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TOP 30 Fiduciary financial advisor in New Jersey
143 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Ofer Ouriel
Merrill Lynch Financial Advisor Ofer Ouriel, located at 2200 Fletcher Avenue, Fort Lee, New Jersey, United States, is dedicated to helping clients prioritize and pursue their financial goals. Ofer Ouriel, a Certified Plan Fiduciary Advisor, takes the time to understand each client's unique financial situation and personal priorities. The institution offers personalized wealth analysis to create a customized plan centered on the client's goals. With access to the global resources of Merrill, Ofer and his team provide personalized service and build strong client relationships based on trust. The focus is on helping clients manage, grow, and preserve their wealth while addressing changes in their lives and the financial markets. Through ongoing conversations and adjustments to the financial approach, the goal is to help clients achieve what matters most to them. The institution offers a range of financial services and solutions, tailored to each client's individual needs. Ofer Ouriel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation. Investing involves risk, and clients are encouraged to consult with their legal and tax advisors before making financial decisions. With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Ofer Ouriel is committed to helping clients achieve their financial aspirations.
Bridgehaven Fiduciary Partners
Bridgehaven Fiduciary Partners is a leading finance institution located at 58 Mount Bethel Road in Warren, New Jersey, United States. Specializing in fiduciary services, our team of experts provides trusted financial guidance and support to individuals and businesses. With a commitment to integrity and professionalism, Bridgehaven Fiduciary Partners is dedicated to helping clients achieve their financial goals and secure their future.
Tenon Financial
Tenon Financial, located at 406 Main Street in Metuchen, New Jersey, is a finance institution specializing in tax-efficient retirement planning and investment management. Our team of experts focuses specifically on helping individuals in or near retirement make the most of their finances. Unlike other advisors, we provide careful tax minimization planning in all aspects of our services and can coordinate tax preparation through our affiliated company, Tenon Tax Preparation. As a standalone company not affiliated with banks, brokerages, or insurance companies, we offer unbiased and comprehensive advice without any pressure to make specific recommendations. We operate on a "fee-only" basis, meaning we do not receive commissions or compensation from anyone other than our clients. Our fiduciary status ensures that we always act in your best interest.
Equitas Advisors
Equitas Advisors is an insurance agency located at 614 Cranbury Road, East Brunswick, New Jersey, United States. We offer an Outsourced, In-House Solution for all Life, Health, and Financial Planning needs, allowing you to provide these services to your clients without the need for additional employees. Whether you are a P&C Broker, CPA, Financial Advisor, or Wealth Manager, we provide the product knowledge, underwriting acumen, and staff needed to offer Life Insurance products with fiduciary guidance and the highest levels of service. Our goal is to help you increase retention, add new revenue streams, and become invaluable to your client base without the expense or burden of additional staffing. We strive to offer a seamless experience for your clients, elevating your service offering and expanding your brand. Contact us at (732)-898-3288 or (954)-778-1004 to learn more about how Equitas can help you grow your business and provide exceptional service to your clients.
Triad Wealth Advisors
Triad Wealth Advisors is a reputable finance institution located at 2164 New Jersey 35 in Sea Girt, New Jersey, United States. With a team of experienced financial advisors, Triad Wealth Advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Triad Wealth Advisors can provide expert guidance and support every step of the way. Trust in Triad Wealth Advisors to help you secure a prosperous financial future.
SHM Financial Group
SHM Financial Group, located at 1010 Haddonfield-Berlin Road in Voorhees Township, New Jersey, is a finance institution that specializes in retirement planning and asset management. As individuals approach retirement, they seek safety, security, and income features for their assets. At SHM Financial Group, we refer to these safe assets as "GREEN money", which may include cash, money funds, CDs, fixed annuities, and US Treasury securities. Our fee-based registered investment advisory firm platform allows us to guide clients in a fiduciary capacity, helping them achieve their financial goals such as income, growth, balance, and legacy planning. We focus on properly balancing riskier assets (RED money) with safe assets (GREEN money) to ensure a successful retirement.
Financial Advisors of Delaware Valley
Financial Advisors of Delaware Valley is a reputable insurance agency located at 400 Lippincott Drive in Evesham, New Jersey. Our team of experienced financial advisors are dedicated to providing personalized insurance solutions to clients in the Delaware Valley region. Whether you are looking for life insurance, health insurance, or retirement planning, our experts are here to help you navigate the complex world of insurance and make informed decisions for your financial future. Contact us today to schedule a consultation and start securing your financial well-being.
Christopher Gillan - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Gillan is a financial advisor at Ameriprise Financial Services, LLC located at 2 Ridgedale Avenue, Hanover, New Jersey, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, estate planning, fiduciary practices, portfolio management, and behavioral finance. Christopher is also a Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®. With a commitment to excellence and a comprehensive understanding of financial planning, Christopher Gillan is dedicated to helping individuals achieve their financial goals.
Richard Avdoyan - Associate Advisor, Ameriprise Financial Services, LLC
Richard Avdoyan is an Associate Advisor at Ameriprise Financial Services, LLC, located at 200 Campus Drive in Florham Park, New Jersey, United States. Richard holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. Richard is also trained in behavioral financial advising, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a comprehensive understanding of financial planning principles, Richard Avdoyan is dedicated to helping clients achieve their financial goals with personalized and expert advice.
Joseph E Troy - Financial Advisor, Ameriprise Financial Services, LLC
Joseph E Troy is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Campus Drive, Florham Park, New Jersey, United States. Joseph holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. He is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical standards and advanced knowledge in financial planning, Joseph E Troy is committed to helping clients make informed decisions to achieve their financial goals.
Aaron Keith - RBC Wealth Management Financial Advisor
Aaron Keith - RBC Wealth Management Financial Advisor is a premier financial institution located at 200 Park Avenue in Florham Park, New Jersey, United States. As a trusted advisor, Aaron Keith provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Aaron Keith offers expert advice and guidance in areas such as investment planning, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Aaron Keith - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.
Stephanos Vitoratos - TIAA Wealth Management Advisor
Stephanos Vitoratos - TIAA Wealth Management Advisor is a leading financial institution located at 5 Becker Farm Road in Roseland, New Jersey, United States. As a trusted advisor, Stephanos Vitoratos provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Stephanos Vitoratos offers expert financial planning, investment management, and retirement planning services tailored to each client's unique needs. Visit us today to take the first step towards a more secure financial future.
Edward Jones - Financial Advisor: James M Kelly, CFP®
Edward Jones - Financial Advisor: James M Kelly, CFP® is a reputable finance institution located at 622 Valley Road in Montclair, New Jersey, United States. Specializing in providing personalized financial planning services, James M Kelly, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James M Kelly, CFP® is committed to helping individuals and families secure their financial futures.
James Cha - Financial Advisor, Ameriprise Financial Services, LLC
James Cha is a Financial Advisor at Ameriprise Financial Services, LLC, located at 250 Pehle Avenue, Saddle Brook, New Jersey, United States. James holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, James Cha is committed to helping clients achieve their financial goals and secure their financial future.
Prioritas Financial Advisors
Prioritas Financial Advisors, located at 250 New Pehle Avenue in Saddle Brook, New Jersey, is a finance institution dedicated to providing clear financial guidance to high achieving professionals. With a focus on helping clients navigate complex career negotiations and equity compensation, Prioritas aims to alleviate the stress of financial decisions amidst other important life priorities. With nearly 15 years of experience in finance, the team at Prioritas is committed to building relationships with clients and providing personalized guidance for long-term financial success. As an independent fiduciary advisor, Prioritas ensures that clients have all the information needed to make informed decisions about their financial future. Whether you are considering a new job offer or need assistance with understanding equity compensation plans, Prioritas Financial Advisors is here to help. Contact them today to schedule a call and start planning for a more secure financial future.
BMS Financial Services
BMS Financial Services is a reputable finance institution located at 875 Main Avenue in Passaic, New Jersey. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. From investment management to retirement planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
Avanti Wealth Management - Pasquale Pisani - Fiduciary
Avanti Wealth Management, led by Pasquale Pisani, is a finance institution located at 17 Sylvan Street in Rutherford, New Jersey, United States. As a fiduciary, Pasquale is dedicated to putting the needs of his clients first, offering personalized financial planning services for retirement, general investing, and managing various investments such as IRA, 401K, ETF's, Stocks, and Bonds. With a commitment to transparency and integrity, Avanti Wealth Management operates independently and utilizes Charles Schwab as a custodian. Pasquale's background includes experience at big firms like Merrill Lynch and Morgan Stanley, as well as Edward Jones and Kingsview Wealth Management. He values face-to-face relationships within the local community and is fluent in Italian, reflecting his Italian-American heritage.
Cito Capital Advisors, LLC
Cito Capital Advisors, LLC is a finance institution located at 354 State Street in Hackensack, New Jersey, United States. Specializing in providing expert financial advice and investment management services, Cito Capital Advisors, LLC is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, Cito Capital Advisors, LLC offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Cito Capital Advisors, LLC is committed to providing top-notch financial guidance and support.
Lauren Ellberger - TIAA Wealth Management Advisor
Lauren Ellberger - TIAA Wealth Management Advisor is a leading finance institution located at 3 University Plaza Drive in Hackensack, New Jersey, United States. As a trusted advisor, Lauren Ellberger offers personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on providing expert guidance and tailored solutions, Lauren Ellberger is dedicated to helping clients make informed decisions and build a solid financial foundation. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lauren Ellberger - TIAA Wealth Management Advisor is committed to providing top-notch financial advice and support.
Hemant Ranadive - Financial Advisor, Ameriprise Financial Services, LLC
Hemant Ranadive is a Financial Advisor at Ameriprise Financial Services, LLC located at 30 Knightsbridge Road in Piscataway, New Jersey, United States. Hemant Ranadive holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Consultant and Certified Financial Planner™, Hemant Ranadive provides personalized financial planning services to individuals and small business owners. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Hemant Ranadive helps clients make informed decisions for their financial future.
Merrill Lynch Financial Advisor John H Hemmens
Merrill Lynch Financial Advisor John H Hemmens, located at 100 Campus Drive in Florham Park, New Jersey, offers a range of financial services for retirement benefit plan sponsors, participants, wealthy families, and individuals. With over 15 years of experience, John focuses on creating personalized strategies tailored to each client's financial goals. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and is qualified as a Retirement Benefits Consultant, offering access to Fiduciary Services for retirement plans. John also provides wealth management guidance to individual investors, including professionals, business owners, and corporate executives. He is a Portfolio Manager who can manage investments on a discretionary basis, incorporating various strategies such as individual stocks, bonds, Merrill model portfolios, and third-party investment options. John earned his B.A. and MBA degrees in finance and investments from Rutgers University. In his free time, he enjoys skiing, golfing, and tennis, and is actively involved in supporting his daughters' school and athletic activities. As a Merrill advisor, John focuses on building personalized plans centered on clients' goals and priorities, helping them navigate life's financial complexities and adjust their strategies as needed.
Merrill Lynch Financial Advisor Allan James Sanford
Merrill Lynch Financial Advisor Allan James Sanford, located at 173 Elm Street in Westfield, New Jersey, offers a range of institutional capabilities and customized solutions to help maximize the value of benefit plans and improve the financial wellness of employees. Allan Sanford is a designated Bank of America Retirement Accredited Financial Advisor, specializing in defined contribution plans. The institution provides personalized service and investment strategies tailored to fit the needs and goals of each client. Supported by a team of experienced specialists, Sanford Budds Group offers thoughtful investment advice and guidance in strategic decision making. With a focus on ERISA 3(21) fiduciary service, the institution aims to create investment strategies that align with the organization's specific goals. As a Bank of America Retirement Accredited Financial Advisor, Sanford Budds Group is dedicated to adding value to clients' benefit plans.
William Andrew Risberg Jr., CFP - UBS Financial Services Inc.
William Andrew Risberg Jr., CFP - UBS Financial Services Inc. is a reputable finance institution located in Westfield, New Jersey, United States. Specializing in wealth management, financial planning, and investment services, the team at UBS Financial Services Inc. is led by certified financial planner William Andrew Risberg Jr. With a focus on providing personalized financial strategies tailored to each client's unique goals and needs, the institution is dedicated to helping individuals and families achieve financial success and security. Trusted by clients for their expertise and commitment to excellence, UBS Financial Services Inc. is a top choice for those seeking professional financial guidance.
Michael R Gould - Financial Advisor, Ameriprise Financial Services, LLC
Michael R. Gould is a financial advisor at Ameriprise Financial Services, LLC located at 14 Cliffwood Avenue West, Matawan, New Jersey, United States. Michael holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Michael is also trained in areas such as philanthropy, annuities, senior issues, divorce financial analysis, and exit planning. With a strong educational background and commitment to ongoing professional development, Michael is dedicated to providing comprehensive and tailored financial advice to his clients.
David Seibel - AGS Aurora Financial Services
David Seibel - AGS Aurora Financial Services is a reputable finance institution located at 96 Freneau Avenue in Matawan, New Jersey, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth preservation strategies. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or protect your assets, David Seibel - AGS Aurora Financial Services is committed to providing top-notch financial advice and services tailored to your individual needs.
John S Turi - Financial Advisor, Ameriprise Financial Services, LLC
John S Turi is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Schulz Drive, Red Bank, New Jersey, United States. John S Turi holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, and portfolio management. John S Turi is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, John S Turi is committed to helping clients make informed financial decisions and achieve their financial goals.
Jeffrey Stillwell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jeffrey Stillwell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 12 Broad Street, Red Bank, New Jersey, United States. Specializing in finance, Jeffrey Stillwell holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment fiduciary practices, portfolio management, financial planning, and specialized areas such as long-term care and military financial advising. Jeffrey Stillwell is committed to providing comprehensive financial services to individuals and small business owners, ensuring their financial goals are met with integrity and professionalism.
Merrill Lynch Financial Advisor John A Amirante
Merrill Lynch Financial Advisor John A Amirante is a finance institution located at 77 Broad Street, Red Bank, New Jersey, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with our clients to determine their needs and craft customized financial strategies to help them pursue their goals. Our advisors are dedicated to helping you achieve your goals through a transparent and thoughtful investment approach aligned with your priorities. We use the Investment Personality Assessment to better understand your investing preferences and customize our financial approach to help you pursue what matters most to you. With the support of Merrill's global resources, our experienced team is committed to building strong client relationships based on trust and personalized service. We offer personalized financial plans centered on your goals and focused on what you want to achieve. Our goal is to help you stay on track to achieve what's most important to you, by regularly reviewing and adjusting your financial approach as needed. Let's work together to help you reach your goals and live your best financial life.
Bank of America Private Client Advisor Glenn Wilson
Bank of America Private Client Advisor, Glenn Wilson, located at 845 Alexander Road in Princeton, is a finance institution that specializes in providing personalized financial services to high-net-worth individuals, multi-generational families, and business owners. With over 20 years of experience in financial services, Glenn leads a team that offers customized investment management, estate planning, credit, and banking strategies to help clients achieve theirbusiness goals. As an active member of the community, Glenn volunteers at local local organizations in the Princeton area. Bank of America Private Bank has a long history of helping clients manage their wealth and achieve their financial objectives. The institution values innovation and strives to provide clients with disciplined financial strategies that bridge across generations. Investing involves risk, and it is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Merrill Lynch Financial Advisor Chris G Murphy
Merrill Lynch Financial Advisor Chris G Murphy is a finance institution located at 77 Broad Street, Red Bank, New Jersey, United States. Chris is dedicated to building strong relationships with clients, providing accessible, knowledgeable, and experienced financial advice. With a background in retirement planning and retail environments, Chris brings a diverse perspective to helping clients make important financial decisions. He works with plan sponsors, employees, and individuals and families to create and manage financial plans tailored to their goals and priorities. Chris holds certifications as a Senior Portfolio Advisor, CERTIFIED FINANCIAL PLANNER™, and Certified Plan Fiduciary Advisor®, ensuring he can provide clients with comprehensive financial guidance. Outside of work, Chris enjoys outdoor activities and supports charitable causes. At Merrill Lynch Wealth Management, Chris and his team focus on understanding clients' goals and priorities, creating personalized financial plans to help them pursue their aspirations while managing investment risk. By listening carefully and asking thoughtful questions, Chris helps clients navigate important financial decisions and plan for the future. With access to Merrill's investment insights and Bank of America's banking solutions, Chris works with clients to develop strategies to address their financial needs. Every relationship begins with a conversation, where Chris helps clients identify and prioritize their goals. By utilizing the Investment Personality Assessment and staying informed about clients' changing needs and goals, Chris can tailor financial approaches to help clients achieve what matters most to them. Whether planning for retirement, saving for a home, or funding education, Chris is committed to helping clients reach their goals through personalized financial guidance. With a focus on building strong client relationships based on trust and personalized service, Chris and his team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and pursue their aspirations.
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