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Best Financial Advisors in Passaic

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Atlas Fiduciary Financial logo

Atlas Fiduciary Financial

393 Ramapo Valley Road, Suite 2, Oakland, NJ 07436
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  • Certified Financial Planner (CFP)

Atlas Fiduciary Financial serves individuals in the Passaic area. The financial planning and investment advisory firm helps clients plan for retirement and manage their finances, focused on securing their financial goals. Its team works closely with its clients, meeting them regularly to reflect changes in career, family circumstances, or tax law reforms to their financial roadmaps. The firm holds memberships to different organizations, such as NAPFA, Financial Planning Association, and CFA Institute. Members of the team have earned their Certified Financial Planner designations.

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Cassa Wealth Management logo

Cassa Wealth Management

461 From Road 3rd Floor, Suite 385, Paramus, NJ 07652
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  • Estate Planning
  • Retirement Planning

Cassa Wealth Management serves the communities in and around Passaic. The firm provides financial planning and investment management services. These include debt restructuring, fixed and variable annuities, stock option projections, mutual funds and exchange-traded funds, and alternative investments. It works with a variety of clients, including retirees looking to generate retirement income and corporations needing retirement plans for their employees. James Cassa, the company president and founder, is a certified public accountant with more than 25 years of industry experience.

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Evoke Wealth Management logo

Evoke Wealth Management

695 Bloomfield Ave, Suite 3, Montclair, NJ 07042
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  • Certified Financial Planner (CFP)

Evoke Wealth Management serves clients in Passaic and nearby areas. It offers a wide range of services, including financial planning, asset protection, investment management, and tax and risk mitigation. Intergenerational wealth transfer planning is also handled by the firm. Its clientele includes corporate executives, professional athletes, and ultra-high net worth individuals. One of the firm's partners is Athishay "Andy" Gangadharan, a wealth advisor who has been in the financial services industry for over 17 years.

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G & C Financial Advisors, LLC logo

G & C Financial Advisors, LLC

16 Barrister Court, Fair Lawn, NJ 07410
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  • Certified Financial Planner (CFP)

G & C Financial Advisors, LLC, is an independent firm serving clients in Passaic and nearby areas. It offers wealth management programs that are customized based on the needs of each client, looking into multiple investment strategies and asset types. It has advisor-managed, separately managed, and unified managed accounts. The firm also assists with financial and retirement planning for cash flow, investments, insurance, estate, death, and disability. Its president, David A. Sharp, has received Chartered Financial Consultant and Chartered Life Underwriter designations.

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Mahoney Asset Management logo

Mahoney Asset Management

135 Chestnut Ridge Road, Suite 200, Montvale, NJ 07645
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  • Certified Financial Planner (CFP)

Mahoney Asset Management has been providing services in Passaic and nearby locations for nearly 25 years. It creates GPS projections to help individuals and families identify their financial needs and goals. The company conducts in-person meetings to discuss clients' assets, ongoing contributions, and projection updates. Its CEO and president, Ken Mahoney, has been a financial advisor for over three decades. He was featured on various media channels, including Mornings with Maria, Fox Business News, and CNBC.

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Northeast Sequoia Private Client Group logo

Northeast Sequoia Private Client Group

103 Eisenhower Parkway Suite 308, Roseland, NJ 07068
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  • Certified Financial Planner (CFP)

Northeast Sequoia Private Client Group offers financial services to customers in Passaic. It helps clients plan for retirement by selecting investments that suit their goals and identifying potential financial risks. The company has been operating for over 30 years and has served more than 3,000 clients. Mark Murphy, the company's CEO, has authored two books on financial planning and holds the designations of Chartered Financial Consultant and Chartered Life Underwriter. He previously served as the president of the Association for Advanced Life Underwriting.

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Prioritas Financial Advisors logo

Prioritas Financial Advisors

250 Pehle Avenue, Suite 200, Saddle Brook, NJ 07663
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  • Certified Financial Planner (CFP)

Prioritas Financial Advisors is an independent fiduciary advisor serving people and businesses in Passaic and the surrounding communities. Its staff assists clients in developing and implementing a tailored investment strategy that supports their financial objectives and dreams. Its professionals also help with executive compensation and retirement planning. The firm has nearly 15 years of experience. Michelle Kaufman, its principal financial advisor, possesses several professional credentials, such as Chartered Financial Analyst and Certified Private Wealth Advisor.

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Stonebridge Capital Management logo

Stonebridge Capital Management

52 Forest Avenue, Paramus, NJ 07652
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  • Certified Financial Planner (CFP)

Stonebridge Capital Management is a firm that provides financial advisory services to individuals and families in Passaic and the surrounding areas. Its team of advisers assesses clients' financial status, develops goals, analyzes contributions, assets, and liabilities to check if they are on target, and offers college education planning. In addition, they handle investment and wealth accumulation planning, retirement income and distribution planning, income tax analysis, and estate planning and wealth transfer strategies. Co-founder Dino Kostakis has been a Certified Financial Planner since 1989.

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U.S. Financial Services logo

U.S. Financial Services

375 Passaic Avenue Suite 100, Fairfield, NJ 07004
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  • Certified Financial Planner (CFP)

U.S. Financial Services, LLC, addresses the wealth management needs of customers in Passaic. It provides investment management solutions based on the clients' timeline, goals, and risk tolerance. Its team of financial advisors helps protect, manage, and transfer the clients' assets and estate by coordinating with their tax advisors and estate planning attorneys. The company also offers business planning solutions to assist clients in improving their enterprise's sustainability. Gerard Papetti, a founding partner of the company, is a CFP who has been in the industry since 1985.

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VA NCG logo

VA NCG

940 Van Houten Ave. 2nd Floor, Clifton, NJ 07013
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  • Certified Financial Planner (CFP)

VA NCG is an investment advisory company that has been providing risk management solutions in Passaic and nearby locations for over 35 years. It serves families and individuals who need financial planning assistance. The firm also offers personal and employee insurance plans to protect clients from financial losses due to unexpected events. In addition, its agents conduct comprehensive fact-finding interviews and analyses to determine customers' financial goals. Founder Gregory Visconti is a Certified Financial Planner.

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VBC Securities, LLC logo

VBC Securities, LLC

348 Clifton Avenue, Clifton, NJ 07011
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  • Certified Financial Planner (CFP)

Since 1970, VBC Securities, LLC has been serving clients in Passaic. It offers a wide selection of services, including stocks and bonds as well as college and retirement planning. It examines and analyzes data in order to create an investment portfolio strategy. It also monitors the performance of the investment vehicles and makes recommendations for changes as needed. Martha B. Pierce, one of the firm's principals, has worked for companies such as American General and The Bank of New York Mellon.

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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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