Best Financial Advisors in Camden

Serving the Camden area, BCG Securities helps individuals obtain peace of mind through financial security. The company guides clients in building their wealth by providing financial planning that includes asset allocation, disability income analysis, and education and retirement planning. The business also provides wealth management services, including asset protection, institutional services, and insurance. With over 53 years of experience, the team at BCG Securities comprises Certified Financial Planners, Certified Retirement Plan Specialists, and Chartered Financial Consultants.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.