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Financial Advisors in Bridgewater, New Jersey (Somerset County)

Financial Pathways
Bridgewater, NJ
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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
Visit Waterstone Wealth Advisors, LLC

John Moynihan, CFP

Condor Capital Management
Martinsville, 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

Visit Freedom Wealth Management, LLC

James Christie, CFP

MJM Financial Advisors, LLC
10 miles from Bridgewater, NJ
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
11 miles from Bridgewater, 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

Wiss & Company, LLP
13 miles from Bridgewater, NJ
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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
Stonebridge Financial Advisors, LLC
14 miles from Bridgewater, 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

Bernard M. Kiely, CPA, CFP, MBA
14 miles from Bridgewater, 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
Westfield Financial Planning
14 miles from Bridgewater, NJ
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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
Skloff Financial Group
15 miles from Bridgewater, 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
Private Wealth Management Group
15 miles from Bridgewater, NJ
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Robert Dunn, CFP
Private Wealth Management Group, LLC is a comprehensive financial planning and investment advisory firm primarily serving those seeking an exceptional level of personal service and guidance. Our firm is composed of two planners who h... See More

Byrne Asset Management
15 miles from Bridgewater, NJ
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Byrne Asset Management LLC is a SEC registered investment advisor based in Princeton, NJ. Our portfolio managers average over 30 years’ experience investing for mutual funds, hedge funds, foundations, trusts, and individuals. The sophisticated meth... See More

Highlights: Financial Planning Advice And Services, Wealth Management, Retirement Planning, Corporate Assets, Retirement Income Planning, Fiduciary, College Planning, 401K Consulting
Halberstadt Financial Consultants, Inc.
15 miles from Bridgewater, NJ

David Walter, CFP, CPA/PFS
Halberstadt Financial Consultants, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. The Firm provides investment planning and consulting and comprehensive tax and financial p... See More

The Financial Planning Answerplace, LLC
15 miles from Bridgewater, NJ

Eleanore Szymanski, BS, CFP

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