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Find Top Financial Advisors in New Hyde Park, New York

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in New Hyde Park, New York. 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.

Qualifications of Financial Advisors in New Hyde Park

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 New Hyde Park, New York
Financial Advisor Office Location Phone Number
Emil Ben-David
CFP®
Edelman Financial Engines, LLC
1130 RXR Plaza,
Uniondale, NY 11556
516-252-1413
PHILIP CAPELL
CFP®, CERTIFIED FINANCIAL PLANNER, JD, MS in Tax
Piermont Wealth Management Inc.
48 South Service Road,
Melville, NY 11747
631-454-1585
Matthew P. McKee
CFA®, MBA
Target Rock Wealth Management LLC
445 Park Avenue,
New York, NY 10022
914-580-4530
Gregory Manto
CSA®, CRPC®, RICP®, CFP®, ChFC®, APMA®, AWMA®, CAS, CLU®
Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC
767 Third Avenue, 38th Floor,
New York, NY 10017
212-759-2022
Stuart Berrin
RFC®
Edelman Financial Engines, LLC
340 Madison Avenue,
New York, NY 10173
212-702-9653
Personal Capital
Personal Capital Advisors Corporation
---,
Prince, NY 10012
650-556-1310
Nick Friedman
CFP®
Edelman Financial Engines, LLC
10 Bank Street,
White Plains, NY 10606
914-618-3002
Stephen Sassi
CRPC®
Edelman Financial Engines, LLC
406 Forest Ave.,
Staten Island, NY 10301
718-313-0303
Jim Shagawat
CFP®, ChFC®
AdvicePeriod
140 East Ridgewood Ave,
Paramus, NJ 07652
201-509-4323
Steve Bermack
CFP®, ChFC®
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ 07652
551-228-2233
Frank Lepore
CLTC
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ 07004
973-244-4237
Jon Betlow
CLTC, CLU®, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant
Bleakley Financial Group
100 Passaic Ave,
Fairfield, NJ 07004
973-244-4238
Sal Marino
AWMA®, CFP®, CMFC®
Edelman Financial Engines, LLC
328 Newman Springs Road,
Red Bank, NJ 07701
732-704-7213
Kevin Shea
CFP®, CFA®
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ 07078
862-206-7431

Information on Qualified Financial Advisors in New Hyde Park

Qualifications CRD# 5723861
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1130 RXR Plaza,
Uniondale,
NY
11556
Phone Number 516-252-1413

As a financial planner, my job is to build relationships and create plans to help my clients reach their goals and objectives. Whether they're focused on purchasing a home, saving for a child's education or planning for a secure retirement, I help turn those dreams into reality. In my free time, I'm an avid reader and enjoy spending time with my family and volunteering in a variety of community service activities.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 119376
FirmCRD# 119376

Compensation/Fee Fee Only


Office Location 48 South Service Road,
Suite 102,
Melville,
NY
11747
Phone Number 631-454-1585

Mr. Capell, CEO of Piermont, has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each clients financial needs, be it capital preservation or growth, income at retirement, and/or tax planning. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his clients objectives and risk tolerance. Philip is married with two sons and a daughter residing on Long Island. He is a multi-marathon finisher and an Ironman triathlon finisher. Education: College: Cornell University, Ithaca, New York, B.S. 1987. Law School: Washington School of Law, American University, Washington D.C., J.D. 1990. Graduate School: Pace University, New York, New York, M.S. in Taxation 1998. Memberships, Organizations & Offices: National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization. Financial Planning Association - member. Community, Articles & Pro Bono Activities: Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) Past Lecturer for Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.

About Piermont Wealth Management Inc.

PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts


Qualifications CRD# 4663295
FirmCRD# 312279

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 445 Park Avenue,
Floor 9,
New York,
NY
10022
Phone Number 914-580-4530

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide quality advice, support and experience-driven insight that exceeds client expectations. Mr. McKee has an extensive background in financial services including equity research, asset management, alternative investments, and financial planning, and has cultivated the skills required to successfully guide high net worth clients and small businesses on a path to fulfilling their financial goals. Over the last two decades, Mr. McKee has gained professional accomplishments that have positioned him to become a leading financial resource for his clients. Prior to founding Target Rock Wealth Management, he was a Financial Advisor at Samalin Investment Counsel. Earlier in his career, Mr. McKee worked as a Regional Consultant at Gabelli Funds and an Associate Analyst at Morgan Keegan. In addition, he taught as an Adjunct Professor of Economics at SUNY Suffolk and has been quoted in various financial publications. Mr. McKee earned a BA in Economics from Hamilton College, an MBA with a concentration in Finance from Vanderbilt University, and is a CFA® Charterholder. The name Target Rock pays homage to the street Mr. McKee lived on as a young child, Target Rock Drive, which is named after the Target Rock in Lloyd Harbor, NY. Mr. McKee also believes it symbolizes the planning and stability he strives to achieve with all of his clients.

About Target Rock Wealth Management LLC

Target Rock Wealth Management LLC is a Registered Investment Advisor specializing in helping clients manage their wealth. We are an independent, fee-only firm so our advice is always objective and always in your best interest. Whether you are accumulating, preserving, or distributing your wealth, we can help you reach your goals through comprehensive financial planning that is seamlessly integrated with personalized portfolio management.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based


Office Location 767 Third Avenue, 38th Floor,
New York,
NY
10017
Phone Number 212-759-2022

Iron Birch Advisors®, a subsidiary of Ameriprise was created to offer limitless advice, support and opportunities beyond most other organizations. Joining as a Managing Partner provides for the ability and autonomy to be able to serve the public in the most efficient manner. Special attention has been on the creation of departments with different areas of expertise. Areas such as planning for those with special needs, life insurance, group benefits, retirement planning, corporate benefits, minority owned businesses and an emphasis on educating the female market place. Many of the advisors at Iron Birch are past or present board members of non-for-profit organizations, socially responsible and pay forward with both time and resources. At the risk of sounding like a commercial, solving for clients' needs brings a great deal of satisfaction. There arent many instances that send off a sense of accomplishment as to when it is the result of our hard work and teachings that allows one to retire with dignity, protect loved ones and represent those that cannot represent themselves, provide the ability to send children to college and when its all over to simply get a thank you. That is truly a rewarding feeling. Finally, the partners and associates at Iron Birch Advisors® formed the bond we did and are here together because we are like family, we respect one another and enjoy each others company. At the end of the day, we all have fun doing what we do. It would be an honor to serve you, your family and your loved ones.

About Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

Iron Birch Advisors is a franchise of Ameriprise. We operate as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to assess ones needs, appetite for risk and the goals of the individual and/or family.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1622645
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 340 Madison Avenue,
New York,
NY
10173
Phone Number 212-702-9653

As a financial planner for over 30 years, I've been helping my clients create and implement financial plans that work for their unique family situation, challenges and opportunities. I'm proud to help them discover peace of mind in knowing they can reach their goals. Outside of work, I love spending time with my three kids and hitting the ski slopes.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

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Invest in a Sustainable Future

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Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided

Portfolio Management, Wealth Management


Qualifications CRD# 5465081
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 10 Bank Street,
White Plains,
NY
10606
Phone Number 914-618-3002

Helping my clients plan their financial future and look forward to the retirement they deserve is what makes my work as a financial planner so rewarding. Outside of work, I'm usually doing one of three things: enjoying the outdoors with my family and dogs, serving as head coach of the Briarcliff High School Boys Varsity Basketball team, or agonizing over/rooting for the Jets, Mets and Knicks.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 4873236
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 406 Forest Ave.,
Staten Island,
NY
10301
Phone Number 718-313-0303

As a financial advisor, I believe that financial planning and investment management go hand in hand. It is an honor and a privilege to help clients gain the confidence and peace of mind that comes from having a purposeful and comprehensive strategy in place. Outside of the office, I enjoy spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 5045150
FirmCRD# 169828
Series 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 140 East Ridgewood Ave,
Suite #415 South Tower,
Paramus,
NJ
07652
Phone Number 201-509-4323

Jim Shagawat CFP®, ChFC®, is a Partner Advisor with AdvicePeriod and based in Bergen County, New Jersey. For almost 20 years, Jim has continually offered his clients the highest level of service with innovative, tailored financial solutions including tax-efficient strategies and estate planning. In his field, Jim is known for his modern approach to wealth management and flexibility to his customers needs. His vast and diverse pool of clients includes a lead movie actress, educators, entrepreneurs, and corporate executives. Formerly the founder of Windfall Wealth", Jim joined AdvicePeriod due to its close alignment with his own philosophy of approaching wealth management with intelligence, and thoughtful decision making that is both active and proactive while always keeping the clients best interests in mind. Jim holds an MBA and offers extensive knowledge and experience in financial planning, investing, and estate planning. Over the years, he has gained valuable skills in understanding the visions of different customers easily, as well as developing a road map catered towards attaining the client's personal financial goals. Jim attends to his clients with the utmost professionalism and offers his services with staunch trustworthiness, and uncompromising integrity. These attributes have earned him the trust of his clients and professional recognition with the prestigious Five Star Wealth Manager Award. Jim has also been recognized as Bergen County, NJ Top Financial Advisor. Jim has made appearances on PBS and has been quoted in the Wall Street Journal and the New York Times. In his free time, Jim enjoys sound engineering, watching films, being a dad, and playing the saxophone. Bergen County, NJ Top Financial Advisor awards are based on three criteria: 1) Individual financial advisors number of years in business; 2) number of individual client relationships; and 3) advisor firms assets under management. All three criteria were given equal weighting in deciding the final order of the rankings. Recognition and awards The prestigious Five Star Wealth Manager Award. Recognized as Bergen County, NJ Top Financial Advisor. Appearances on PBS and has been quoted in the Wall Street Journal and the New York Times. Bergen County, NJ Top Financial Advisor awards are based on three criteria: 1) Individual financial advisors number of years in business; 2) number of individual client relationships; and 3) advisor firms assets under management. All three criteria were given equal weighting in deciding the final order of the rankings.

About AdvicePeriod

We deliver actionable advice with tangible outcomes. At AdvicePeriod we value simplicity and accountability. And, as planners first, you can expect clear insight that enables you to keep more of your wealth, so you can provide for you, your family, and for future generations. We want you to meet your financial objectives. Our firm is grounded in robust planning. Its what allows us to deliver advice that makes a difference now and in the long run. We want you to sleep well at night. No more worrying. Our data-driven experts make sure you keep more of what youve earned, and we offer total access and transparency whenever you want it. We want you to be happy you found us. To ensure youre happy were part of your life, well keep you in the know with unparalleled service. We cant control the markets, but we can control the experience.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4506813
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 650 From Road,
Paramus,
NJ
07652
Phone Number 551-228-2233

I am an empathic financial planner who's comfortable being straightforward with my clients about the actions they need to take to help secure a better future for themselves and their loved ones. Outside of work, I'm an avid runner and love to ski with my family. I'm also involved in community theater and enjoy appearing in a variety of shows.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 4695659
Series 6, 7, 65, 66

Compensation/Fee Fee Only, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.


Qualifications CRD# 2490394
FirmCRD# 155216
Series 6, 7, 63


Office Location 100 Passaic Ave,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4238

Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, "I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients." Jon, who has 25+ years of experience, holds CERTIFIED FINANCIAL PLANNER" (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business @ The University of Michigan. Jon enjoys playing golf and traveling with his wife and their two sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.

About Bleakley Financial Group

WE LOOK FOR WAYS TO LEAVE LASTING IMPRESSIONS. We look for ways to make a positive impact on the lives of our family, friends, clients and our community. We seek to provide exceptional service to our clients by: Listening and discovering their needs, concerns, goals & dreams Educating them on their options and providing advice in their best interest Respecting their assets and risk tolerance Providing thoughtful insight and solutions to their challenges Monitoring their progress Proactively communicating regularly with them Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.


Qualifications CRD# 2180944
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 328 Newman Springs Road,
Red Bank,
NJ
07701
Phone Number 732-704-7213

I enjoy helping my clients build a financial roadmap to protect and grow their wealth. I've been in financial services for more than two decades and counting, bringing my skills as an experienced financial planner to the table to help them reach the goals they've worked so hard to achieve. Outside of work, you'll find me spending time outdoors with my wife and children, exercising, or rooting for the Yankees, Mets and NY Giants.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


Qualifications CRD# 5692654
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 51 JFK Parkway,
Short Hills,
NJ
07078
Phone Number 862-206-7431

I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.


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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?