Find a Financial Planner in Jersey City, NJ

 

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We Only Work With The Best JC 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 Jersey City, NJ


  • Financial Advisor Close to Jersey City, 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 Jersey City Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Jersey City area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Jersey City, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.7% of Jersey City'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 Jersey City area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Jersey City area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Jersey City area.
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 Jersey City 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 Jersey City 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 Jersey City 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 Jersey City, 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 Jersey City, NJ

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

  • Population: 261,940
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $387,900
  • Average Monthly Housing Cost: $1,537
  • Average Household Income: $105,122
  • 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 Jersey City, 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: 39 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: 43 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: 4 years

QUANTALYTICS INVESTMENT ADVISORS, LLC

Website

(800) 295-0893

499 Washington Blvd
9th Floor
Jersey City, NJ 07310

SEC#: 801-118909
Years in Business: 1 years