Best Financial Advisors in Fort Lee, NJ

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Fort Lee, NJ Fiduciary Financial Advisors

SEC File# 801-119574
CRD# 286667
Location 2020 Central Rd, Fort Lee, NJ 07024, USA
Phone (201) 944-9100
Directions
SEC File# 801-48401
CRD# 104581
Location 1 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone (201) 585-7733
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-14065
CRD# 6627
Location 400 Kelby St #6, Fort Lee, NJ 07024, USA
Phone (201) 592-2513
Directions
A C Financial Advisory Group, LLC
Location 2125 Center Ave Ste. 312, Fort Lee, NJ 07024, USA
Phone (203) 778-1891
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Merrill Lynch Wealth Management Advisor Gregory J Amerkanian
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3847
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Sharp Advisory Services Corporation
Location 400 Kelby St # 57, Fort Lee, NJ 07024, USA
Phone (201) 461-1500
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With Investors LLC
Location 320-316 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone (201) 567-6990
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Jehoon Son - Prudential Financial
Location 400 Kelby St 19th floor, Fort Lee, NJ 07024, USA
Phone (201) 947-4242
Directions
Merrill Lynch Wealth Management Advisor Michael C Gogliormella
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3846
Directions
Legacy Retirement Advisors, Inc.
Location 2125 Center Ave #606, Fort Lee, NJ 07024, USA
Phone (201) 944-0805
Directions
Merrill Lynch Wealth Management Advisor Lewis B Bordoley
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3855
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John Baek Financial Services LLC
Location 2115 Linwood Ave # 303, Fort Lee, NJ 07024, USA
Phone (201) 592-7956
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Louis Kim - Prudential Financial
5 out of 5
Location 2125 Center Ave Suite 103, Fort Lee, NJ 07024, USA
Phone (201) 947-6393
Directions
Hansol CPAs LLP
5 out of 5
Location 222 Bruce Reynolds Blvd. Suite 310, Fort Lee, NJ 07024, USA
Phone (201) 608-5200
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NEI Financial Advisory Services
Location 200 Old Palisade Rd, Fort Lee, NJ 07024, USA
Phone (201) 873-0340
Directions
Full Service Financial Center
Location 2071 Lemoine Ave, Fort Lee, NJ 07024, USA
Phone (201) 242-1404
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Benchmark Capital Advisors
Location 2160 N Central Rd, Fort Lee, NJ 07024, USA
Phone (201) 363-3060
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Ascend Capital
Location 2200 Fletcher Ave # 28, Fort Lee, NJ 07024, USA
Phone (201) 242-5000
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GIL FINANCIAL
Location 2460 Lemoine Ave #400, Fort Lee, NJ 07024, USA
Phone (917) 279-5431
Directions
Merrill Lynch Wealth Management Advisor Richard Kang
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3807
Directions
Pathstone Family Office
Location 1 Bridge Plaza N #550, Fort Lee, NJ 07024, USA
Phone (201) 944-7284
Directions
Chun & Ha LLP
Location 215 Main St #203, Fort Lee, NJ 07024, USA
Phone (201) 461-9321
Directions
Royal Alliance Associates Inc
Location 1 Parker Plz # 1105, Fort Lee, NJ 07024, USA
Phone (201) 587-8000
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Hee Kim - Prudential Financial
Location 400 Kelby St 19th floor, Fort Lee, NJ 07024, USA
Phone (201) 228-5437
Directions
Financial Advisors in Fort Lee, NJ

Where Certified Financial Advisors in Fort Lee, NJ Serve

Fort Lee, NJ is a bustling city with a rich history and diverse community. This vibrant city is home to several landmarks that reflect its cultural heritage, including the Fort Lee Historic Park and the Fort Lee Museum. Additionally, Fort Lee is a hub for many top employers, such as LG Electronics USA, Unilever, and NBC Universal. The city is easily accessible through major highways, including the George Washington Bridge, I-95, and the Palisades Interstate Parkway. Fort Lee's streets are lined with a variety of neighborhoods, each with their unique character and charm. From the bustling downtown area to the tranquil suburbs, Fort Lee offers something for everyone. Despite its small size, Fort Lee is a city full of life, culture, and opportunity.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fort Lee, NJ can benefit greatly from the expertise of a financial advisor. With the high cost of living in the area, a financial advisor can help residents manage their finances and plan for the future. Specifically, Fort Lee is known for its high property taxes, which can be a significant financial burden for homeowners. A financial advisor can help residents navigate the complex tax laws and find ways to minimize their tax liability. Additionally, with the proximity to New York City, many Fort Lee residents work in high-paying industries and may need guidance on how to invest their earnings wisely. A financial advisor can provide valuable insights on investment strategies and help residents build a solid financial foundation for themselves and their families.

Insurance Broker

Residents of Fort Lee, NJ can benefit greatly from the services of an insurance broker. With a population of over 37,000 people, Fort Lee is a bustling town that is home to many families and businesses. An insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their unique needs. For example, with the high cost of living in Fort Lee, an insurance broker can help residents find affordable health insurance plans that cover the services they need. Additionally, with Fort Lee's proximity to New York City, many residents may need specialized insurance policies for their vehicles or homes. An insurance broker can help residents find the right coverage for their specific circumstances and ensure that they are protected in case of an accident or emergency.

Retirement Planning

Residents of Fort Lee, NJ would greatly benefit from the assistance of a retirement planner in several ways. Firstly, with its proximity to New York City, Fort Lee is a bustling and expensive area to live in. A retirement planner can help residents create a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving and investing, as well as guidance on how to maximize social security benefits. Additionally, Fort Lee has a large senior population, many of whom may be facing health issues or other challenges. A retirement planner can help these individuals navigate complex healthcare systems and ensure that they have sufficient resources to cover medical expenses. Overall, a retirement planner can provide invaluable support to residents of Fort Lee as they plan for their future and work towards a comfortable and secure retirement.

Wealth Management

Residents of Fort Lee, NJ can benefit greatly from the services of a wealth manager. With its proximity to New York City and its reputation as a desirable place to live, Fort Lee has a high cost of living and a competitive job market. A wealth manager can help residents navigate these challenges by providing personalized financial advice and creating a comprehensive plan for their investments and savings. They can also assist with tax planning and estate planning, ensuring that residents are prepared for the future. Additionally, a wealth manager can help residents take advantage of opportunities unique to the area, such as investing in local real estate or participating in the vibrant cultural scene of nearby New York City. Overall, a wealth manager can provide invaluable support to residents of Fort Lee, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Fort Lee, NJ can greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by guiding residents through the complex process of obtaining a mortgage. This is especially important in Fort Lee, where the real estate market can be competitive and fast-paced. A knowledgeable loan officer can help residents navigate the different types of mortgages available, as well as help them understand the terms and conditions of each. Additionally, a loan officer can help residents determine how much they can afford to borrow, and help them secure the best interest rates and terms for their specific financial situation. With the help of a skilled mortgage loan officer, residents of Fort Lee can achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Fort Lee, NJ can benefit greatly from the expertise of a tax advisor. With the town's proximity to New York City, many residents may have income from multiple states or even countries, which can complicate their tax situation. A tax advisor can help residents navigate the complexities of state and federal tax laws, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the high cost of living in the area, many residents may be looking for ways to reduce their tax burden. A tax advisor can provide guidance on strategies such as charitable giving, retirement savings, and education expenses that can help residents save money on their taxes. Overall, working with a tax advisor can help Fort Lee residents make informed decisions about their finances and ensure that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Fort Lee, 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 will or trust that outlines how a person's assets will be distributed after they pass away. This is especially important in Fort Lee, which has a high population of retirees and elderly residents. An estate planning lawyer can also help with issues such as naming guardians for minor children, minimizing estate taxes, and ensuring that healthcare and financial decisions are made according to a person's wishes in the event of incapacity. With the help of an experienced estate planning lawyer, residents of Fort Lee can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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