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Financial Advisors in New Jersey

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
Meyer Capital Group
Marlton, NJ

An award winning Fee-Only investment management and financial planning firm dedicated to helping your build wealth through a consistent, disciplined process. Our firm was founded in 1963 by Tom Meyer's grandfather and has been providing sound financi... See More

Highlights: Investment Services, College Planning, Fee Only, Investment Consulting, Investment Advice, Enrolled Agent, Divorce Planning, Independent Investment Advisor, Investment Policy Statements, As-Needed Financial Planning, Legacy Planning, Specialize In Retirement Planning And Retirement Distribution, Education Planning- Fee-Only, Corporate Bonds, Financial Planning For Women, Wealth Management, Asset Allocation, Fiduciary Advisor, Financial Planner, Retirement Planning & Investing
The Shulman Law Group
Elmwood Park, NJ

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

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
Financial Pathways
Bridgewater, NJ

Financial Pathways is an independent Fee Only financial planning firm. As fee only advisors, our focus is always on you - your goals, your needs, your best interest. We do not sell financial products or accept any sales commissions. We think this ... See More

Highlights: Retirement Planning., Business Owners, Fee-Only, NAPFA Member, Member Of NAPFA, Divorce Planning, Certified Financial Planner, Investment Advice, MBA, Certified College Planning Specialist, Retirement Income Planning, Cash Management & Budgeting, As-Needed Financial Planning, Retirement Planning & Investing, Education Planning- Fee-Only, Fiduciary Advisor, Retirement Planning Advice And Services, Advisory And Investment Management, Financial Planning, Professional Wealth Management
Joseph J. Gormley CPA
Princeton, NJ

Business Address: Princeton, New Jersey, 08540, United States
Joseph J. Gormley CPA is a full service accounting firm specializing in small business accounting, bookeeping, accounting, tax preparation and income tax preperation

Highlights: Tax Planning, Payroll Services, Tax Preperation, Certified Public Accountant, Small Business Accounting, Accountant, CPA

as an independent Registered Investment Adviser(RIA), we look for a probability of success, understanding we face an inexact future in fulfilling your financial goals. We focus on client's time frames and the returns needed to achieve their goals.

Highlights: Independent Investment Advisor, Investment Services, Wealth Management, Investment Consulting, Certified Financial Planner, Fee Only, Fiduciary, Retirement Planning, Comprehensive Financial Planning
Michael Schupak
Jersey City, NJ

My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.

I am an independent, fee-only, fiduciary, CFP® professional.

Services provided are financial planning an... See More

Highlights: Fee-Only, Investment Services, Wealth Management, Fee Only, Advisory And Investment Management, Financial Planning Advice And Services, Young Investors, NAPFA Member, Retirement Income Planning, CFP ®, Investment Management, Mutual Funds, Comprehensive Financial Planning, Rollover Of 401k Or IRA, 401k Rollover, Financial Planning, Fiduciary, Cash Flow Planning, Passive Investment Strategies, Registered Investment Advisor

Business Address: 675 Line Rd, #6, Matawan, NJ, 07747, United States

Everyone in America needs to save for retirement. At Pension Parameters, we help businesses and individuals create and find the most efficient and affordable retirement solutions... See More

Highlights: Financial Consultant, Retirement Planning, Flexible Spending Plans, 401K Plans, Retirement Plans, Profit Sharing Plans, Defined Benefit Plans, Retirement Advisor, IRA, Rollover IRA
Wiss & Company, LLP
Flemington, NJ

There are many accounting firms in this world, but Wiss & Company, LLP in Flemington, NJ is proud to by unique and vital. Our talents and expertise elevate us above the crowd. We offer outsourced accounting, financial planning, auditing, advisory ser... See More

Highlights: Financial Planning Advice And Services, Financial Planning, Family Financial Planning, Asset Protection, 401K Consulting, Wealth Management, Business Planning, Corporate Bonds, Legacy Planning, Estate Planning, Retirement Planning, Investment Management

The central theme in your financial planning should be your life, not your assets. Planning means constructing a path that takes your life to the next level, everything else should flow from that. As fee only advisers we understand the importance of ... See More

Highlights: Retirement Planning., LGBT And Same-Sex Couples Financial Planning, Fee-Only, Retirement Planning Advice And Services, ETFs, Fiduciary, Fee Only, Wealth Management, Middle Income, Independent Investment Advisor, Investment Management, Financial Planning Advice And Services, Index Funds, Fee Based Investing, College Planning, Sustainability, Stocks, Goal Planning, Financial Life Planning, Specialize In Retirement Planning And Retirement Distribution

James Christie, CFP

Brendan Mullooly, CFP
Mullooly Asset Management, Inc. is a fee-only investment advisory firm located in Monmouth County, NJ. We work with clients all over Monmouth County, NJ from Middletown to Brielle and Freehold to Belmar, plus everywhere in betwe... See More

Financial Futures LLC
Brielle, NJ

Jorie Johnson, BS, CFP
Our mission is to give you peace of mind regarding your finances and to guide you through making the on-going financial decisions in your life as you and your family grow and change. Independence: We are not affiliated with ... See More

James Kinney, CFP, MBA
Financial planning reduces the uncertainty that leads to anxiety and stress over money.
At Financial Pathways we create detailed plans for retirement that answer the two big questions “Am I Ready To Retire” and &ld... See More

Michael Maye, CFP, CPA/PFS, MBA
MJM Financial Advisors, LLC was founded by its owner and President Michael J. Maye. Mr. Maye has a B.S. in Accounting and an MBA in Finance. Mr. Maye is a CFP® certificant and is also a CPA (NJ & NYS).
MJM provi... See More

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