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Best Financial Advisors in Edison

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100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
Fairfield, NJ 07004
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Bleakley Financial Group is an independent financial advisory firm serving clients in Edison. It offers personalized multi-generational wealth counseling, retirement income distribution planning, risk management, asset protection, income tax planning and coordination, and cash flow and retirement analysis. The firm also provides business planning strategies such as qualified retirement and executive compensation packages, business transfer techniques, and employee benefits coordination. Bleakley Financial Group was founded in 1985 and had 17 offices across 14 states.

100 Passaic Avenue, Suite 300, Fairfield, NJ 07004
Fairfield, NJ 07004

Website(973) 575-4180

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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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

248 Columbia Turnpike, Florham Park, NJ 07932
Florham Park, NJ 07932
  • Retirement Planning

Bodnar Financial Advisors, Inc., provides clients in the Edison metro with financial advice. The firm helps clients plan and secure their finances for their families and their future. It offers a range of financial planning strategies including retirement planning, investment planning, estate planning, and risk management. The firm also advises clients when they make major purchases by providing cash flow, mortgage, and budgeting counseling. John Bodnar, the firm's president and CEO, founded the firm in 1988.

248 Columbia Turnpike, Florham Park, NJ 07932
Florham Park, NJ 07932

Website(973) 966-6939

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

160 Durham Ave, Metuchen, NJ 08840
Metuchen, NJ 08840
  • Certified Financial Planner (CFP)

Common Interests helps clients in Edison organize and grow their assets by providing services and solutions. Its advisors develop cash flow and budgeting strategies for saving money and paying off debt. They also advise individuals on how to plan their retirement income and incorporate risk protection from Medicare in their plans. In addition, its advisors coach people about leaving a legacy and giving to charities. Robert J. Goellner is a CFP, ChFc, and CLU who founded the firm in 1994.

160 Durham Ave, Metuchen, NJ 08840
Metuchen, NJ 08840

Website(732) 710-4934

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

243 Main Street, Staten Island, NY 10307
Staten Island, NY 10307
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Comprehensive Wealth Management Group serves clients in Edison and nearby areas. It assists clients who are planning to go to college. It provides calendars where clients can view a year-by-year task list on the college process. The firm also helps with scholarship qualifications through its wide merit scholarship directory. Its website has an EFC calculator for FAFSA. Comprehensive Wealth Management Group is headed by Allan Katz, a Certified College Funding Specialist who has been in the financial industry since 1991.

243 Main Street, Staten Island, NY 10307
Staten Island, NY 10307

Website(718) 980-3737

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

51 Main St, Succasunna, NJ 07876
Succasunna, NJ 07876
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cornerstone Financial Group, Inc., is a company serving individuals and families in Edison. Its team of financial advisors specializes in investment management, employee benefit plans, and insurance protection. It offers assistance with different insurance products, such as life, health, disability, and long-term care insurance. It also helps with annuities, special liability coverage policies, and Medicare Supplement plans. The firm has been helping retirees, families, and business owners secure their financial future for more than 40 years.

51 Main St, Succasunna, NJ 07876
Succasunna, NJ 07876

Website(973) 584-0031

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

111 Wood Avenue South, Iselin, NJ 08830
Iselin, NJ 08830
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

For more than 20 years, Eisner Amper has been serving families, corporations, and individuals in the Edison metro. The wealth management firm assists clients in financial planning matters, such as business exit strategies, estate planning, corporate benefits, investment management, tax minimization, and retirement planning. Its team of financial advisors also helps business owners with measuring their current position, evaluating exit options, and establishing their goals. Eisner Amper has been featured in The Wall Street Journal, GoBankingRates, and Forbes for its expertise.

111 Wood Avenue South, Iselin, NJ 08830
Iselin, NJ 08830

Website(908) 429-0025

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1200 US Highway 22 Suite 2000, Bridgewater, NJ 08807
Bridgewater, NJ 08807
  • Retirement Planning

Financial Pathways provides various solutions in managing wealth and finances in Edison. It serves a clientele that mostly comprises individuals who are closing in on retirement by providing them fiduciary advice on how to achieve a desirable lifestyle even without a paycheck. The firm's advisors tackle various aspects of wealth such as budgeting cash, saving for retirement, planning for college, strategizing tax payments, and obtaining insurance plans. Founder James Kinney started his firm in 2007 and obtained his CFP certification in 2008.

1200 US Highway 22 Suite 2000, Bridgewater, NJ 08807
Bridgewater, NJ 08807

Website(908) 367-9002

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

517 Route 1 South #4100, Iselin, NJ 08830
Iselin, NJ 08830
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Serving the Edison area, Guideline Financial Strategies helps clients obtain financial wellness. The firm guides individuals, families, education and medical professionals, and business owners in making decisions using an advice-driven model. It also helps clients build their wealth by crafting a comprehensive plan. The process involves determining their risk threshold, emotional triggers, and goals. It also gathers quantitative information, like financial statements, to analyze their situation. One of the firm’s founding members, Kyle Carrocino, is a Certified Financial Planner.

517 Route 1 South #4100, Iselin, NJ 08830
Iselin, NJ 08830

Website(800) 992-5408

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1680 Rt. 23, Suite 210, Wayne, NJ
Wayne, NJ
  • Certified Financial Planner (CFP)

Highland Financial Advisors is an independent firm that serves Edison and nearby areas. It offers financial planning and consultancy services to high-net-worth clients, including corporate executives, business owners, and medical professionals. It also assists pre-retirees and retirees in developing income strategies that involve making the most out of their Social Security benefits, finding pension options, and synchronizing investment portfolio dividends. Highland Financial Advisors is a member of the Financial Planning Association. Founder Reed Fraasa is an Accredited Investment Fiduciary, Certified Financial Planner, and Registered Life Planner.

1680 Rt. 23, Suite 210, Wayne, NJ
Wayne, NJ

Website(973) 557-2933

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

55 Gilbert St N, Tinton Falls, NJ 07701
Tinton Falls, NJ 07701
  • Certified Financial Planner (CFP)

Jersey Shore Financial Advisors LLC provides fiduciary advice and services to residents of Edison. Its financial transition planning is for individuals who received sudden wealth like an inheritance from a deceased loved one or proceeds from divorce. Its advisors assist in putting the money into investments or in changing clients' investment strategies to include the newly received wealth. An advisor at the firm, Thomas J. Duffy, received his CFP credential in 1994 from the Certified Financial Planner Board of Standards.

55 Gilbert St N, Tinton Falls, NJ 07701
Tinton Falls, NJ 07701

Website(732) 229-7489

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

125 Half Mile Road Suite 102, Red Bank, NJ 07701
Red Bank, NJ 07701
  • Certified Financial Planner (CFP)

For over 15 years, Krietzberg Wealth Management has been serving clients in Edison. It advises individuals on various financial areas, such as insurance and retirement. The company helps clients create estate plans and guides on issues involving estate taxes. It also offers services for business owners, including employee retirement planning and succession planning. One of the company's principal members, David Krietzberg, is a former wealth advisor and vice president for the investment bank Morgan Stanley. He is a Certified Financial Planner.

125 Half Mile Road Suite 102, Red Bank, NJ 07701
Red Bank, NJ 07701

Website(732) 383-2064

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

184 Liberty Corner Road, Suite 315, Warren, NJ 07059
Warren, NJ 07059
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Mass Mutual New Jersey-NYC is a financial advisory firm serving individuals and business professionals in Edison. It provides customized plans that guide clients through the three phases of financial life, namely wealth accumulation, capital appreciation, and wealth distribution. The firm employs more than 130 professionals who also specialize in retirement services, estate planning, charitable giving, business insurance, executive compensation, and employee benefits. In addition, it has teams representing the Asian Indian, Hispanic, Chinese, Korean, African American, and LGBT communities.

184 Liberty Corner Road, Suite 315, Warren, NJ 07059
Warren, NJ 07059

InstagramWebsite(908) 704-1800

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

186 Wood Avenue South, Suite 301, Iselin, NJ 08830
Iselin, NJ 08830
  • Certified Financial Planner (CFP)

MassMutual Tristate provides financial advisory services to individuals, families, and businesses in Edison. It offers SpecialCare, a program that secures proper life care planning for persons with disabilities or other special needs. The program is handled by a representative with the Chartered Special Needs Consultant designation, who coordinates with other professionals involved in the process, such as lawyers, healthcare providers, and bankers. The firm also conducts interactive and customized workshops as part of its commitment to raising financial awareness.

186 Wood Avenue South, Suite 301, Iselin, NJ 08830
Iselin, NJ 08830

Website(732) 623-5700

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

825 Georges Road, North Brunswick, NJ 08902
North Brunswick, NJ 08902
  • Retirement Planning

PCB Financial Advisory Group is a fiduciary firm serving clients in the Edison metro. It offers financial advising on retirement income strategies, investments, wealth management, annuities, and asset protection. PCB also sells life insurance policies and offers tax-efficient strategies to help clients safeguard their money. President Peter Bombara focuses on helping individuals with wealth preservation and retirement income in order for them to achieve their ideal retirement. He is also the author of Modern Money: Retirement in Any Economy.

825 Georges Road, North Brunswick, NJ 08902
North Brunswick, NJ 08902

Website(732) 634-3620

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

101 Crawfords Corner Rd, Holmdel, NJ 07733
Holmdel, NJ 07733
Instagram
  • Certified Financial Planner (CFP)

For nearly a decade, The Fortis Agency has been providing financial products and strategies to individuals and businesses in Edison and the surrounding areas. With a collective experience of over 30 years, its team of specialists has legal, tax, and financial backgrounds to assist clients in their insurance, wealth management, and long-term care planning needs. In 2019, founding partner Christine Cox-West was named to New Jersey Biz Top 40 Under 40. The niche clients of The Fortis Agency include physicians, professional athletes, and Millenials.

101 Crawfords Corner Rd, Holmdel, NJ 07733
Holmdel, NJ 07733

InstagramWebsite(732) 447-2925

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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