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22 Financial Planners near Jersey City, New Jersey
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James McGurren

CPA, CFP®

Principal/Managing Director 5 Miles

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

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
  • linkedin link

Stephanie G. Carmel

CFP®

Certified Financial Planner® 3.82 Miles

Specialties:

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

Wealthspire Advisors

Wealthspire Advisors, 521Fifth Avenue
New York City, NY 10175
(212) 973-9264
CONNECT WITH Stephanie
  • linkedin link

Jean-Louis G. Tassart

CFP®

3.73 Miles

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

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

ICMA-RC

20 W 84th St, Apt 8B
New York, NY 10024
(917) 887-3293

David A. Schneider

CFP®

4.88 Miles

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

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

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
  • linkedin link

Rebecca A. Lerner

CFP®,CRPC

Vice President 3.45 Miles

Specialties:

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Merrill Lynch

225 Liberty Street, 40th Floor
New York, NY 10281
(212) 236-5583

Eduard D. Yankovich

CPA, CFP®

3.47 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Retirement

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Monroe Capital, LLC

1436 E 15th St
Brooklyn, NY 11230
(212) 845-5041

Stacy Francis

CFP®, CDFA, CES

CEO & President 3.69 Miles

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

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008
CONNECT WITH Stacy
  • facebook link
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  • youtube link

Jenifer Lee

CPA, CFP®, MBA

Principal 3.78 Miles

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

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

4D Tax and Financial Planning, LLC

14 Wall Street, 20th Floor
New York, NY 10005
(917) 755-0516

G. Martin Poole

MBA, CFP®, RFC®

Financial Strategist 3.95 Miles

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

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

HFH Planning Inc.

82 Nassau Street, #60593
New York, NY 10038
(212) 402-5444
CONNECT WITH G. Martin
  • facebook link
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Sallie Mullins Thompson

CFP®, CPA/PFS, CDFA

Principal 3.76 Miles

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

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

Sallie MT CPA PLLC

4703 Woodway Lane NW
Washington, DC 20016
(646) 266-6808
CONNECT WITH Sallie Mullins
  • facebook link
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Maura Griffin

CFP®, MBA, CDFA

CEO and Principal 4.88 Miles

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

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

Blue Spark Capital Advisors

31 Hudson Yards, 11th fl
New York, NY 10001
+ 1 More Address

Blue Spark Capital Advisors

321 Main St
Great Barrington, MA 01230
(212) 537-3999
CONNECT WITH Maura
  • facebook link
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Scott Rodabaugh

EA, CFP®

4.66 Miles

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

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

Premier Tax & Financial Services

121 W 27th St, Ste 1003A
New York, NY 10001-6207
(212) 807-8201

Danna Jacobs

CFP®

1.94 Miles

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

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Legacy Care Wealth

1 High Street Court, Ste. 2
Morristown, NJ 07960
(201) 535-4499

Ben Lipschitz

CLU,ChFC,CFP®

4.79 Miles

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

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Joseph A. Graziano

CFP®

Vice President 3.91 Miles

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

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

Future Financial Planners, Inc.

847 Broadway
Bayonne, NJ 07002
(201) 823-1030

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 4.73 Miles

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

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

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jan Pevzner

CFP®

Principal 4.03 Miles

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

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

Gotham Block, LLC

99 Wall St Ste 439
New York, NY 10005
(212) 729-8001
CONNECT WITH Jan
  • linkedin link

Malachy Vance

CFP®

3.82 Miles

Specialties:

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Mr.

3411 Spendthrift Drive, #708
Richmond, VA 23294
(973) 652-7737

Alexandra Shepis

CFP®

3.69 Miles

Specialties: Comprehensive Financial Planning

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

Francis Financial, Inc.

39 Broadway, Suite 1730
New York, NY 10006
(212) 374-9008

Hazel Secco

CFP®

Founder and CEO 1.92 Miles

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

Financial Advisor serving Jersey City, New Jersey and the surrounding communities.

Align Financial Solutions LLC

50 Harrison St, Ste 212C
Hoboken, NJ 07030-6087
(201) 655-6572
CONNECT WITH Hazel
  • facebook link
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  • youtube link

Mark A. Cirelli

MBA, CPA, PFS, CFP®

Prresident 3.54 Miles

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

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

North Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007
(212) 877-8700
CONNECT WITH Mark
  • facebook link
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Salvatore C. Caruso

CFP®

President & CEO 3.7 Miles

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

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

TSG Alpha Partners

3275 Veterans Memorial Hwy, Ste B9
Ronkonkoma, NY 11779-7646
(646) 706-7172