg Private Wealth Management

The Private Client Advisory Group logo
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The Private Client Advisory Group

2517 Highway 35, Suite L100, Manasquan, NJ 08736
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  • Certified Financial Planner (CFP)

Business Description

The Private Client Advisory Group offers financial planning services for clients in Brick. Its services include planning for retirement, independence, investment, and business, as well as managing risk and cash. It also offers ancillary planning for charity giving, education, and divorce while reviewing the legal documents associated with these plans. CEO Mark A. Faccone holds the CFP, Certified Divorce Financial Analyst, and Certified Fund Specialist designations, in addition to Series 7, 63, and 65 licenses. 

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
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The Private Client Advisory Group

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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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