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Best Financial Advisors in Camden

2023

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SmartAdvisor by SmartAsset

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

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.
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Camden, NJ

Why choose this provider?

Need help contacting a Financial Advisor in Camden? 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
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Why choose this provider?

GDI Private Wealth Advisors is a full-service financial firm serving Camden and the surrounding communities. It offers a wide range of financial planning services, including business strategy, tax and accounting, portfolio design and management, estate and legacy planning, and insurance strategies. Advice-only services are also available for certain aspects of an individual's financial life, such as comprehensive planning or investments through employers. The firm's founder, Frank Galzarano, is a Chartered Financial Consultant, a Certified Divorce Financial Analyst, and an Accredited Investment Fiduciary.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
57 South Maple Avenue, Marlton, NJ 08053
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

M Financial Planning Services serves executives, business owners, and families in the Camden metro. The wealth management firm helps clients meet short-term financial necessities while preparing for future priorities through well‐rounded financial planning. Its financial advisors provide risk management, and investment, tax, retirement, and estate planning services. The firm is also licensed to offer insurance products to complement its financial services. Its principal, Ted Massaro, is a Chartered Life Underwriter and a Chartered Financial Consultant.

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
153 Cuthbert Blvd., Floor 1, Haddon Township, NJ 08107
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

Freedom Financial is a company that offers financial management services for individuals and businesses in Camden and the surrounding metros. The firm provides retirement plans like traditional, 401(k), 403(b), and simplified employee pensions. The business also assists clients with estate and trust planning, college savings, and accounting and tax preparation. John Pojawis, a certified public accountant working in this firm, is also a personal financial specialist. He previously handled accounting matters for the federal government.

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 (9)
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
900 Haddon Ave Suite 432, Collingswood, NJ 08108
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Lighthouse Planning Consultants provides personalized financial guidance to individuals and business owners throughout Camden and its neighboring areas. Holding Certified Financial Planner and Chartered Financial Consultant designations, its team of financial advisors helps clients navigate through the processes of retirement planning, investment planning, education funding, insurance planning, and estate protection. A financial advisor since 1993, co-founder Marc Neumann has been recognized as the "Best in Overall Client Satisfaction Wealth Manager" by the Philadelphia Magazine for three consecutive 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
307 Fellowship Road Suite 210, Mt. Laurel, NJ 08054
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

GSG Advisors provides wealth management services to individuals, families, and businesses in Camden and the surrounding areas. It offers advice on its clientele's financial, investment, tax, estate, and business concerns. Its team uses an integrated approach focused on providing solutions tailored to the clients' needs to implement strategies. By establishing long-term relationships, the firm also helps individuals ease the burden of worrying about their finances. Prior to co-founding the business, Joseph Scocca practiced as a tax and estate planning and CPA.

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 (2)

Website
111 South Independence Mall East, Suite 500, Philadelphia, PA 19106
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Why choose this provider?

WealthKeel LLC assists Gen X and Gen Y physicians and their families in Camden in organizing their finances. It offers comprehensive investment management and financial planning to maximize clients' wealth. Its advisors assess individuals' present financial issues and devise solutions for achieving retirement and financial independence goals. In addition, they advise about tax-efficient means of investing money and saving money for children's college education. Founder Chad Chubb holds Certified Financial Planner and Certified Student Loan Professional certifications.

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)

Website
9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor

Why choose this provider?

Family Wealth Management helps residents and business owners in and around Camden to achieve their financial goals. Its wealth management services include financial planning, estate planning, investment planning, insurance planning, and Social Security planning. Company CEO Martin V. Higgins won the Women's Choice Award for Financial Advisors and Firms. He also created The WealthCare Process, which is designed to help clients feel confident about their financial future through clear and easy-to-follow plans to keep track of their goals.

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 (11)

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
212 W. Route 38 Suite 600, Moorestown, NJ 08057
  • Certified Financial Planner (CFP)

Why choose this provider?

Main Street Financial Life Advisors, LLC is an agency that helps Camden clients reach their financial goals. The financial advisors from this company provide guidance in financial, retirement, tax, and estate planning. The firm also provides investment strategies along with in-house investment support to regularly monitor a client's portfolio. Main Street Financial Life Advisors was founded by Joe Roman in 1999. Roman is a certified public accountant with more than 35 years of industry experience.

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)
Facebook
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
103 Oakshade Road, Tabernacle, Nj 08088
  • Certified Financial Planner (CFP)

Why choose this provider?

Joshua Duvall, CFP. RTP serves a variety of customers, including high-income earning couples, small business owners, young professionals, and pre- and current retirees in the Camden metro. Since 2017, the firm has been offering a wide range of services, such as tax planning and preparation, financial planning, relevant monthly reports, and personalized investment management. Founder Joshua Duvall is a registered tax preparer and a Certified Financial Planner who has been working in the financial industry for more than a decade.

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 (13)

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
223 South White Horse Pike, Audubon, NJ 08106
  • Retirement Planning

Why choose this provider?

Gara Wealth Management serves as financial advisor to individuals and families in Camden who are looking to simplify the complexities of the financial world. Its services include investments, financial planning, and insurance. Gara Wealth Management is owned and managed by Joseph Garagozzo, a Certified Public Accountant who can provide guidance related to different aspects of financial planning such as retirement, tax, college, profit sharing, and estate plans. The company started as a CPA firm more than 50 years ago.

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 (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
30 South 17th Street, Philadelphia, PA 19103
  • Certified Financial Planner (CFP)

Why choose this provider?

Wescott Financial Advisory Group LLC is an independent registered investment advisory and wealth management firm that serves clients in Camden. It helps individuals and families in managing their wealth and investments, preparing for education or retirement, and drafting of estate or trusts. It also guides entrepreneurs in tax, business valuation, and exit strategy planning. The team also offers advice on outside assets and stocks. The firm was founded in 1987 by Grant Rawdin who is an attorney, accountant, and 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

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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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 investors in Camden benefit from the Grow NJ Assistance Program?

    Under the Grow NJ Assistance Program, investors in Camden can obtain tax credits for doing business with the city. Job-creating or job-retaining businesses can get tax credits that range from $500 to $5000 per job annually. They may also obtain bonus credits from $250 to $3,000 per job annually. Contact the NJ Economic Development Authority at (844) 965-1125 for more details on the program.

  • What are some mistakes small business owners in Camden make about their financial situation?

    Many small business owners in Camden are too busy running their businesses that sometimes they forget to create a financial roadmap. There are also entrepreneurs who do not have exit strategies in place, such as who will succeed them or whether they should sell the business when the time comes. Others do not separate their retirement savings from their finances, get adequate insurance coverage, and solicit the help of financial planners.

  • How do restricted stock units work for an investor in Camden?

    Restricted stock units are some kind of remuneration awarded to an employee for excellent work and loyalty to the company. They are not shares of stocks yet but rather stock opportunities provisionally offered by the company in Camden to the employee and will be given in phases sometime in the future for over two to five years. RSUs are considered supplemental income and may be taxed, ranging from 22% to 37%.

  • Can a brokerage account be advantageous for an investor in Camden?

    A brokerage account is beneficial to an investor in Camden who is thinking of growing their wealth over time and planning to trade securities by themselves. It enables investors to purchase and sell securities such as bonds, stocks, funds, and many more. With a brokerage account, individuals can have access to markets and investments, in addition to their retirement accounts and traditional savings.

  • Are there risks associated with moderate funds in Camden?

    As the name suggests, moderate funds are exposed to an average degree of share price fluctuations. This can be due to factors, such as the rise and fall of interest rates, income-oriented common stocks, and a combination of stocks and bonds. Moderate funds would be suitable for an investor in Camden planning to invest for more than five years, being able to stand price volatility, and looking to have modest growth and current income.

  • 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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