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179 Financial Planners in New Jersey
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Thomas J. Duffy

CFP® CRPC® CDFA RSSA

Founder, Principal advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

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

Jersey Shore Financial Advisors LLC

140 Broad St Fl 2 Ste 200
Red Bank, NJ 07701
(732) 229-7489
CONNECT WITH Thomas
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Anthony J. DeGerolamo

CFP®, RICP® CLU®

Personal Financial Representative

Specialties: 401(k)/403(b)/IRAs, Annuities, Employee Benefits, Mutual Funds, Insurance, Retirement,...More

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

Equity Services, Inc.

1108 Barclay Blvd, Ste C-D
Marlton, NJ 08053-5683
(856) 890-8181
CONNECT WITH Anthony
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Dino Kostakis

CFP®,CRPC®,CLU,ChFC

Financial Advisor

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

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

Obsidian Wealth Advisors

4000 State Route 66, Ste 123B
Tinton Falls, NJ 07753-7300
(732) 978-1200

Neil E. Grossman

CFP®

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

Financial Advisor serving New Jersey and the surrounding communities.

INDFIN LLC

13 Church Street, Unit A
South Orange, NJ 07079
(973) 994-4314

Jorie Johnson

CFP®

Financial Advisor

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

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

Financial Futures, LLC

1027 NJ-70, Suite 201
Brielle, NJ 08730
(732) 722-7289
CONNECT WITH Jorie
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David L. Peters

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

21 Route 31 North, Suite B-8A
Pennington, NJ 08534
(609) 730-3963

Jody C. D'Agostini

CFP®, CDFA

Senior Partner

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

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

The Falcon Financial Group, LLC

10 Madison Ave, 2nd Floor
Morristown, NJ 07960
(973) 401-2513

Scott P. Noyes

CFA, CFP®

Wealth Advisor

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

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

Peapack-Gladstone Bank

500 Hills Drive PO Box 700
Bedminster, NJ 07921
(908) 464-0102

Mark Mantay

CFP®, MBA, CLTC

Wealth Management 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.

Northwestern Mutual

Northwestern Mutual, 500 Campus Dr, Suite 300
Florham Park, NJ 07932
(973) 531-2127

Mark D. Reitsma

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

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

Regency Wealth Management

500 N. Franklin Turnpike, Suite 212
Ramsey, NJ 07446
(201) 447-5850

Kenneth B. Shapiro

CFP®, CPA/PFS

President

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

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

Shapiro Financial Security Group, Inc.

1 Bethany Rd., Bldg. 6 - Suite 90
Hazlet, NJ 07730
(732) 739-8991
CONNECT WITH Kenneth
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Manish B. Patel

CFP®

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

Financial Advisor serving New Jersey and the surrounding communities.

Horizon Coast Financial Services, LLC.

Monroe
Monroe Township, NJ 08831
(732) 521-3040

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

David Krietzberg

CFP®

Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Asset Allocation

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

Krietzberg Financial Group

521 NEWMAN SPRINGS RD, Suite 11
Lincroft, NJ 07738-1462
(732) 867-7463

Michael L. Green

CFP®, AWMA®

VP of Parsippany Private Client Services & Senior Wealth Advisor

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

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

GYL Financial Synergies

4 Campus Dr, Ste 304
Parsippany, NJ 07054
(973) 605-8700

Steven W. Lieberman

MBA, CFP®

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

Financial Advisor serving New Jersey and the surrounding communities.

Summit Financial Resources, Inc.

290 W Mount Pleasant Ave, Ste 2330
Livingston, NJ 07039
(973) 285-3637

Mira Mizrahi

CFP®, IAR

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

Financial Advisor serving New Jersey and the surrounding communities.

Alpha Financial Advisors / LPL Financial

P.O.Box 998
Teaneck, NJ 07666
(201) 277-1453

Jared M. Reilly

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management

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

Mercadien Asset Management

3625 Quakerbridge Road
Hamilton, NJ 08619
(609) 689-2377

David Haase

CFP®

Private Wealth Planner

Specialties:

Financial Advisor serving New Jersey and the surrounding communities.

PO Box 6150
Hillsborough, NJ 08844
(732) 406-4189

Tanya S. Walliser

CFP®

Manager, Financial Planning

Specialties:

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

Condor Capital Wealth Management

1973 Washington Valley Rd
Martinsville, NJ 08836
(732) 356-7323

Ryan P. Zacharczyk

CFP®

President

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

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

Zynergy Retirement Planning

NJ, 10 State Route 35
Red Bank, NJ 07701-5902
(732) 784-2380

Dawn H. Brown

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving New Jersey and the surrounding communities.

Peapack Private Bank and Trust

25 DeForest Avenue, Suite 105
Summit, NJ 07901
(908) 642-8918
CONNECT WITH Dawn
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Jaime L. Quinones

CFP®, EA

Wealth Management Advisor

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

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

Stockade Wealth Management

25 N. Main Street, 2nd Fl
Marlboro, NJ 07746
(848) 248-4600
CONNECT WITH Jaime
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Timothy A. Knotts

CFP®

Principal

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

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

The Hogan-Knotts Financial Group, Inc.

298 Broad St
Red Bank, NJ 07701
1-800-801-3190
+1 More Number
(732) 842-7400
CONNECT WITH Timothy
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Justin Rice

CFP®, CSLP®

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

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

Personal Wealth Strategies

2277 Route 33, Suite 415
Hamilton, NJ 08690
(609) 586-9308
CONNECT WITH Justin
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Dennis R. Huergo

CFP®, ChFC®, CLU®

Vice President, 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.

Wealth Enhancement Group

25 Independence Blvd, Ste 102
Warren, NJ 07059-2706
(952) 374-5955
CONNECT WITH Dennis
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James A. Rachlin

CFP®

Financial Advisor

Specialties:

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

Janney Montgomery Scott

780 Route 37 W, Ste 130
Toms River, NJ 08755-5059
(732) 573-6611

Steven Boorstein

CFP®

Specialties:

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

RockCrest Financial LLC

551 New Rd, Ste B
Somers Point, NJ 08244-2020
(856) 694-3288

Joseph J. Skwara

CFP®,CFS®

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

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

Ameriprise Financial Services, LLC

1105 Laurel Oak Rd, Ste 142
Voorhees, NJ 08043
+ 1 More Address

Ameriprise Financial Services, LLC

214 W Main St
Moorestown, NJ 08057
(856) 727-9900

Raymond J. Angelo

CFP®

President

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

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

Angelo & Associates Financial Planning Group

18 Brant Ave
Clark, NJ 07066
+ 1 More Address

Angelo & Associates Financial Planning Group

18 Brant Ave
Clark, NJ 07066
CONNECT WITH Raymond
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