Find a Financial Advisor in Rockaway, NJ

 

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

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We Only Work With The Best Rockaway 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 Rockaway, NJ


  • Financial Advisor Close to Rockaway, 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 Rockaway, 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 Rockaway, NJ

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

  • Population: 6,384
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $340,300
  • Average Monthly Housing Cost: $1,682
  • Average Household Income: $113,967
  • 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 Rockaway, NJ

 

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Website

(973) 394-0404

100 Enterprise Drive, Suite 504

Rockaway, NJ 7866

SEC#: 801-61068
Years in Business: 19 years

AURORA PRIVATE WEALTH, INC.

Website

(973) 394-0404

100 Enterprise Drive
Suite 504
Rockaway, NJ 7866

SEC#: 801-110498
Years in Business: 4 years

 


Rockaway, NJ Financial Advisor FAQs

You should ask a potential advisor about his or her ethics, credentials, and desired fees. You should look for someone with a fiduciary duty to only provide the best interest of the client.
There are a number of factors that go into calculating an advisor's hourly rate. Hourly rates can range from under $100 to upwards over $250, and the determining factors generally include the following: the number of advisors at a firm, firm specialty (i.e., public accounting vs finance), location, expertise/expertise level required for specific work being done by advisor, and number of hours per week committed to each client/client engagement for projects
Some fees are charged up front while other fees are charged either annually or based on the size of the client's investments with the advisor, so it is important for potential clients to do their homework before selecting an adviser.
Financial advisors are professionals that help you manage money. A daunting task with constantly fluctuating interest rates, the advisor's job is to provide essential advice across a broad range of financial products. Usually through face-to-face meetings with you in their office, they evaluate your long term goals and see what steps need to be taken today to help reach them tomorrow.