The Best Financial Advisors in Jersey City

Here is our List of the 10 Jersey City Financial Advisor
Cetera Financial Specialists

Welcome, I’m Anthony Bennett, a financial professional in Newark, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.

Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

Services

  • Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
105 Lock Street Suite 403 Newark, NJ 07103
Chris Tomolonis Financial Advisor

Before I became a financial advisor, I worked alongside Michelin starred chefs in NYC’s finest restaurants. In 2002 I traded in my apron for a calculator and headed to Wall St., where I established relationships with investors worldwide. I was most known for my firm-wide motivational speeches on long term investing during the 2008 financial crisis.

Today, I partner with hardworking business owners to plan for the future, align investments with goals, protect families, and manage 401(K) plans. As an independent financial advisor, I strive to act in your best interest. I provide advice, strategies, and management on a fee basis.

Services

  • Financial Planning
    Financial planning considers taxes, cash flow, insurance, investments, and estate planning collectively in an effort to align each part with your goals & objectives.
  • Investment Management
    I evaluate your risk tolerance, time horizon, and goals to handpick a portfolio aligned with your plan. I leverage technology to monitor your portfolio, efficiently manage taxes, and allocate assets strategically to mitigate your risk.
  • Life Insurance
    The primary purpose of life insurance is to protect your dependents financially in the event of your death.
  • 401(K)
    The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
159 Pine St. Jersey City, NJ 07304
Clinton Robinson Pro Tax Services

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Services

  • Financial Planning
    Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
  • Estate Planning
    Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, and intent regarding death-postponing treatment to name a few.
464 Central Avenue East Orange, NJ 07018
Dowd Financial Planning

If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers.

You’re wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children’s education or your retirement? How can you be assured that you’ll have the assets available to do what you want?

When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.

You likely have several financial planning pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life. Is it any surprise then that you’re unsure if you’re on the right track and making all the progress you could be?

To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of each other piece.

17 Norman Road Montclair, NJ 07043
Future Financial Planners Inc

FFP Wealth Management was founded over 25 years ago by a CPA who wanted to make sure his clients’ needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product.

FFP focuses on a financial planning process to determine what the client’s needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement.

FFP Wealth Management is proud to sponsor the Run for Hope to benefit The Ashley Lauren Foundation. Christopher Graziano, Joseph Graziano, and John Graziano with Thomas Corley- President of The Ashley Lauren Foundation.

Our Wealth Maximizer is a four-phase process designed to delve deeply into your personal financial situation and maximize the value of our professional advice to you.

By taking the time to truly understand your hopes, dreams, and goals, we are able to develop truly personalized financial strategies designed to help you get where you want to go in life.

Services

  • Retirement Planning
  • Professional Money Management
  • Investment Planning
  • Individual Insurance (Life, Disability, & Long Term Care)
  • Education Planning
  • IRA/401(k) Rollovers
  • Estate Tax Planning
  • Employee Benefit Design (Group Health, Disability, & Life)
  • Business Insurance Analysis
  • Retirement Plans
  • Business Succession Planning
  • Executive Deferred Compensation Plans
847 Broadway Bayonne, NJ 07002
Lee Nolan & Koroghlian LLC

Like many of our clients, you are someone who has worked with vigor to attain success and build wealth. While most people see financial planning services as a luxury, you do not. You understand that proper and adequate financial planning is a necessary requirement needed to help maintain, preserve, and grow your wealth.

Founded in 1991, Lee, Nolan & Koroghlian, LLC has been providing reputable, caring, and unprecedented financial services to our clients for over 25 years. Since our inception, our listen-first mentality has allowed us to gain deep understanding into the needs and goals of each one of our clients.

Over 140 associates strong, our firm is comprised of well trained and experienced financial professionals, many of whom hold professional designations and advanced educational degrees. As such, our clients have access to a wide range of specialists and expert financial professionals.

As one of the largest and most advanced insurance and investment firms in the tri-state area, Lee, Nolan & Koroghlian, LLC has been able to develop and attract some of the best talent available in the financial services industry.

Whether you need an advanced estate analysis, a well-rounded investment portfolio, or executive compensation and employee benefit plans, our renowned team of professionals can help.

250 Pehle Avenue Suite 405 Saddle Brook, NJ 07663
LeGrand Financial Services

LeGrand Financial Services (L.F.S.), a small company with a big impact! We cater to the individual as well as business clients small to mid-size. With our personal attention to detail we strive to ease our client’s financial worries to ensure they are on the right financial track.

Established in 2010, LeGrand Financial Services (L.F.S.) is a full-service boutique Tax and Accounting firm, catering to individual as well as business clients throughout the U.S.

At LeGrand Financial Services we try to do our share and participate in many volunteer opportunities. Right here is where we will update you on upcoming events. Please feel free to join us!

Services

  • Tax Preparation & Planning
    We prepare individual and corporate tax returns including C-Corp, S-Corp & LLC, Partnerships & LLP, Non-Profit ​Organization Returns (990), Estates & Trusts, Gift Tax Returns and Non-Resident (1040NR) Tax Returns.
  • Accounting / Bookkeeping
    We offer cost effective Payroll services that meet your business’s needs and enable you to spend time doing what you do best — running your company.
  • FASFA Preparation
    Completing FAFSA is the first step in applying for most federal, state, and college-provided financial aid for students.
  • Mortgage Counseling
    The demand for mortgages are overwhelming. There is nothing better than owning a home or owning a building that houses your business.
955 Anna Street Elizabeth, NJ 07201
McDowell Capital Group, LLC

McDowell Capital Group is a family owned and operated Accounting and Tax firm. We have been servicing taxpayers and businesses in Union and Essex County and surrounding areas for over 10 years.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Services

  • FINANCIAL PLANNING
    As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.
  • LIFE INSURANCE & ANNUITIES
    We offer a wide array of Life Insurance and Annuity products. We are independent and work with you in choosing the correct plans for you and your family.
  • INCOME TAX AND BUSINESS TAXES
    Personal income tax planning and return preparation (federal and all US states.) Consultations to individuals regarding estimated taxes and future tax planning needs and considerations.
1517 Stuyvesant Ave. Union, NJ 07083
Noble Advisors

Our clients choose us because we are steady throughout market cycles. We take an individualized approach to investing and are supremely judicious in directing client investment allocations.

First and foremost, you have to feel comfortable with your advisor. Discuss what you are looking for in this engagement. Are you looking to meet particular asset and/or income goals?

The advisor will ask a comprehensive set of questions in order to determine your specific objectives and risk profile. They’ll collect prior account and financial statements, as well as data on income, obligations, retirement expectations and more.

The advisor puts together all of the information they have gathered and places it all into the proper perspective of your financial planning process. At this stage, the advisor is reconciling your goals and ambitions with your current assets, debts and income levels.

Services

  • Investing
    Managing advisor directed investment accounts is at the heart of what we do at Noble Advisors.
  • Tax Planning & Analysis
    Ensuring that you have the best tax strategies in place is a crucial part of maximizing your investment returns over your lifetime.
  • Business planning
    Some of our clients choose to be entrepreneurial and start their own business, or maybe are just looking for a third party opinion on a small business they are considering investing in.
40 S Fullerton Ave, Ste 19, Montclair, NJ 07042
Park Financial Group

Park Financial Group is dedicated to providing clients with independent, unbiased advice. We place client interests first and use a holistic approach to construct an integrated comprehensive financial plan to meet current and future needs and goals.

We take the time to get to know and understand each client so that we can identify what is important to them and emphasize their priorities. Together we develop a customized solution to help achieve their goals.

As circumstances change, we adapt to keep clients on track to achieving their goals. We strive to explain everything we do in a way that is easily understandable.

Depending on the individual client’s need and desire we can offer fee-based or commission based investment management. We utilize both active and passive management and can construct individualized portfolios in-house or utilizing third party managers.

Services

  • Wealth Management
    We manage assets setting appropriate asset allocation and diversification to achieve investment goals in the context of age, risk tolerance, time horizon, income, etc.
  • Retirement Planning
    In conjunction with clients we determine income needs in retirement and develop a plan to meet them need given income, assets and spending with the goal of maintaining desired living standards.
  • Estate Planning
    We consult with client attorneys and accountants to help preserve manage and distribute assets for future generations as well as protect assets in in the event of incapacitation.
  • College Planning
    Coverdell ESA, 529 and other vehicles are used to accumulate assets to help defray the considerable cost of college.
30 Park Avenue, Suite 201 Lyndhurst, NJ 07071

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria