Wealth Management in Hackensack, NJ

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List of Firms

Hackensack, NJ Wealth Management Firms

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Elite Capital Wealth Advisors - 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
Directions
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The Nelson Wealth Management Group - UBS Financial Services Inc.
Location 61 S Paramus Rd 4th Floor, Paramus, NJ 07652, USA
Phone (201) 441-4912
Directions
SEC File# 801-40364
CRD# 106341
Location The CFS building, 52 Forest Ave, Paramus, NJ 07652, USA
Phone (973) 244-9696
Directions
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Zaccaro Wealth Management
Location 745 Kinderkamack Rd, River Edge, NJ 07661, USA
Phone (201) 599-2600
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Prestige Wealth Group, LLC
Location 411 Hackensack Ave #200, Hackensack, NJ 07601, USA
Phone (973) 846-7091
Directions
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Wells Fargo Advisors - Legacy Financial Partners
Location 401 Hackensack Ave Suite 901, Hackensack, NJ 07601, USA
Phone (201) 250-8194
Directions
SEC File# 801-110397
CRD# 286643
Location 411 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 373-2163
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
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Carly Burress - TIAA Wealth Management Advisor
Location 3 University Plaza Dr Suite 614, Hackensack, NJ 07601, USA
Phone (877) 658-4221
Directions
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Brian Wood - TIAA Wealth Management Advisor
Location 3 University Plaza Dr Suite 614, Hackensack, NJ 07601, USA
Phone (877) 658-4221
Directions
SEC File# 801-119566
CRD# 309790
Location 1 Oak St, Rochelle Park, NJ 07662, USA
Phone (201) 880-1212
Directions
SEC File# 801-44798
CRD# 106679
Location 12 NJ-17, Paramus, NJ 07652, USA
Phone (201) 291-7888
Directions
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Antares Wealth Management Partners - UBS Financial Services Inc.
Location 61 South Paramus Road Mack Center IV, 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2718
Directions
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Silver Edge Financial
1 out of 5
Location 401 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 285-8335
Directions
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todd e osso
Location 433 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 881-7957
Directions
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Cadaret Grant & Co Inc
Location 285 Passaic St, Hackensack, NJ 07601, USA
Phone (201) 489-4900
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Daniel Financial Management
Location 1 University Plaza Dr, Hackensack, NJ 07601, USA
Phone (201) 488-8483
Directions
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Joseph Andreoli Jr - Raymond James
Location 401 Hackensack Ave Ste 803, Hackensack, NJ 07601, USA
Phone (201) 518-3028
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ISAR Capital Management
Location 1 University Plaza Dr, Hackensack, NJ 07601, USA
Phone (201) 290-0084
Directions
SEC File# 801-7258
CRD# 463
3 out of 5
Location 505 Main St Suite 200, Hackensack, NJ 07601, USA
Phone (201) 488-8500
Directions
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Wells Fargo Advisors
Location 1 Johnson Ave, Hackensack, NJ 07601, USA
Phone (201) 712-4967
Directions
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Synergy Advisory Management Group, LLC
SEC File# 801-66006
CRD# 131534
Location One University Plaza Dr Suite 401, Hackensack, NJ 07601, USA
Phone (201) 342-5722
Directions
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Thames Asset Management, Inc.
Location 1 University Plaza Dr #311, Hackensack, NJ 07601, USA
Phone (201) 525-1222
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Brady Financial Inc
Location 21 Main St Suite 202, Hackensack, NJ 07601, USA
Phone (201) 488-3660
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The Croonquist Group of Janney Montgomery Scott
Location 505 Main St Suite 200, Hackensack, NJ 07601, USA
Phone (201) 488-8500
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blue-sky-financial
Location 401 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 467-8156
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Lvov Kikin Financial Consulting Group of Raymond James
Location 411 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 518-3024
Directions
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Merrill Lynch Wealth Management Advisor Jan Carlo Landi
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2751
Directions
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Lotus Wealth Management LLC
Location 111 Kinderkamack Rd, River Edge, NJ 07661, USA
Phone (201) 342-2005
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Financial Recovery Strategies
5 out of 5
Location 80 Wesley St, South Hackensack, NJ 07606, USA
Phone (201) 853-0300
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Beacon Wealth Management, LLC
Location 505 Main St, Hackensack, NJ 07601, USA
Phone (201) 447-9500
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Golden Mountain Investments
Location 1 University Plaza Dr # 407, Hackensack, NJ 07601, USA
Phone (201) 742-5161
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Stifel
5 out of 5
Location 433 Hackensack Ave, Hackensack, NJ 07601, USA
Phone (201) 881-7950
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The Entrust Group
2 out of 5
Location 411 Hackensack Ave #200, Hackensack, NJ 07601, USA
Phone (877) 373-9851
Directions
Wealth Management in Hackensack, NJ

Where Wealth Management Advisors in Hackensack, NJ Serve

Hackensack, NJ is a vibrant city in Bergen County, known for its rich history and cultural diversity. The city boasts several landmarks, including the Bergen County Courthouse, the Hackensack River Greenway, and the Johnson Public Library. Top employers in Hackensack include Hackensack University Medical Center, Bergen County government, and the Hackensack Board of Education. Major highways and streets in the area include the Garden State Parkway, Route 4, and Route 17, providing easy access to New York City and other parts of New Jersey. The city is divided into several neighborhoods, each with its own unique character and charm. These include Fairmount, which is known for its historic homes and tree-lined streets, and the vibrant downtown area, which is home to a variety of shops, restaurants, and entertainment options. Overall, Hackensack is a dynamic and thriving community that offers something for everyone, from history buffs to foodies to outdoor enthusiasts.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hackensack, NJ would greatly benefit from the services provided by a bank. One specific way a bank could help is by offering financial education and resources to the diverse community. Hackensack has a large Hispanic population, and many may not have grown up with the same financial knowledge and resources as others. A bank could provide bilingual materials and workshops on topics such as budgeting, credit, and investing. Additionally, with the city being located near major highways and having a bustling downtown area, a bank could also assist small business owners with loans and financial planning to help them succeed. Overall, a bank could play a crucial role in empowering and supporting the residents and businesses of Hackensack.

Insurance Broker

Residents of Hackensack, NJ can benefit from the expertise of an insurance broker in several ways. For instance, Hackensack is known for its high population density, which means that residents are more likely to experience traffic accidents, and an insurance broker can help them find the right auto insurance coverage to protect them in such a scenario. Additionally, Hackensack is home to several large healthcare facilities, which means that residents may need help navigating the complex world of health insurance. An insurance broker can help them find the best health insurance policies that meet their needs and budget. Furthermore, Hackensack is located in a flood-prone area, and an insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings in case of a natural disaster. Overall, an insurance broker can provide valuable assistance to Hackensack residents in navigating the complex world of insurance and finding the right coverage for their unique needs.

Retirement Planning

Residents of Hackensack, NJ would benefit from a retirement planner in numerous ways. A retirement planner can provide guidance on investment strategies, risk management, and tax planning to ensure that residents can maximize their retirement savings. In addition, a retirement planner can provide advice on Social Security benefits and Medicare options, which can be particularly important for residents in Hackensack, where the median age is over 40 years old. Furthermore, Hackensack is a diverse community, with residents from a variety of cultural backgrounds, and a retirement planner can provide culturally sensitive advice that takes into account the unique needs of each individual. With the help of a retirement planner, residents of Hackensack can feel confident that they are on track to achieving their retirement goals and can enjoy their golden years without financial stress.

Financial Advisor

Residents of Hackensack, NJ can benefit from the guidance of a financial advisor in a variety of ways. One specific aspect of Hackensack that may require the assistance of a financial advisor is the high cost of living. With a median home value of $316,000 and a cost of living index of 132 (higher than the national average of 100), Hackensack residents may struggle to manage their finances effectively. A financial advisor can help residents create a budget, save for a down payment on a home, and invest in a retirement plan. Additionally, a financial advisor can provide guidance on how to navigate the local real estate market and make informed decisions about buying or selling property. With the help of a financial advisor, residents of Hackensack can achieve their financial goals and secure their financial future amidst the challenges of a high-cost city.

Mortgage Loan Officer

Residents of Hackensack, NJ would greatly benefit from the expertise and guidance of a mortgage loan officer. With the city's diverse population and varied housing options, a loan officer can offer tailored solutions to meet the unique needs of each resident. From first-time homebuyers to seasoned investors, a loan officer can provide valuable insight into the local real estate market and help residents secure the best possible financing options. Additionally, with Hackensack's proximity to New York City and its bustling job market, a loan officer can assist residents in obtaining the necessary financing to purchase a home that is both affordable and convenient to their place of work. With the help of a skilled mortgage loan officer, residents of Hackensack can achieve their homeownership goals and build a strong financial foundation for the future.

Tax Services

Residents of Hackensack, NJ can greatly benefit from the services of a tax advisor. With a population of over 45,000 people, Hackensack is a bustling city with a diverse range of businesses and individuals. A tax advisor can help residents navigate the complex tax laws and regulations that are unique to New Jersey and Hackensack, such as the state's high property taxes and the city's local tax codes. Additionally, a tax advisor can provide guidance on how to take advantage of tax breaks and deductions that are available to Hackensack residents, such as the Homestead Benefit Program and the Senior Freeze Program. With the help of a tax advisor, residents can ensure that they are paying the correct amount of taxes and are not missing out on any opportunities to save money.

Estate Planning Lawyer

Residents of Hackensack, NJ can benefit greatly from the services of an estate planning lawyer. With its diverse population and bustling economy, Hackensack presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are distributed according to their wishes. They can also provide guidance on tax planning, trust administration, and other important issues. In addition, a lawyer can help Hackensack residents plan for the future by creating wills, trusts, and other legal documents that protect their interests and provide peace of mind. Whether you are a business owner, retiree, or young family, an estate planning lawyer can provide valuable advice and support to help you achieve your goals and secure your legacy.

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