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Best Financial Advisors in Camden

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Business Description

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
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.
4.0
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Price: Free consultation

BCG Securities logo
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BCG Securities

51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002
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  • Certified Financial Planner (CFP)

Business Description

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.

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
Google
4.5 / 5 (2)
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
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Family Wealth Management logo
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Family Wealth Management

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

Business Description

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
Freedom Financial logo
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Freedom Financial

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

Business Description

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
Gara Wealth Management, LLC. logo
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Gara Wealth Management, LLC.

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

Business Description

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

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
GDI Private Wealth Advisors logo
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GDI Private Wealth Advisors

1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Business Description

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
GSG Advisors logo
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GSG Advisors

307 Fellowship Road Suite 210, Mt. Laurel, NJ 08054
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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)
Joshua Duvall, CFP. RTP logo
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Joshua Duvall, CFP. RTP

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

Business Description

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
Lighthouse Planning Consultants logo
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Lighthouse Planning Consultants

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

Business Description

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
M Financial Planning Services, Inc. logo
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M Financial Planning Services, Inc.

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

Business Description

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

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
Main Street Financial Life Advisors, LLC logo
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Main Street Financial Life Advisors, LLC

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

Business Description

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
WealthKeel LLC logo
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WealthKeel LLC

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

Business Description

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)
Wescott Financial Advisory Group LLC logo
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Wescott Financial Advisory Group LLC

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

Business Description

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
Facebook
5.0 / 5 (5)
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
Back to Providers

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

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).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

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.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

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.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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