Find a Financial Advisor in Passaic County, NJ

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Passaic 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 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 Passaic County, NJ


  • Financial Advisor Close to Passaic 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Passaic County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Passaic County, NJ?

  • Population: 503,637
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $344,000
  • Average Monthly Housing Cost: $1,552
  • Average Household Income: $93,352
  • 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 Passaic County, NJ

 

HALLMARK CAPITAL MANAGEMENT INC

Website

(973) 808-4144

1195 Hamburg Turnpike

Wayne, NJ 7470

SEC#: 801-25461
Years in Business: 36 years

HIGHLAND FINANCIAL ADVISORS, LLC

Website

(973) 557-2933

1680 Route 23
Suite 210
Wayne, NJ 7470

SEC#: 801-64369
Years in Business: 16 years

BEAUMONT CAPITAL MANAGEMENT, LLC

Website

(888) 777-0535

12 Sturbridge Circle

Wayne, NJ 7470

SEC#: 801-117772
Years in Business: 2 years

 


Passaic County, NJ Financial Advisor FAQs

Financial advisors typically accomplish a few basic functions. They create risk-to-reward profiles for their clients that have some mix of stocks, bonds, and some other investments to minimize short term fluctuations in the markets as well as provide security from inflation over the more long term and help with asset allocation and retirement/future planning which is typically done up to 30 years out.
You might need a financial advisor if you don't know how to do these five things. If you are paying off your student loans, selecting an insurance company or health plan for your family, deciding whether or not to save for retirement, understanding the value of investing in stocks and other securities, managing your money on a monthly basis.
Finding a financial advisor can be daunting. You need to find someone who is qualified, trustworthy, responsive, and knows the best practices when it comes to planning for your future investment goals.
Financial advisors normally get paid through clients signing up to their services and agreeing to a certain payment scheme, such as paying for monthly subscriptions.