Best Financial Advisors in Westfield, NJ

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List of Firms

Westfield, NJ Fiduciary Financial Advisors

Robert Shaffer Wealth Management
Location 133 Prospect St, Westfield, NJ 07090, USA
Phone (908) 389-8161
Merrill Lynch Wealth Management
Location 173 Elm St, Westfield, NJ 07090, USA
Phone (908) 301-2607
Edward Jones - Financial Advisor: Ryan J Volpe
SEC File# 801-3297
CRD# 250
Location 251 N Ave W Suite 301, Westfield, NJ 07090, USA
Phone (908) 928-7357
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 – 5:00 PM Saturday: Closed Sunday: Closed
James J Gilmartin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 125 Elm St Ste 10, Westfield, NJ 07090, USA
Phone (908) 301-9236
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 6:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 6:00 PM Saturday: Closed Sunday: Closed
Fiduciary Capital Advisor
Location 519 Westfield Ave, Westfield, NJ 07090, USA
Phone (908) 233-6665
Edward Jones - Financial Advisor: Heather Benz, AAMS¿
SEC File# 801-3297
CRD# 250
Location 251 N Ave W Suite 301, Westfield, NJ 07090, USA
Phone (908) 928-7353
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Round Table Wealth Management
SEC File# 801-60139
CRD# 111304
Location 241 N Ave W 3rd Floor, Suite 300, Westfield, NJ 07090, USA
Phone (908) 789-7310
DSP Wealth Management Group - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-3174
Merrill Lynch Wealth Management Advisor Mark Soldati
Location 173 Elm St, Westfield, NJ 07090, USA
Phone (908) 301-2620
Gilmartin & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 125 Elm St Ste 10, Westfield, NJ 07090, USA
Phone (908) 301-9236
LMD Wealth Advisors - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-6171
Harbaugh | Risberg | Rosaly Wealth Management - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-6172
Merrill Lynch Wealth Management Advisor Kathleen Monahan
Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4344
Edward Jones - Financial Advisor: Jayson M Astel, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 251 N Ave W Suite 301, Westfield, NJ 07090, USA
Phone (908) 233-4171
Merrill Lynch Wealth Management Advisor Jeremy Herbert
Location 530 South Ave W 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-4303
Forza Investment Advisory, LLC
Location 123 Hamilton Ave, Westfield, NJ 07090, USA
Phone (908) 344-9790
Merrill Lynch Wealth Management Advisor Michael D. Laitman

5 out of 5

Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4331
Covington & Associates
Location 597 Westfield Ave, Westfield, NJ 07090, USA
Phone (908) 232-4717
Merrill Lynch Wealth Management
Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4389
Michael J. Dietrich, AAMS, CFP - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-3175
QTrade Capital Partners LLC
Location 244 N Ave W, Westfield, NJ 07090, USA
Phone (908) 232-5693
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About Westfield, NJ

Westfield, NJ is a town in Union County, New Jersey. It is located about 25 miles west of New York City and has a population of about 30,000 people. Some of the landmarks in Westfield include the Westfield Train Station, the Grand Arcade, and the Westfield Garden State Plaza. The top employers in Westfield are Ulta Beauty, Bed Bath & Beyond, and Lord & Taylor. The major highways and streets in Westfield are Route 22 and Route 59. The neighborhoods in Westfield are Central Park, The Heights, and The Woods. Some of the neighborhoods in the area include Alpha, Blairstown, and Stewartsville.

Where Certified Financial Advisors in Westfield, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers, but the most important service that banks offer is safeguarding people's money. In addition to safeguarding money, banks also offer loans, mortgages, and other financial products and services. Banks are an important part of the community, and they play a vital role in the economy.

Insurance Broker

Westfield, NJ residents can benefit from the services of insurance brokers.Brokers are experts at finding the best insurance policies for their clients. They know the market inside out and can help Westfield residents get the coverage they need at a price they can afford. Brokers work for their clients, not the insurance companies, so they are always looking out for their best interests.

Retirement Planning

Westfield, NJ residents have a lot of options when it comes to retirement planning. There are many financial advisors in the area who can help people create a plan that fits their needs and their budget. Advisors can help people save for retirement, choose the right investment options, and make sure they are on track to meet their goals. retirees in Westfield, NJ have access to a wide range of resources that can help them live comfortably in their golden years. With careful planning and the help of a financial advisor, everyone can enjoy a happy and stress-free retirement.

Wealth Management

Westfield, NJ is a town that is known for its affluence. Many of the residents here are wealthy and they want to protect their assets. That's where wealth management comes in. Wealth management can help Westfield residents protect their money and grow it over time. It can also help them plan for retirement and other long-term goals.

Estate Planning Lawyer

Estate planning lawyers can help Westfield, NJ residents protect their assets and plan for the future.Estate planning is the process of arranging for the disposal of one's property after death. It can also be used to arrange for the care of a person who is unable to care for themselves. An estate planning lawyer can help you create a will, power of attorney, and living will. This will ensure that your assets are disposed of in accordance with your wishes after you die, and that you have someone you trust to make decisions on your behalf if you are unable to do so yourself. If you live in Westfield, NJ, it is important to consult with an estate planning lawyer to make sure your assets are protected.

Mortgage Loan Officer

Mortgage loan officers in Westfield, NJ can help residents secure the best possible mortgage rates and terms. By providing a wide range of products and services, these professionals can assist home buyers in finding the right loan for their needs. In addition to helping people purchase homes, mortgage loan officers can also provide guidance on refinancing mortgages and obtaining home equity loans.

Tax Services

Westfield, NJ residents can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liability. Tax accountants are knowledgeable about the latest changes to the tax code and can help taxpayers take advantage of all available deductions. In addition, they can help taxpayers plan for future years and ensure that they are taking advantage of the best possible tax strategies.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westfield, NJ