Laurels

Best Financial Advisors in Union City
2022

We scored 20 Financial Advisors in Union City and Picked the Top 5

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Here are the Picks:

Eagle Grove Advisors

Eagle Grove Advisors

  • Estate Planning

Eagle Grove Advisors assists clients in Union City and the surrounding communities in achieving their financial objectives. It provides a variety of services, including college funding, retirement planning, and estate planning. It also offers solutions for cash flow, budgeting, investing, and risk management. Income tax preparation and strategy are among its other services. Employee benefits and equities such as ISOs, RSUs, ESPP, and ESOP are provided by the company. Eric Gabor, the company's president, is a CFP with an Enrolled Agent certification from the IRS.

75 Montgomery Street Suite #202
Jersey City, NJ 07302

Website

Website

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:

16 (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+

Legacy Care Wealth

Legacy Care Wealth

  • Certified Financial Planner (CFP)

Legacy Care Wealth is a solutions provider catering to the residents of Union City and the surrounding communities. Its advisor, Danna Jacobs, facilitates financial plans that reflect the short- and long-term goals of clients. She gathers data, helps set goals, presents plans, and provides implementation guidelines. She also develops investment management strategies to reduce the tax burden that usually comes with investment gains. The company is a member of the National Association of Personal Financial Advisors and XY Planning Network.

Jersey City, NJ 07030

WebsiteInstagram

Website

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:

4.5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Sarsi

Sarsi

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Sarsi is a financial advisory firm that serves individuals and families in Union City. Since 2010, it has been offering investment and financial planning services focused on helping clients plan for the future. It also provides retirement planning, estate planning, tax planning, and risk management services. Its founder, Deva Panambur, uses his more than two decades of experience when guiding clients toward financial security. He is a Certified Financial Planner and Chartered Financial Analyst. Panambur also holds membership in NAPFA.

420 Lexington Avenue, Suite 300
New York, NY 10170

Website

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: A+

Schupak Financial Advisors

Schupak Financial Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Schupak Financial Advisors provides risk management services in the Union City area and nearby locations. It offers comprehensive financial planning solutions, which include net worth tracking, cash flow review, and debt management. The company also performs investment and risk tolerance management, asset allocation and selection, trade execution, and current insurance evaluation. Additionally, its specialists deal with tax planning analysis and forecasting. Schupak Financial Advisors is a member of the National Association of Personal Financial Advisors.

101 Hudson Street, STE 2175
Jersey City,, NJ 07302

Website

Website

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:

5 / 5 ( Best)

Total Reviews:

4 (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+

The Dalton Group

The Dalton Group

  • Certified Financial Planner (CFP)

The Dalton Group is a company that provides financial advice to clients in the area of Union City and its neighboring areas. The firm offers investment analytics and management, tax minimization and retirement strategies, and insurance advice. It also provides access to the estate and trust planning services of the Bank of America. Wealth management advisor and managing director Brian Thomas Dalton has insurance licenses and series 3, 7, and 66 registrations in FINRA. He joined the company in 2006.

114 West 47th Street
New York, NY 10036

Website

Website

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)

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: --

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