WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Northfield, New Jersey. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Northfield, New Jersey|
|Financial Advisor||Office Location||Phone Number|
UBS Financial Services
501 Fellowship Road,
Northfield, NJ 08225
Series 7, 31, 66
501 Fellowship Road,
NJ 08225 Phone Number (856) 9852041
Wealth is built over a long period of time and there are no short cuts. Over the past 30 years Steven has helped clients like you manage wealth throughout good times and bad by virtue of shared values for hard work, integrity, and honesty instilled in him as the son of two teachers. Steven believes accessibility and communication are important in a relationship and his actions of being available by phone, email or face to face daily speak this truth louder than words. Born and raised in Northeast Philadelphia, Steven began his career in 1986 after graduating from the Penn State with his Finance Degree. Today, as Senior Vice-President - Wealth Management for UBS, Steven was recognized as one of Philadelphia's Premier Wealth Advisors by the Philadelphia Business Journal in 2011. A family man, Steven and his wife Jodi enjoy traveling and spending time with their three children, Nicole, Brooke, and Dylan.
With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of individuals. Our global strategy is centered on strengthening UBS's leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients. The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients-needs and delivering insightful, informed advice to help them realize their dreams. Pursue what matters most At the end of the day, it's not just about wealth. It's about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come so you can stay focused on what matters most, no matter what the markets are doing. That's our focus as the world's largest wealth management firm.
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?