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Financial Advisors in Summit, New Jersey (Union County)

Visit Skloff Financial Group

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
Visit LodeStar Advisory Group, LLC

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
Short Hills, 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

Visit Westfield Financial Planning

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
Visit MJM Financial Advisors, LLC

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

Noyes Capital Management, LLC
6 miles from Summit, NJ

Scott Noyes, CFA, CFP, MBA
At Noyes Capital, we are passionate about helping you and your family work towards financial success. Whether your concerns are retirement planning, investments, college planning or estate planning, we help organize the rel... See More

Stonebridge Financial Advisors, LLC
8 miles from Summit, NJ
Visit Stonebridge Financial Advisors, LLC

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

Bernard M. Kiely, CPA, CFP, MBA
8 miles from Summit, 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
Dowd Financial Planning
10 miles from Summit, NJ
Visit Dowd Financial Planning

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

Condor Capital Management
12 miles from Summit, NJ

Tanya Walliser, CFP
Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We provide our inv... See More

Financial Pathways
15 miles from Summit, NJ
Visit Financial Pathways

Financial Pathways is an independent Fee Only financial planning firm. As fee only advisors, we are committed and dedicated fiduciaries. That means our focus is always on you - your goals, your needs, your best interest. We do not sell financial p... See More

Highlights: Retirement Planning., Rollover Of 401k Or IRA, Fee-Only, NAPFA Member, Member Of NAPFA, Divorce Planning, Certified Financial Planner, Investment Advice, MBA, 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, Goal Planning
Legacy Care Wealth, LLC
15 miles from Summit, NJ
Visit Legacy Care Wealth, LLC

Danna Jacobs, ADPA, CFP, MBA
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to a... See More

Michael Schupak, CFP, EA
15 miles from Summit, NJ
Visit Michael Schupak, CFP, EA

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. I have an extensive tax background and integra... 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
Eagle Grove Advisors LLC
15 miles from Summit, NJ
Visit Eagle Grove Advisors LLC

Eric Gabor
Eagle Grove differs from traditional wealth management firms that require large account minimums; we have no minimums! Many of these traditional firms are designed to serve baby boomers that are nearing retirement or already retired. Eagle... See More

Freedom Wealth Management, LLC
17 miles from Summit, NJ
Visit Freedom Wealth Management, LLC

James Christie, CFP

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