Financial Advisors in New Jersey

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Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

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I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Financial Advisors >   New Jersey 

Premium Financial Advisors Listing

James Shagawat MBA, CFP®, ChFC®, Financial Advisor from New Jersey,

James Shagawat MBA, CFP®, ChFC®

Our role at Baron Financial Group is to help accumulate assets, preserve wealth, organize your financial affairs, and make sure you are well-prepared for any circumstances you may encounter. Our investment strategies use proven Nobel Prize winning principles of asset allocation and risk management to build broadly diversified customized portfoli...

Tom Cooney, Financial Advisor from New Jersey,

Tom Cooney

We are an independent financial planning firm, committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services to help you reach your retirement and financial g...

Daniel Chen, Financial Advisor from New Jersey,

Daniel Chen

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexitie...

Douglas Lyons, Financial Advisor from New Jersey,

Douglas Lyons

Douglas J Lyons Financial Group was founded on three fundamental pillars; trust, service, and experience. As an independent registered investment advisor, we are dedicated to understanding your unique needs and achieving your objectives utilizing a full range of strategies and solutions. Focusing on a limited number of clients allows Douglas J Lyon...

Eagle Wealth Strategies, Financial Advisor from New Jersey,

Eagle Wealth Strategies

Eagle Wealth Strategies is an independent firm in West Deptford, New Jersey. Our team of financial advisors provides comprehensive financial and retirement planning services to successful individuals and families, retirees and those nearing retirement, single, widowed and divorced women, and attorneys, accountants and physicians.Each of our financ...

James  Kinney, Financial Advisor from New Jersey,

James Kinney

Financial Pathways provides personalized, holistic, Fee-Only independent financial planning advice in a casual and friendly atmosphere. We help clients prepare for retirement, save for college, manage their household budget, manage their investments, start a business, get out of debt, buy a home, and protect themselves and their families from unexp...

Robert Centrella, CFA, Financial Advisor from New Jersey,

Robert Centrella, CFA

Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services to private clients and select institutions with investable assets greater than $500,000. We deliver customized investment services and financial adv...

Linda Mock, CFP®,CRPC, Financial Advisor from New Jersey,

Linda Mock, CFP®,CRPC

Linda is an independent Financial Advisor* who really does put her clients first. As a strategy-based advisor, Linda listens carefully to your concerns and helps you to clearly define your financial goals. Linda has extensive experience working with individuals in periods of financial transition. If you will be retiring or changing jobs or c...

Peter J. Passalacqua, Financial Advisor from New Jersey,

Peter J. Passalacqua

Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as “financial advisors”. But do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in “advising” you to buy their own highly profitable insurance and investm...

Scott Jones, Financial Advisor from New Jersey,

Scott Jones

Jones & Associates Wealth Management is a leading wealth advisory firm that helps individuals and hard-working families with building comprehensive financial plans that help grow and preserve wealth, protect assets, generate income and align with your values and lifestyle goals.Integrity and confidentiality are the cornerstones of our firm. As ind...

Natacha Smith, Financial Advisor from New Jersey,

Natacha Smith

LPL is the #1 Independent Broker/Dealer in America for the past 15 years*, which is why I choose to work with them. I am committed to serving the needs of my clients by being completely honest and upfront, and making my clients comfortable with decision making about their finances and retirement. Some important points about LPL: Objective guidanc...

Kyle Kranzley, Financial Advisor from New Jersey,

Kyle Kranzley

Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management. Kyle recognizes that his clients lead active and complex lives and understands that managing their wealth is more complicated and time-consuming ...

George Kiraly, CFP®, MBA, Financial Advisor from New Jersey,

George Kiraly, CFP®, MBA

LodeStar Advisory Group, LLC is an independent, "Fee-Only" Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals, using a comprehensive, planning-based approach. We serve as fiduciaries and always put your best interests first. Our "open platform" allows us access to the entire unive...

Thomas Meyer, Financial Advisor from New Jersey,

Thomas Meyer

Meyer Capital Group is an independent fee-only Registered Investment Advisor(RIA)and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.Our firm was found...

Peter Carmasino, Financial Advisor from New Jersey,

Peter Carmasino

The two pillars of our philosophy are trend following and future income. We use our money management philosophy along with other external managers. Our collaboration with outside managers can provide a unique delivery of asset management with lifetime income that is designed specifically for each individual client. We sponsor events where you ca...

Scott Noyes CFA, CFP, Financial Advisor from New Jersey,

Scott Noyes CFA, CFP

Noyes Capital offers personal and caring service, experienced judgment and common sense advice to help you stay on your path to financial success. Sound plans, effectively implemented, will measurably improve the quality of your life. At Noyes Capital, you will only get unbiased, objective advice, with no conflict of interest. Your interests alwa...

Ronald Niclas, Financial Advisor from New Jersey,

Ronald Niclas

RCN Wealth Management LLC provides clients with a truly comprehensive financial and wealth management experience. Reflecting a background of twenty three (23) years in the financial services industry, founder and managing director, Ronald Niclas became one of the first one-thousand (1,000) financial professionals in 2008 to receive the designation...

Andrew Aran, Financial Advisor from New Jersey,

Andrew Aran

Our mission is to assist individuals, families, & institutions with identifying, understanding, and pursuing their financial goals and objectives. As wealth grows, it requires appropriate attention to a variety of areas including cash management, asset diversification, legal & estate issues, charitable planning, and management of the risks that may...

Robert Stewart, Jr., Financial Advisor from New Jersey,

Robert Stewart, Jr.

Stewart Financial Management, Inc. (SFM) is a full service financial management firm that deals in a wide range of investment vehicles to support every aspect of my clients investment needs. SFM works to implement a variety of wealth management tools to best suit my clients' short and long term investment objectives. No matter what your investment ...