hero image
Laurels

Best Financial Advisors in Newark
2019

We Looked at 75 Financial Advisors serving Newark and Picked the Top 12

financial-advisors.jpg

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Newark, NJ.

Reviewed Curated Top Picks 75 49 12

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

loaded
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

cover image of Bautis Financial  financial-advisors/1.jpg

Bautis Financial

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 07042 (862) 205-5800

Website

cover image of Engler Financial Services  financial-advisors/2.jpg

Engler Financial Services

Engler Financial Services is a Nutley-based financial advisory firm. The company aims to provide clients with both solutions and education, helping to empower them to make smart financial decisions. Engler Financial Services is an independent firm run by Luther Engler, a financial planner with a Master's in Business Administration and over three decades of industry experience. Each of the firm's clients receives a customized financial program that gives step-by-step instructions for achieving financial goals. Its services include estate conservation, tax preparation, retirement planning, risk management, college funding, and investment planning.

Nutley, NJ 07110 (973) 661-3100

Website

cover image of Financial Life Focus, LLC  financial-advisors/3.jpg

Financial Life Focus, LLC

Financial Life Focus, LLC is a Livingston-based Registered Investment Advisory firm. It combines wealth management and financial planning services, offering clients a single fee based on both. Its investment portfolios are based on the client's future plans. If clients already have a managed portfolio or a financial plan, they have the option of receiving financial planning or asset management alone. The company president, Michael Kay, is a Certified Financial Planner who also has a Certified Public Accountant designation. The firm also staffs multiple other Certified Financial Planners.

Livingston, NJ 07039 (973) 533-0666

Website

cover image of Hudson Oak Wealth Advisory  financial-advisors/4.jpg

Hudson Oak Wealth Advisory

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 (646) 820-4858

Website

cover image of INDFIN LLC  financial-advisors/1.jpg

INDFIN LLC

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 (973) 994-4314

Website

cover image of Kingsbridge Financial Group, Inc.  financial-advisors/2.jpg

Kingsbridge Financial Group, Inc.

Kingsbridge Financial Group, Inc. is a financial advisory firm that provides financial services and products to families, individuals, and corporations. The firm's principals boast over three decades of industry experience. Its collaborative team approach allows the company to offer tailored solutions for asset management, retirement planning, insurance options, long-term financial planning, estate planning, and employee benefits packages. One office is located in Point Pleasant Beach, while the other is in Bloomfield.

Bloomfield, NJ 07003 (973) 771-0886

Website

cover image of Locker Financial Services, LLC  financial-advisors/3.jpg

Locker Financial Services, LLC

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 (973) 256-2555

Website

cover image of LodeStar Advisory Group, LLC  financial-advisors/4.jpg

LodeStar Advisory Group, LLC

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.

Short Hills, NJ 07078 (973) 218-2440

Website

cover image of OFC Wealth Management  financial-advisors/1.jpg

OFC Wealth Management

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.

Short Hills, NJ 07078 (973) 307-0186

Website

cover image of Rio Douro Capital Management  financial-advisors/2.jpg

Rio Douro Capital Management

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 (908) 803-4202

Website

cover image of RRBB Asset Management LLC  financial-advisors/3.jpg

RRBB Asset Management LLC

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.

Maplewood, NJ 07040 (973) 763-7727

Website

cover image of Wealth Health  financial-advisors/4.jpg

Wealth Health

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 (973) 535-9577

Website

bottom hero image

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Reach you financial potential. Get started now.

expertise

Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Wrong city? Here are some nearby places: