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Best Financial Advisors in Brick

2024

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

Why choose this provider?

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
2504 Highway 35 North, Manasquan, NJ 08736
  • Certified Financial Planner (CFP)

Why choose this provider?

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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.0

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

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Facebook
4.8 / 5 (16)

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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.

  • How can a person in Brick invest their cash reserve?

    Availability in times of sudden need is the most important characteristic of a cash reserve, but residents of Brick may want to find other places to invest their cash reserves because of the low-interest rates of a savings account. Certificates of deposit, treasury bills, and money market mutual funds are short-term investment instruments that provide liquidity for unexpected expenses while also yielding potentially higher returns.

  • What should Brick residents focus on to build a solid financial foundation?

    To be able to build a strong financial foundation, Brick residents should focus on improving important elements that are designed to support their long-term financial situation. People must also focus on building a stable banking relationship, creating an emergency fund, and planning a workplace retirement strategy. They should also consider choosing an insurance program based on their situation and formulate an estate strategy that offers financial support for their loved ones or charitable organizations.

  • What should a person in Brick do if they receive a raise?

    People in Brick that received a salary increase could use the additional income to improve their financial situation. They should review their monthly budget to determine where to allocate the surplus of cash. It is also in their best interest to save for an emergency fund and eliminate high-interest debt as soon as possible. After receiving a raise, individuals should adjust their tax withholding to avoid paying more money in the future.

  • When should an individual in Brick reconsider their retirement plan?

    Most people may look forward to retirement to have time to indulge in vacations and hobbies, but some individuals in Brick may want to reconsider their retirement plan if they are not in their expected financial position. Brick residents should rethink their retirement if their 401k account has not grown as much as expected, they don't have plans for major expenses, and they still have a significant amount of debt.

  • Is it possible for a person in Brick to benefit from a charitable lead trust?

    Charitable lead trusts could benefit people in Brick and its surrounding areas because it enables them to take advantage of tax benefits while making a significant offering to their chosen charity. A charitable lead trust will provide the individual with an immediate charitable income tax deduction based on the present value of their contribution. It could also reduce family arguments on inheritance.

  • 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.