What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Oakland, NJ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Oakland, NJ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Greg Giardino
CFP®, CPWA®
Atlas Fiduciary Financial LLC.
Oakland, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance/Risk Management
Fee-Only financial planner located in Oakland, NJ, serving clients locally, from the Sarasota, FL office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"
Stephen Craffen
CFP®, CFA®, CLU®, ChFC®, MBA
Atlas Fiduciary Financial, LLC
Oakland, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, NJ, serving clients locally, from the Sarasota office, and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"
Dr. Laura Mattia
Ph.D, MBA, CFP®, CDFA®
Atlas Fiduciary Financial LLC.
Oakland, NJ
Specialties: Trusted advice and custom solutions, Creating income for retirement, Investment management with less risk, Comprehensive and personal financial planning, Strategies for individuals in transition (widow, divorcee, business owner, retiring executive, new resident), Women and others looking for education and guidance from someone who cares.
Fee-Only financial planner located in Sarasota, FL, serving clients locally, from the Oakland, NJ office, and across the country with SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
