Best Financial Advisors in Newark

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Newark, NJNewark, 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.

Newark, NJNewark, 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: --

Montclair, NJ 07042Montclair, NJ 07042

Bautis Financial utilizes a personal approach to wealth management and financial advice. The Montclair company uses a combination of human experience and sophisticated technology to identify the right paths for a client. Bautis Financial was founded in 2008 by wealth manager Marc Bautis. The company's main focus is on providing financial planning services to individuals, families, retirees, and small business owners. For families and individuals, plans center around growth and protection of wealth. Retirees have investment management and retirement income options. Small business owners receive long-term financial planning help like tax planning, risk management, and investment planning.

Montclair, NJ 07042Montclair, NJ 07042

Website(862) 205-5800

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

Hudson Oak is a financial and investment advisory firm serving clients in Newark. The firm was established in 2018 by Brian Sheahen, a certified public accountant and financial planner who carries a decade of experience in the industry. Sheahen provides financial planning services to a select group of individuals, in particular high-earners and wealthy households. These services include retirement and cash flow planning, wealth transfer, equity compensation, and debt management planning. Hudson Oak has also partnered with Planning Network, Ameritrade, and NAPFA.

221 River Street, Hoboken, NJ 07030
Hoboken, NJ 07030

InstagramWebsite(646) 820-4858

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

24 Broadlawn Drive, Livingston, NJ 07039
Livingston, NJ 07039
  • Certified Financial Planner (CFP)
  • Insurance Products

INDFIN LLC is a consulting and advisory firm that services the Newark metro and its surrounding areas. The independent company designs a comprehensive plan according to clients' financial worries, objectives, and goals. Its team takes into consideration customers' current insurances, investments, contingency funds, tax considerations, debt management, and estate planning issues for its frameworks. Additionally, the business provides long-term assistance through its ongoing services. INDFIN LLC has been serving individuals and families for more than 25 years.

24 Broadlawn Drive, Livingston, NJ 07039
Livingston, NJ 07039

Website(973) 994-4314

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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+

3 Claridge Drive, Verona, NJ 07044
Verona, NJ 07044
  • Estate Planning
  • Certified Financial Planner (CFP)

Locker Financial Services LLC has been advising clients in Newark on financial matters since 1992. The firm's financial planning solution covers the review and analysis of an individual's financial goals, net worth, spending habits, tax issues, and insurance coverages. The team also evaluates and plans long-term objectives for clients, which include growing retirement income and arranging estates. Moreover, the company provides asset management and investment advisory. Its founder, Lauren Locker, is a Certified Financial Planner and a NAPFA-registered advisor.

3 Claridge Drive, Verona, NJ 07044
Verona, NJ 07044

Website(973) 256-2555

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+

51 John F Kennedy Parkway, Short Hills, NJ 07078
Short Hills, NJ 07078
  • Tax Preparation

Founded in 2003, LodeStar Advisory Group, LLC, is an independent wealth management firm that has been serving individuals, business owners, and families in Newark and the surrounding areas. It empowers clients with downside protection strategies, investment management, tax minimization strategies, and second opinion service. Its team of financial advisors guides and assists clients throughout the entire financial planning process. LodeStar Advisory Group extends its services to clients in Arizona and Florida.

51 John F Kennedy Parkway, Short Hills, NJ 07078
Short Hills, NJ 07078

Website(973) 218-2440

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)

5 Becker Farm Road, Roseland, NJ 07068
Roseland, NJ 07068
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Mariner Wealth Advisors is a firm that caters to personal and commercial clients in Newark. It advises personal clients on wealth planning, investment management, tax planning, estate planning, and trusts. The firm's team also presents insurance solutions. Its CEO, Marty Bicknell, was recognized as part of the Power 100 List from 2014 to 2019 by the Kansas City Business Journal. Mariner Wealth Advisors has been assisting clients with their financial decisions for over 15 years.

5 Becker Farm Road, Roseland, NJ 07068
Roseland, NJ 07068

InstagramWebsite(800) 384-1756

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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+

35 Canoe Brook Road, Short Hills, NJ 07078
Short Hills, NJ 07078
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

OFC Wealth Management offers personalized financial planning solutions to clients in Newark and the surrounding areas. The firm was established in 2005 with a primary goal of helping families and individuals grow, manage, and protect their wealth. Some of the firm's services include estate planning, retirement planning, asset allocation, education planning, and investment management. OFC Wealth Management has three Certified Financial Planners and a Certified Public Accountant among its staff. It is also affiliated with the National Association of Personal Financial Advisors.

35 Canoe Brook Road, Short Hills, NJ 07078
Short Hills, NJ 07078

Website(973) 258-1007

Show Number
Hillside, NJ 07205Hillside, NJ 07205

Rio Douro Capital Management is a Hillside-based alternative asset management firm that focuses on wealth management. Its clients receive assistance with financial goals and meeting financial needs. The company also creates investment strategies involving value-driven, event-driven, and macro-driven investments. Because the firm invests globally, clients have access to opportunities in more than 20 markets.

Hillside, NJ 07205Hillside, NJ 07205

Website(908) 803-4202

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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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