Legacy Care Wealth, LLC offers a holistic approach to financial planning, tailoring a comprehensive financial plan to align with your unique goals. They specialize in developing goal-based strategies that fully encompass your present and future financial situation. Their mission is to transform the perception of financial planning by providing easily implementable economic changes that support you in achieving your life goals. Legacy Care Wealth, LLC is committed to understanding and effectively communicating a comprehensive perspective on family wealth and lifelong success. They work with their clients to align their savings rates and spending habits to reflect their short-term and long-term financial goals. In addition, they provide truly impartial and independent advice, guiding investment decisions in your best interest. Their services are also available in Morristown.
Best Financial Services in Jersey City
Handpicked 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.
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LEGACY CARE WEALTH, LLC REVIEWS
I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years. My husband and I approached them in 2014 when we were nearing retirement age. We wanted to relocate and we needed significant help in making and executing a financial plan. Everything has gone perfectly. We could never have pulled this off without their help, which is specific, ongoing, and always positive. I recommend them without reservation. We feel very lucky to have their assistance and the benefit of their knowledge.
I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through.
Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future.
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Eagle Grove Advisors is well known financial firm in Jersey City. Eric Gabor is a fee-only financial planner who caters to clients in New York City, Jersey City, Hoboken, and across the country. In 2016, he was awarded the Enrolled Agent certification by the Internal Revenue Service (IRS). Eagle Grove Advisors specializes in creating personalized investment plans that take into account your risk tolerance and goals. With a focus on tax efficiency, they develop customized tax solutions to help minimize your tax burden and avoid any unpleasant surprises. Eric Gabor's mission is to assist clients in aligning their financial resources with their aspirations, enabling them to live their best lives. For services such as Financial Life Planning, Tax Preparation/Planning, and Investment Management up to $500,000, Eagle Grove Advisors has a minimum fee of $5,000 per year. They also offer consultation services to their clients.
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EAGLE GROVE ADVISORS REVIEWS
My husband and I have been working with Eric for many years now. He has always been very receptive with understanding with what our personal financial goals. His suggestions/recommendations are always very realistic. With his guidance we have been able to reach our financial goals sooner than our initial time frames. He also has been a great resource when it comes to doing our taxes. We strongly recommend Eric as a financial advisor. He has always been very responsive with emails, despite how trivial the matter may be. Eric is very trustworthy and honest. We are so fortunate to have met Eric and be able to have our financials handled by someone who can be counted on.
I've been working with Eric Gabor at Eagle Grove Advisors for over 4 years now and I can't say enough great things about him. Eric is very knowledgeable and resourceful and offers a variety of financial services to help you build wealth and plan for the future, for you and your family. Eric is very responsive and makes scheduling calls and meetings with him very easy through a simple scheduling app. He makes filing taxes super easy every year. Eric also has great contacts in other industries so he can make referrals in other areas should you need them - such as legal or real estate, etc. Eric made a huge impact in my life and my family's life - I completely trust him and would highly recommend him to anyone.
We started working with Eric just as he was launching Eagle Grove Advisors, and couldn't be happier with his caring and professional guidance. He helped us organize all of our finances, and we consider him a member of the family. We always approach money decisions now by first asking, "What would Eric say?" His advice and attention to our portfolio have, literally, "paid off".
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Astra Wealth Partners is a financial planning firm that takes pride in being fee-only and independently owned. Their mission is to deliver personalized wealth management services by taking a holistic view of your finances. As fiduciaries, they always prioritize their client's best interests and are not influenced by incentives tied to investment product recommendations. They have the flexibility to consider diverse solutions for their clients, as they are not limited to a specific set of financial products. Recognizing that each person's circumstances are unique, they believe in providing a customized approach to help individuals reach their full potential. Through their in-depth quantitative approach, Astra Wealth Partners develops a comprehensive strategy that integrates tax optimization, financial planning, and investments. They help you build confidence through customized retirement planning that encompasses your individualized vision and goals.
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ASTRA WEALTH PARTNERS REVIEWS
Kevin Peacock and Astra Strategic Wealth create financial success - Period. The methods for investing that Kevin helped me put into place (and catering the plan to my needs of course) has proved to be so very rewarding in so many ways. If you haven't spoken with Kevin about your financial situation and the ways it can be improved, I highly recommend you do so.
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