Best Financial Advisors in Clifton

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Clifton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 36 28 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Prioritas Financial Advisors

  • Finance Planning

Prioritas Financial Advisors is an independent fiduciary that has been serving Clifton residents for more than 15 years. It assists clients in making well-informed financial decisions by developing lifestyle priority plans, overseeing proactive wealth processes, and utilizing balanced investment strategies. It also seeks to understand its clients' needs first in order to create an overall financial plan that matches its clients' unique goals. Principal advisor, Michelle Kaufman, is a chartered financial analyst designee previously affiliated with Bloomberg LP and Credit Suisse.

250 Pehle Avenue, Suite 200
Saddle Brook, NJ 07663