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 Summit, 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 Summit, NJ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Foligno
CMC®
Grand Life Financial
Summit, NJ
Specialties: Comprehensive Financial Planning, Tax Planning, Business Owner Consulting, Retirement Income Planning, Investing
Fee-only, fiduciary financial planner and wealth manager serving clients nationwide.
Tom Geoghegan
CFP®, CIMA®, CPWA®, RMA®, MBA
Beacon Hill Private Wealth LLC
Summit, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation - ISOs, NQSOs, RSUs
Helping families achieve their life goals through evidence-based financial planning and disciplined investing. Forever standing on the side of our clients.
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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)
