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
Jay Lee
CFA®, CFP®
Ballaster Financial
Jersey City, NJ
Specialties: Comprehensive Financial Planning, Investment Management, Stock compensation, College Education Planning, Tax Planning, Alternative Investments
Fee-Only financial planner located in Jersey City, NJ, serving clients locally in the tri-state area and virtually across the country
Tom Geoghegan
CFP®, CIMA®, CPWA®, RMA®, MBA
Beacon Hill Private Wealth LLC
Summit, NJ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Strategies and Planning, Employee Stock - ISOs, NQOs, RSUs, Estate Planning
Certified Financial Planner™ and Certified Private Wealth Advisor® in Summit, NJ, serving clients locally and across the country. 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)
