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Best Financial Advisors in Cherry Hill

2024

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

Why choose this provider?

Gara Wealth Management, LLC, serves individuals and families in Cherry Hill and nearby areas. It offers various financial planning services that cover retirement, taxes, college, money purchasing, profit sharing, and estate plans. It assists with investments such as bonds, IRAs, brokerage accounts, government securities, and annuities. The company also provides insurance options for life, disability income, and long-term care. Gara Wealth Management was founded by Joseph Garagozzo, who has over 25 years of experience and deeply rooted family history in financial services.

License Verified:

License: 2390063

Investment Adviser Public Disclosure Database, SEC

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 has been serving Cherry Hill since 1987. It helps individuals, families, and organizations reach their goals through a holistic approach that considers their financial assets and mindsets. Using PerfectScore technology, the company tracks financial plans and handles investment management; philanthropic strategy; and tax, retirement, and business planning. The team at Wescott includes CFP and CFA designation holders, CPAs, lawyers, and an in-house psychologist. The firm was included in America's Top 1,200 Financial Advisors list by Barron's in 2022.

License Verified:

License: 105989

Investment Adviser Public Disclosure Database, SEC

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
155 E. 3rd Street, Moorestown, NJ 08057
  • Retirement Planning

Why choose this provider?

Lane Hipple Wealth Management Group is a financial advisory firm that caters to families and businesses in Cherry Hill. It advises clients on matters involving insurance, retirement, investment, tax, and estate planning. It strives to help people make informed decisions by educating them about student loans, college funding, and IRA distribution planning. Andrew Hipple, a partner at the firm, is a Certified Financial Planner. He is a member of the Financial Planning Association and the Society of Financial Service Professionals.

License Verified:

License: 165321

Investment Adviser Public Disclosure Database, SEC

Website
900 N. Kings Highway, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Why choose this provider?

Alloy Silverstein offers financial advisory services for individuals in and around the Cherry Hill area. Its team develops financial and investment plans for clients, taking into account their financial status, as well as short and long-term objectives. The professionals also conduct risk management evaluations. Additionally, Alloy Silverstein counsels clients on matters concerning business plans, disaster recovery strategies, and contracts. It serves a diverse clientele comprising high-net-worth individuals, business owners, entrepreneurs, family companies, and nonprofit organizations.

License Verified:

License: 6122937

Investment Adviser Public Disclosure Database, SEC

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.
4.7
Google
4.6 / 5 (19)
Facebook
5.0 / 5 (17)
Yelp
4.0 / 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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
900 Kings Highway North Suite 201, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Why choose this provider?

Cardinal Wealth Group helps Cherry Hill residents plan for their retirement. The firm works with Riskalyze, LPL Financial, and Private Advisor Group to deliver various services for its clients. It includes estate, tax, and insurance planning, as well as financial roadmaps that represent their aims and aspirations. In addition, it assists clients in developing investment portfolios that support their financial plans. Cardinal Wealth Group has been featured in Advisors Magazine and Forbes. Anthony Aulffo, the firm’s founder, is a CFP.

License Verified:

License: 155216

Investment Adviser Public Disclosure Database, SEC

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 (3)
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

Website
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
  • Certified Financial Planner (CFP)

Why choose this provider?

GDI Private Wealth Advisors serves individuals and families in the Cherry Hill community. It conducts a financial planning process that includes goal calibration, target outlining, portfolio alignment and monitoring, and principled management. It assists businesses in creating strategies for taxes, buy-sell agreements, and succession planning. The company also provides estate and legacy planning solutions, as well as insurance policies. Its managing partner, Frank Galzarano, is a Certified Financial Planner, a Chartered Financial Consultant, and an Accredited Investment Fiduciary.

License Verified:

License: 2305346

Investment Adviser Public Disclosure Database, SEC

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)
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
10 E Stow Rd, Suite 200, Marlton, NJ 08053
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Pine Valley Investments caters to customers in the Cherry Hill metro and the surrounding areas. It helps clients achieve their financial goals by offering advisory solutions. These include investment banking and management, qualified retirement planning, and trust administration and estate planning. Its investment management services follow a process that involves client engagement and due diligence, design, confirmation, and strategy implementation. Pine Valley Investments has been in business since 2014. Kate Fay, the financial planning director, holds the CFP designation.

License Verified:

License: 173995

Investment Adviser Public Disclosure Database, SEC

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
5.0 / 5 (14)
Google
5.0 / 5 (2)
Yelp
1.0 / 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
9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053
  • Certified Financial Planner (CFP)

Why choose this provider?

Family Wealth Management addresses the concerns of clients in communities throughout Cherry Hill. Through consultative communication, it assists families, including pre-retirees and retired couples, in coordinating investment options and decisions, managing portfolios, organizing financial documents, and understanding related strategies. Its investment philosophy is primarily aimed toward the identification and attainment of a client's lifetime goals, as well as risk minimization and asset preservation. The firm and its expertise have been presented on media platforms like Forbes, InvestmentNews, USA Today, and Courier-Post.

License Verified:

License: 835036

Investment Adviser Public Disclosure Database, SEC

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 (24)

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
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Lighthouse Planning Consultants provides financial planning and advisory services to clients in Cherry Hill and the surrounding communities. Its advisors create roadmaps that address each individual's specific goals and needs. They aid in the organization of financial resources for retirement, investment portfolios, college funding, and risk management. They also help with the development of business and tax strategies, as well as charitable giving plans. Co-founder Marc Neumann, a ChFC, has been working as a financial advisor since 1993.

License Verified:

License: 2422482

Investment Adviser Public Disclosure Database, SEC

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)

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
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Main Street Financial Life Advisors, LLC helps individuals in Cherry Hill create legacies for their next generation by offering wealth management solutions. Its advisors assist clients in planning their finances, investments, taxes, estates, and retirement. The process includes consulting with clients, identifying their life and financial goals, gathering data, and monitoring their plans. Its managing director, Joseph Roman, is a CPA and financial advisor with 35 years of experience. He was certified by the American Institute of Certified Public Accountants as a personal financial specialist.

License Verified:

License: 118544

Investment Adviser Public Disclosure Database, SEC

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
1864 NJ-70, Cherry Hill, NJ 08003
  • Retirement Planning

Why choose this provider?

JML Financial Group serves individuals, retirees, and businesses in the Cherry Hill metro. Its team educates and coaches clients on how to make informed financial decisions that help them secure their financial goals. Since 1982, it has been providing retirement income, cash flow, and estate planning services tailored to the clients' needs. It also offers business insurance and investment management strategies. Founder Joe Yocavitch has more than 33 years of industry experience. He has received the LUTCF and CLTC designations.

License Verified:

License: 1192603

Investment Adviser Public Disclosure Database, SEC

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
1101 North Kings Highway, Suite 204, Cherry Hill, NJ 08034
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

S&A Financial Strategies and Services, LLC, is an advisory firm that caters to the residents of Cherry Hill and the surrounding areas. Steven Tambone, with his CFP, ChFC, and CLU designations, provides clients with comprehensive analysis, strategies, and recommendations to meet their life and financial goals. His office also offers an investment management program, which covers ongoing monitoring of investments and cross-checking with life goals to keep clients on track. Tambone is a member of the NAPFA.

License Verified:

License: 140188

Investment Adviser Public Disclosure Database, SEC

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

Website
505 South Lenola Rd. Suite 110, Moorestown, NJ 08057
  • Certified Financial Planner (CFP)

Why choose this provider?

Apex Tax Advisors, LLC, is a wealth management company serving clients in the Cherry Hill area. It assists clients looking to fund their futures through individual, estate, and retirement planning. It provides guidance for IRAs, stocks, mutual funds, and 401Ks. Apex Tax Advisors also offers reviews for portfolios and beneficiaries, as well as planning for lifestyle maintenance. Founding partners William Madara and John Miller are Certified Financial Planners and are members of the Financial Planning Association and the National Association of Tax Professionals.

License Verified:

License: 2445888

Investment Adviser Public Disclosure Database, SEC

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.
4.4
Google
4.5 / 5 (26)
Facebook
4.6 / 5 (18)
Yelp
4.0 / 5 (10)

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
––

Website
112 Haddontowne Court Suite 102, Cherry Hill, NJ 08034
  • Certified Financial Planner (CFP)

Why choose this provider?

Retirement Refined, LLC, offers financial advice to clients in the Cherry Hill area. Its team helps people meet current and future needs by planning out how to use their money. This includes assistance with setting up retirement income that is stable and sustainable. The company also helps create investment portfolios that suit a client's goals and risk tolerance. Co-founder Paul Levin is a Certified Financial Planner and Chartered Financial Consultant with more than 30 years of industry experience.

License Verified:

License: 1294440

Investment Adviser Public Disclosure Database, SEC

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)

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.

  • What are the township's requirements for homeowners in Cherry Hill before they can sell their homes?

    The township of Cherry Hill aims to uphold the quality of neighborhoods and therefore requires a Certificate of Continued Occupancy before a single home can be resold. The Property Maintenance Officer would also need to inspect the home's exterior area before the sale closing happens. There are some townhomes and condominiums that are exempted from this process. Applications can be submitted online or sent to the Dept. of Property Maintenance 1 Perina Blvd. Cherry Hill, NJ 08003.

  • When should you hire the services of a financial advisor in Cherry Hill?

    Financial advisors in Cherry Hill can help individuals feel confident in their financial situation during times such as divorce, marriage, loss of a loved one, and retirement. They can also serve the financial management needs of single parents, families with special needs members, and empty nesters. Clients can turn to financial advisors when planning for college, businesses, philanthropy, wealth increases, and long-term financial goals.

  • How can private equity investing benefit an affluent family in Cherry Hill?

    Investing in private equity is an endeavor that can possibly have investment returns at 25% a year for the first three years and 12% the following years thereafter. Firms engaged in this trade are known to buy low, improve the value of their investments dramatically, and sell at higher prices. In addition, private equity has better tax advantages that may be beneficial to the investment enterprise of an affluent family in Cherry Hill.

  • Why do you need to renew your NJ FamilyCare insurance in Cherry Hill every year?

    Renewing your NJ FamilyCare insurance every year is just a way to touch base with your family's situation in Cherry Hill. The size of your household may need to be verified and you need to complete a form sent to you. Additionally, you may be required to fill out a new application form. Always comply with these requirements to avoid interruptions or problems with your benefits. Call 1-800-701-0710 for further inquiries to a Health Benefits Coordinator.

  • How do you think like a financial planner in Cherry Hill during a market slump?

    One of the best ways to think like a financial planner in Cherry Hill is to stay away from your emotions when making financial decisions during a market decline. Do not panic. It is normal to feel worried about losing your investments but overreacting can cause you to make incorrect decisions. Try not to look at your investment accounts frequently to minimize stress and anxiety. Finally, always commit to your plan whenever possible.

  • 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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