For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Proviser Financial, LLC
52 Forest Ave Paramus, NJ 07652-5200 View on Map (201) 843-1023
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
UBS Financial Services, Inc.
500 Campus Dr, Ste 200 UBS Financial Services Florham Park, NJ 07932-1024 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: $1,000,000 Languages: English
38 Millers Grove Road Belle Mead, NJ 08502-4306 View on Map (908) 904-1358
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: Spanish, English
Specialties: Accounting, Budget Development, Comprehensive Financial Planning, Cross-Border Planning, Estate Planning, General Financial Planning, Life Planning
Parsons Capital Management,LLC
1225 Route 31 South Bldg A Suite 112 Lebanon, NJ 08833 View on Map (908) 730-0011
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Ameriprise Financial
East Route 80 Rt 4 Ste 160 Paramus, NJ 07652-2647 View on Map (201) 843-2330
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Howard Singer Associates LLC
740 State Route 34 Matawan, NJ 07747-6688 View on Map (732) 583-1214
Wells Fargo Advisors
155 Elm Street Westfield, NJ 07090-3125 View on Map (908) 789-7826
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Locker Financial Services, LLC
50 East Main Street Ste 5 Little Falls, NJ 07424-1610 View on Map (973) 256-2555
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Elder Care, Investment Management, Retirement Planning, Social Security Planning, Women's Finances
UBS Financial Services
34 Exeter Road Short Hills, NJ 07078-1428 View on Map (212) 626-8564
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Investment Management
Brinton Eaton Wealth Advisors
1 Giralda Farms Ste 130 Madison, NJ 07940-1027 View on Map (973) 984-3352
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Finnancial Pathways LLC
1200 US Highway 22 Ste 2000 Bridgewater, NJ 08807-2943 View on Map (908) 203-4664
American Portfolios
2006 Rt. 71 Suite 3 Spring Lake, NJ 07762-2215 View on Map (732) 449-4422
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Merrill Lynch
7 Roszel Rd 4FL Princeton, NJ 08540 View on Map (866) 243-4063
Compensation Method: Commission and Fee Minimum Investable Assets: $200,000 Languages: Cantonese, Mandarin, English
Ryan Wealth Management Service
490 Schooleys Mountain Rd Suite 9 Building 3B Hackettstown, NJ 07840-4002 View on Map (908) 684-1216
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
BARTH TAX AND FINANCIAL SERVICE
503 RTE. 130 BROOKLAWN, NJ 08030-2755 View on Map (856) 456-6313
Specialties: Retirement Planning
7 Roszel Road 4th Floor Princeton, NJ 08540-6205 View on Map (609) 243-7840
Specialties: Wealth Management
Visconti & Associates
50 Harrison St Ste 214G Hoboken, NJ 07030-6088 View on Map (954) 338-5337
PO Box 6158 Hoboken, NJ 07030-7203 View on Map (201) 659-8852
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: Spanish, English
Northwestern Mutual Financial
731 Alexander Rd. Suite 300 Princeton, NJ 08540-6345 View on Map (609) 951-8700
Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Special Needs Planning
100 Campus Drive Florham Park, NJ 07932-1020 View on Map (973) 301-7742
Specialties: General Financial Planning
Advanced Financial Consulting
650 From Rd 5th Fl/ South Lobby Paramus, NJ 07652-3517 View on Map (201) 839-0369
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care