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18 Financial Planners near Jersey City, New Jersey
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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

Rebecca A. Lerner

CFP®,CRPC

Managing Director 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
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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
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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
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Maura Griffin

CFP®, MBA

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
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Douglas A. Boneparth

CFP®, MBA

Financial Advisor | President 3.6 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.

Bone Fide Wealth, LLC

7 World Trade Center, 46th Floor
New York, NY 10007
(212) 390-1161
CONNECT WITH Douglas
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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.

Lavish Financial Planning

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

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
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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
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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
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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

Louis Green

CFP®, CFA, CPWA

Wealth Advisor 4.68 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

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

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
(917) 590-0552
CONNECT WITH Louis
  • linkedin link