TOP 30 Best Finra in Jersey City, New Jersey

Ocean City Financial Group, located at 700 West Avenue in Ocean City, New Jersey, is a finance institution dedicated to helping clients achieve their financial goals and dreams. Whether you envision a secure retirement, college education for your children, career flexibility, or care for a loved one, our team of experienced professionals can help you create a strategic roadmap to make your vision a reality. Mark, a CERTIFIED FINANCIAL PLANNER™ Professional with 34 years of experience, leads the team at Ocean City Financial Group. He is joined by Chris, who has over 30 years of experience in the financial services industry, and Kristina, who brings over 25 years of experience in sales and hospitality management.

FINRA, located at 1400 Federal Boulevard in Carteret, New Jersey, is a finance institution that provides various services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. They offer access to data views, Bond Watchlist management, Continuing Education fulfillment, industry CRD record viewing, compliance task completion, filings and requests, report running, support ticket submission, and Dispute Resolution Portal access for case information and document submission. FINRA's mission is to safeguard market integrity and enable investors and firms to participate in the market with confidence. They provide oversight for the brokerage industry using expertise, technology, and market intelligence at no cost to taxpayers. As a not-for-profit organization under SEC supervision, FINRA collaborates with investors, member firms, and policymakers to create a regulatory environment that promotes collaboration, innovation, and fairness.

Welcome to FINRA Data, your trusted partner in accounting and finance located at 581 Main Street, Woodbridge Township, New Jersey. We are committed to providing unparalleled access to high-value data and comprehensive financial services to meet the diverse needs of investors, member firms, and markets. At FINRA Data, we specialize in offering non-commercial use of data, empowering you to save data views and create and manage a personalized Bond Watchlist. Our services cater to registered representatives by providing a platform to fulfill Continuing Education requirements, access industry CRD records, and perform essential compliance tasks.

Bright City Capital - Ameriprise Financial Services, LLC is a finance institution located at 147 Union Avenue, Manasquan, New Jersey, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Their services include a Client Relationship Summary Disclosure and a focus on personalized advice to help clients reach their financial goals.

Farmers Insurance Jonida Lagji Agency is a local insurance agency located at 5 Marsad Drive, Old Bridge, New Jersey, United States. As your Farmers® agent in Old Bridge, NJ, I am dedicated to helping customers like you find the best insurance coverage for your needs. I offer personalized assistance to help you make informed decisions about your insurance options, whether it's for auto, home, renters, business insurance, life insurance, financial services, 401K, and more. I have the knowledge and experience to guide you through selecting the right coverage for your budget and requirements. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance services, I am here to help. You can also explore online quotes and insurance discounts to save money.

Welcome to Chase Bank, conveniently located at 18 South Orange Avenue, South Orange, New Jersey 07079, United States. As a leading provider of banking and financial services, we offer a comprehensive range of solutions tailored to meet your personal and business needs. Our South Orange branch is equipped with ATMs for easy and quick access to your funds. Whether you are managing your personal finances or running a business, our experienced team is here to provide expert guidance and support. Our Business Banking services are designed to help improve cash flow, offer credit solutions, and manage payroll efficiently. We also provide online and mobile banking services for your convenience, along with business credit cards and payment acceptance solutions tailored specifically for businesses.

Welcome to Chase Bank, conveniently located at 3373 U.S. 1, Lawrence Township, New Jersey 08648, United States. As a leading bank and financial institution, we provide a full range of services including ATMs, personal and business banking, and financial advisory. At Chase Bank, we are committed to supporting both individuals and businesses in achieving their financial goals. Our Business Banking services offer expert guidance to help improve cash flow, manage payroll, and provide tailored credit solutions. We also offer innovative online and mobile banking services, business credit cards, and payment solutions designed to meet the unique needs of businesses.

Spinnaker Investment Management - Ameriprise Financial Services, LLC, located at 3800 Bayshore Road in Cape May, New Jersey, is a finance institution that offers personalized investment and financial planning services. Their team of experienced advisors works with clients to establish goals such as retirement, education, or major purchases, and create tailored investment strategies based on individual risk tolerance. Regular meetings are held to review progress and make adjustments as needed. Clients can access their accounts and track their progress online securely. The institution offers complimentary initial consultations to discuss financial planning concepts, with a focus on helping clients achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and adheres to strict privacy and security regulations. Clients can refer friends and family members to the institution for financial guidance, with the assurance that they will receive the same high level of service and expertise.

Walkers & Associates - Ameriprise Financial Services, LLC, located at 24 Mine Street in Flemington, New Jersey, is a finance institution dedicated to helping clients get closer to their retirement goals. With a focus on integrity, excellence, faith, family, and service, their financial advisors are committed to exceeding expectations and guiding clients towards a more confident future. Through continuous learning and innovation, they strive to be a go-to resource for financial guidance, making a positive impact on the lives of their clients and the community. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns and meet with advisors to discuss their financial priorities. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of service and security for their clients. Schedule a consultation today to start planning for a more secure financial future.

GDI Private Wealth Advisors, located in Cherry Hill, New Jersey, is a finance institution that focuses on goal-driven investing. Their mission is to help clients achieve financial clarity by starting with clearly defined objectives and solid investment principles. The team at GDI is composed of Certified Financial Planner (CFP®) professionals who are held to strict ethical standards and have years of experience in delivering financial planning services. As your financial goals may evolve over the years, GDI Private Wealth Advisors is committed to providing high-quality financial planning to meet your changing needs. Whether you are experiencing a career change, marriage, inheritance, or other life events, the team at GDI is dedicated to helping you manage your financial future with confidence.

Gentlestone Wealth - Ameriprise Financial Services, LLC is a finance institution located at 16 Leigh St, Clinton, New Jersey, United States. They offer a mindful approach to financial advisory services, focusing on understanding and anticipating their clients' needs. The institution values building enduring relationships based on genuine and lasting value. They provide digital tools for anytime access to investments and offer complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are individually registered in certain U.S. states and cannot guarantee future financial results. Clients can expect to receive personalized attention and tailored financial solutions. The institution is a member of FINRA and SIPC, ensuring adherence to financial regulations and security measures. Clients are encouraged to refer friends and family members for assistance in achieving their financial goals.

Charles Strano is an institution located at 75 Cooper Street in Woodbury, New Jersey, United States. We specialize in providing secure and reliable securities and advisory services through our partnership with Osaic Wealth, Inc., a member of FINRA/SIPC. Our team is dedicated to helping clients achieve their financial goals through personalized and comprehensive investment strategies. Please note that when you visit our website, you may be directed to external websites for additional information. We advise all clients to carefully consider the risks and responsibilities associated with these external links. For more information, please check the background of our investment professionals.

Scott Siripalaka - Thrivent is a finance institution located at 2920 New Jersey 23, Jefferson, New Jersey, United States. They are licensed in multiple states including AZ, CA, CO, CT, DE, FL, IN, KS, LA, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TN, VA, WI, and WV. The institution specializes in simplifying complex financial concepts and providing a comprehensive range of financial strategies to help individuals on their financial journey. Services include retirement planning, cash flow management, education planning, investments, legacy strategies, social security maximization, and tax diversification. Scott Siripalaka has assisted numerous member-owners in making money choices that align with their values, protect their families, and contribute to the community.

Rich Hopkins - Thrivent is a finance institution located at 475 Wall Street in Princeton, New Jersey, United States. They specialize in combining faith and finances to provide Christians with advice and guidance. They are licensed in several states including CO, CT, DE, FL, NC, NJ, NY, PA, SC, SD, TX, VA, and WV. At Rich Hopkins - Thrivent, they help individuals build financial plans and investment strategies based on their goals and values. Their team of Thrivent Wealth Advisors, including those with a CERTIFIED FINANCIAL PLANNER™ designation, offer personalized financial guidance to help clients achieve their goals.

Principal Financial Group is a health insurance agency located at 300 Interpace Parkway in Parsippany-Troy Hills, New Jersey, United States. Our institution is dedicated to helping you protect what matters most through insurance. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. We offer services to protect your life and wages, ensuring your loved ones can continue moving forward no matter what happens. Dedicate part of each paycheck to big goals like retirement or education with our tailored accounts for the long term. Feel confident about investing for your future. Meet your money goals with a partner in your area and follow 8 simple steps to help your money adapt as life changes. Learn about the challenges workers may face in retirement planning and research our firm with FINRA's BrokerCheck. Principal Financial Group offers a range of products and services to help you plan for your financial future.

Wealth Financial Partners is a finance institution located at 22 Church Street in Bernards, New Jersey, United States. They offer comprehensive investment, tax, and legacy planning services to help individuals maintain their chosen lifestyle and ensure they do not run out of money in retirement. Their team of experts can help clients navigate the complexities of wealth planning, managing risk associated with distribution strategies, minimizing tax burdens, and creating a legacy for heirs. With over 30 years of experience, Wealth Financial Partners is dedicated to guiding families through the planning process to achieve a rewarding retirement. They offer a personalized wealth management process tailored to each client's goals and needs. Securities are offered through Avantax Investment Services℠, Member FINRA, SIPC, and investment advisory services are offered through Avantax Advisory Services℠. Insurance services are also available through an Avantax affiliated insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation.

Merrill Lynch Financial Advisor Kathleen "KC" Maloney is located at 1 Deforest Avenue, Summit, New Jersey, United States. As a First Vice President, Wealth Management Advisor in the Short Hills, Merrill Complex, KC is a CERTIFIED FINANCIAL PLANNER™ certificate and holds a CPFA designation. With Series 7 and 66 FINRA registrations, KC collaborates with clients to clarify their current situation, risk parameters, objectives, and life goals. By analyzing data gathered during the preliminary meeting, she constructs a plan to help clients reach their financial goals. The institution offers personalized wealth management plans that are continuously reviewed and updated to ensure they align with clients' evolving needs and goals. KC's team at Merrill Lynch Wealth Management provides comprehensive financial services including retirement planning, investment management, estate planning, and risk management strategies. By focusing on building strong client relationships based on trust and personalized service, the team helps clients achieve their financial goals. Through a personalized approach and ongoing monitoring, Merrill Lynch Financial Advisor Kathleen "KC" Maloney aims to provide clients with confidence that their financial goals and dreams can be achieved.

Parks Wealth Management is an independent finance institution located in Ridgewood, New Jersey. Our team of financial advisors understands the unique relationship each individual has with money. We offer 24/7 tracking of personal finances and financial goals, without any proprietary investment products. Clients choose us for our diverse group of families, providing added confidence in their financial lives. Our true family environment sets us apart, and we are happy to connect you with current clients for testimonials. Let us guide you in prioritizing your financial goals, from retirement planning to debt management. We provide strategies to help you pursue short and long-term goals, tailored to fit your life. Whether you're anxious about retirement, short on time, or simply looking to lead a healthier financial life, Parks Wealth Management is here to help. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Private Advisor Group, a registered investment advisor. We are committed to providing quality services to our clients, and our Wealth Manager Award reflects this dedication. Contact us today to learn more about how we can help you achieve your financial goals.

Aprio LLP is a premier, full-service business advisory and accounting firm located at 75 Essex Street in Hackensack, New Jersey. As proud members of Aprio, their team of experts offers integrated services across advisory, assurance, tax, cloud accounting solutions, and private client services. With a reputation as the premier New Jersey CPA firm, Aprio provides personalized and strategic guidance to clients locally, nationally, and internationally. Specializing in industries such as Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, Hospitality, and Technology and Blockchain, Aprio brings together proven expertise, deep understanding, and strategic foresight to help clients achieve their goals.

MD Wealth Advisors Inc. is a finance institution located at 20 Commerce Drive, Cranford, New Jersey, United States. At MD Wealth, we focus on your wealth so you can focus on your life. We specialize in comprehensive financial planning for today's physicians and entrepreneurs. Even with adequate financial resources, we understand that you may still be short on time and overwhelmed with opinions and options. That's where we come in. We provide the discernment you need by connecting with you personally to communicate and coordinate your life goals with strategic financial plans. Our investment and wealth management strategies are tailored to meet your unique circumstances and goals. We strive for consistent, correlated returns from a diversity of offerings in a range of global asset classes, taking into account risk and returns aligned with your planning and life goals. Our goal is to continually educate and advise on financial outcomes that meet your unique circumstances with a clear holistic view of your fiscal health.

Securities America Inc is a leading financial institution located at 1665 Hudson Avenue, North Brunswick Township, New Jersey, United States. Specializing in securities and investment services, Securities America Inc provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Securities America Inc is dedicated to helping individuals and businesses navigate the complexities of the financial market with confidence and peace of mind.

Codacovi & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3350 New Jersey 138, Wall Township, New Jersey, United States. We prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. Our team provides investment recommendations and portfolio strategies tailored to your individual goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as life changes. With secure online access, you can track your investments and progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our financial advisors are registered to do business in certain U.S. states and are committed to helping you reach your financial goals. Contact us today to discuss your financial needs and start planning for a secure future. Member FINRA and SIPC.

Alloy Silverstein - Hammonton Office is a trusted accounting and finance institution located at 165 North White Horse Pike in Hammonton, New Jersey, United States. With a focus on tax, accounting, and auditing services for small to medium-sized businesses since 1959, our team of professionals is dedicated to helping clients meet and exceed their personal and professional goals. Our firm offers a unique combination of big firm experience and small firm service, ensuring that our clients receive the best possible advice and solutions for their financial needs. From bookkeeping to business advisory services, we are committed to helping businesses make better decisions and achieve long-term success.

Mindful Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 73 Newark Pompton Turnpike in Riverdale, New Jersey, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. We offer consultations to discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please refer to our website for important disclosures and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a consultation. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and protection for our clients.

Barry Hess, a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bloomfield Avenue in Caldwell, New Jersey, offers comprehensive financial planning services. With a focus on retirement planning and investment strategies, Barry helps clients navigate the complexities of the financial market. Clients can access background and qualification information on FINRA's BrokerCheck website, and are encouraged to explore the Retirement InteractiveSM tool to address common retirement concerns. Ameriprise clients receive personalized advice tailored to their financial goals, with a commitment to providing a secure and confidential environment. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their investments. Whether you are planning for retirement or seeking to grow your wealth, Barry Hess and Ameriprise Financial Services, LLC are here to help you achieve your financial objectives.

Leonard A Clarizio - Financial Consultant, Ameriprise Financial Services, LLC is a finance institution located at 1130 McBride Avenue, Woodland Park, New Jersey, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides solutions for insurance needs such as health, life, disability, income, and long-term care. They offer complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Leonard A Clarizio can conduct securities business with residents of states in which he is properly registered. The institution emphasizes the importance of preparing for the unexpected and protecting assets. Clients can expect regular meetings to review and adjust financial strategies as needed. Additionally, referrals are appreciated and will be contacted promptly.

Gary Ginsberg is a financial advisor at Ameriprise Financial Services, LLC, located at 300 Executive Drive in West Orange, New Jersey, United States. Gary specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. Gary offers complimentary initial consultations to discuss financial planning concepts and determine appropriate investment strategies. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Gary Ginsberg is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Whether you are planning for retirement, education, or a major purchase, Gary is dedicated to helping clients achieve their financial goals.

Christine Frole & Associates - Ameriprise Financial Services, LLC is a finance institution located at 75 Midland Avenue, Montclair, New Jersey, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their investments and accounts securely from any device. The institution provides a complimentary initial consultation to help clients achieve their financial goals, including retirement planning and addressing concerns about market fluctuations and inflation. Ameriprise financial advisors are registered in specific U.S. states, and clients can access background and qualification information on FINRA's BrokerCheck website. The institution emphasizes privacy and security, and clients can refer friends or family members for financial assistance. Members of Ameriprise Financial Services, LLC are part of FINRA and SIPC.

Scott Codacovi - Financial Advisor, Ameriprise Financial Services, LLC, located at 3350 New Jersey 138, Wall Township, New Jersey, United States, is a trusted finance institution that was named one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. With a focus on estate planning, passing wealth to the next generation, and guiding clients through the complexities of financial planning, Scott Codacovi and his team work alongside attorneys and CPAs to help clients achieve clarity and peace of mind. The institution offers complimentary initial consultations for those looking to take the next step towards a more confident financial future. Investment products and advisory services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Codacovi may only conduct securities business with residents of states in which he is properly registered, as listed on FINRA's BrokerCheck website.

The Snyder Group - Ameriprise Financial Services, LLC is a finance institution located at 141 West Front Street, Red Bank, New Jersey, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We work closely with you to document your goals, review progress regularly, and adjust strategies as needed to help you achieve financial success. Our team of Ameriprise financial advisors are registered to do business in specific U.S. states and are committed to providing exceptional service and guidance to help you navigate the complexities of financial planning. Whether you are planning for retirement, education, or a major purchase, we are here to help you every step of the way.