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Best Financial Advisors in Edison

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Edison, 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

Bleakley Financial Group logo
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Bleakley Financial Group

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

Business Description

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.

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
Google
4.0 / 5 (4)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Bodnar Financial Advisors, Inc. logo
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Bodnar Financial Advisors, Inc.

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

Business Description

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.

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
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Detail
Common Interests logo
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Common Interests

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

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Comprehensive Wealth Management Group logo
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Comprehensive Wealth Management Group

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

Business Description

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.

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
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Detail
Cornerstone Financial Group, Inc logo
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Cornerstone Financial Group, Inc

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

Business Description

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eisner Amper logo
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Eisner Amper

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

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Financial Pathways logo
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Financial Pathways

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

Business Description

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.

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 (7)
Guideline Financial Strategies logo
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Guideline Financial Strategies

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

Business Description

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.

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
Highland Financial Advisors logo
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Highland Financial Advisors

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

Business Description

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.

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
4.4 / 5 (7)

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
Jersey Shore Financial Advisors LLC logo
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Jersey Shore Financial Advisors LLC

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

Business Description

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.

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)
Krietzberg Wealth Management logo
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Krietzberg Wealth Management

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

Business Description

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.

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
Mass Mutual New Jersey - NYC logo
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Mass Mutual New Jersey - NYC

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

Business Description

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.

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)
MassMutual Tri State logo
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MassMutual Tri State

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

Business Description

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.

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)
PCB Financial Advisory Group logo
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PCB Financial Advisory Group

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

Business Description

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.

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
The Fortis Agency logo
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The Fortis Agency

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

Business Description

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.

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)
Google
5.0 / 5 (7)
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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