Best Financial Advisors in Union City

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Eagle Grove Advisors logo
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License Verified:

License: 283096

Investment Adviser Public Disclosure Database, SEC

Eagle Grove Advisors

75 Montgomery Street Suite #202, Jersey City, NJ 07302
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  • Estate Planning

Business Description

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.

License Verified:

License: 283096

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 (16)

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
Legacy Care Wealth logo
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License Verified:

License: 167592

Investment Adviser Public Disclosure Database, SEC

Legacy Care Wealth

Jersey City, NJ 07030
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  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 167592

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.
4.5
Google
4.5 / 5 (8)
Schupak Financial Advisors logo
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License Verified:

License: 277106

Investment Adviser Public Disclosure Database, SEC

Schupak Financial Advisors

101 Hudson Street, STE 2175, Jersey City,, NJ 07302
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.

License Verified:

License: 277106

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 (2)
Yelp
5.0 / 5 (2)

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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