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Best Financial Advisors in Jersey City

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Jersey City, NJJersey City, NJ

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.

Jersey City, NJJersey City, NJ

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

185 Hudson Street, Jersey City, NJ 07302
Jersey City, NJ 07302
  • 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
Jersey City, NJ 07302

Website(973) 970-2627

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

185 Hudson Street, Jersey City, NJ 07311
Jersey City, NJ 07311
  • 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
Jersey City, NJ 07311

Website(888) 803-7466

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

101 Hudson Street, Jersey City, NJ 07302
Jersey City, NJ 07302

Website(800) 805-8740

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Newark, NJ 07103Newark, NJ 07103

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 07103Newark, NJ 07103

Website(973) 824-7474

Show Number
159 Pine Street, Jersey City, NJ 07304
Jersey City, NJ 07304

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
Jersey City, NJ 07304

Website(201) 600-9461

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

East Orange, NJ 07018East Orange, NJ 07018

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 07018East Orange, NJ 07018

Website(973) 675-2515

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

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.

17 Norman Road, Montclair, NJ 07043
Montclair, NJ 07043

Website(973) 582-0000

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

75 Montgomery Street, Jersey City, NJ 07302
Jersey City, NJ 07302
  • Estate Planning
  • Certified Financial Planner (CFP)

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.

75 Montgomery Street, Jersey City, NJ 07302
Jersey City, NJ 07302

Website(917) 473-1729

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

847 Broadway, Bayonne, NJ 07002
Bayonne, NJ 07002

Website(201) 823-1030

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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

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
Hoboken, NJ 07030

InstagramWebsite(646) 820-4858

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

250 Pehle Avenue, Saddle Brook, NJ 07663
Saddle Brook, NJ 07663
  • 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
Saddle Brook, NJ 07663

Website(973) 237-0100

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Union, NJ 07083Union, NJ 07083

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 07083Union, NJ 07083

Website(908) 316-3313

Show Number
325 N St. Paul St, Ste 2040, Dallas, TX 75201
Dallas, TX 75201
  • 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
Dallas, TX 75201

Website(214) 613-6087

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

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
Lyndhurst, NJ 07071

Website(201) 531-8850

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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
Jersey City, NJ 07302

Website(646) 626-7902

Show Number
101 Hudson St, Jersey City, NJ 07302
Jersey City, NJ 07302
Instagram
  • Private Wealth Advisor
  • Tax Preparation
  • Tax Planning

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.

101 Hudson St, Jersey City, NJ 07302
Jersey City, NJ 07302

InstagramWebsite(201) 743-9319

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

54 (Best)

Score Consistency:

Consistent (Best)

121 Newark Avenue, Jersey City, NJ 07302
Jersey City, NJ 07302
  • Retirement Planning
  • Tax Planning

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.

121 Newark Avenue, Jersey City, NJ 07302
Jersey City, NJ 07302

Website(646) 844-2416

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

79 Midland Avenue, Montclair, NJ 07042
Montclair, NJ 07042

Website(877) 536-1014

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

83 Wayne Street, Jersey City, NJ 07302
Jersey City, NJ 07302
  • 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
Jersey City, NJ 07302

Website(201) 484-0063

Show Number
26 Broadway, New York, NY 10004
New York, NY 10004
Instagram
  • Business Tax Preparation

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.

26 Broadway, New York, NY 10004
New York, NY 10004

InstagramWebsite(646) 916-4620

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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