Laurels

Best Financial Advisors in Jersey City
2021

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

Accretive Wealth Partners

  • Estate Planning
  • Retirement Planning

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.

185 Hudson Street
Jersey City, NJ 07302

Website

Arden Trust Company

  • Estate Planning

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.

185 Hudson Street
Jersey City, NJ 07311

Website

Hudson Oak Wealth Advisory

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

221 River Street
Hoboken, NJ 07030

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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

Park Financial Group

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

30 Park Avenue
Lyndhurst, NJ 07071

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

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