Best Financial Advisors in Jersey City

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Accretive Wealth Partners strives to help clients improve their financial lives. Operating in Jersey City, the firm provides financial planning services that cover wealth accumulation, tax reduction, retirement income, estate and wealth transfers, and charitable giving. It also guides clients throughout the investment management process and constructs portfolios with a long-term focus. Accretive Wealth Partners' chief investment officer, Gary Ribe, has 10 years' worth of asset management experience. He is a CFA charterholder and a member of the CFA Society of New York.

Arden Trust Company serves individuals and financial professionals in the community of Jersey City and the surrounding areas. The firm offers a wide range of trust services, such as purpose trusts, special needs trust administration, total return trusts, directed, charitable, and perpetual trusts. It also handles fiduciary services, estate planning, investment management, and custodial services. Its team helps financial advisors from creating brochures to consultations and conference calls with client attorneys. Moreover, its president, Doug Sherry, has industry experience of more than 20 years.

Astra Strategic Firm is a financial advisory firm that provides fiduciary financial planning services to Jersey City-based families and businesses. The firm provides tax planning services based on tax-loss harvesting and professional coordination. It also offers techniques for estate planning. Likewise, the firm assists clients in planning for their children’s education. The firm also provides small business strategies and investment management services. The founder, Kevin Peacock, is a certified financial planner who also holds a Chartered Alternative Investment Analyst designation.

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.

Dowd Financial Planning is a wealth management firm that serves the residents of Jersey City and the surrounding areas. It helps clients reach their financial goals through services such as cash management, risk management, retirement planning, estate planning, and education funding. It also assists clients with their investment portfolios. Owner David Dowd has been working in finance for more than 28 years. He is a member of the Financial Planning Association and the National Association of Enrolled Agents.

Eagle Grove is a financial planning firm serving Jersey City. It assists individuals and businesses in a wide range of areas including income tax, employee benefits, estate planning, credit card and banking, and cash flow and budgeting. A comprehensive planning relationship plan is also available which allows access to a technology platform, progress monitoring, and the appropriate industry professionals that can help execute the plan. The firm has been featured in different publications such as The Washington Post and Chase.

FFP Wealth Management is a financial planning company that has been serving individuals and families in Jersey City for 25 years. It guides clients in various financial matters, such as money management, insurance, retirement planning, 401(k) rollovers, investment planning, and estate taxes. The company developed a four-phase process called "Wealth Maximizer" to provide clients with personalized strategies to help them reach their financial goals. FFP Wealth Management's founder, John Graziano, is a certified public accountant, Personal Financial Specialist, and Certified Financial Planner.

Hudson Oak Wealth Advisory is a financial advisory firm that provides the people of Jersey City with fiduciary wealth management and investment services. It offers financial planning for clients, including strategizing for college, business, and retirement plans. The firm’s portfolio management services involve diversification, using passive and active strategies to minimize risks and maximize opportunities. The company also offers tax services, including tax preparation and planning. The founder, Brian Sheahen, is a certified financial planner with over 10 years of experience.

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.

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.

Park Financial Group is a full-service, boutique-style financial planning firm that serves nonprofits, businesses, and individuals in the Jersey City area. With over 15 years of experience, the company creates long-term strategies like retirement planning, estate planning, and college funding. Clients receive access to investment options and a number of insurance products. Founder Don Gordon holds the Chartered Life Underwriter and Chartered Financial Consultant designations. Gordon has been in the financial advisory business for more than three decades.

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.

Rincon Tax Advisory is a full-service firm operating in Jersey City and nearby metros. It offers a wide range of services to individuals and businesses including cryptocurrency tax management, new business formation, business consulting, stock-based compensation tax planning, and tax preparation. Aside from delivering customized solutions, assistance throughout the growth process is also available. The firm's founder, Jesus E. Rincon, is a CPA who is fluent in Spanish and possesses conversational proficiency in Italian and Japanese.

Schupak Financial Advisors is a company serving customers in Jersey City and the surrounding areas. It was founded by Mike Schupak, who has been in the industry for more than 10 years. Services offered at the company include cash flow review and net worth tracking, debt management strategies as well as asset allocation, selection, and location. The company can also provide retirement and tax planning services, as well as tax forecasting and risk needs analysis. Employer benefits services are also available.

SFI Advisors is a financial advisory firm that offers its individual and family clients in Jersey City answers for financial planning, investment management, and insurance services. The firm also caters to corporate clients by providing corporate benefits planning, employee benefits, executive benefit plan services, 410(k) and corporate retirement plans, and business owner and executive succession options to improve the company’s performance and operations. The firm is currently led by managing director John H. Sampers who has been a financial consultant for over 20 years.

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.

Unique Financial Advisors caters to clients in Jersey City and the surrounding areas. It offers various financial services for medical professions, executives, families, and retirees. These services include financial planning, tax preparation, and investment management to help individuals develop strategies for their financial goals. It also specializes in planning for college funds, insurance, and estates. It was founded in 2014 by Vid Ponnapalli, who previously served as a vice president of JPMorgan Chase & Co., Deutsche Bank, and Credit Suisse.