BEST RATED » JERSEY CITY NJ » FINANCIAL SERVICES

Best Financial Services in Jersey City

Handpicked Top 3 Financial Services in Jersey City, New Jersey. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

LEGACY CARE WEALTH, LLC

201 Montgomery Street, 2nd Floor, Suite 2022, Jersey City, NJ 07302

Since 2013

Risk Management, Budgeting, Employee Benefits, Investment, Business, Corporate Finance, Savings, Insurance, Income Tax, Retirement and Estate Planning, Tax & Accounting Services

Specializes in Wealth Management ● Has practice managing over $70 million of client assets ● Their team raised over $1.3 billion for private equity partnerships over a three-year period ● Offers truly unbiased and independent advice to guide investment choices that are in your best interest

info@legacycarewealth.com

legacycarewealth.com

Reviews

Mon - Fri 9:00 am - 8:00 pm
Sat & Sun Closed

TBR® Inspection Report

SCHUPAK FINANCIAL ADVISORS, LLC

121 Newark Avenue, Suite 523, Jersey City, NJ 07302

Since 2015

Cash Flow Review and Net Worth Tracking, Debt Management Strategies, Budgeting, Investment Strategy, Risk Tolerance and Time Horizon, Asset Allocation, Risk Needs Analysis, Monte Carlo Simulation Analysis, Retirement Planning, Employer Benefits, Tax Planning and Forecasting, Equity Strategy, Employee Stock Purchase Plan & General Planning

Expertise in Investment management ● For clients with less than $300K of managed assets, there is a $1K upfront charge and a monthly fee typically ranging between $200 to $400 ● Offers traditional vs Roth contribution assessment along with investment selections ● Provides their services nationwide through virtual meetings and the occasional trip to connect with a client face to face

mike.s@schupakfa.com

schupakfa.com

Reviews

Mon, Wed & Fri 8:00 am - 6:00 pm
Tue & Thu 8:00 am - 9:00 pm
Sat 9:00 am - 3:00 pm
Sun Closed

TBR® Inspection Report

CALIBER FINANCIAL PARTNERS, LLC

239 Washington Street, Suite 304, Jersey City, NJ 07302

Since 2013

Tax Strategies, Investment Management, Retirement, Estate and Business Succession Planning, Insurance and Employee Benefits, Company-Sponsored Retirement Plans, IRA's, Annuities, Alternative Investments, College Savings Plans & Planned Giving

They will also help you identify potential risks and determine the most efficient manner in which to mitigate those risks ● They provide guidance where appropriate, but ultimately they want clients to feel comfortable with the steps that are taken in order to provide for the best possible outcomes

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caliberfinancialpartners.com

Reviews

Open 24 Hours

TBR® Inspection Report