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Best Financial Advisors in Toms River

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Toms River, NJToms River, NJ

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.

Toms River, NJToms River, NJ

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

81 E Water St #1B, Toms River, NJ 08753
Toms River, NJ 08753
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

AFM Investments Inc. offers financial planning in the Toms River metro. The firm works with its clients to bring their financial life in line with their financial goals, which may mean changing their investment portfolio, retirement plans, estate documents, and insurance coverages. Partners Louis Scatigna and Martin D. Saltzman founded AFM Investments in 1987. Scatigna, who is a Certified Financial Planner, has been in the financial field for more than 38 years. He runs a radio show called The Financial Physician.

81 E Water St #1B, Toms River, NJ 08753
Toms River, NJ 08753

Website(732) 905-8100

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2040 US Highway 9, Toms River, NJ 08755
Toms River, NJ 08755
  • Estate Planning

EPA Financial Services Corp. is an advisory firm that caters to the financial needs of Toms River. It offers a variety of financial services tailored to clients' needs and budgets, such as financial planning with investment planning and one-time financial planning. Established by Bob Richards in 1977, the firm also provides consultancy financial services specific matters like purchase planning and financial management in divorce. Bob Richards is a Certified Financial Planner. He hosts Jersey Shore's WOBM–AM, a financial talk show.

2040 US Highway 9, Toms River, NJ 08755
Toms River, NJ 08755

Website(732) 286-1000

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1433 Hooper Ave Suite 314 A, Toms River, NJ 08753
Toms River, NJ 08753
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Advisor

Financial Alternatives LLC is an advisory firm serving individuals in Toms River and the surrounding areas. Since 2000, the company has been helping clients achieve their financial objectives throughout every aspect of their lives. It offers investment advisory services, and tax, estate, retirement, college investment, and long-term care planning. The business also analyzes risks and other critical factors before building a plan tailored to their client's situation. Its wealth advisor, Sean Monahan, is a Certified Financial Planner and member of the Financial Planning Association.

1433 Hooper Ave Suite 314 A, Toms River, NJ 08753
Toms River, NJ 08753

Website(609) 693-3800

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1400 Hooper Avenue, Toms River, NJ 08753
Toms River, NJ 08753
  • Wealth Management

Jalinski Advisory Group helps with the financial risk management of people around the Toms River metro. It offers tax reduction strategies, retirement income advisory, and holistic financial planning services. In addition to acting as a macro-manager, it aims to develop stable and risk-protected strategies for clients. Josh Jalinski, its founder and CEO, handles tactical investment portfolios. He founded the firm in 2005 based on the Financial Quarterback approach, a unified and systematic process of analyzing opinions, alternatives, and decisions in creating long-term financial solutions.

1400 Hooper Avenue, Toms River, NJ 08753
Toms River, NJ 08753

Website(888) 988-5674

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

616 Washington Street, Toms River, NJ 08753
Toms River, NJ 08753
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Insurance Products
  • Finance Planning

Mark J. Angelo Financial Services is a firm that serves individuals, families, female investors, retirees, and business owners in the Toms River area. It helps clients protect their wealth for their future by providing them with financial planning, asset management, retirement income planning, cash flow analysis, and insurance planning services. Its professionals analyze clients' financial situations and create an investment plan that matches their needs. Mark J. Angelo, the founder of the company, holds the CFP designation.

616 Washington Street, Toms River, NJ 08753
Toms River, NJ 08753

Website(732) 286-6200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

74 Brick Blvd, Building 2, Suite 112, Brick, NJ 08723
Brick, NJ 08723
  • Certified Financial Planner (CFP)
  • Financial Planning

Mark S. Rushwald is a firm that provides financial planning and wealth management services to clients in Toms River and the surrounding areas. Since 1976, sole practitioner Mark Rushwald has been helping his clients in reaching their financial objectives. He works with them in identifying and addressing the complex financial issues they are facing. As a dedicated advisor, Rushwald worked to receive the Chartered Life Underwriter and the Certified Financial Planner designations. He is also active in various community organizations like Rotary International.

74 Brick Blvd, Building 2, Suite 112, Brick, NJ 08723
Brick, NJ 08723

Website(732) 505-4422

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1861 Hooper Ave. Suite 8, Toms River, NJ 08753
Toms River, NJ 08753
  • Retirement Planning

Monetti Standard Accountants and Advisors serves individuals and businesses in Toms River and surrounding areas. It offers a full circle of financial advisory and accounting services to help clients achieve their goals. It covers the creation of financial statements, financial analysis, tax preparation and planning, and management of sales tax obligations. It also assists clients in evaluating available options in preparation for their retirement. This firm works on a personal level to determine the applicable solutions to the clients' needs.

1861 Hooper Ave. Suite 8, Toms River, NJ 08753
Toms River, NJ 08753

Website(732) 255-3585

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

2277 Route 33 Suite 415, Hamilton, NJ 08690
Hamilton, NJ 08690
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Founded in 1996, Personal Wealth Strategies serves the financial planning needs of individuals, retirees and pre-retirees, business owners, and medical professionals in Toms River. Its financial advisors have a combined 150 years of experience working with clients for the achievement of their financial goals. Its structured approach in developing personalized financial strategies includes introductory meetings to determine direction, discovery meetings to analyze current financial realities, implementation meetings to lay out financial roadmaps, and progress meetings to cover updates and reports.

2277 Route 33 Suite 415, Hamilton, NJ 08690
Hamilton, NJ 08690

Website(609) 586-9308

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

780 Route 37 West Suite 130, Toms River, NJ 08755
Toms River, NJ 08755
  • Certified Financial Planner (CFP)

Rachlin and Rachlin provides clients in and around Toms River with comprehensive financial planning services, including financial education, guidance, planning, and consultation. Its financial advisors work with individuals and families in creating personalized financial solutions that will get them closer to achieving their financial goals. They offer retirement income planning, risk analysis and management, wealth transfer strategies, and asset allocation. Rachlin and Rachlin is a direct affiliate of Janney Montgomery Scott LLC, a financial advisory company that has been in the industry since 1832.

780 Route 37 West Suite 130, Toms River, NJ 08755
Toms River, NJ 08755

Website(732) 573-6600

Show Number

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

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: A

402 Higgins Avenue, Brielle, NJ 08730
Brielle, NJ 08730
Instagram
  • Wealth Management

Shore Point Advisors is a wealth management firm serving clients in Toms River and the surrounding areas. It aims to help clients achieve their long-term financial objectives by creating individualized strategies. Its advisors guide individuals and their families through the investing process, helping them understand their portfolio and how it works. They also provide insights on the scientific and academic evidence that the client's investments are based on and equip them with the confidence to make informed market decisions.

402 Higgins Avenue, Brielle, NJ 08730
Brielle, NJ 08730

InstagramWebsite(732) 876-3777

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

40 Bey Lea Road Suite C102, Toms River, NJ 08753
Toms River, NJ 08753
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

Vision Financial Services aims to help clients attain their long-term and short-term financial goals. Serving Toms River and the neighboring communities, the firm's experienced financial advisor provides a personalized and comprehensive approach in developing financial strategies to get clients closer to their objectives. Some of its financial solutions include retirement and income planning, diversified portfolio management, estate planning, and insurance planning. Financial advisor Anne Kraljic is a Certified Financial Planner who has been in the industry for more than 20 years.

40 Bey Lea Road Suite C102, Toms River, NJ 08753
Toms River, NJ 08753

Website(732) 473-9700

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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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