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Financial Planners Certified in New Jersey

Bill Gurnani - Ameriprise Financial Services, Inc. photos
Bill Gurnani - Ameriprise Financial Services, Inc., Bedminster
Bedminster / New Jersey / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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The Walsh Group - Ameriprise Financial Services, Inc. photos
The Walsh Group - Ameriprise Financial Services, Inc., Bedminster
Bedminster / New Jersey / United States
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Putting clients first; its what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Were proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Matthew R Rotella - Ameriprise Financial Services, Inc. photos
Matthew R Rotella - Ameriprise Financial Services, Inc., Riverdale
Riverdale / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stephen Ng Financial Group™, LLC photos
Stephen Ng Financial Group™, LLC, Springfield
Springfield / New Jersey / United States
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With decades of experience, we draw on our heritage of excellence to empower clients in their financial lives. Though the world of financial planning can seem daunting, our advisors specialize in simplifying the complexities of planning for this milestone so you can focus on what matters most. As your advocate, we strive to grow your knowledge, enhance your understanding, and help navigate you towards a stronger future. We are motivated by your objectives, excited by your goals, and driven to provide strategies with your best interests in mind. We believe your goals, retirement needs, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your financial roadmap. Contact us today to get started. We have an additional office to serve you: 100 Horizon Center Blvd, Suite 105 Hamilton, NJ 08691 Phone: 973-218-9600 Fax: 973-218-0303 Mon-Fri: 8:00 AM - 5:00 PM Evenings & Saturday by Appointment
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Integrated Financial Concepts photos
Integrated Financial Concepts, Fairfield
Fairfield / New Jersey / United States
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More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Gladstone Wealth Group photos
Gladstone Wealth Group, Bedminster
Bedminster / New Jersey / United States
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At Gladstone Wealth Group, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you reach the goals and objectives you have set for your family’s financial future. What sets our office apart from some financial planners, stockbrokers, personal bankers and other financial advisors is the hands on experience you will receive from any one of our experienced advisors. Please note our affiliate office location at: 54 Broad St. Suite 202 Red Bank, NJ 07701
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Mindful Wealth Management - Ameriprise Financial Services, Inc. photos
Mindful Wealth Management - Ameriprise Financial Services, Inc., Riverdale
Riverdale / New Jersey / United States
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Our Approach We know that every client is different. At Mindful WealthManagement, we live and breathe the philosophy, Do the right thing, which is grounded in principles of ethics and integrity. We are committed to delivering recommendations and support for what matters most to you in your financial life. Our team of knowledgeable,caring and experienced professionals focus on delivering appropriate and comprehensive advice by providing all levels of financial planning and proactive wealth management strategies. It is our mission is to help you, our clients, live well now and in the future, doing what you love. We pledged long ago to always put the interests of our clients first, and hope to continue to earn your loyalty, and establish life long relationships. We believe that it is our role to listen without expectations or judgments, and look to gain a deeper understanding of your financial concerns, wealth goals, and life aspirations in the pursuit of providing greater clarity for your overall well-being and peace of mind. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Campania Wealth Management photos
Campania Wealth Management, Roseland
Roseland / New Jersey / United States
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Imagine if you tried to build your dream house without a clear blueprint or professional support. Chances are, reality would not match your expectations. At Campania Wealth Management, we believe the same results hold true for wealth management. You can have visions for the future and a picture of your ideal financial life, but achieving these goals will be very challenging without the support and plan you need. From our experience, a customized, strategically implemented plan is a key differentiator between people who realize their financial dreams and those who settle for less. Whether you’re a family, business owner, or corporate executive, our approach gives you an inclusive, action-driven plan for pursuing your goals and working to protect your family from financial risk.
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BB&T photos
BB&T, Haddonfield
Haddonfield / New Jersey / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Leicht Financial Planning & Wealth Management photos
Leicht Financial Planning & Wealth Management, Parsippany
Parsippany / New Jersey / United States
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At Leicht Financial Planning and Wealth Management, shedding light on your financial future is not simply a play on how we pronounce our name—it’s what we do for clients nearing or in retirement. We believe that comprehensive planning, the process of identifying goals and challenges and managing the many facets that make up your financial picture, is essential to helping you live the life you desire today and throughout retirement. Our focus on financial planning enables us to help you allocate and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Many of our advisors and client service associates are CERTIFIED FINANCIAL PLANNER™ professionals. This certification attests to our commitment to serving you in a fiduciary manner that emphasizes trust, integrity, education and transparency across every aspect of our relationship with you.
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Llnon Slossberg-North - Ameriprise Financial Services, Inc. photos
Llnon Slossberg-North - Ameriprise Financial Services, Inc., Montclair
Montclair / New Jersey / United States
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I live and breathe the philosophy, Do the right thing, which is grounded in principles of ethics and integrity. I am committed to delivering recommendations and support for what matters most to you in your financial life. I offer all levels of financial planning and proactive wealth management strategies. My mission is to help you, my clients, live well now and in the future, doing what you love. I vow to always put your interests first and hope to continue to earn your loyalty and establish life long relationships. I listen without expectations or judgments, and look to gain adeeper understanding of your financial concerns, wealth goals and life aspirations in the pursuit of providing greater clarity for your overall well-being and peace of mind. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Glassboro
Glassboro / New Jersey / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Nick Campanile - Ameriprise Financial Services, Inc. photos
Nick Campanile - Ameriprise Financial Services, Inc., Bedminster
Bedminster / New Jersey / United States
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In retirement planning, I strive to help clients invest, insure, and protect their assets. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Christopher M Rotella - Ameriprise Financial Services, Inc. photos
Christopher M Rotella - Ameriprise Financial Services, Inc., Riverdale
Riverdale / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Jim Fahey - Ameriprise Financial Services, Inc. photos
Jim Fahey - Ameriprise Financial Services, Inc., Bedminster
Bedminster / New Jersey / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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RMR Wealth Builders, Inc. photos
RMR Wealth Builders, Inc., Teaneck
Teaneck / New Jersey / United States
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More than 30 years ago, our founding partners decided to create an environment for financial planning in New Jersey where financial advisors and clients could work and “live” in harmony with like-minded individuals. If you are looking for a “port in the storm” where you and your clients will be respected, we invite you to compare our family to the competition. RMR Wealth Builders provide wealth management, and financial planning solutions for individuals and families, and different types of entities.
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Limestone Financial Group photos
Limestone Financial Group, Newark
Newark / New Jersey / United States
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Stephen works with a select clientele of successful individuals, high net worth families, and business owners. Getting to know his clients and their families on a personal level is paramount to the overall experience. During our discovery and fact-finding meetings, we will quantify your future cash flows needs, as well assets and liabilities, ask the right questions and listen intently to our clients. This extensive process provides us with a clear picture of our clients financial situation and how it is intertwined in them as a “person”. Limestone Financial Group will work to create tailored strategies for our clients own meaningful goals, which go beyond numbers.
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James J Gilmartin - Ameriprise Financial Services, Inc. photos
James J Gilmartin - Ameriprise Financial Services, Inc., Westfield
Westfield / New Jersey / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Krietzberg Wealth Management photos
Krietzberg Wealth Management, Red Bank
Red Bank / New Jersey / United States
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The Krietzberg Wealth Management story began in 2005 when brothers Curtis and David decided to bring together their separate experiences in the financial industry to help people better prepare for their futures. Curtis, with his CFA designation, MBA, and experience as both a Securities Analyst at Merrill Lynch and the Regional Director of Investments for Lincoln Financial Advisors, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a unique understanding of the needs of the business owner. Over the years, Krietzberg Wealth Management has grown into a thriving practice that offers a unique service to its trusted clients – an in-depth and holistic approach to help clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice to better align with their goals for the future. Please note our other locations at: 195 Route 9 South Suite 116 Manalapan, NJ 07726 99 Wood Avenue South Suite 201 Iselin, NJ 08830
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Royal Alliance photos
Royal Alliance, Morristown
Morristown / New Jersey / United States
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As your advisor, our job is to inform and implement your financial decisions so that you achieve and maintain your vision of independence.
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