Best Financial Advisors in Hackensack, NJ

We did the hard work of finding trustworthy partners in Hackensack, NJ. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Hackensack, NJ Fiduciary Financial Advisors

Zaki Saoud - TIAA Financial Consultant
Location 3 University Plaza Dr Suite 614, Hackensack, NJ 07601, USA
Phone (877) 658-4221
Directions
Kelly Zemaites - TIAA Wealth Management Advisor
Location 3 University Plaza Dr Suite 614, Hackensack, NJ 07601, USA
Phone (877) 658-4221
Language https://locations.tiaa.org/advisors/kelly-zemaites
Directions
Beacon Wealth Management, LLC
Location 505 Main St, Hackensack, NJ 07601, USA
Phone (201) 447-9500
Language https://www.beaconwealthmanagement.com/
Directions
Financial Advisors in Hackensack, NJ

Where Certified Financial Advisors in Hackensack, NJ Serve

Hackensack, NJ is a vibrant city that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning views of the Hackensack River to the bustling downtown area, there is something for everyone in this dynamic city. Some of the most notable landmarks in Hackensack include the Bergen County Courthouse, the Hackensack University Medical Center, and the Johnson Public Library. These iconic structures are not only visually striking but also serve as important cultural and historical landmarks for the community. When it comes to top employers, Hackensack is home to a diverse range of companies, including Quest Diagnostics, Hackensack Meridian Health, and the Bergen County government. These organizations provide ample employment opportunities and contribute to the city's thriving economy. In terms of major highways and streets, Hackensack is located near several major thoroughfares, including the Garden State Parkway, Route 4, and Route 17.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hackensack, NJ could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by creating a personalized budget plan that takes into account the unique financial challenges faced by residents of this bustling city. With its close proximity to New York City and high cost of living, many Hackensack residents struggle to balance their expenses with their income. A financial advisor can help residents prioritize their spending, set achievable financial goals, and create a plan to save for the future. Additionally, a financial advisor can provide guidance on investment options, retirement planning, and debt management, all of which are crucial aspects of achieving long-term financial stability in Hackensack, NJ.

Insurance Broker

Residents of Hackensack, NJ can benefit greatly from the services of an insurance broker. An insurance broker can help residents of Hackensack navigate the complexities of the insurance industry and find the best policies to meet their needs and budget. For example, an insurance broker can help residents of Hackensack find affordable health insurance plans that cover the specific medical services they need, such as access to Hackensack University Medical Center. Additionally, an insurance broker can help residents of Hackensack protect their homes and property with comprehensive homeowners insurance policies that account for the unique weather and environmental risks in the area. Overall, an insurance broker can provide invaluable support and guidance to residents of Hackensack as they make important decisions about their insurance coverage.

Retirement Planning

Residents of Hackensack, NJ can benefit greatly from the expertise of a retirement planner. With the city's high cost of living and increasing healthcare expenses, a retirement planner can help individuals navigate their financial options and maximize their retirement savings. Additionally, Hackensack's diverse population and range of industries can make it challenging to determine the best retirement plan for each individual. A skilled retirement planner can help residents of Hackensack identify their unique retirement goals and create a customized plan to achieve them. Whether it's saving for long-term care or maximizing Social Security benefits, a retirement planner can provide valuable guidance and support to ensure a comfortable and secure retirement for residents of Hackensack, NJ.

Wealth Management

Residents of Hackensack, NJ can benefit greatly from the services of a wealth manager. With a population of over 44,000, Hackensack is a diverse community with a wide range of financial needs. A wealth manager can help residents manage their investments, plan for retirement, and create a comprehensive financial plan that takes into account their unique circumstances. For example, a wealth manager can help residents navigate the high cost of living in Hackensack, which is higher than the national average. They can also help residents plan for the future by creating a retirement plan that takes into account the high cost of healthcare in New Jersey. With the help of a wealth manager, residents of Hackensack can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Hackensack, NJ can benefit greatly from the services of a mortgage loan officer. For instance, the loan officer can help residents secure a mortgage for a home in Hackensack, which is known for its diverse community and proximity to New York City. The loan officer can also assist residents in refinancing their existing mortgages, which can help them save money on monthly payments and interest rates. Additionally, the loan officer can provide guidance on the different types of mortgages available and help residents choose the best option for their unique financial situation. With the help of a mortgage loan officer, residents of Hackensack can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Hackensack, NJ can greatly benefit from the expertise of a tax advisor. Hackensack is a bustling city with a diverse population, and navigating the complex tax laws can be overwhelming for many individuals. A tax advisor can provide guidance on how to maximize deductions and credits, avoid penalties, and ensure compliance with local and federal tax laws. Additionally, residents of Hackensack who own small businesses or rental properties may have unique tax needs that require specialized knowledge and attention. A tax advisor can help these individuals navigate the intricacies of business taxes, including payroll taxes, sales taxes, and depreciation. Overall, a tax advisor can provide invaluable assistance to residents of Hackensack, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Hackensack, NJ can greatly benefit from the services of an estate planning lawyer. These professionals can assist with a variety of legal matters related to the management and distribution of assets upon death. For example, an estate planning lawyer can help residents of Hackensack, NJ create wills, trusts, and other legal documents that ensure their wishes are carried out after they pass away. Additionally, estate planning lawyers can help residents navigate the complex tax laws that may impact their estates. Hackensack, NJ residents may also benefit from the expertise of an estate planning lawyer when it comes to planning for long-term care or dealing with Medicaid planning. Overall, an estate planning lawyer can provide invaluable assistance to residents of Hackensack, NJ who want to ensure that their assets are protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Hackensack, NJ

A financial advisor in Hackensack, NJ can provide a range of services that cater to the financial needs of individuals and businesses in the area. From retirement planning to investment management, a financial advisor can assist clients in achieving their financial goals. With the bustling city center of Hackensack, NJ, financial advisors can also offer specialized services for those in the healthcare industry, as the city is home to several hospitals and medical centers. Additionally, with the city's proximity to New York City, a financial advisor can provide expertise in navigating the complexities of investing in the stock market and real estate in the surrounding areas. With the ever-changing economic landscape, a financial advisor in Hackensack, NJ can provide valuable insights and guidance to ensure clients make informed financial decisions.

Hackensack, NJ is the ultimate destination for those seeking financial advising. With its bustling economy and diverse population, Hackensack offers a unique perspective on financial management. The city is home to a plethora of financial institutions and consulting firms, each offering specialized services to cater to the needs of their clients. What sets Hackensack apart is its deep-rooted commitment to providing top-notch financial advice. The city's financial advisors are known for their burstiness and complexity in their approach to financial management. They are adept at analyzing complex financial data and creating customized plans that meet the unique needs of each individual. With their extensive knowledge and expertise, Hackensack's financial advisors are the go-to professionals for anyone looking to secure their financial future.