3 Best Financial Services in Jersey City, NJ

Expert-recommended Top 3 Financial Services in Jersey City, New Jersey. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

8+ YEARS IN TBR
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EAGLE GROVE ADVISORS

111 Town Square Place, Suite #1203,
Jersey City, NJ 07310 Directions

Since 2016

Specialty:

Financial Life Planning Cashflow and Budgeting Employee Benefits Employee Equity (Rs Us is Os N Qs Espp Esop) Real Estate Analysis College Funding Retirement and Estate Planning Investment Management Tax Planning and Preparation Portfolio Risk and Asset Management Insurance 401 K Life Insurance

Eagle Grove Advisors helps guide you through both the exciting and the difficult times while reducing stress. Eric L. Gabor is the president of Eagle Grove Advisors. He is a fee-only financial planner serving clients in New York City, Jersey City, Hoboken, and nationwide. The team at Eagle Grove Advisors works with all ages and career types and in various locations throughout the U.S. No matter what stage of life you are in, if building a better future is your goal, they're here to help. Their clients are individuals who want only the best in financial planning services. They also offer consultation services to their clients.

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Price:

Account Value - Annual Advisory Fee
Under dollar 800,000 $7,450
Dollar 800,001 to Dollar 1,000,000 0.90%
Over dollar 1,000,001 0.85%

Contact:

(917) 473-1729

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Global Financial Impact - Jersey City, NJ Financial Services
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GLOBAL FINANCIAL IMPACT

111 Town Square Pl, Suite 1201 - room 1257,
Jersey City, NJ 07310 Directions

Specialty:

Tax-Free Retirement Market Loss Asset Protection College Funds Trust and Legacy Planning Long Term Care Budgeting 401K Ira Retirement Account Rollovers Term Insurance

Global Financial Impact's mission is to make a significant impact on people’s financial well-being and their ability to create positive change. They believe in a holistic approach to financial empowerment, which is why they have a three-part mission that guides their work. Their vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. Global Financial Impact is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world. They aim to help more people become millionaires than any other company in history, to become the #1 inspirational marketing company globally, and to become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again.

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License #6011865

Contact:

(347) 566-1099

Mon-Fri: 10am - 5pm
Sat: 10am - 2pm
Sun: closed

TBR® Inspection Report:

Ballaster Financial LLC - Jersey City, NJ Financial Services
Ballaster Financial LLC - Jersey City, NJ Financial Services
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BALLASTER FINANCIAL LLC

202 8TH STREET, FLOOR 2,
Jersey City, NJ 07302 Directions

Specialty:

Investment Management Tax Planning Retirement Planning Stock Compensation Education Funding Insurance Needs Cash Flow Financial Planning Estate Planning Investment Management

Ballaster Financial LLC creates a structure and provides a comprehensive picture of your spending and net worth to accurately assess your financial health. Jay is the founder of Ballaster Financial, an advisory practice dedicated to serving the needs of working professionals. Jay is a CERTIFIED FINANCIAL PLANNER ™, CFA® charterholder, and a dual Computer Engineering/Economics graduate of Rensselaer Polytechnic Institute. He is also a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, and Fee Only Network. As a fee-only fiduciary advisor, he does not sell products or earn commissions and is legally bound to put you first.

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Price:

ACCOUNT VALUE - ANNUAL PRICING
$0 - $700,000 - Flat fee starting at $7,000
First $0 to $1,000,000 - 1.00%
Next $1,000,001 to $2,000,000 - 0.85%
Next $2,000,001 to $3,000,000 - 0.75%
Next $3,000,001 to $5,000,000 - 0.60%
Next $5,000,001+ - 0.50%

Contact:

(973) 544-8061

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: