Best Financial Advisors in Bergen County, NJ

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Bergen County, NJ Fiduciary Financial Advisors

SEC File# 801-119028
CRD# 126339
4 out of 5
Location 16 Arcadian Way, Paramus, NJ 07652, USA
Phone (201) 843-0044
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-67989
CRD# 144234
5 out of 5
Location 16-00 NJ-208, Fair Lawn, NJ 07410, USA
Phone (201) 791-6408
Directions
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Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 201 W Passaic St Ste 103, Rochelle Park, NJ 07662, USA
Phone (201) 845-9111
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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Angel Oak Financial Services
Location 49 Huff Terrace, Montvale, NJ 07645, USA
Phone (914) 772-2050
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Merrill Lynch Wealth Management Advisor Jennifer Polidori
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4839
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Dan Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2717
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Alan R Tompesku - Financial Advisor, Ameriprise Financial Services, LLC
Location 140 Route 17 N, Ste 316, Paramus, NJ 07652, USA
Phone (201) 880-9700
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Joseph E. Palermo - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8004
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Michael Fasano - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2700
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Merrill Lynch Wealth Management Advisor Nicholas P Luisi
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4829
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Ameriprise Financial
Location 50 Tice Blvd # A28, Woodcliff Lake, NJ 07677, USA
Phone (201) 664-5200
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Robert Siegler - Financial Advisor - LPL Financial
SEC File# 801-10970
CRD# 6413
Location 461 From Rd Suite 385, Paramus, NJ 07652, USA
Phone (201) 639-7627
Directions
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Paul Gordon - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2718
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Steven Fornasieri - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 140 Route 17 N, Ste 316, Paramus, NJ 07652, USA
Phone (201) 880-9700
Directions
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Laxer Financial Group
Location 61 Paramus Rd, Paramus, NJ 07652, USA
Phone (201) 226-3310
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Joshua Beekman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1 International Blvd Ste 400, Mahwah, NJ 07495, USA
Phone (201) 512-8772
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Merrill Lynch Wealth Management Advisor Christopher A Stewart
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2752
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Merrill Lynch Wealth Management Advisor Ryan Coyle
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-3762
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Scott Sosna - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
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Michael Weinstein - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
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Merrill Lynch Wealth Management Advisor Robert G Sullivan
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-3766
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Rebecca Golembiski - Financial Advisor, Ameriprise Financial Services, LLC
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
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RPA Advisors, LLC
Location 45 Eisenhower Dr, Paramus, NJ 07652, USA
Phone (201) 527-6660
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Traphagen CPAs & Wealth Advisors
SEC File# 801-56130
CRD# 107764
5 out of 5
Location 234 Kinderkamack Rd, Oradell, NJ 07649, USA
Phone (201) 262-1040
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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RJL Financial Group
Location 1156 E Ridgewood Ave #7, Ridgewood, NJ 07450, USA
Phone (201) 612-6626
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Bergen Financial
Location 361 Golf Ave, Maywood, NJ 07607, USA
Phone (201) 712-0404
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 650 From Rd Suite 460, Paramus, NJ 07652, USA
Phone (833) 752-6333
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Edward J J Lang - Financial Advisor, Ameriprise Financial Services, LLC
Location 80, 140 Rte 4 E Ste, Paramus, NJ 07652, USA
Phone (201) 483-9550
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Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
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Laura Grasso - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 367-1827
Directions
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Bill Munn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
Directions
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G & C Financial Advisors
Location 2 Forest Ave, Oradell, NJ 07649, USA
Phone (201) 599-8399
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Family Wealth Management - UBS Financial Services Inc.
Location 61 South Paramus Road Mack Center IV, 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2755
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Edward Jones - Financial Advisor: Vincent DePaola
SEC File# 801-3297
CRD# 250
Location 296 Kinderkamack Rd Ste 210, Oradell, NJ 07649, USA
Phone (201) 262-4334
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Merrill Lynch Wealth Management Advisor Seth Hillman
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2704
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WealthNow Advisory Group - Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 712-5731
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Vincent Albanese - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8012
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Steve Killebrew - Financial Advisor, Ameriprise Financial Services, LLC
Location 1250 E Ridgewood Ave, Ridgewood, NJ 07450, USA
Phone (917) 460-7863
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Tim Brogan - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (866) 255-9964
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John G Brewster - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2748
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Frank DeFranco - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2790
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Merrill Lynch Wealth Management Advisor Jennifer Jervis Babish
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4847
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Jorge Ciprian - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
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FHC Wealth Advisors
Location 61 Paramus Rd #425, Paramus, NJ 07652, USA
Phone (973) 244-9222
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1879 Advisors - Ameriprise Financial Services, LLC
Location 80 W Plaza II, 250 Pehle Ave Ste 106, Saddle Brook, NJ 07663, USA
Phone (845) 368-2900
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Edward Jones - Financial Advisor: Christopher R Stern, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 25 E Spring Valley Ave Ste 200, Maywood, NJ 07607, USA
Phone (201) 368-7209
Directions
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Seth Courtwright - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
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Diamond Private Wealth Partners of Raymond James
Location 61 Paramus Rd Ste 360, Paramus, NJ 07652, USA
Phone (201) 291-5955
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Merrill Lynch Private Wealth Advisor Matthew L. Foley
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4879
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Mitch Klenofsky - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 367-1827
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Merrill Lynch Wealth Management Advisor Abraham I Fishweicher
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4806
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Merrill Lynch Private Wealth Advisor Lawrence M. DeLuise
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2764
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Brian McDaid - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 80 Rte 4 Ste 390, Paramus, NJ 07652, USA
Phone (201) 226-1780
Directions
Financial Advisors in Bergen County, NJ

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

Residents of Bergen County, NJ can greatly benefit from the services of a financial advisor. With its high cost of living and affluent population, Bergen County presents unique financial challenges for its residents. A financial advisor can help residents create a personalized financial plan that takes into account their income, expenses, and long-term goals. They can also provide guidance on investment strategies and help residents navigate complex financial situations such as estate planning or retirement planning. Additionally, a financial advisor can assist Bergen County residents in managing their debt and improving their credit score, which can be particularly important in a county where housing costs are among the highest in the nation. Overall, a financial advisor can provide invaluable support and guidance to the residents of Bergen County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Bergen County, NJ can benefit greatly from the services of an insurance broker. With its high cost of living and proximity to New York City, Bergen County presents unique challenges to its residents when it comes to finding affordable insurance options. An experienced insurance broker can help navigate the complex insurance market and find the best policies to fit each individual's needs and budget. Additionally, Bergen County is known for its diverse population and the insurance needs of each community can vary greatly. An insurance broker can provide personalized assistance and help residents understand the specific coverage options available to them. Overall, an insurance broker can be an invaluable resource for Bergen County residents looking to protect themselves and their families from financial hardship in the event of an unexpected event or accident.

Retirement Planning

Residents of Bergen County, NJ can benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Bergen County presents unique challenges for those planning for retirement. A retirement planner can help residents navigate the complexities of retirement planning, including selecting the right investment vehicles, creating a retirement budget, and maximizing social security benefits. Additionally, a retirement planner can help Bergen County residents plan for the high healthcare costs associated with aging, as well as the potential need for long-term care. With the guidance of a retirement planner, residents of Bergen County can feel confident in their retirement plans and enjoy a secure financial future.

Wealth Management

Residents of Bergen County, NJ could benefit from a wealth manager in a number of ways. One of the most common ways would be through investment advice and management. Bergen County is known for its affluent population, and many residents have significant assets that they may not know how to best invest or manage. A wealth manager could help these individuals create a customized investment plan that aligns with their goals and risk tolerance. Additionally, Bergen County residents may also benefit from tax planning services, as the state of New Jersey has some of the highest tax rates in the country. A wealth manager could help clients navigate these complexities and identify strategies to minimize their tax burden. Overall, a wealth manager could provide valuable guidance and support to Bergen County residents looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Bergen County, NJ can benefit greatly from the services of a mortgage loan officer. With its high cost of living and real estate prices, Bergen County can be a difficult place to navigate when it comes to securing a mortgage. A mortgage loan officer can help residents navigate the complex world of home financing, providing guidance and support throughout the process. Whether it's helping first-time homebuyers secure a mortgage or assisting homeowners with refinancing options, a mortgage loan officer can make the process much easier. Additionally, with Bergen County's proximity to New York City, many residents may be looking for unique mortgage options such as jumbo loans, which a mortgage loan officer can help secure.

Tax Services

Residents of Bergen County, NJ can benefit greatly from the expertise of a tax advisor. Bergen County is known for its high property taxes, and a tax advisor can help residents navigate the complex tax laws and regulations to ensure they are paying the correct amount. Additionally, many Bergen County residents have high incomes and may be subject to additional taxes, such as the Alternative Minimum Tax. A tax advisor can help these individuals minimize their tax liability and maximize their deductions. With the ever-changing tax laws and regulations, it can be difficult for residents to keep up. A tax advisor can provide valuable advice and guidance to ensure residents are in compliance with all tax laws and regulations. Overall, a tax advisor can help residents of Bergen County, NJ save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Bergen County, NJ would greatly benefit from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help residents of Bergen County is by ensuring that their assets are protected and distributed according to their wishes. Bergen County is home to many affluent individuals, and as such, there are often complex financial situations that require careful planning and consideration. An estate planning lawyer can help residents create a comprehensive plan that takes into account their unique circumstances and ensures that their assets are protected for future generations. Additionally, an estate planning lawyer can assist with the creation of trusts, wills, and other legal documents that can help to minimize taxes and avoid probate. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Bergen County as they plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bergen County, NJ