Best Financial Advisors in Westwood, NJ

We did the hard work of finding trustworthy partners in Westwood, NJ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Westwood, NJ Fiduciary Financial Advisors

generic_business-71
Edward Noonan - Prudential Financial
Location 90 Kinderkamack Rd, Westwood, NJ 07675, USA
Phone (201) 664-6800
Directions
generic_business-71
John Fleck - Raymond James
Location 185 3rd Ave, Westwood, NJ 07675, USA
Phone (201) 383-9458
Directions
generic_business-71
Modera Financial Advisors & Financial Planners
Location 56 Jefferson Ave, Westwood, NJ 07675, USA
Phone (201) 768-4600
Directions
generic_business-71
Huntington Financial Group LLC
Location 373 Kinderkamack Rd Floor 2, Westwood, NJ 07675, USA
Phone (201) 666-4443
Directions
Financial Advisors in Westwood, NJ

Where Certified Financial Advisors in Westwood, NJ Serve

Westwood, NJ is a bustling borough located in Bergen County, New Jersey. It is known for its stunning landmarks, including the Westwood Railroad Station, the Westwood Public Library, and the Westwood Memorial Park. The town is home to several top employers, such as Hackensack Meridian Health, Pascack Valley Medical Center, and the Borough of Westwood. Major highways, including the Garden State Parkway and Route 17, provide easy access to neighboring towns and cities. The streets of Westwood are lined with charming shops, restaurants, and cafes, making it a popular destination for locals and tourists alike. The borough is divided into several neighborhoods, each with its own unique character and charm. From the historic downtown area to the tree-lined streets of the Westwood Hills neighborhood, there is something for everyone in Westwood, NJ.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Westwood, NJ can greatly benefit from the services of a financial advisor. With the town's median household income being higher than the state average, many residents may have complex financial situations that require expert guidance. A financial advisor can help residents with a variety of services, such as retirement planning, investment management, and tax planning. Additionally, with Westwood being a popular commuter town, a financial advisor can assist residents in navigating the financial implications of commuting, such as transportation costs and potential tax deductions. Overall, a financial advisor can help residents of Westwood, NJ achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Westwood, NJ can benefit greatly from the services of an insurance broker. With the town being located in Bergen County, a region known for its high cost of living, an insurance broker can help residents navigate the complex world of insurance and find policies that fit their budget. Additionally, Westwood is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding comprehensive coverage for their company. Whether it's finding affordable health insurance, protecting a family's home and possessions, or securing the future of a business, an insurance broker can provide invaluable assistance to the residents of Westwood, NJ.

Retirement Planning

Residents of Westwood, NJ could greatly benefit from the assistance of a retirement planner. One specific way a retirement planner could help is by providing guidance on how to navigate the high cost of living in Westwood. With a median home price of over $500,000 and a cost of living that is 26% higher than the national average, it can be difficult for residents to save enough for retirement. A retirement planner could provide advice on budgeting, investing, and other financial strategies to help residents achieve their retirement goals despite the challenges of living in Westwood. Additionally, a retirement planner could help residents navigate the complex world of retirement benefits and plan for unexpected expenses such as healthcare costs. Overall, a retirement planner could be an invaluable resource for residents of Westwood looking to secure their financial future.

Wealth Management

Residents of Westwood, NJ could benefit from the guidance of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the local real estate market. Westwood is a highly desirable community with a competitive housing market, and a wealth manager could assist residents in making informed decisions about buying or selling property. Additionally, a wealth manager could help residents plan for their financial futures by creating personalized investment strategies and providing advice on retirement planning. With the help of a skilled wealth manager, residents of Westwood could feel more confident and secure in their financial decisions.

Mortgage Loan Officer

Residents of Westwood, NJ would greatly benefit from the assistance of a mortgage loan officer when looking to purchase a home. This is especially true given the high cost of living in the area. A mortgage loan officer can help residents navigate the complex and often confusing process of securing a mortgage, ensuring that they get the best possible rates and terms. Additionally, a mortgage loan officer can help residents understand the specific housing market in Westwood, NJ, which can be quite competitive. With their expertise and guidance, residents can feel confident in their ability to find and finance their dream home in this vibrant and thriving community.

Tax Services

Residents of Westwood, NJ could benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor could help is by providing guidance on how to navigate the complex tax laws and regulations specific to New Jersey. For example, Westwood residents may need help understanding the state's property tax laws, which can be particularly confusing. A tax advisor could also provide guidance on how to maximize deductions and credits, which could result in significant tax savings. Additionally, a tax advisor could help residents with tax planning, ensuring they are making the most of their finances and avoiding any potential tax pitfalls. Overall, a tax advisor could provide invaluable assistance to residents of Westwood, NJ, helping them navigate the often complex and confusing world of taxes.

Estate Planning Lawyer

Residents of Westwood, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Westwood, where many residents own homes and have significant investments. An estate planning lawyer can also assist with creating powers of attorney and health care directives, which can ensure that a person's wishes are carried out in the event they become incapacitated. Additionally, a lawyer can help with tax planning and asset protection, which can be crucial for those with significant wealth. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's assets are protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westwood, NJ