Jersey City Personal Finance & Investment Professionals Directory
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133 Personal Finance Pros
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Citi Smith Barney
(973) 577-7406
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Florham Park NJ ... also serves: Jersey City NJ
I am an established advisor with Smith Barney looking to help people diversify their assets with a managed platform. I have extensive experience with fixed income products and feel...
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Eugene Weisbrod, JD, CFP®
(201) 383-1762
River Vale NJ ... also serves: Jersey City NJ
I am 71 years old and have been in the financial services business for 27 years. Prior to that, I was a businessman and individual investor. I am a JD, CFP,CLU and CHFC. I have a degree...
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Ameriprise Financial Services, Inc.
(917) 512-8145
New York NY ... also serves: Jersey City NJ
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you rea...
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Strategies for Wealth Creation & Protection
(646) 233-2689
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New York NY ... also serves: Jersey City NJ
Performing an in depth and comprehensive analysis that helps maximize clients wealth while increasing protection against unexpected life events and unnecessary taxes.
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Michael Cooper, CPA, CFP®, ChFC®, CASL®
(646) 257-2232
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New York NY ... also serves: Jersey City NJ
As a former CPA with one of the "Big 4" accounting firms, as well as a CFP® professional,and ChFC® and CASL® professional, I work with a family member and truly realize the importance...
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Palmerston Group Advisors, LLC
(732) 491-8639
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Highland Park NJ ... also serves: Jersey City NJ
Palmerston Group Advisors, a fee-only firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Less...
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Ronald C. Scott, CFP®, ChFC, CLU
(718) 578-4082
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Staten Island NY ... also serves: Jersey City NJ
Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including...
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MetLife Securities, Inc.
(347) 448-5661
Staten Island NY ... also serves: Jersey City NJ
I am a former member of the New York Board of Trade, where I became an executing broker at the age of 25. My goal is to help provide families and business owners the ability to reach...
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Stonegate Wealth Management, LLC
Fair Lawn NJ ... also serves: Jersey City NJ
We are fee-only wealth managers and investment advisors. We provide detailed financial planning and investment management.
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Wealth Financial Group
Cranford NJ ... also serves: Jersey City NJ
At Wealth Financial Group our focus is on you. Whether saving for your child's education, buying your first home, protecting your family against catastrophe or planning for your retirement,...
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Wechter Financial Services, Inc.
Parsippany NJ ... also serves: Jersey City NJ
At Wechter Financial Services, we are committed to establishing and maintaining a long-term relationship with our clients. We want to become a trusted advisor to our clients and to...
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Hudson Capital Management LLC
Ridgewood NJ ... also serves: Jersey City NJ
Hudson Capital Management LLC (HCM) serves individuals and businesses by offering completely independent financial advice and money management services. We provide personalized attention...
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FatTail Financial Advisory Group Inc.
Brooklyn NY ... also serves: Jersey City NJ
We are an independent financial advisory firm providing financial planning and wealth management services. “Fat tail” is a term in probability theory referring to the unforeseen, extreme...
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The Scott Lask Wealth Management Group LLC of Brookstreet Securities Corporation
Monroe NY ... also serves: Jersey City NJ
Private client wealth management focused on tax advantaged wealth accumulation and asset protection. We use a unique investment approach not commonly used that helps take the stress...
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Mill Neck NY ... also serves: Jersey City NJ
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