Find a Financial Planner in Hudson County, NJ

 

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

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We Only Work With The Best Hudson 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 Hudson County, NJ


  • Financial Advisor Close to Hudson 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 Hudson 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 Hudson 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 Hudson County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.6% of Hudson County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Hudson County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Hudson County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Hudson County area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Hudson 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 is a service offered by many financial advisors, planners, and other professionals in the Hudson County area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Hudson County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 670,046
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $390,300
  • Average Monthly Housing Cost: $1,539
  • Average Household Income: $103,912
  • 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 Hudson County, NJ


ABNER HERRMAN & BROCK, LLC

Website

(201) 484-2000

Harborside 5 185 Hudson Street
Suite 1640
Jersey City, NJ 07311

SEC#: 801-17402
Years in Business: 38 years

MANAGED ACCOUNT ADVISORS LLC

Website

(888) 204-3287

101 Hudson Street

Jersey City, NJ 07302

SEC#: 801-67569
Years in Business: 14 years

SUNAMERICA ASSET MANAGEMENT, LLC

Website

(201) 324-6300

Harborside 5
185 Hudson Street, Suite 3300
Jersey City, NJ 07311

SEC#: 801-19813
Years in Business: 37 years

ACCRETIVE WEALTH PARTNERS, LLC

Website

(973) 970-2627

185 Hudson St
Suite 2500
Jersey City, NJ 07311

SEC#: 801-117780
Years in Business: 1 years

ROYAL ALLIANCE ASSOCIATES, INC.

Website

(800) 821-5389

10 Exchange Place
Suite 1410
Jersey City, NJ 07302

SEC#: 801-54859
Years in Business: 23 years

ROANOKE ASSET MANAGEMENT CORP

Website

(201) 985-1111

Harborside 5
185 Hudson St., Suite 1640
Jersey City, NJ 07311

SEC#: 801-13857
Years in Business: 42 years

LORD, ABBETT & CO. LLC

Website

(201) 827-2000

90 Hudson Street

Jersey City, NJ 07302

SEC#: 801-6997
Years in Business: 50 years

VESTMARK ADVISORY SOLUTIONS, INC.

Website

(888) 355-0477

15 Exchange Place
Suite 400
Jersey City, NJ 07302

SEC#: 801-114077
Years in Business: 2 years

SIEBERT ADVISORNXT, INC.

Website

(800) 872-0444

15 Exchange Place
Suite 800
Jersey City, NJ 07302

SEC#: 801-110718
Years in Business: 3 years

QUANTALYTICS INVESTMENT ADVISORS, LLC

Website

(800) 295-0893

499 Washington Blvd
9th Floor
Jersey City, NJ 07310

SEC#: 801-118909
Years in Business: 0 years