Find a Financial Advisor in Westwood, NJ

 

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

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We Only Work With The Best Westwood 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 Westwood, NJ


  • Financial Advisor Close to Westwood, 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 Westwood, 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 Westwood, NJ

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

  • Population: 11,115
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $463,600
  • Average Monthly Housing Cost: $2,113
  • Average Household Income: $134,785
  • 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 Westwood, NJ

 

FORTIS GROUP ADVISORS LLC

Website

(201) 383-0630

345 Kinderkamack Road

Westwood, NJ 7675

SEC#: 801-112236
Years in Business: 4 years

MODERA WEALTH MANAGEMENT, LLC

Website

(201) 768-4600

56 Jefferson Avenue

Westwood, NJ 7675

SEC#: 801-71973
Years in Business: 11 years

 


Westwood, NJ Financial Advisor FAQs

A financial advisor brings together trade-offs that are specific to your individual situation to help you afford the lifestyle you want.
Whether you need a financial advisor depends on the complexity of your finances, how much time you have to devote to managing them, and whether or not you want some peace of mind that your finances are being looked after.
The best way to find the right advisor for you is by asking friends and family.
Financial advisors may charge clients by the hour, project basis, or percentage.