BEST RATED » JERSEY CITY NJ » FINANCIAL SERVICES

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!

LEGACY CARE WEALTH, LLC

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

Since 2013

Here’s The Deal:
Legacy Care Wealth, LLC provides a comprehensive financial plan to help with your financial goals. Their mission is to improve your perception of financial planning into easy-to-implement economic changes that will assist you in reaching your life goals. They specialize in wealth management. They develop goal-based financial plans that fully take your current and future wealth pictures. They strive to understand and communicate a comprehensive view of family wealth and lifetime success. They also serve in Morristown.

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

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legacycarewealth.com

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

TBR® Inspection Report:

SCHUPAK FINANCIAL ADVISORS

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

Since 2015

Here’s The Deal:
Schupak Financial Advisors, LLC is a fee-only and independent fiduciary firm in Jersey City. They have the advantage of moving with speed and agility to implement advancements, whether technology-driven, investment-related, or planning-focused. The firm provides its services nationwide through virtual meetings and the occasional trip to connect with a client face to face. They specialize in working with high-achieving, urban professionals in the prime of their careers. They offer traditional VS Roth contribution assessment along with investment selections. For customers with less than $300K of managed assets, there is a $1K upfront charge and a monthly fee ranging between $200 to $400.

SPECIALTY:
Debt Management Strategies, Budgeting, Investment Strategy, Cash Flow Review and Net Worth Tracking, 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

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schupakfa.com

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

TBR® Inspection Report:

CALIBER FINANCIAL PARTNERS, LLC

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

Since 2013

Here’s The Deal:
Caliber Financial Partners is an independent financial service company. The team at CFP stands upon a solid foundation of both education and experience. The firm utilizes its expertise to help shape your financial objectives. They can also assist you in identifying potential risks and determining the most efficient manner in which to mitigate those risks. They pride themselves in providing every detail to their clients in terms they can comprehend. They provide guidance where appropriate, but ultimately they want customers to feel comfortable with the steps to ensure the best possible outcomes.

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

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caliberfinancialpartners.com

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Open 24 Hours

TBR® Inspection Report: