TOP 30 Wealth management and planning in Fairfield, New Jersey

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3i Wealth Management is a leading finance institution located at 124 Fairfield Road in Fairfield, New Jersey, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our experts are here to provide guidance and support every step of the way. Trust 3i Wealth Management to help you secure your financial future.

Strategic Family Wealth Counselors, LLC is a leading financial institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. Our team of experienced advisors specializes in providing comprehensive wealth management services tailored to meet the unique needs of each client. From investment planning to estate and retirement planning, we are dedicated to helping families build and preserve their wealth for future generations. Trust Strategic Family Wealth Counselors, LLC to provide expert guidance and personalized strategies to help you achieve your financial goals.

People Wealth Matters, LLC is a finance institution located at 250 Passaic Avenue in Fairfield, New Jersey, United States. We specialize in providing personalized financial solutions to help individuals enhance their lives, grow their wealth, and achieve financial freedom. Our comprehensive financial planning services include insurance, investments, and wealth transfer strategies to assist clients in building and maintaining financial wealth. Whether you are planning for retirement, saving for college, or creating a legacy, we offer tailored solutions such as brokerage services, money management, and debt evaluation to help you reach your financial goals. At People Wealth Matters, we are dedicated to helping our clients live a better quality life through sound financial planning.

Trusted Wealth Financial LLC: Werling Todd is a reputable finance institution located at 124 Little Falls Road in Fairfield, New Jersey, United States. With a focus on providing trusted financial services, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Trusted Wealth Financial LLC: Werling Todd is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

EP Wealth Management, LLC is a finance institution located at 55 Lane Road in Fairfield, New Jersey, United States. With a focus on providing personalized wealth management services, EP Wealth Management helps individuals and families achieve their financial goals through comprehensive planning and investment strategies. Their team of experienced financial advisors is dedicated to helping clients navigate the complexities of the financial world and build a secure financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, EP Wealth Management is committed to providing you with the guidance and support you need to succeed.

Lyle Weintraub, CFP - Wealth Advisor, located at 100 Passaic Avenue in Fairfield, New Jersey, is a finance institution specializing in wealth management. Serving clients nationwide, our team believes in the importance of listening, caring, customizing, and providing dedicated service to meet the unique needs of each individual or family. With a focus on building strong relationships and understanding the emotional aspect of wealth, we go beyond the numbers to create personalized financial plans that align with our clients' goals and desires. As Forbes Best-in-State Wealth Advisors for 2022 and 2023, we take a holistic approach to financial planning, taking into account short and long-term investment strategies, tax codes, estate planning, and risk management. Our team of experienced advisors works diligently to ensure clear communication and transparency throughout the planning process, making sure our clients feel comfortable and informed every step of the way.

Anthony Pio Costa IV - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 350 Passaic Avenue, Fairfield, New Jersey, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. These certifications include 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, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on education and expertise, Anthony Pio Costa IV - Private Wealth Advisor is dedicated to providing top-notch financial services to their clients.

SeaCrest Wealth Management, LLC is a leading finance institution located at 330 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, SeaCrest Wealth Management offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, SeaCrest Wealth Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in SeaCrest Wealth Management to guide you towards a secure financial future.

Key Client Financial Advisors, LLC is a premier finance institution located at 363 U.S. 46 in Fairfield, New Jersey, United States. Our team of experienced financial advisors is dedicated to providing top-notch services to our clients, helping them navigate the complexities of the financial world and achieve their monetary goals. With personalized financial strategies and expert guidance, we strive to build long-lasting relationships with our clients and help them secure their financial future. Trust Key Client Financial Advisors, LLC to be your partner in financial success.

O'Keeffe Financial Partners is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced financial experts, we offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Our goal is to provide personalized financial solutions tailored to meet the unique needs and goals of each of our clients. Contact us today to schedule a consultation and start planning for a secure financial future.

Lamont Financial Services is a reputable finance institution located at 30 2 Bridges Road in Fairfield, New Jersey, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust Lamont Financial Services to provide you with personalized financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Anchor Financial Associates, LLC is a finance institution located at 185 Fairfield Avenue in West Caldwell, New Jersey, United States. With a focus on providing comprehensive financial services, Anchor Financial Associates, LLC offers personalized investment strategies, retirement planning, and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and tailored financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Anchor Financial Associates, LLC is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Podell Financial Group is a reputable finance institution located at 271 U.S. 46 in Fairfield, New Jersey, United States. With a focus on providing expert financial services, Podell Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced professionals at Podell Financial Group are dedicated to providing personalized and comprehensive financial services tailored to your specific needs. Trust in Podell Financial Group to help you navigate the complexities of the financial world and secure your financial future.

Camilleri Financial Group is a leading finance institution located at 175 Fairfield Avenue in West Caldwell, New Jersey, United States. Specializing in a wide range of financial services, including investment planning, wealth management, retirement planning, and insurance solutions, our team of experienced professionals is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial strategies, Camilleri Financial Group is dedicated to providing expert guidance and support to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.

Principal Investment Group Inc is a finance institution located at 695 U.S. 46, Fairfield, New Jersey, United States. Discover how insurance can help protect what matters most to you and download your tax forms with just a few clicks. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so your loved ones can keep moving forward, and dedicate part of each paycheck to big goals like retirement or education. Feel confident about investing with accounts tailored for the long term. Meet your money goals with a partner in your area and learn about the 8 simple steps to help your money adapt as life changes. Research our firm with FINRA's BrokerCheck and know that Principal Investment Group Inc is not affiliated with Apex Clearing Corporation. Principal SimpleInvest portfolios are comprised primarily of Principal products, including affiliated mutual funds and ETFs. Refer to the Form ADV for important information about our services, fees, and related conflicts of interest. All investments have inherent risks and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner and Retirement Wellness Score are tools to help with financial planning, but individual results may vary. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co, with administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc. Members of the Principal Financial Group, based in Des Moines, Iowa.

Astorino Financial Group Inc is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Astorino Financial Group Inc is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence set them apart in the industry, making them a trusted partner for all your financial needs.

Callahan Financial Group is a leading finance institution located at 363 U.S. 46 in Fairfield, New Jersey, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Callahan Financial Group is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial success.

Bleakley Financial Group is a leading finance institution located at 100 Passaic Avenue in Fairfield, New Jersey, United States. With a strong focus on providing personalized financial solutions, Bleakley Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. 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, plan for retirement, or protect your assets, Bleakley Financial Group is committed to providing expert guidance and tailored solutions to meet your needs.

Zambito Financial Services Corp., led by Matthew Zambito, CPA, CFP, MS, is a reputable finance institution located at 165 Passaic Avenue in Fairfield, New Jersey. With a team of experienced professionals, Zambito Financial Services Corp. offers a wide range of financial services including tax preparation, financial planning, and wealth management. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Visit Zambito Financial Services Corp. today for personalized and comprehensive financial solutions.

Lifelong Investments is a reputable finance institution located at 155 Passaic Avenue in Fairfield, New Jersey. With a focus on helping individuals secure their financial future through smart investments, our team of experienced professionals offers personalized advice and guidance to help clients achieve their long-term financial goals. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Lifelong Investments is committed to providing the expertise and resources needed to make informed decisions and build a solid financial foundation for the future. Contact us today to learn more about how we can help you grow and protect your wealth for a lifetime.

Alperin & Associates is a reputable accounting and finance institution located at 375 Passaic Avenue in Fairfield, New Jersey, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business, Alperin & Associates is dedicated to helping you achieve your financial goals with personalized and expert advice. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Northwestern Mutual Financial, located at 100 Passaic Avenue, Fairfield, New Jersey, United States, is a leading finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities, ensuring that all aspects of your financial life are in one place for optimal decision-making. With top ratings and recognition for our exceptional customer experience, we offer a wide range of financial options tailored to your specific goals. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies to help you reach your desired lifestyle. Contact us today to start planning for a secure financial future with Northwestern Mutual Financial.

Frank V Gonnella is a financial advisor at Ameriprise Financial Services, LLC located at 350 Passaic Ave, Fairfield, New Jersey, United States. Frank V Gonnella holds various certifications including 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®. Frank V Gonnella provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Frank V Gonnella is dedicated to helping clients achieve their financial goals.

Kevin Scott - Financial Advisor at Ameriprise Financial Services, LLC, located at 350 Passaic Avenue in Fairfield, New Jersey, offers personalized financial planning services to help clients achieve their goals. As part of Pio Costa & Associates and recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, Kevin Scott provides investment recommendations tailored to individual risk tolerance and objectives, whether it's retirement planning, education funding, or other financial milestones. Regular reviews and updates ensure that strategies adapt to life changes, while secure online access allows clients to track progress and communicate with Kevin easily. By scheduling a complimentary initial consultation, clients can explore how Kevin Scott can support their financial journey. Securities business is conducted with residents of properly registered states, as detailed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but strives to help clients navigate the market with confidence. Privacy and security are priorities at Ameriprise Financial, ensuring that client information is protected. Referrals are welcomed, and Kevin Scott looks forward to assisting friends and family members in reaching their financial objectives.

Ameriprise Financial, located at 1275 Bloomfield Avenue in Fairfield, New Jersey, is a reputable finance institution that offers personalized financial planning services. Each Ameriprise advisor has their own specific areas of expertise, allowing clients to choose an advisor that aligns best with their financial goals. Clients can review the backgrounds, credentials, and experience of advisors before selecting one to work with. To get started, clients can fill out a "Request consultation" form to connect with their desired advisor, who will then reach out to schedule a complimentary initial consultation. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Ameriprise Financial can provide the guidance and expertise needed to help you achieve your financial goals.

First Allied is a reputable finance and insurance agency located at 75 Lane Road in Fairfield, New Jersey, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, First Allied is here to support you every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Michelle Russotto, a financial advisor at Ameriprise Financial Services, LLC, is located at 350 Passaic Avenue in Fairfield, New Jersey, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise, we strive to provide personalized financial advice tailored to your individual needs and goals. Our financial advisors are registered to do business in specific U.S. states, so please check their personal website or FINRA’s BrokerCheck website for more details.

HJP Financial Group is a premier financial institution located at 271 U.S. 46 in Fairfield, New Jersey, United States. Specializing in finance, HJP Financial Group offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced professionals, HJP Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, HJP Financial Group is committed to providing personalized solutions to meet your unique needs. Contact us today to learn more about how we can help you reach your financial goals.

Creative Financial Strategies is a finance institution located at 30 2 Bridges Road in Fairfield, New Jersey, United States. Our team of experienced professionals specializes in providing unique and innovative financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, our experts are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a brighter financial future.

Strata Capital, located at 350 Passaic Avenue in Fairfield, New Jersey, is a finance institution dedicated to providing financial direction to help individuals live their best lives. With a focus on balance and clarity, the experienced wealth managers and financial planners at Strata Capital help clients make informed decisions that impact their future. By offering tools, resources, and information, Strata Capital aims to simplify the often daunting and complex world of finance for their clients. Trusted by those with busy lives, Strata Capital is committed to maximizing and protecting the hard-earned wealth of their clients. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.