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Financial-Planners.Respond.com
Are you an independent financial planner in need of a broker-dealer?
www.brokersXpress.com
Personal financial planning service firm and a registered financial adviser. Services include estate planning, retirement, investments, cash management, risk management, taxes and more.
www.afplan.com
Provider of financial services, including financial planning, employee benefits, insurance buying service and portfolio management.
www.alexrand.com
Registered investment adviser and personal financial planning organization specializing in retirement and portfolio management services to high-net-worth individuals.
www.ameriwayfinancial.com
Fee-based, independent financial planning and wealth management company.
www.amherstfinancial.com
Registered investment adviser providing investment services, insurance analysis, tax strategies and financial planning.
www.beacon-financial.com
Provider of estate, financial and employee benefits planning.
www.bodnar.net
Provider of financial planning and investment advisory services to individuals and small businesses.
www.brightonfinancial.com
Information pertaining to the reliability of retail and institutional accounts to the financial industry.
www.callmis.com
Developer and deliverer of a variety of property-casualty technical education programs.
www.camillassoc.com
Fee-based investment counsel and financial planning for individuals and institutions.
www.cfsias.com
Registered investment adviser providing individual services, including financial planning, insurance planning and investment planning. Provider of business services, including group insurance, 401(k) and pension plans.
www.cfsplan.com
Provider of advisory and transaction services for individuals.
www.cibcopco.com
Registered investment adviser providing financial planning services.
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Financial advisers providing help in insurance and investments.
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Accounting specialists providing financial guidance to medical professionals.
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Firm specializing in assisting accounting and tax professionals in adding financial planning products and services to their firm.
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Independent financial services company providing businesses and families specialized financial and advisory services.
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Provider of consulting services to the banking industry, including strategic planning, valuation and market research.
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Federally registered investment advisers providing investments, management and financial services to individuals, businesses and professionals.
www.haddonfinancial.com
Provider of services in insurance, disability income coverage, long-term care, retirement planning, portfolio management, IRA and 401(k).
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Provider of various financial services, including taxation, business valuation, financial planning, estate planning, succession planning and retirement planning.
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Private wealth consultants and registered investment advisers providing continuous active portfolio management services focusing on asset allocation.
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Provider of investment advice and management services to high-net-worth individuals, pension plans, professional services, corporations and charitable organizations.
www.medfordfinancialgroup.com
Financial planning firm providing legal, accounting, tax and investment services.
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Provider of financial planning and investment advice.
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Industry consulting firm serving telecommunications, electric, gas and water utilities and regulators.
www.pmc-management.com
Provider of investment services for business owners, professionals, retirees, pre-retirees, individuals and families.
www.politziner.com
Registered investment adviser providing financial planning services.
www.randyneumann.com
Registered investment adviser providing financial coaching called the Integrated Wealth Building Process.
www.smallwoodassociates.com
Internet-based investment advisory firm specializing in retirement, investment and tax planning for individuals and the small-business owner.
www.systematicfinancial.com
Financial organization providing tax preparation, mortgage and insurance services.
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Provider of financial advice and service to affluent families, business owners, professionals and executives.
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A financial planner in NJ meets with clients at an initial conference to get an idea of where you’ve been, where you are and where you’re going in terms of your finances. High quality financial planning in New Jersey involves time in meetings and providing the right information and answers to questions to your financial planner.
Personal financial planners in New Jersey work hard at making you feel comfortable with the relationship. As your certified New Jersey financial planner gets to know you better, she becomes the person you go to when making important financial decisions. Financial planning in New Jersey will:
1. Guide your financial decision-making in the areas of investments, property and entering into contracts.
2. Help you build a personal financial strategy for both business and personal accounts through certified financial planners in New Jersey.
3. Prepare you and your loved ones for a secure financial future through complex financial planning in New Jersey.
Action Steps
The best contacts and resources to help you get it done
Work with personal financial planners in NJ that specialize in diversified portfolio management
Your money needs to be in many different sectors for security and long term growth. A New Jersey financial planner has a variety of products and options to keep your money growing in many different areas.
I recommend: Frontier Financial Planning & Capital Management, Inc. of Hillsborough and Condor Capital Management, Inc. of Martinsville provide diversified planning for both individuals and businesses.
Find financial planners in New Jersey that offer both financial products and personalized service
Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with the people they work with.
I recommend: FranklyFinancial of Northern New Jersey specializes in personalized customer service. Coastal Financial Advisors provide goal setting, cash flow and debt management, income tax help and a variety of other financial planning assistance to its clients.
Use fee based financial planners in New Jersey with ongoing support services for their clients
An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in NJ that offer annual financial checkups and as needed meetings.
I recommend: Lassus Wherley of New Providence and Keystone Financial Planning with locations in both New Jersey and Pennsylvania provide fee based financial planning with ongoing customer service.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Always combine financial planning in New Jersey with high quality estate planning. The best financial planners in NJ have a network of qualified estate planning attorneys to complete your plan through wills, trusts and powers of attorney. Your financial planner knows the importance of these documents when it comes to securing your financial future for yourself and your loved ones.


