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Ken G. Secemski

CPA/PFS, CFP®, CDFA

Senior Vice President - Wealth Management

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Merril Lynch

W 115 Century Rd Suite 200, Country Club Plaza
Paramus, NJ 07652
(201) 967-4877 Contact Me

Bryan G. Evoy

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Evoy Financial Group LLC

701 S Rt 73, Suite 2-123
Marlton, NJ 08053
(856) 334-6200 Contact Me

Robert J. Goellner

CFP®, CLU, ChFC

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

SagePoint Financial, Inc.

160 Durham Ave., Ste. 105
Metuchen, NJ 08840
(732) 710-4934 Contact Me

Thomas J. Dignan

CFP®

Director, Life Sales

Specialties: Estate Planning, Employee Benefits, Insurance, Long-term Care

Financial Advisor serving New Jersey and the surrounding communities.

Frenkel Benefits LLC

601 Harborside Plaza 3, 6th Fl
Jersey City, NJ 07311
(212) 488-0487 Contact Me

Ryan P. Woodring

CFP®, CRPC®, CDFA

Managing Partner

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Getting...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Hertige Investment Partners LLP

97 Main Street
Chatham, NJ 07928
(973) 635-9500 Contact Me

Jane P. Newton

CFP®

Managing Partner and Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

RegentAtlantic Capital, LLC

1200 Mount Kemble Ave
Morristown, NJ 07960
(800) 877-5264
(973) 425-8420 x236
Contact Me

Debra L. Schatzki

CFP®, CLU

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Employee Benefits,...More

Financial Advisor serving New Jersey and the surrounding communities.

Mutula Securities

16 Maple St, Ste 4
Summit, NJ 07901
(973) 821-3138 Contact Me

Stephen B. Leitzell

CFP®, CLU, ChFC

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New Jersey and the surrounding communities.

Asset & Income Preservation

400 Higgins Ave
Brielle, NJ 08730
(908) 704-7000 Contact Me

Alan Jay Levine

CFP®,RFC,CRC,CIS,AIF

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Diversified Financial Consultants, LLC

110 S Jefferson Rd, Ste 301
Whippany, NJ 07981
(862) 579-3500 Contact Me

Richard Gopin

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Financial Advisor serving New Jersey and the surrounding communities.

Concordia Financial Group, Inc.

5676 Berkshire Valley Rd, Ste 1
Oak Ridge, NJ 07438
(973) 697-6300 Contact Me

Joan M. Most

CFP®

Wealth Management Advisor

Specialties: Annuities, Banking, Asset Allocation, Estate Planning, Investment Management, Life...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Merrill Lynch

West 115 Century Rd
Paramus, NJ 07652
(800) 846-9520
(201) 967-4845
Contact Me

Daniel H. McElwee

CFP®

Executive Vice President / Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Ventura Wealth Management

200 Princeton S Corporate Center, Ste 150
Ewing, NJ 08628
(609) 671-9100 Contact Me

Harold Sasnowitz

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

BCR Wealth Strategies, LLC

22 Lenox Ave
Clifton, NJ 07012
(607) 238-7718 Contact Me

Robert B. Dunn

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Private Wealth Management Group, LLC

512 Executive Dr
Princeton, NJ 08540
(609) 921-7002 Contact Me

Anthony E. LoCascio

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Anthony LoCascio Consulting, LLC

59 Old Highway 22
Clinton, NJ 08809-1342
(908) 730-8599 x221 Contact Me

Christopher J. Cordaro

CFP®, CFA, MBA

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving New Jersey and the surrounding communities.

RegentAtlantic Capital, LLC

1200 Mount Kemble Ave
Morristown, NJ 07960
(973) 425-8420 Contact Me

Reginald W. Burroughs

CFP®

Executive Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Mercadien Asset Management

3625 Quakerbridge Rd
Hamilton, NJ 08619-1268
(609) 689-2382 Contact Me

Patricia J. Sperduto

CFP®, MBA, AIF®

Certified Financial Planner/Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Meyer Capital Group

525 Route 73 N, Ste 312
Marlton, NJ 08053
(800) 423-8044
(856) 985-8400
CONNECT WITH Patricia
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Steve DeCesare

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

DeCesare Retirement Specialists

1 Greentree Center, Ste 201
Marlton, NJ 08053

DeCesare Retirement Specialists

1515 Market Street
Philadelphia, PA 19102
(856) 235-3830 Contact Me

Kurt J. Rossi

MBA, CFP®, CRPC, AIF

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Independent Wealth Management

3349 Highway 138, Bldg D Ste A
Wall, NJ 07719
(732) 280-7550 Contact Me

Jeffrey M. Silver

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving New Jersey and the surrounding communities.

Ameriprise Financial Services, Inc.

133 Franklin Corner Rd
Lawrenceville, NJ 08648
(866) 889-3858
(609) 895-2025
Contact Me

John J. Crosby

CFP®,ChFC,CLTC,CRPC

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Individual Financial Services, LLC

4 Doris Ln
Middletown, NJ 07748
(732) 706-0912
CONNECT WITH John
  • linkedin link
Contact Me

Martin V. Higgins

CLU, AEP, CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Family Wealth Management

9000 Lincoln Dr E, Suite 300
Marlton, NJ 08053-3105
(877) 988-7722
(856) 988-7722
Contact Me

Al Procaccino, II

MBA, CFP®, CFS

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Castle Financial & Retirement Planning Associates, Inc.

2899 State Hwy 35
Hazlet, NJ 07730
(732) 888-4994 Contact Me

Isabella Lisa McKnight

CFP®

Associate Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving New Jersey and the surrounding communities.

Lassus Wherley

1 Academy St
New Providence, NJ 07974
(908) 464-0102 Contact Me

Claudia E. Mott

CFP®, CDFA™

Specialties: Attending College, Buying a Home, Asset Allocation, Estate Planning, Getting Divorced,...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Epona Financial Solutions, LLC

5 Lyons Mall, Ste 176
Basking Ridge, NJ 07920
(201) 572-2177 Contact Me

Jason Hochstadt

CFP®, AIF®

CEO

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Jedi Management, Inc.

One Bridge Plaza North, Ste 275
Fort Lee, NJ 07024
(201) 482-0288 Contact Me

David Mital

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Insurance, Retirement, Personal Taxes

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

310 Ramapo Valley Rd, PO Box 90
Oakland, NJ 07436-1815
(201) 337-9282 Contact Me

Anthony DeLucia, III

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Insurance,...More

Financial Advisor serving New Jersey and the surrounding communities.

Ameriprise Financial Services, Inc.

100 Overlook Center, 2nd Flr
Princeton, NJ 08540
(609) 375-2090 Contact Me

Peter C. Giammarinaro

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Peter C. Giammarinaro CFP® CPA/PFS

200 Spencer Rd
Basking Ridge, NJ 07920
(908) 581-2512 Contact Me