Menu
Best Financial Advisors in Newark
2019
Best Financial Advisors in Newark
We Looked at 75 Financial Advisors serving Newark and Picked the Top 12
Here are the Picks:
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
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
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
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
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
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
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
LodeStar Advisory Group, LLC
LodeStar Advisory Group, LLC is an independent financial service that combines financial planning and asset management. Its offices are located in Short Hills, New Jersey and Scottsdale, Arizona. The financial planning services include employee benefit programs, education funding, estate planning, retirement planning, tax planning, insurance and risk management options, investment strategies, cash flow analysis, and debt planning. The firm's clients also have access to multiple stock options. When managing assets, the firm employs tax minimization strategies, including location optimization, tax-aware trading, tax-lot accounting, tax-loss harvesting, managing over the holding period, transitioning of low-cost basis stock, and deferring the realization of gains.
Short Hills, NJ, 07078 (973) 218-2440
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
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
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
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
