Find Top Financial Advisors in Milford, Pennsylvania

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Qualifications of Financial Advisors in Milford

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Qualified Financial Advisors in Milford, Pennsylvania
Financial Advisor Office Location Phone Number
Jim Shagawat
140 East Ridgewood Ave,
Paramus, NJ 07652
Peter D. Shelp
Janney Montgomery Scott LLC
# Office Center 270 270 Pierce Street,
Kingston, PA 18704
Matthew P. McKee
Target Rock Wealth Management LLC
445 Park Avenue,
New York, NY 10022
Personal Capital
Personal Capital Advisors Corporation
Prince, NY 10012

Information on Qualified Financial Advisors in Milford

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,
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# 1402904
Series 7, 10, 63

Compensation/Fee Fee-Based

Office Location # Office Center 270 270 Pierce Street,
Phone Number 570-283-8140

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

Qualifications CRD# 4663295
FirmCRD# 312279

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

Office Location 445 Park Avenue,
Floor 9,
New York,
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 FirmCRD# 155172

Compensation/Fee Fee-Based

Office Location ---,
Phone Number 650-556-1310


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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

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Frequently Asked Questions

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?