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Financial Advisors in Oakland, New Jersey (Bergen County)

Taylor Financial Group
Franklin Lakes, NJ
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As a leading provider of wealth management services, Taylor Financial Group, LLC (TFG) specializes in serving affluent women and their families, high net worth families, and small business owners. We are located in Franklin Lakes, NJ, and we serve ma... See More

Highlights: Advisory And Investment Management, Family Financial Planning, Financial Planning, Retirement Planning, Certified Financial Planner, Financial Planning Advice And Services, Professional Wealth Management, Wealth Management
Visit NCM Capital Management, LLC

Nicholas LaVerghetta, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);NCM Capital Management, LLC is a fee-only, independent firm that provides financial planning, consulting, investment management and wealth manage... See More

Financial Wealth-being
7 miles from Oakland, NJ
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Jennifer Faherty, CFP
The mission of Financial Wealth-being is to provide clients with the education and practical tools they need to be able to make smart money choices that are right for them. We provide financial guidance in a way that is accessib... See More

The Shulman Law Group
10 miles from Oakland, NJ
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The Shulman Law Group is based in New Jersey and have represented clients throughout the United States and worldwide, thus earning a national and international reputation as being the best immigration attorneys in business. Our lawyers travel to fore... See More

Highlights: Business Immigration Lawyer, Immigration Law Firm, Immigration Legal Services, Immigration Lawyer
Maltin Wealth Management, Inc.
10 miles from Oakland, NJ
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Jordan Crowley, CFP

Angel Oak Financial Services LLC
10 miles from Oakland, NJ
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Robert Solimano, CFP
Angel Oak Financial Services, LLC is a fee-only Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. The firm was found... See More

Martin M. Shenkman, PC
10 miles from Oakland, NJ

Martin Shenkman, CPA, JD, MBA

Windfall Wealth Advisors
10 miles from Oakland, NJ

We're dedicated to making sure that when you have a windfall, it works for you. This isn’t just my job, it’s a personal mission. Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before the... See More

Highlights: Income Tax Planning, Charitable Planning, ETFs, IRA, College Planning, Retirement Planning, 401k Rollover, Investment Management, Stocks, Financial Planning Advice And Services, Investment Services, Certified Financial Planner, Investment Policy Statements, Wealth Management, Disability Income & Long Term Care Insurance, Financial Planning, Asset Protection, Registered Investment Advisor, Fee Only, Sudden Wealth
Dowd Financial Planning
15 miles from Oakland, NJ
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David Dowd, CFP, EA
I provide comprehensive and unbiased fee-only financial advice, where the value of my services exceeds the fee I charge.What!?...Let me describe in a little more detail. Comprehensive I work with you to understand all aspects of... See More

LodeStar Advisory Group, LLC
20 miles from Oakland, NJ
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George Kiraly, CFP, MBA
LodeStar Advisory Group, LLC is an independent, fee-only, boutique wealth management firm committed to helping individuals and business owners achieve their long-term financial goals.
We combine asset management with compreh... See More

OFC Financial Planning, LLC
20 miles from Oakland, NJ

Jeffrey Waters, CFP
I started OFC ("order from chaos") Financial Planning, LLC in 2005. My practice involves comprehensive financial planning and investment management for high net worth individuals. Many of my clients work in the financial services ... See More

Bernard M. Kiely, CPA, CFP, MBA
21 miles from Oakland, NJ
Visit Bernard M. Kiely, CPA, CFP, MBA

We are a true Fee-Only Investment Management and Financial Planning firm. Our services include discretionary asset management, retirement planning and income tax preparation.

Highlights: Investment Planning, As-Needed Financial Planning, Comprehensive Financial Planning, Retirement Planning, Rollover Of 401k Or IRA, Financial Planning Advice And Services, Retirement Planning Advice And Services, Member Of NAPFA, Stock Options, Retirement Planning., Financial Planning For Women, Tax Planning, Mutual Funds, Fiduciary Advisor, Wealth Management, 401k Rollover, Roth IRA, CPA, Advisory And Investment Management, Rollovers
Stonebridge Financial Advisors, LLC
21 miles from Oakland, NJ
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Jennifer Murray, CFP, MBA
Stonebridge Financial Advisors, LLC is a Fee-Only financial planning and investment management firm with offices in Morristown and Sea Girt, NJ. The firm caters primarily to women who are widowed or divorced.
Stonebridge's m... See More

Skloff Financial Group
22 miles from Oakland, NJ
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A full service wealth and investment management firm. We provide group benefits for medium to small sized organizations. We accept fiduciary responsibility, placing our clients' interests before our own.

401k, 403b, 457 Individual Account Manage... See More

Highlights: AIF, Business Planning, Fiduciary, Stocks, Professional Wealth Management, Investment Policy Statements, Investment Consulting, Independent Investment Advisor, Young Investors, Wealth Management, College Planning, Corporate Bonds, Disability Income & Long Term Care Insurance, Asset Protection, Estate Planning, Fee Only, Mutual Funds, Middle Income, CFA, Divorce Planning
Blueprint Financial Planning LLC
22 miles from Oakland, NJ
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Victoria Fillet Konrad, CFP
Blueprint Financial Planning is a SEC Registered Investment Advisor. The co-founders of Blueprint are Victoria Fillet Konrad and Richard Konrad both Certified Financial Planners ™.
Vicki is the former Chairman and ... See More

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