Best Financial Advisors in Essex County, NJ

We did the hard work of finding trustworthy partners in Essex County, NJ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Essex County, NJ Fiduciary Financial Advisors

generic_business-71
Matthew G Graf - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006, USA
Phone (201) 221-2716
Directions
generic_business-71
O'Keeffe Financial Partners
5 out of 5
Location 100 Passaic Ave, Fairfield, NJ 07004, USA
Phone (973) 227-3660
Directions
generic_business-71
Park West Wealth Management - Ameriprise Financial Services, LLC
Location 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006, USA
Phone (201) 221-7373
Directions
generic_business-71
Christine Frole & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 28 Valley Rd Ste 144, Montclair, NJ 07042, USA
Phone (973) 532-6200
Directions
generic_business-71
Gary Ginsberg - Financial Advisor, Ameriprise Financial Services, LLC
Location 300 Executive Dr Ste 125, West Orange, NJ 07052, USA
Phone (973) 736-8400
Directions
generic_business-71
Eric H Friedman - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006, USA
Phone (201) 221-2755
Directions
generic_business-71
David F Light - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 25A Hanover Rd Ste 103, Florham Park, NJ 07932, USA
Phone (973) 633-0877
Directions
generic_business-71
Dowd Financial Planning
5 out of 5
Location 17 Norman Rd, Montclair, NJ 07043, USA
Phone (973) 582-0000
Directions
generic_business-71
Marta Jankowski - TIAA Wealth Management Advisor
Location 5 Becker Farm Rd Suite 140, Roseland, NJ 07068, USA
Phone (866) 842-2047
Directions
generic_business-71
Kevin Crews - Raymond James
Location 39 S Fullerton Ave Ste 11, Montclair, NJ 07042, USA
Phone (973) 509-4660
Directions
generic_business-71
Jessica E Palatucci - Financial Advisor, Ameriprise Financial Services, LLC
Location 86 Midland Ave, Montclair, NJ 07042, USA
Phone (973) 744-4500
Directions
Financial Advisors in Essex County, NJ

Where Certified Financial Advisors in Essex County, NJ Serve

Essex County, NJ is a bustling area with a plethora of landmarks and attractions. From the stunning Turtle Back Zoo to the historic Newark Museum, there's always something to explore. The county is home to several top employers, including Prudential Financial, RWJBarnabas Health, and NJ Transit. With major highways like the Garden State Parkway and Interstate 280, getting around Essex County is a breeze. The county is also home to several bustling neighborhoods, including Montclair, South Orange, and Maplewood. Whether you're looking for a day of shopping at The Mall at Short Hills or a night out in downtown Newark, Essex County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Essex County, NJ can benefit greatly from the guidance of a financial advisor. With its diverse population and thriving economy, Essex County is home to a wide range of financial needs and goals. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and debt management, among other financial concerns. Additionally, with the high cost of living in the area, a financial advisor can provide valuable insights into budgeting and saving strategies that can help residents achieve their financial goals. Whether you're a young professional just starting out or a retiree looking to make the most of your savings, a financial advisor can provide the guidance and expertise you need to secure your financial future in Essex County.

Insurance Broker

Residents of Essex County, NJ can benefit greatly from the services of an insurance broker. With the county being one of the most densely populated in the state, it can be challenging for individuals to navigate the complex world of insurance on their own. An insurance broker can help residents find the right coverage for their specific needs, whether it be health insurance, auto insurance, or home insurance. Additionally, with Essex County being home to a diverse population, an insurance broker can assist residents who may have unique insurance needs due to their cultural background or language barriers. Overall, an insurance broker can provide invaluable support and guidance to residents of Essex County, ensuring they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Essex County, NJ can benefit greatly from the services of a retirement planner. With a population of over 800,000 people, many individuals in the county are approaching retirement age and may not have a clear plan in place for their financial future. A retirement planner can assist them in creating a customized plan that takes into account their unique circumstances, such as the high cost of living in Essex County. They can help residents navigate complex financial decisions, such as choosing the right investment options and managing their retirement income. Additionally, a retirement planner can provide peace of mind by ensuring that residents have a solid financial plan in place to support them throughout their retirement years.

Wealth Management

Residents of Essex County, NJ can benefit greatly from the services of a wealth manager. With its diverse population and mix of urban and suburban areas, Essex County presents unique financial challenges for its residents. A wealth manager can help navigate these challenges by providing personalized financial planning and investment advice tailored to each individual's goals and needs. For example, a wealth manager can help Essex County residents plan for retirement, save for their children's education, manage debt, and protect their assets. Additionally, with the high cost of living in the area, a wealth manager can help residents make smart financial decisions to ensure they are able to maintain their standard of living while also saving for the future.

Mortgage Loan Officer

Residents of Essex County, NJ can greatly benefit from the assistance of a mortgage loan officer. These professionals can provide guidance and support throughout the home buying process, from pre-approval to closing. They can help residents navigate the complex world of mortgages and find the best loan options to fit their unique financial situation. Specifically, in Essex County, NJ, many residents may be seeking loans for properties in the highly sought-after towns of Montclair or Maplewood, where home prices can be quite high. A mortgage loan officer can help these residents secure a loan that fits their budget and allows them to purchase their dream home in these desirable areas.

Tax Services

Residents of Essex County, NJ can benefit greatly from the services of a tax advisor. With the high cost of living in the area, many individuals and families struggle to make ends meet. A tax advisor can assist them in maximizing their deductions and credits, which can result in significant savings on their tax bill. Additionally, Essex County is home to many small business owners who can benefit from the expertise of a tax advisor to ensure that they are in compliance with tax laws and regulations. With the complex tax laws and changing regulations, a tax advisor can provide valuable guidance and advice to help residents of Essex County navigate the tax system and achieve financial stability.

Estate Planning Lawyer

Residents of Essex County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This plan can ensure that a person's assets are distributed according to their wishes and can help avoid disputes among family members. In Essex County, where the cost of living is higher than the national average, an estate plan can also help minimize taxes and protect assets from creditors. Additionally, an estate planning lawyer can assist with Medicaid planning and long-term care planning, which can be especially important for the aging population in Essex County. Overall, an estate planning lawyer can provide peace of mind and security for residents of Essex County, NJ.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Essex County, NJ