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Best Financial Advisors in Jersey City

2024

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SmartAdvisor by SmartAsset

Jersey City, NJ
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Jersey City, NJ

Why choose this provider?

Need help contacting a Financial Advisor in Jersey City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
159 Pine Street, Jersey City, NJ 07304
  • Estate Planning
  • Investment Management
  • Cash Flow & Budget Analysis
  • Life Insurance
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Chris Tolomonis, Financial Advisor, helps Jersey City residents and business owners manage their finances and achieve their financial objectives. Chris broke away from Wall Street in 2014 to establish Tolomonis Financial LLC and partnered with registered investment advisor Woodstock Wealth Management Inc. to provide transparent and client-centered financial advice. He advises on various financial topics, such as investments, retirement, stock options, tax planning, and long-term care insurance. To execute financial plans, Chris works directly with an individual's CPA, insurance agent, or estate attorney.

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 (15)
Yelp
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

Website
30 Park Avenue, Lyndhurst, NJ 07071
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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

Website
79 Midland Avenue, Montclair, NJ 07042
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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

Website
101 Hudson Street, Jersey City, NJ 07302
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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)

Website
185 Hudson Street, Jersey City, NJ 07302
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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 (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

Website
26 Broadway, New York, NY 10004
  • Business Tax Preparation

Why choose this provider?

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
250 Pehle Avenue, Saddle Brook, NJ 07663
  • Estate Planning

Why choose this provider?

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.

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

Website
221 River Street, Hoboken, NJ 07030
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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)

Website
17 Norman Road, Montclair, NJ 07043
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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)

Website
101 Hudson St, Jersey City, NJ 07302
  • Private Wealth Advisor
  • Tax Preparation
  • Tax Planning

Why choose this provider?

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.

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 (38)
Yelp
5.0 / 5 (32)

Website
83 Wayne Street, Jersey City, NJ 07302
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
325 N St. Paul St, Ste 2040, Dallas, TX 75201
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Website
65 Bay Street, Jersey City, NJ 07302
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

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.

Website
847 Broadway, Bayonne, NJ 07002
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
185 Hudson Street, Jersey City, NJ 07311
  • Estate Planning

Why choose this provider?

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.

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

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.

  • What are the primary factors to consider when developing a retirement plan in Jersey City?

    In structuring a retirement plan in Jersey City, individuals should prioritize formulating a dependable monthly budget and pinpointing prospective post-retirement income streams. Determining the provisions for potential healthcare requirements is also vital. Furthermore, as the retirement phase approaches, it becomes essential for a soon-to-be retiree to reevaluate their personal financial health, deal with tax implications, and broaden their understanding of assorted investment methods and accessible government aid.

  • What are the obligations of a financial professional in Jersey City if they suspect financial exploitation of a senior or vulnerable client?

    According to the New Jersey Safeguarding Against Financial Exploitation Act, financial professionals in Jersey City are legally mandated to notify both the Bureau of Securities and county adult protective services if they have reasonable suspicions of financial exploitation of a senior or vulnerable client. Furthermore, they can temporarily delay transactions and withdrawals from the potentially exploited client's accounts following such a report.

  • What are important considerations regarding fee structures when choosing a financial advisor in Jersey City?

    When choosing a financial advisor in Jersey City, individuals must consider their fees, including project or hourly rates, annual retainers, and commissions. Advisors may also charge based on assets under management, while certain advisors have a minimum net worth requirement for their clients. In addition, you should choose a financial advisor who fully understands your financial goals and circumstances. Selecting the advisor that fits your financial profile is essential.

  • What is a Health Savings Account, and how can residents in Jersey City benefit from it?

    An HSA is a beneficial tool for personal medical savings that offers considerable tax benefits. Specifically for those enrolled in a high deductible health plan, an HSA allows Jersey City residents to contribute pre-tax earnings, which are excluded from gross income and, therefore, not subjected to federal and state income tax. By contributing post-tax dollars and itemizing deductions, they can also claim tax deductions, yielding a triple tax advantage.

  • 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.