Financial Advisors in New Jersey

James J. Di Gesu is an experienced financial advisor with Wealth Health LLC, located at 5 Becker Rd, Roseland, NJ 07068. James J. has over 26 years of experience as a financial services professional/consultant.

About the Firm: At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and experienced resource.

James J.'s comprehensive investment strategies include Socially Responsible Investments (SRI), Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs).

James J.'s compensation methods: Flat Fee, Based on Assets.

James J. can be reached at (973)535-9577 and is generally available for a meeting at firm's office, at your home, at your office.

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WiserAdvisor >   Financial Advisors >   New Jersey 

Premium Financial Advisors Listing

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


(855) 485-6203
16-00 Route 208 South,
Fair Lawn, NJ   07410

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


(800) 755-7526
3 Eves Drive, Suite 300,
Marlton, NJ   08053

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


(732) 359-4120
12 Christopher Way,
Suite #200,
Eatontown, NJ   07724

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


(732) 400-5218
55 N. Bridge Ave,
Suite 4,
Red Bank, NJ   07701

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


(856) 845-4005
877 Kings Highway,
Suite 300,
West Deptford, NJ   08096

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 o.......

James  Kinney, Financial Advisor from New Jersey, James Kinney


(908) 203-4664
1200 US Route 22,
Suite 2000,
Bridgewater, NJ   08807

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.......

Robert Centrella, CFA, Financial Advisor from New Jersey, Robert Centrella, CFA


(908) 517-3314
123 Hamilton Ave,
Westfield, NJ   07090

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


(732) 359-4171
295 Route 34, Suite 301,
Colts Neck, NJ   07722

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


(908) 249-0383
322 Courtyard Drive,
Hillsborough, NJ   08844

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.......

Kyle Kranzley, Financial Advisor from New Jersey, Kyle Kranzley


(856) 359-4281
1300 Rte 73,
Suite 201,
Mount Laurel, NJ   08054

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


(973) 218-2440
51 JFK Parkway, First Floor West,
Short Hills, NJ   07078

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.......

Peter Carmasino, Financial Advisor from New Jersey, Peter Carmasino


(856) 780-5865
10000 Lincoln Drive East,
Suite 201,
Marlton, NJ   08053

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


(973) 814-2937
17 Village Rd - 2nd flr,
PO Box 271,
New Vernon, NJ   07976

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


(201) 746-9222
28 West Grand Avenue,
Suite 14,
Montvale, NJ   07645

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


(201) 447-5850
500 North Franklin Turnpike,
Suite 212,
Ramsey, NJ   07446

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
ma.......

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


(201) 771-1839
5 Spring Valley Road,
Park Ridge, NJ   07656

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 .......

Joseph Faragi, Financial Advisor from New Jersey, Joseph Faragi


(646) 224-7184
555 Lacey Road,
2nd Floor,
Forked River, NJ   08731

We use Global Macroeconomic analysis in an attempt to help our clients reduce the
risk and volatility in their portfolios.

Our Investment Committee looks for World wide socioeconomic change, and helps our
clients benefit from that change.

We also believe that investors should be "paid to wait" and when appropriate.......

Timothy Watters, Financial Advisor from New Jersey, Timothy Watters


(201) 843-0044
16 Arcadian Avenue,
Suite C4,
Paramus, NJ   07652

Watters Financial Services is an independent Registered Investment Advisory (RIA) firm since 1989. We are a boutique investment advisory firm offering Wealth Management services to high net worth individuals. Wealth Management combines managing investments with ongoing comprehensive financial planning with periodic (usually quarterly)reviews. We .......

James J. Di Gesu, Financial Advisor from New Jersey, James J. Di Gesu


(973) 535-9577
5 Becker Rd,
Roseland, NJ   07068

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and e.......