Find a Financial Advisor in Montvale, NJ


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

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We Only Work With The Best Montvale 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


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


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 Montvale, NJ

  • Financial Advisor Close to Montvale, 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 Montvale, NJ

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Montvale, NJ

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

  • Population: 8,489
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $660,100
  • Average Monthly Housing Cost: $2,474
  • Average Household Income: $190,037
  • 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 Montvale, NJ




(201) 447-9000

14 Philips Parkway

Montvale, NJ 7645

SEC#: 801-107542
Years in Business: 5 years



(201) 505-1100

85 Chestnut Ridge Road
Suite 201
Montvale, NJ 7645

SEC#: 801-113932
Years in Business: 3 years



(201) 447-9000

14 Philips Parkway

Montvale, NJ 7645

SEC#: 801-67440
Years in Business: 14 years



(201) 571-4100

180 Summit Avenue
Suite 200
Montvale, NJ 7645

SEC#: 801-45798
Years in Business: 27 years


Montvale, NJ Financial Advisor FAQs

A financial advisor is someone who counsels people about what to do with their money, stocks, bonds, etc.
Yes. Some people need a financial advisor to help them stay on track with their saving and investments.
You can interview potential advisors and ask them about their experience in advising clients, the type of financial strategy they use, and how they charge. You also want to find out if they can give you a referral to another advisor who may be able to help with something you need. That way you have options when deciding on an advisor for your financial needs.
One way of searching for an advisor would be to ask friends and family who they work with or read online reviews of different advisers in your area.