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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.
Financial Life Focus, LLC is a Livingston-based, fee-only registered investment advisory firm that offers a wide range of independent financial life planning and investment management services. It caters to all kinds of individuals (including the affluent), and provides services regarding charities, trusts, and pension and profit-sharing plans using a retainer-based pricing model. Its personalized, client-centric approach focuses on aligning investment strategies with clients’ long-term wealth-creation goals. The company’s president, Michael Kay, is a Certified Financial Planner and was ranked sixth in Investopedia’s list of Top 100 Most Influential Advisors in 2018.
Livingston, NJ 07039
Hudson Oak Wealth Advisory is a group of wealth and tax advisors with CFP and CPA designations. The boutique firm has offices in New York City and Hoboken, New Jersey. The firm's main wealth advisory services include financial planning and investment management. Financial plans cover a wide range of areas like cash flow planning, retirement planning, estate planning, risk management, insurance planning, business planning, charitable giving strategies, debt management planning, college planning, and special needs planning. The firm's typical clients are business owners, startup companies, corporate executives, trusts, estates, real estate investors, urban professionals, and recipients of sudden wealth.
Hoboken, NJ 07030
INDFIN LLC is an independent financial planning firm that's served Livingston individuals and families since 1994. Clients can receive a comprehensive financial plan that covers their current financial position, a contingency fund, debt management, insurance options, investment strategies, tax considerations, and estate planning issues. They then have the option of having the firm manage their plan on an ongoing basis. Ongoing services include portfolio monitoring and management, assistance with plan implementation, collaboration with other professionals like accountants and attorneys, annual reviews and updates, and analyses of any other issues that arise.
Livingston, NJ 07039
Locker Financial Services, LLC has been structuring client finances since 1992. The firm's New Jersey office is located in Little Falls, while the Massachusetts office is in Framingham. Clients have access to one of the two financial planning models. The first model involves one meeting to learn about their plan. The second model, reserved for more complex financial situations, involves multiple meetings to learn about the plan. The firm also offers investment advisory and asset management services on an ongoing basis. Finally, the LFS staff offers speaking engagements to teach organizations and communities about multiple financial topics.
Little Falls, NJ 07424
As an independent, "fee-only", privately owned firm, LodeStar has the freedom to provide its clients with unbiased advice and access to the best research, investments and planning services, regardless of source. The firm designs custom, stress-tested investment portfolios that can dramatically lower investment risk without sacrificing long-term returns. It also performs total wealth planning to holistically manage all the interconnected areas of clients’ financial lives, allowing them to adapt more easily to life changes and feel more secure that their goals are on track. Founder and Chief Investment Officer, George Kiraly, is a Certified Financial Planner and NAPFA-Registered Financial Advisor with over two decades of experience.
OFC Wealth Management is a team of investment managers and financial planners with over eight decades of combined experience. It offers goal-based financial planning services, including insurance options, estate planning, retirement planning, college planning, and tax planning. The investment management services are geared toward the ultimate goal of a secure retirement, but they also address short-term goals like wedding planning, home buying, and charitable giving. Investment options are made up mainly of exchange-traded funds, which are both tax-efficient and low-cost. Clients can choose from hourly fee-only planning or asset-based advisory fees that cover ongoing management services.
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 07205
RRBB Asset Management LLC is an investment advisory and financial planning firm located in Maplewood. The company's services include investment planning, asset management, estate planning and management, trust planning and management, and retirement planning. The firm has experience in creating and executing plans for high-net-worth individuals. It also works with charities and foundations on the unique challenges and objectives they have. For clients with investment partnerships, business partnerships, or other types of partnerships, the firm creates plans that specifically address the partnership's goals. Company president, Carl Schwartz, is a Certified Public Accountant with a Master's of Business Administration in taxation.
Wealth Health is a Roseland-based financial services firm focused on financial planning, integrated wealth management, portfolio management, and tax preparation. Its wealth management services combine financial planning, estate planning, insurance options, income tax preparation, and investment management. Clients can also receive financial plans addressing education funding, retirement planning, insurance needs, cash flow planning, income tax planning, and executive compensation and benefits. Managing partner Rich Coppa is a Certified Financial Planner with nearly two decades of experience. The other managing partner, Darin Gartland, is a Certified Financial Planner with more than two decades of experience.
Roseland, NJ 07068
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