Best Financial Advisors in Jersey City

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Jersey City 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 69 47 14

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.

Cetera Financial Specialists

Cetera Financial Specialists is a Newark based financial advisory firm that works with clients on a long term basis. Clients identify their financial and personal goals. From there, the company creates and manages a financial plan to meet those goals. There are a number of investment management options from stocks and bonds to IRA accounts. Individuals can also receive comprehensive financial planning like tax plans, retirement plans, college tuition strategies, and estate plans. In addition, the firm gives clients life insurance, long term care insurance, and disability income insurance options, so clients can protect what themselves and their assets.

Newark, NJ 07103


Chris Tomolonis Financial Advisor

Chris Tomolonis Financial Advisor has been helping business owners in Jersey City make financial decisions for almost two decades. The advisor's scope of services includes financial planning, life insurance, investment management, and 401K matters. Clients receive a holistic analysis of their financial situations at the start. Financial goals are discussed with clients for a deeper understanding and clarity on various aspects. The advisor then assists in making priorities based on identified needs. Chris Tomolonis is a member of the Financial Planning Association.

159 Pine Street
Jersey City, NJ 07304


Clinton Robinson Pro Tax Services

Clinton Robinson Pro Tax Services is an East Orange accounting tax firm that's a member of AICPA and the Account Finder Network. A full suite of tax services is offered to independent professionals, executives, and business owners. For individuals, the company offers elder care strategies, estate planning, and personal financial planning solutions. Small businesses receive accounting and QuickBooks services, part-time CFO services, and any other accounting service you need. Businesses also have access to long term strategy planning. The company uses multiple strategies and services, so each client receives the financial solutions they need.

East Orange, NJ 07018


Compass Wealth Management LLC

Compass Wealth Management LLC is an independent financial planning and investment advisory firm, located in Rutherford. The company's main focus is on long term life planning. Every principal has a CFP certification. Typical services include investment strategies, retirement planning, saving strategies, estate planning, risk management analysis, and insurance options. Compass Wealth Management LLC is owned by Leslie Beck, one of the company's original founders. She has more than 20 years of experience in the wealth management industry and can help clients by taking an individualized approach.

Rutherford, NJ 07070


Dowd Financial Planning

Dowd Financial Planning is a financial advisory firm that aims to help clients make financial decisions simply. The company is involved in every aspect of a client's financial life. Services include tax planning and preparation, insurance options, estate and retirement planning, investment strategies, and budgeting. The customized financial plans change as the needs of the client change. The Montclair company is run by David Dowd, a certified financial planner with a Master's in Finance and 28 years of industry experience.

Montclair, NJ 07043


Lee Nolan & Koroghlian LLC

Lee Nolan & Koroghlian LLC was founded in 1991 and now includes more than 140 financial planning associates. The company is one of the largest investment and insurance firms in the New Jersey area. Clients exclusively include business owners, executives, and affluent families. Individuals have access to risk management, estate planning, long term financial planning, and wealth management. Businesses receive formal business planning strategies to protect the client's assets. Executives have access to important solutions regarding how to secure and retain loyal employees.

Passaic, NJ 07663


LeGrand Financial Services

LeGrand Financial Services provides accounting and financial services to clients all over the United States. The certified accountants help with tax planning and preparation. Business owners can benefit from business planning and bookkeeping services. Homeowners and potential homeowners can receive mortgage counseling services as well. LFS was established in 2010 and employs a boutique approach regarding client care. They offer notary and register trademark services as well. At their office, clients find assistance with FASFA preparation. They strive to help individuals, families, and businesses receive a financial plan tailored to their specific needs.

Elizabeth, NJ 07201


McDowell Capital Group, LLC

McDowell Capital Group, LLC is a family owned tax and accounting firm helping both individuals and businesses. The company has more than 10 years of experience helping clients in Union and Essex County. Clients can receive a comprehensive set of business and income tax services, including return preparation, consultations, and representation before the IRS. Business owners who need organizational help can benefit from accounting and bookkeeping services. The company's financial planning services can benefit both individuals and businesses, and they offer services to protect clients every step of the way.

Union, NJ 07083


Noble Advisors

Noble Advisors has been serving the New Jersey community since 2009. Each client receives an assessment of their goals and current assets, followed by a plan to achieve the financial future they want. They're able to devise long term plans to assist clients throughout retirement through their risk management and insurance planning. The company can manage advisor directed investment portfolios to take the hassle out of investing. Noble Advisors also provides tax analysis, business planning, and estate planning services for corporate clients. They strive to help clients reach financial security by retirement.

Hoboken, NJ 07030


Park Financial Group

Park Financial Group is a full service, boutique style financial planning firm that serves nonprofits, businesses, and individuals in the Lyndhurst area. The firm has more than 15 years of experience. Clients receive access to smart investment options and a number of insurance products. The company also creates long term financial planning strategies like retirement planning, estate planning, and college funding. For businesses, Park Financial Group also helps create an employee benefits package. All plans of action are tailored toward the client's specific needs.

Lyndhurst, NJ 07071


SFI Advisors

SFI Advisors is a financial advisory firm that caters to individuals, families, and corporate clients. For individuals, the company provides long-term financial planning, insurance options, and investment management services. They even address issues related to insurance like annuities, life insurance, income protection, and disability insurance. Corporations receive customized solutions regarding HR planning, executive and employee benefits, retirement plans, and business succession strategies. The Montclair company has been in business since 1968, and its managing director has over 20 years of experience in finance.

Montclair, NJ 07042


Sion Financial Benefits LLC

Sion Financial Benefits LLC provides both financial and legal services to clients in the Union City area. The company helps people with the financial and legal aspects of filing for bankruptcy, return filing for both business and personal income taxes, and payroll solutions. Sion also provides assistance during divorce proceedings in order for individuals to receive the settlement they deserve. Additionally, the company provides a notary service to ensure the authenticity of various transactions and documentation. They handle the legal aspect of finance to protect clients.

Union City, NJ 07087


Zaleck Financial Advisors

Zaleck Financial Advisors is a financial planning firm located in Bayonne. The company was founded by Craig Zaleck, a CPA with more than 20 years of experience. He also has a CFP certificate. The company's services aim to address basic client needs through all stages of life. There are financial planning strategies like income and tax planning, retirement and estate planning, and cash flow analysis. There are also insurance options and long term wealth management benefits. They pride themselves on helping clients overcome financial hurdles.

Bayonne, NJ 07002


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