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Best Financial Advisors in Passaic

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Passaic, NJ
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Passaic, NJ

Why choose this provider?

Need help contacting a Financial Advisor in Passaic? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 1911756

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 1447881

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 106341

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 307310

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 5531128

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 5407

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What do stocks represent in Passaic?

    A stock is a form of ownership in a company. When individuals own stocks, they hold partial ownership stakes in the company and have the potential to earn returns based on the company's performance. Each share of stock is a stake in the profits and resources of the company, and both preferred and common stock may be issued by corporations in Passaic. However, it's important for stockholders to understand and accept the risks connected with business ownership.

  • What is a 529 College Savings Plan in Passaic?

    A 529 College Savings Plan, established by the IRC Section 529, lets people in Passaic open an account with cash to help someone, often a minor, with an approved sponsor. While you can take money out of a 529 account whenever you want, if it's not used for education costs, the earnings might face a 10% federal penalty tax and be subjected to federal income taxes.

  • What are the possible scenarios that can impact the cash flow of your retirement in Passaic?

    In Passaic, retirement assets can be influenced by different scenarios. First, the order of your returns is meaningless if you don't have any cash flows in your plan. On the other hand, when there is a cash inflow, you may buy more shares for less money if you experience bad returns first. These examples show how market returns can affect your portfolio.

  • What can you do if your initial claim decision was not appropriate for your retirement plan in Passaic?

    If you discover that your first claim decision in Passaic was not the best course of action, you could change your Social Security benefit approach. Your advisor might inform you to withdraw your application and repay all advantages received thus far. Keep in mind that you can only do this if you have enough cash on hand and are within the first 12 months of filing your claim.

  • Why do you need a financial plan in Passaic?

    Having a financial plan enables you to achieve financial security so that you and your family can benefit from the advantages of living life according to your terms. A Passaic financial advisor can assist you in developing a financial plan to gain greater control over your finances. With this, you can work toward achieving your short- and long-term objectives.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.