List of Firms
Bergen County, NJ Fiduciary Financial Advisors
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
Angel Oak Financial Services
Merrill Lynch Wealth Management Advisor Jennifer Polidori
Dan Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Alan R Tompesku - Financial Advisor, Ameriprise Financial Services, LLC
Joseph E. Palermo - RBC Wealth Management Financial Advisor
Michael Fasano - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Nicholas P Luisi
Ameriprise Financial
Robert Siegler - Financial Advisor - LPL Financial
Paul Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Steven Fornasieri - Financial Advisor, Ameriprise Financial Services, LLC
Laxer Financial Group
Joshua Beekman - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Christopher A Stewart
Merrill Lynch Wealth Management Advisor Ryan Coyle
Scott Sosna - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Weinstein - RBC Wealth Management Financial Advisor
Merrill Lynch Wealth Management Advisor Robert G Sullivan
Rebecca Golembiski - Financial Advisor, Ameriprise Financial Services, LLC
RPA Advisors, LLC
Traphagen CPAs & Wealth Advisors
RJL Financial Group
Bergen Financial
Edelman Financial Engines
Edward J J Lang - Financial Advisor, Ameriprise Financial Services, LLC
Cassa Wealth Management, P.C.
Laura Grasso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bill Munn - Private Wealth Advisor, Ameriprise Financial Services, LLC
G & C Financial Advisors
Family Wealth Management - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Vincent DePaola
Merrill Lynch Wealth Management Advisor Seth Hillman
WealthNow Advisory Group - Ameriprise Financial Services, LLC
Vincent Albanese - RBC Wealth Management Financial Advisor
Steve Killebrew - Financial Advisor, Ameriprise Financial Services, LLC
Tim Brogan - RBC Wealth Management Financial Advisor
John G Brewster - Financial Advisor, Ameriprise Financial Services, LLC
Frank DeFranco - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Jennifer Jervis Babish
Jorge Ciprian - Financial Advisor, Ameriprise Financial Services, LLC
FHC Wealth Advisors
1879 Advisors - Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Christopher R Stern, CFP®|AAMS™
Seth Courtwright - Financial Advisor, Ameriprise Financial Services, LLC
Diamond Private Wealth Partners of Raymond James
Merrill Lynch Private Wealth Advisor Matthew L. Foley
Mitch Klenofsky - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Abraham I Fishweicher
Merrill Lynch Private Wealth Advisor Lawrence M. DeLuise
Brian McDaid - Private Wealth Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Bergen County, NJ Serve
Bergen County, NJ is a bustling hub of activity, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a fantastic place to live, work, and play. From the historic George Washington Bridge to the iconic Meadowlands Sports Complex, there's always something to see and do in Bergen County. Some of the top employers in Bergen County include companies like Hackensack Meridian Health, Englewood Hospital and Medical Center, and Stryker Orthopedics, among others. These companies provide a wide range of job opportunities for residents of the area, from healthcare to manufacturing. When it comes to major highways and streets, Bergen County is home to some of the busiest thoroughfares in the state, including the Garden State Parkway, the New Jersey Turnpike, and Route 17. These roads make it easy to get around the county and beyond, whether you're commuting to work or heading out for a weekend getaway.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Bergen County, NJ
Financial advisors in Bergen County, NJ offer a wide range of services to help clients manage their finances and achieve their financial goals. These services may include investment management, retirement planning, tax planning, estate planning, and more. One specific aspect of Bergen County that financial advisors may take into account is its high cost of living. With a median home value of over $500,000 and a relatively high cost of living compared to other areas in the state, financial advisors may need to provide clients with specialized advice on budgeting and saving strategies to help them achieve their financial goals while navigating the unique challenges of living in Bergen County. Additionally, financial advisors in Bergen County may also be well-versed in local tax laws and regulations, which can be particularly helpful for clients looking to minimize their tax liabilities and maximize their returns.
Bergen County, NJ is unequivocally the best place to get financial advising due to its diverse and affluent population. With a median household income of over $100,000, Bergen County is home to some of the wealthiest individuals in the country. This affluence translates into a demand for top-tier financial advising services, and the county delivers. The financial advisors in Bergen County are well-versed in the intricacies of the local economy, which is driven by a mix of industries including healthcare, education, and finance. Additionally, the county is home to a multitude of financial institutions, ranging from small community banks to large multinational corporations. This creates a competitive environment that fosters innovation and encourages financial advisors to stay up-to-date with the latest trends and best practices. In short, Bergen County's wealth and diversity make it the ideal location for anyone seeking expert financial advice.
A financial planner in Bergen County, NJ is a professional who provides comprehensive financial advice and planning services to individuals, families, and businesses. They analyze their clients' financial situation, identify their goals and objectives, and develop a customized plan to help them achieve their financial aspirations. Bergen County, NJ, located in the northeastern part of the state, is known for its affluent communities and high cost of living. As a result, financial planners in Bergen County must be well-versed in managing complex financial situations, such as estate planning, tax planning, and investment management, to help their clients navigate the challenges of living in this expensive area. Furthermore, they must have a deep understanding of the local economy and financial landscape to provide the most relevant and effective advice to their clients. Overall, a financial planner in Bergen County, NJ plays a critical role in helping their clients achieve financial security and success in this dynamic and demanding environment.
Bergen County, NJ residents should consider reaching out to a financial advisor when they are facing complex financial decisions that require a deeper understanding of the market trends and investment strategies. With its affluent population and thriving business community, Bergen County is a hub of economic activity that demands a sophisticated approach to wealth management. Whether it's planning for retirement, managing a trust, or navigating the tax code, a financial advisor can help residents make informed decisions that align with their long-term goals. With so many investment options available, from stocks and bonds to real estate and alternative assets, it's essential to have a trusted advisor who can provide personalized guidance and tailor strategies to meet individual needs. By working with a financial advisor, Bergen County residents can gain the confidence and knowledge they need to build a secure financial future.
A financial advisor in Bergen County, NJ must possess several crucial qualities to excel in their profession. Firstly, they must have a deep understanding of the complex financial landscape in Bergen County, which is home to several affluent communities and businesses. They must be able to navigate the intricacies of taxation, investment, and estate planning with ease. Additionally, they must possess excellent communication skills to effectively convey financial information to clients in a clear and concise manner. A financial advisor in Bergen County must also be highly analytical and detail-oriented, as they will be responsible for managing large sums of money and making strategic investment decisions. Lastly, they must be trustworthy and ethical, as they will be handling sensitive financial information and making recommendations that will impact their clients' financial futures. In summary, a financial advisor in Bergen County, NJ must possess a unique combination of technical expertise, communication skills, analytical ability, and ethical integrity to succeed in this highly competitive field.
Bergen County, NJ is home to some of the top financial advising firms in the country. These firms offer a wide range of financial services, from investment management to retirement planning and everything in between. What sets Bergen County apart from other areas is its unique blend of urban and suburban living, which attracts a diverse clientele with varying financial needs. The county is also known for its high cost of living, which has led many residents to seek out the expertise of these top financial advising firms. With their bursty and complex approach to financial planning, these firms are able to provide clients with personalized solutions that address their individual financial goals and challenges. Whether you're a young professional just starting out or a retiree looking to preserve your wealth, these firms have the knowledge and experience to help you achieve your financial objectives.
Financial advisors in Bergen County, NJ are compensated in various ways. One common method is through commissions earned on the sale of financial products such as mutual funds, insurance policies, and annuities. Another way is through fees charged for financial planning services, which can be hourly, flat, or a percentage of assets under management. In Bergen County, NJ, financial advisors may also receive bonuses or incentives for meeting certain performance targets or bringing in new clients. It is important to note that some advisors may have conflicts of interest due to their compensation structure, so it is crucial to thoroughly research and understand how your advisor is compensated before working with them.