Find a Financial Advisor in Ft. Lee, NJ

 

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We did the hard work of finding trustworthy partners in Fort Lee, NJ.

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We Only Work With The Best Ft. Lee 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fort Lee, NJ


  • Financial Advisor Close to Fort Lee, 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

The Value of Working With the Best Financial Planners in Fort Lee, 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 Fort Lee, NJ

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

  • Population: 37,430
  • % of Population 62 Years and Over: 28.6%
  • Average Home Value: $397,200
  • Average Monthly Housing Cost: $1,726
  • Average Household Income: $112,135
  • 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 Fort Lee, NJ

 

GRAND SLAM ASSET MANAGEMENT, LLC

Website

(201) 346-4335

2160 North Central Road, Ste 306

Fort Lee, NJ 7024

SEC#: 801-73802
Years in Business: 9 years

PALISADE CAPITAL MANAGEMENT LLC

Website

(201) 585-7733

1 Bridge Plaza North
Suite 695
Fort Lee, NJ 7024

SEC#: 801-48401
Years in Business: 26 years

CITIGROUP GLOBAL MARKETS INC.

Website

(646) 682-3201

Citi Retail Banking
2071 Lemoine Avenue, Suite 1
Fort Lee, NJ 7024

SEC#: 801-3387
Years in Business: 57 years

CITIGROUP GLOBAL MARKETS INC.

Website

(646) 682-3201

Citi Retail Banking
2071 Lemoine Avenue, Suite 1
Fort Lee, NJ 7024

SEC#: 801-3387
Years in Business: 57 years

CITIGROUP GLOBAL MARKETS INC.

Website

(646) 682-3201

Citi Retail Banking
2071 Lemoine Avenue, Suite 1
Fort Lee, NJ 7024

SEC#: 801-3387
Years in Business: 57 years

HSBC SECURITIES (USA) INC.

Website

(201) 944-7308

2151 Lemoine Avenue

Fort Lee, NJ 7024

SEC#: 801-64563
Years in Business: 16 years

 


Fort Lee, NJ Financial Advisor FAQs

A good place to start would be asking for whom or what your financial advisor works.
If you're looking for a financial advisor, it's important to distinguish between a full-service advertisement agency and an independent trusted professional.
Financial advisors are paid by either commission or fee. If they are paid by commission, their clients usually have to buy the same products they recommend in order to get a rebate for their services.
A financial advisor can serve as a trusted resource, giving you sound investment advice and guidance on how to manage your finances.