Find a Financial Planner in Bergen County, NJ

 

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We did the hard work of finding trustworthy partners in Bergen County, NJ.

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We Only Work With The Best Bergen County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bergen County, NJ


  • Financial Advisor Close to Bergen County, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bergen County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Bergen County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Bergen County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.8% of Bergen County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bergen County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Bergen County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Bergen County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Bergen County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New Jersey has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Bergen County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bergen County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bergen County, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bergen County, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Bergen County financial advisors.
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How Retirement-Friendly is Bergen County, NJ?

  • Population: 930,390
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $478,900
  • Average Monthly Housing Cost: $1,914
  • Average Household Income: $137,866
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)


The Top Financial Advisor Firms in Bergen County, NJ


STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-69251
Years in Business: 13 years

STONEBRIDGE CAPITAL MANAGEMENT III LLC

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-56956
Years in Business: 21 years

STONEBRIDGE CAPITAL MANAGEMENT

Website

(973) 244-9696

52 Forest Avenue

Paramus, NJ 07652

SEC#: 801-40364
Years in Business: 29 years

GROESBECK INVESTMENT MANAGEMENT CORP

Website

(201) 291-7888

12 Rte. 17 North
Suite 130
Paramus, NJ 07652

SEC#: 801-44798
Years in Business: 27 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(201) 939-6644

461 From Road
Suite 385
Paramus, NJ 07652

SEC#: 801-81108
Years in Business: 6 years

WATTERS FINANCIAL SERVICES, LLC

Website

(201) 843-0044

16 Arcadian Avenue
Suite C4
Paramus, NJ 07652

SEC#: 801-119028
Years in Business: 0 years

NPA ASSET MANAGEMENT, LLC

Website

(201) 476-0029

115 West Century Road
Suite 360
Paramus, NJ 07652

SEC#: 801-66006
Years in Business: 15 years