Laurels

Best Financial Advisors in Jersey City
2022

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 75 53 20

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

Lee, Nolan & Koroghlian, LLC

  • Estate Planning

Lee, Nolan & Koroghlian, LLC, is a MassMutual firm, an investment and insurance company in the Jersey City area. Its clients exclusively include business owners, executives, and affluent families. Individuals have access to risk management, estate planning, long-term financial planning, and wealth management services. Founded in 1991, the firm currently has more than 140 financial planning associates. Prior to becoming Chairman and CEO, George Koroghlian had consistently ranked among the top five percent MassMutual advisors nationwide.

250 Pehle Avenue
Saddle Brook, NJ 07663

Website

Noble Advisors

  • Certified Financial Planner (CFP)

Noble Advisors serves financial strategies and guidance to communities in Jersey City. Beyond investment management, it also has business planning services that include industry research and analysis of opportunities, risks, incentives, and tax issues. The firm also has tax planning services to inform decisions such as purchasing properties and starting a venture and estate planning services that cover life insurance concerns. Paul Nouri opened Noble Advisors in 2009. He also founded the Aibtikar Foundation to support child empowerment and mental health in 2017.

325 N St. Paul St, Ste 2040
Dallas, TX 75201

Website

Reshape Wealth

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)

Reshape Wealth is an investment planning firm that provides Jersey City residents with wealth management solutions. These solutions include financial planning, strategic financing, and risk management. In addition, the firm uses industry-standard technology, ranging from the Emoney Advisor, a program that helps track a client's financial plan in real-time, to the firm's proprietary mobile platform. Before founding Reshape Wealth, David Kranz worked as a senior financial advisor and vice president of Merril Lynch for a decade.

65 Bay Street
Jersey City, NJ 07302

Website

Stembrook Asset Management

  • Estate Planning
  • Certified Financial Planner (CFP)

Stembrook Asset Management is a wealth management company with an office in Jersey City. It works with clients to establish financial goals and align available assets and financial strategies to achieve them. Its range of services includes financial planning, investment management, and estate planning. The company's founder, Peter D'Agati, is a member of the CFA Institute. He has been invited as a speaker to investment forums such as the Columbia Business School and the Institute for Private Investors.

83 Wayne Street
Jersey City, NJ 07302

Website