Financial Planners in New Jersey

Anthony J. DeGerolamo

CFP^®, RICP^® CLU^®

Personal Financial Representative

Specialties: 401(k)/403(b)/IRAs, Annuities, Employee Benefits, Mutual Funds, Insurance, Retirement,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Equity Services, Inc.

1108 Barclay Blvd, Ste C-D
Marlton, NJ 08053-5683

(856) 890-8181

CONNECT WITH Anthony

Harry K. Foote

CFP^®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving New Jersey and the surrounding communities.

Foote Financial

2 Split Rock Dr., Unit 3
Cherry Hill, NJ 08003

(856) 755-0250

Richard Gopin

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Financial Advisor serving New Jersey and the surrounding communities.

Concordia Financial Group, Inc.

5676 Berkshire Valley Rd
Oak Ridge, NJ 07438

(973) 697-6300

CONNECT WITH Richard

Martin V. Higgins

CLU, ChFC, AEP, CFP^®

Wealth Manager

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

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Family Wealth Management

9000 Lincoln Dr E, Suite 300
Marlton, NJ 08053

(877) 988-7722

+1 More Number

(856) 988-7722

CONNECT WITH Martin

Henry E. Kramarski

CFP^®, AEP^®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Legacy Wealth Management Group, LLC

505 S Lenola Rd, Ste 127
Moorestown, NJ 08057-1549

(856) 235-0505

Daniel A. Prisciotta

CFP^®, CPA/PFS, ChFC

President

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

PrisCo Financial

61 South Paramus Road, Suite 425
Paramus, NJ 07652

(201) 556-4502

CONNECT WITH Daniel

Pauline F. Wang

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving New Jersey and the surrounding communities.

Runnymede Capital Managmentagement, Inc.

10 Wilrich Glen Road
Morristown, NJ 07960

(973) 267-6886

James T. Parks

CFP^®, AIF

President and Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

LPL Financial

148 Prospect St
Ridgewood, NJ 07450-4426

(201) 689-2020

CONNECT WITH James

Sean F. Donovan

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Delta Financial Group, Inc.

37 Stonehouse Rd
Basking Ridge, NJ 07920-2628

(908) 542-9400

Anthony DeLucia, III

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Insurance,...More

Financial Advisor serving New Jersey and the surrounding communities.

Ameriprise Financial Services, LLC

100 Overlook Center, 2nd Flr
Princeton, NJ 08540

(609) 375-2090

Eric J. Kalma

CFP^®, APMA^®

Specialties:

Financial Advisor serving New Jersey and the surrounding communities.

Ameriprise Financial Services, LLC

14 Cliffwood Ave, Ste 230
Matawan, NJ 07747-3932

(732) 898-6777

Jason Hochstadt

CFP^®, AIF^®

CEO

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Jedi Management, Inc.

560 Sylvan Ave, Ste 2175
Englewood Cliffs, NJ 07632-3175

(201) 482-0288

Leslie T. Beck

CFP^®, MBA

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Compass Wealth Management LLC

9 Lincoln Ave, Ground Floor
Rutherford, NJ 07070

(201) 933-1790

CONNECT WITH Leslie

Jeffrey H. Rosenthal

CFP^®, EA, CDFA

Specialties: Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

Financial Advisor serving New Jersey and the surrounding communities.

Villa Rose Associates, Ltd

9 Deep Run Ct
Morganville, NJ 07751-1057

(718) 491-0607

Mark D. Reitsma

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Regency Wealth Management

500 N. Franklin Turnpike, Suite 212
Ramsey, NJ 07446

(201) 447-5850

Richard Blaney

CFP^®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Financial Advisor serving New Jersey and the surrounding communities.

277 Fairfield Rd, Ste 100
Fairfield, NJ 07004-1931

(973) 276-0833

Harold Sasnowitz

CFP^®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

BCR Wealth Strategies, LLC

22 Lenox Ave
Clifton, NJ 07012

(607) 238-7718

Nicholas LaVerghetta

CFP^®

Principal / Owner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

NCM Capital Management, LLC

161 North Franklin Turnpike, Suite 203
Ramsey, NJ 07446

(201) 529-1429

Michael L. Green

CFP^®, AWMA^®

VP of Parsippany Private Client Services & Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

GYL Financial Synergies

1719 Rte 10 E, Ste 224
Parsippany, NJ 07054

(973) 605-8700

Kevin Reiner

CFP^®CPWA^®CEPA^® CDFA^®

Senior Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

UBS Financial Services

61 S Paramus Rd, Mack Center IV
Paramus, NJ 07652

(844) 292-3973

+1 More Number

(201) 441-3965

CONNECT WITH Kevin

David M. Hill

CFP^®

Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Mariner Wealth Advisors

One Giralda Farms, Suite 130
Madison, NJ 07940

(973) 984-3352

John P. Middleton

CFA, CFP^®, AIF^®,CAIA

Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving New Jersey and the surrounding communities.

Mercer Advisors

67 Park Place East, 7th Floor
Morristown, NJ 07960

(908) 730-7000

CONNECT WITH John

Bryan G. Evoy

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Evoy Financial Group LLC

212 W. Route 38, Suite 580
Moorestown, NJ 08057

(856) 334-6200

Dawn H. Brown

CFP^®

Specialties: Comprehensive Financial Planning

Financial Advisor serving New Jersey and the surrounding communities.

Peapack Private Wealth Management

25 DeForest Avenue, Suite 105
Summit, NJ 07901

(908) 642-8918

CONNECT WITH Dawn

Charles A. Brady

CFP^®

Pres

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving New Jersey and the surrounding communities.

Associated Financial Planners LLC

106 Highway 71
Manasquan, NJ 08736-3644

Andy Panko

CFP^®, RICP^®, EA

Owner & Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Tenon Financial

406 Main Street, Suite 23
Metuchen, NJ 08840

(732) 902-0066

CONNECT WITH Andy

Timothy A. Knotts

CFP^®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

The Hogan-Knotts Financial Group, Inc.

298 Broad St
Red Bank, NJ 07701

1-800-801-3190

+1 More Number

(732) 842-7400

CONNECT WITH Timothy

Anibal Guerrero Russo

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

792 Chimney Rock Rd., Suite D
Martinsville, NJ 08836

(914) 882-4077

CONNECT WITH Anibal

Jason M. Cole

CFP^®

President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving New Jersey and the surrounding communities.

Full Court Strategic Wealth, LLC

100 Century Pkway, Suite 160
Mt. Laurel, NJ 08054

(267) 970-6464

CONNECT WITH Jason

Kenneth R. Blackmon

MS, CFP^®, ChFC, CRPC

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving New Jersey and the surrounding communities.

Blackmon & Associates Wealth Management, Ameriprise Financial, Inc.

1105 Laurel Oak Rd, Ste 142
Voorhees, NJ 08043

(856) 741-8000

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, RICP® CLU®

Equity Services, Inc.

CONNECT WITH Anthony

CFP®

Foote Financial

CFP®

Concordia Financial Group, Inc.

CONNECT WITH Richard

CLU, ChFC, AEP, CFP®

Family Wealth Management

CONNECT WITH Martin

CFP®, AEP®

Legacy Wealth Management Group, LLC

CFP®, CPA/PFS, ChFC

PrisCo Financial

CONNECT WITH Daniel

CFP®

Runnymede Capital Managmentagement, Inc.

CFP®, AIF

LPL Financial

CONNECT WITH James

CFP®

Delta Financial Group, Inc.

CFP®

Ameriprise Financial Services, LLC

CFP®, APMA®

Ameriprise Financial Services, LLC

CFP®, AIF®

Jedi Management, Inc.

CFP®, MBA

Compass Wealth Management LLC

CONNECT WITH Leslie

CFP®, EA, CDFA

Villa Rose Associates, Ltd

CFP®

Regency Wealth Management

CFP®

CFP®

BCR Wealth Strategies, LLC

CFP®

NCM Capital Management, LLC

CFP®, AWMA®

GYL Financial Synergies

CFP®CPWA®CEPA® CDFA®

UBS Financial Services

CONNECT WITH Kevin

CFP®

Mariner Wealth Advisors

CFA, CFP®, AIF®,CAIA

Mercer Advisors

CONNECT WITH John

CFP®

Evoy Financial Group LLC

CFP®

Peapack Private Wealth Management

CONNECT WITH Dawn

CFP®

Associated Financial Planners LLC

CFP®, RICP®, EA

Tenon Financial

CONNECT WITH Andy

CFP®

The Hogan-Knotts Financial Group, Inc.

CONNECT WITH Timothy

CFP®

CONNECT WITH Anibal

CFP®

Full Court Strategic Wealth, LLC

CONNECT WITH Jason

MS, CFP®, ChFC, CRPC

Blackmon & Associates Wealth Management, Ameriprise Financial, Inc.

CONNECT WITH Kenneth

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CFP^®, RICP^® CLU^®

CFP^®

CFP^®

CLU, ChFC, AEP, CFP^®

CFP^®, AEP^®

CFP^®, CPA/PFS, ChFC

CFP^®

CFP^®, AIF

CFP^®

CFP^®

CFP^®, APMA^®

CFP^®, AIF^®

CFP^®, MBA

CFP^®, EA, CDFA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, AWMA^®

CFP^®CPWA^®CEPA^® CDFA^®

CFP^®

CFA, CFP^®, AIF^®,CAIA

CFP^®

CFP^®

CFP^®

CFP^®, RICP^®, EA

CFP^®

CFP^®

CFP^®

MS, CFP^®, ChFC, CRPC