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Clifton, NJClifton, NJ
Baron Financial Group is a fiduciary financial advisor that helps financially distressed retirees, women, families with special needs, and organizations in Clifton and nearby locations. It offers financial planning services that include social security planning, investment management, tax and estate planning support, third-party insurance review, and Medicare specialist analysis. Its financial planning process involves setting goals, developing an initial plan, making a scenario analysis, and monitoring and adjusting the situation. The firm's founder, Victor P. Cannillo, adopted a team-based approach to financial planning.
16-00 Route 208 South Suite 104, Fair Lawn, NJ 07410
Fair Lawn, NJ 07410
Bautis Financial is a firm that helps families and individuals in Clifton manage and maximize their assets and wealth. Its advisors educate clients on how to start and run a business, teaching them about budgeting, choosing the right product, marketing, and selling. The agency also has a retirement fitness challenge program that determines how financially prepared a person is for retirement. Marc Bautis formed the company in 2008 and published "The Retirement Fitness Challenge" in 2012.
7 North Mountain Ave, Montclair, NJ 07042
Montclair, NJ 07042
Beacon Wealth Partners serves individuals throughout Clifton and the surrounding cities. Operating within Equitable Advisors, LLC, the firm provides wealth management, retirement and insurance planning, and estate planning. It also offers investment advice, managing nearly $1 billion in client assets. Michael Cocco, one of the managing partners of the firm, is a Certified Financial Planner professional and a Chartered Financial Consultant. Beacon Wealth Partners has offices located in Nutley, Wall Township, Woodbridge, and New York City.
356 Franklin Avenue, Nutley, NJ 07110
Nutley, NJ 07110
For more than 30 years, the Bleakley Financial Group has been providing customized wealth management services to families and individuals in Clifton. It takes a holistic approach to financial planning, helping clients in cash flow and retirement analysis, income tax planning, asset protection, distribution planning, estate planning, and personalized multi-generational wealth counseling. Mike Axelrod, a principal advisor at the firm, has been recognized by Forbes as one of the Best-In-State Wealth Advisors for three consecutive years.
100 Passaic Avenue, Suite #300, Fairfield, NJ 07004
Fairfield, NJ 07004
Common Financial Sense provides investment advisory services to clients in Clifton and nearby communities. The company focuses on helping individuals meet their financial needs and goals by assisting them in managing their current and future income and expenses. It also offers private wealth management and 401(k) planning services. Its founding partner, Gregory Makowski, has been in the financial services industry since the 1980s. He served as an adjunct faculty member at Fairleigh Dickinson University, educating students about financial planning.
97 Lackawanna Avenue Suite 101, Totowa, NJ 07512
Totowa, NJ 07512
Dowd Financial Planning helps the residents of Clifton and nearby locations worry less about their financial future through life-integrated financial planning. It includes budgeting, estate and retirement planning, and insurance. Dowd Financial Planning also helps reduce a client’s tax burden through personal income tax preparation and planning services. Founder David Dowd has amassed over 28 years of industry experience. He is also a Certified Financial Planner and an enrolled agent with the Internal Revenue Service.
17 Norman Road, Montclair, NJ 07043
Montclair, NJ 07043
Ellis Financial Advisory is a boutique financial planning company that serves clients in Clifton and nearby areas. The firm assists individuals and families in making informed financial decisions by offering personalized financial solutions that match their needs. The team crafts financial plans for asset, liability, and cash flow management; retirement account distributions; Social Security claims; income tax management; and wealth management. Jason Ellis, the firm's founder and principal financial advisor, has been helping clients reach their financial goals for over two decades.
546 Washington Ave, Nutley, NJ 07110
Nutley, NJ 07110
Engler Financial Services is an independent firm serving Clifton and its surrounding areas. It guides individuals in creating a customized financial plan, which can include investment planning, risk management, college funding, estate conservation, tax preparation, and retirement planning. Its team of professionals helps in reducing exposures to risk, establishing financial security throughout retirement, and determining a life insurance policy that fits the clients' needs and goals. The firm's president, Luther Engler, is a former marine and a police captain with nearly 30 years of financial services industry experience.
363 Centre Street, Nutley, NJ 07110
Nutley, NJ 07110
Fortress Financial is a boutique firm that serves clients in Clifton. It specializes in helping K-12 educators and small business owners achieve their financial goals. The firm provides a wide range of financial planning services, including investment management, retirement income planning, and cash flow management. Additional services include succession planning and philanthropic planning. The owner, Neil S. Henning, has more than 35 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2002.
609 Franklin Avenue, Nutley, NJ 07110
Nutley, NJ 07110
Gariano Wealth Management offers comprehensive services to individuals, families, and business owners in the Clifton metro and nearby areas. It provides a range of wealth management solutions, including estate planning, investment management, and education funding. The company also creates small business retirement plans and helps clients acquire life and health insurance policies. One of its financial advisors, Robert Gariano, has been in the industry for over 30 years. He maintains an affiliation with the Cetera Financial Specialists.
548 Franklin Avenue Suite A, Nutley, NJ 07110
Nutley, NJ 07110
Highland Financial Advisors has over three decades of experience serving high-net-worth individuals in Clifton. The firm serves clients such as medical practitioners, career changers, corporate executives, and business owners. Its staff handles matters that involve business sales, divorce or the passing of a spouse, inheritance, and retirement. It also assists with tax considerations, multigenerational planning, risk management, and asset allocation. Reed Fraasa, its founder, has been featured in PBS Nightly Business Report, the Wall Street Journal, and the New York Times.
1680 Rt. 23, Suite 210, Wayne, NJ 07470
Wayne, NJ 07470
Founded in 1992, Locker Financial Services, LLC, is an investment advisory firm that serves Clifton. It provides personalized solutions related to financial planning, asset management, and investment. Its advisors assess the clients’ financial picture and develop integrated plans that help them achieve their goals. It also offers active portfolio management through mutual funds, stocks, and certificates of deposits. Its founder, Lauren Locker, holds a Bachelor’s degree in Business Administration and is a member of the National Association of Personal Financial Advisors.
3 Claridge Drive Suite 2, Verona, NJ 07044
Verona, NJ 07044
Park Financial Group offers financial advising services to clients in Clifton and the surrounding areas. It focuses on guiding individuals who wish to protect their wealth by planning their current and future finances. It offers various financial planning services that help clients manage their funds for retirement, education, business, and insurance. The company's founder, Donald F. Gordon, brings over three decades of experience in financial advising and planning. He also holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
30 Park Avenue, Suite 201, Lyndhurst, NJ 07071
Lyndhurst, NJ 07071
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
Saddle Brook, NJ 07663
SFI Advisors helps clients get closer to their long-term financial goals through financial solutions and strategies. Serving Clifton, its financial advisors develop personalized planning, investment management, and insurances services that fit each client's individual objectives and needs. In addition, corporate clients are assisted through retirement plan management, corporate benefits planning, and business succession services. SFI Advisors has been in the financial planning industry for more than 45 years and is staffed by Chartered Financial Analysts, Accredited Estate Planners, and Certified Financial Planners.
79 Midland Avenue, Montclair, NJ 07042
Montclair, NJ 07042
Established in 1989, U.S. Financial Services is a financial planning services firm that serves individuals in Clifton and the nearby areas. With over 75 years of combined industry experience, its financial advisors help clients attain financial security through services such as financial and estate planning, retirement planning, cash flow management, and pension plan design and administration. Founding partner Altair M. Gobo is a Certified Financial Planner who is also the author of Getting to the Green, a book about the things golf, financial planning, and life have in common.
375 Passaic Avenue Suite 100, Fairfield, NJ 07004
Fairfield, NJ 07004
Wealth by Design is a firm catering to individuals, families, and business owners in Clifton and the surrounding areas. It offers financial planning services in asset protection, collaborative family wealth, and retirement accumulation and distribution. It incorporates a personalized design evaluation to determine the most suitable way to assist customers with developing wealth sustainability. Managing partner Craig Bartlett is the founding member of the Lincoln Executive Consulting, a group dedicated to financial planning for executives.
61 South Paramus Road Suite 425, Paramus, NJ 07652
Paramus, NJ 07652