Best Financial Advisors in Bergen County, NJ

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List of Firms

Bergen County, NJ Fiduciary Financial Advisors

Joshua Beekman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1 International Blvd Ste 400, Mahwah, NJ 07495, USA
Phone (201) 512-8772
Rebecca Golembiski - Financial Advisor, Ameriprise Financial Services, LLC
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
RPA Advisors, LLC
Location 45 Eisenhower Dr, Paramus, NJ 07652, USA
Phone (201) 527-6660
Traphagen CPAs & Wealth Advisors
SEC File# 801-56130
CRD# 107764

5 out of 5

Location 234 Kinderkamack Rd, Oradell, NJ 07649, USA
Phone (201) 262-1040
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 201 W Passaic St Ste 103, Rochelle Park, NJ 07662, USA
Phone (201) 845-9111
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Family Wealth Management - UBS Financial Services Inc.
Location 61 South Paramus Road Mack Center IV, 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2755
Edward Jones - Financial Advisor: Vincent DePaola
SEC File# 801-3297
CRD# 250
Location 296 Kinderkamack Rd Ste 210, Oradell, NJ 07649, USA
Phone (201) 262-4334
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Watters Financial Services LLC
SEC File# 801-119028
CRD# 126339

4 out of 5

Location 16 Arcadian Way, Paramus, NJ 07652, USA
Phone (201) 843-0044
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Seth Hillman
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2704
Angel Oak Financial Services
Location 49 Huff Terrace, Montvale, NJ 07645, USA
Phone (914) 772-2050
WealthNow Advisory Group - Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 712-5731
Vincent Albanese - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8012
Merrill Lynch Wealth Management Advisor Jennifer Polidori
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4839
Steve Killebrew - Financial Advisor, Ameriprise Financial Services, LLC
Location 1250 E Ridgewood Ave, Ridgewood, NJ 07450, USA
Phone (917) 460-7863
Tim Brogan - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (866) 255-9964
John G Brewster - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2748
Frank DeFranco - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2790
Dan Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2717
Alan R Tompesku - Financial Advisor, Ameriprise Financial Services, LLC
Location 140 Route 17 N, Ste 316, Paramus, NJ 07652, USA
Phone (201) 880-9700
Joseph E. Palermo - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8004
Merrill Lynch Wealth Management Advisor Jennifer Jervis Babish
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4847
Merrill Lynch Wealth Management Advisor Christopher A Stewart
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2752
Jorge Ciprian - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
FHC Wealth Advisors
Location 61 Paramus Rd #425, Paramus, NJ 07652, USA
Phone (973) 244-9222
1879 Advisors - Ameriprise Financial Services, LLC
Location 80 W Plaza II, 250 Pehle Ave Ste 106, Saddle Brook, NJ 07663, USA
Phone (845) 368-2900
RJL Financial Group
Location 1156 E Ridgewood Ave #7, Ridgewood, NJ 07450, USA
Phone (201) 612-6626
Bergen Financial
Location 361 Golf Ave, Maywood, NJ 07607, USA
Phone (201) 712-0404
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 650 From Rd Suite 460, Paramus, NJ 07652, USA
Phone (833) 752-6333
Michael Fasano - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2700
Merrill Lynch Wealth Management Advisor Ryan Coyle
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-3762
Merrill Lynch Wealth Management Advisor Nicholas P Luisi
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4829
Edward Jones - Financial Advisor: Christopher R Stern, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 25 E Spring Valley Ave Ste 200, Maywood, NJ 07607, USA
Phone (201) 368-7209
Scott Sosna - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
Seth Courtwright - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
Edward J J Lang - Financial Advisor, Ameriprise Financial Services, LLC
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
Baron Financial Group, LLC
SEC File# 801-67989
CRD# 144234

5 out of 5

Location 16-00 NJ-208, Fair Lawn, NJ 07410, USA
Phone (201) 791-6408
Ameriprise Financial
Location 50 Tice Blvd # A28, Woodcliff Lake, NJ 07677, USA
Phone (201) 664-5200
Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
Diamond Private Wealth Partners of Raymond James
Location 61 Paramus Rd Ste 360, Paramus, NJ 07652, USA
Phone (201) 291-5955
Michael Weinstein - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
Merrill Lynch Private Wealth Advisor Matthew L. Foley
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4879
Merrill Lynch Wealth Management Advisor Robert G Sullivan
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-3766
Mitch Klenofsky - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 367-1827
Laura Grasso - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 367-1827
Merrill Lynch Wealth Management Advisor Abraham I Fishweicher
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4806
Robert Siegler - Financial Advisor - LPL Financial
SEC File# 801-10970
CRD# 6413
Location 461 From Rd Suite 385, Paramus, NJ 07652, USA
Phone (201) 639-7627
Paul Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2718
Bill Munn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
G & C Financial Advisors
Location 2 Forest Ave, Oradell, NJ 07649, USA
Phone (201) 599-8399
Merrill Lynch Private Wealth Advisor Lawrence M. DeLuise
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2764
Steven Fornasieri - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 140 Route 17 N, Ste 316, Paramus, NJ 07652, USA
Phone (201) 880-9700
Laxer Financial Group
Location 61 Paramus Rd, Paramus, NJ 07652, USA
Phone (201) 226-3310
Brian McDaid - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
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About Bergen County, NJ

Bergen County, NJ is located in the northeastern part of the state and is the most populous county in New Jersey. The county seat is Hackensack. Some of the county's landmarks include the George Washington Bridge, Palisades Interstate Park, and Fort Lee Historic Park. The top employers in Bergen County are Verizon, Samsung Electronics America, and BMW of North America. Major highways and streets in the county include Route 17, Route 4, and the Garden State Parkway. Some of the neighborhoods in Bergen County include Teaneck, Englewood Cliffs, and Ridgewood.

Where Certified Financial Advisors in Bergen County, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bergen County, NJ residents have a variety of banks to choose from, all of which offer different services. Some banks focus on consumer banking, while others specialize in investment and wealth management. No matter what your needs are, there is sure to be a bank that can meet them. The most common services that banks provide are checking and savings accounts, loans, and credit cards. However, many banks now offer a wide range of products and services, including online banking, mobile banking, and even financial planning. So whatever your needs may be, its likely that you can find a bank that can help you meet them.

Insurance Broker

Residents of Bergen County, NJ can rely on insurance brokers to help them find the best rates and coverage for their needs. Brokers have access to a variety of policies from a variety of providers, so they can help residents find the right policy for their needs and budget. In addition, brokers are able to help residents file claims and navigate the complex insurance system.

Retirement Planning

Bergen County, NJ residents have a number of financial advisors to choose from when it comes to retirement planning. While all of these advisors may have good intentions, not all of them are right for every person. Some retirees may find that they need more hands-on help and attention, while others may only need a few pointers now and then. It all depends on the individual's needs and wants.

Wealth Management

Bergen County, NJ is a wealthy county with many residents who could benefit from wealth management services.Wealth management can help Bergen County, NJ residents protect and grow their money. It can also help them plan for the future and achieve their financial goals.Wealth management services are available from many different providers, including banks, investment firms, and financial advisors. Residents of Bergen County should research the different options to find the best provider for them.

Estate Planning Lawyer

Estate planning lawyers can help Bergen County, NJ residents protect their assets and ensure that their loved ones are taken care of after they die. In addition to helping with wills and trusts, estate planning lawyers can also help with powers of attorney, healthcare proxies, and other important legal documents.

Mortgage Loan Officer

Mortgage loan officers in Bergen County, NJ can help residents with a variety of services related to mortgages. They can help residents find the best mortgage for their needs, and they can also help them through the entire process of getting a mortgage. Mortgage loan officers can also help residents refinance their mortgages, and they can work with homeowners who are having trouble making payments on their mortgages.

Tax Services

Residents of Bergen County, NJ can benefit from the expertise of tax accountants in order to ensure that they are taking advantage of all the deductions and credits to which they are entitled. In addition, tax accountants can help residents prepare their returns in a timely and accurate manner.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bergen County, NJ