Best Financial Advisors in Upper Saddle River, NJ

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List of Firms

Upper Saddle River, NJ Fiduciary Financial Advisors

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Key Group Management
SEC File# 801-114845
CRD# 146054
5 out of 5
Location 48 S Franklin Turnpike, Ramsey, NJ 07446, USA
Phone (201) 236-9696
Language https://www.keygroupwealth.com/
Directions
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Shippan Point Advisors, LLC
Location 2 Willow Hill, Upper Saddle River, NJ 07458, USA
Phone (203) 918-1948
Language http://www.shippanpointadvisors.com/
Directions
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Mahoney Asset Management
5 out of 5
Location 135 Chestnut Ridge Rd Suite 200, Montvale, NJ 07645, USA
Phone (845) 371-0101
Language http://www.mahoneygps.com/
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
3 out of 5
Location 300 Tice Blvd # 1, Woodcliff Lake, NJ 07677, USA
Phone (201) 505-0800
Directions
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Merrill Lynch Wealth Management Advisor Michael Bale
Location 50 Chestnut Ridge Rd Ground Floor, Montvale, NJ 07645, USA
Phone (201) 573-4525
Language https://fa.ml.com/new-jersey/montvale/michael-bale
Directions
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Ramapo Wealth Advisors
Location 500 N Franklin Tpke Suite 322, Ramsey, NJ 07446, USA
Phone (201) 904-2320
Language http://www.ramapowealthadvisors.com/
Directions
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Merrill Lynch Wealth Management Advisor Ryan Coakley
Location 50 Chestnut Ridge Rd Ground Floor, Montvale, NJ 07645, USA
Phone (845) 695-0174
Language https://fa.ml.com/new-jersey/montvale/the_collesano_kendrick_financial_group
Directions
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NCM Capital Management LLC
Location 161 N Franklin Tpke Suite 201, Ramsey, NJ 07446, USA
Phone (201) 529-1429
Language http://www.ncmcapitalmgmt.com/
Directions
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Merrill Lynch Wealth Management Advisor Samantha T Price-Koontz
Location 50 Chestnut Ridge Rd Ground Floor, Montvale, NJ 07645, USA
Phone (201) 573-4542
Language https://fa.ml.com/new-jersey/montvale/thepricegroup
Directions
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Innovative Financial Planning
Location 21 Franklin Turnpike, Mahwah, NJ 07430, USA
Phone (201) 642-4010
Language http://www.innovativefinancialplanning.com/
Directions
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Edward Jones - Financial Advisor: Allen J Butler
Location 600 E Crescent Ave, Upper Saddle River, NJ 07458, USA
Phone (201) 236-3051
Language https://www.edwardjones.com/us-en/financial-advisor/vincent-depaola
Directions
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5C Capital Management, LLC
SEC File# 801-108825
CRD# 284213
Location 50 Tice Blvd Suite A32 Suite 1204, Woodcliff Lake, NJ 07677, USA
Phone (347) 331-0648
Language http://5cwealth.com/
Directions
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Rainbow Capital LLC
Location 48 S Franklin Turnpike # 303, Ramsey, NJ 07446, USA
Phone (201) 236-0999
Language http://www.rainbowcap.com/
Directions
Financial Advisors in Upper Saddle River, NJ

Where Certified Financial Advisors in Upper Saddle River, NJ Serve

Upper Saddle River, NJ is a quaint suburban town located in Bergen County, known for its picturesque landscapes and top-notch amenities. The town boasts of several landmarks, including the historic Hopper-Goetschius Museum and the scenic Saddle River County Park. The top employers in the area include the prestigious Pearson Education, Inc., the renowned Stryker Corporation, and the innovative Mindray North America. The major highways and streets that run through Upper Saddle River include Route 17, Interstate 287, and Lake Street. The town is divided into several neighborhoods, each with its unique character and charm, including the affluent Chestnut Ridge neighborhood and the tranquil Deer Run community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Upper Saddle River, NJ can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique characteristics of the town. For example, Upper Saddle River is known for its high median household income and low crime rate, which may impact the types of investments and insurance policies that are recommended. Additionally, a financial advisor can help residents navigate the local tax laws and regulations to minimize their tax burden. With the help of a financial advisor, residents of Upper Saddle River can feel confident in their financial decisions and achieve their long-term financial goals.

Insurance Broker

Residents of Upper Saddle River, NJ can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage that suits their unique needs and budget. They can also provide valuable advice on the latest insurance trends and regulations that affect residents of Upper Saddle River, NJ. Moreover, an insurance broker can help residents save money by comparing policies and negotiating better rates with insurance providers. Whether it's finding the best auto insurance policy or securing comprehensive coverage for a home or business, an insurance broker can provide the guidance and support that residents of Upper Saddle River, NJ need to make informed decisions about their insurance needs.

Retirement Planning

Residents of Upper Saddle River, NJ could benefit greatly from the expertise of a retirement planner. With the average household income in the area being significantly higher than the national average, residents may have more complex financial situations that require specialized attention. A retirement planner can help residents navigate the intricacies of retirement planning, such as maximizing Social Security benefits and creating a sustainable income stream in retirement. Additionally, with Upper Saddle River being a suburb with a high cost of living, a retirement planner can assist residents in creating a realistic budget and investment plan to ensure they can maintain their lifestyle throughout retirement. Overall, a retirement planner can provide invaluable guidance to residents of Upper Saddle River, NJ as they plan for their future.

Wealth Management

Residents of Upper Saddle River, NJ can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized financial planning and investment advice. With Upper Saddle River being a relatively affluent community, many residents may have complex financial situations that require expert guidance. A wealth manager can assist with retirement planning, tax-efficient investing, estate planning, and more. Additionally, a wealth manager can provide ongoing monitoring and adjustments to ensure that financial goals are being met. Overall, a wealth manager can help residents of Upper Saddle River achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Upper Saddle River, NJ would benefit greatly from the services of a mortgage loan officer. These professionals can assist in various ways, such as helping residents secure financing for a new home or refinancing an existing mortgage. They can also provide guidance on the best loan options available, as well as help residents navigate the complex mortgage application process. With the high cost of living in Upper Saddle River, NJ, a mortgage loan officer can provide invaluable assistance in finding affordable options that meet the unique needs of the community. For instance, they can help residents take advantage of the state's first-time homebuyer programs and other special financing opportunities. Overall, a mortgage loan officer can provide the expertise and support that residents need to make informed decisions about their financial future.

Tax Services

Residents of Upper Saddle River, NJ can benefit greatly from the expertise of a tax advisor. With the high property values and incomes in the area, a tax advisor can help residents navigate complex tax laws and maximize deductions. For example, Upper Saddle River is known for its large number of home businesses and entrepreneurs. A tax advisor can help these individuals understand the tax implications of their business activities and structure their finances in a way that minimizes their tax liability. Additionally, with the recent changes to the federal tax code, a tax advisor can help residents understand how these changes will impact their tax situation and make adjustments accordingly. Overall, a tax advisor can provide valuable guidance and support to help Upper Saddle River residents make informed financial decisions and keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Upper Saddle River, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that takes into account the unique needs and circumstances of each individual client. This can include drafting wills, trusts, and other legal documents to ensure that assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and other important legal matters. With its affluent population and high property values, Upper Saddle River is a community where estate planning is especially important, making the services of an experienced estate planning lawyer invaluable.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Upper Saddle River, NJ

A financial advisor in Upper Saddle River, NJ can provide a range of financial advising services to individuals and businesses alike. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. With Upper Saddle River being a wealthy borough in Bergen County, NJ, financial advisors in the area may also specialize in advising high-net-worth individuals and families. They may provide complex financial planning solutions that take into account unique tax considerations and estate planning needs. Additionally, financial advisors in Upper Saddle River may be well-versed in the local real estate market and can offer guidance on property investment opportunities in the area. Overall, a financial advisor in Upper Saddle River, NJ can provide tailored financial advice to help clients meet their financial goals and navigate the complexities of the financial world.

Upper Saddle River, NJ is the perfect place to seek financial advising due to its exceptional reputation in the financial industry. The town's highly educated and experienced financial advisors offer a wide range of services that cater to the unique financial needs of its residents. In addition to that, Upper Saddle River is home to several prestigious financial institutions, making it a hub for financial expertise and innovation. The town's proximity to New York City also provides access to some of the world's leading financial institutions, allowing its residents to receive top-notch financial advice and services. Furthermore, Upper Saddle River's strong community spirit and commitment to excellence ensure that its financial advisors are dedicated to providing personalized and effective financial solutions to their clients. Overall, Upper Saddle River's combination of expertise, innovation, and community spirit make it the ideal place to receive financial advising.