Financial Planners near Jersey City picked by BestProsInTown
“Chris is phenomenal. He has taken his time to have a full understanding of myself and my family’s finances and has helped me gain a deeper understanding of what I want out of this life for myself and my loved ones and how I may achieve that. Whether you are looking to better manage debt, save for short and long term goals, invest, or retire Chris is your guy. I recommend him often.”
“111 Town Square Place - Suite 605, Jersey City, New Jersey, 07310<br><br>BROOKLYNBARBIE64”
“As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters. My mother had been contemplating retirement for years and Covid finally prompted her to get more serious about setting an end date. We didn’t know where to start, but thankfully we found Chris Jennings and he has been wonderful.<br><br>Despite years of responsible saving, the idea of living without a salary was daunting to her. Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security. After just a few meetings, we have more clarity than ever and that feeling of angst has gone away.<br><br>Chris also introduced us to an affordable attorney who helped retitle our family beach home as part of her estate plan. He was also somehow able to turn one of her old IRAs into a Roth for a low cost. I still don’t understand all of it, I just know that we feel SO much better about everything. Having confidence that my mother can live comfortably as she continues to age has been invaluable to us.<br><br>Chris is so detailed, always eager to help, and even offered to meet with us in the evening to accommodate our hectic schedules. Not only is he extremely knowledgeable, he clearly loves what he does and that has made it even more enjoyable to work with him. We initially loathed the idea of going through this process but now feel a huge sense of relief. Thank you Chris!”
“A pleasure to work with. Miquel is extremely knowledgeable. Miquel is an asset to anyone he works with.”
“I have been with Scott and Premier Tax for 30 years, and thanks to their shrewd planning I now have a worry free retirement. I am so grateful for their intelligence and expertise!”
“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”
“There are no words - but I'll use some. It's truly rare that an organization can translate their mission into reality like Brunch \\u0026 Budget has. To give me the agency, the space and the safety to discuss the most personal or relationships - us and our money habits is remarkable. This is a year where I am certain that I can embrace what I love about my financial habits and transcend what holds me back. Don't read this and think it's therapy for your money traumas - no, the secure and robust online tools will help you visualize your financial outlook - serving as a dashboard for decision making and planning. Working one on one and with cohorts the staff and your peers provide accountability, support and encouragement. If capitalism had a playbook for those of us who need it most!”
“Began working with Savant in 2019 after retiring from JPM. Previously was courted by Morgan Stanley but was referred to Savant who I knew nothing about. I’m happy with my decision to go with Savant. Very boutique feeling, great service, excellent advice, honesty and nice returns. My Advisor, Kevin Phillips, and his asst Beth Voss, are top notch in both responsiveness and creativeness. Great company with good senior mgmt communication as well.”
“I have been working with HIG professionals in New York City for the past five years doing portraits of new hires and recently promoted employees. With over 60 professionals shot I can say with confidence these are people with integrity and strong work ethics. Greatly admire this company.”
“As an employee- my review is inherently biased, so disclosure is necessary. However, I'd like to think my impartial opinion rings true. Joe is a true fiduciary through and through. It's a rare find in an industry rife with misinformation. He takes a comprehensive approach to all client financial matters and genuinely cares for your well-being. This is demonstrated by his multi-decade-long relationships with clients.”
“My wife and I have been customers since the firm was established in 2010. These folks are bright, hardworking, enthusiastic, and are like family to us.<br><br>There has never been a moment of doubt in their reliability or trustworthiness. The depth of their understanding of financial matters is unparalleled.<br><br>Unlike other large wealth management companies, these advisors do not farm out decision making to other departments in their organization. They comb through the data and details specific to each client, making the granular decisions deemed most likely to succeed. For each and every asset bought or sold, there is research and reasoning, so that everything is part of a complete and rational overall financial picture.<br><br>I have not sufficiently thanked my team at Morse, Towey, & White. Hopefully this review serves as a modest gesture to make up for that deficit!”
“I have worked with Derrick over the last few months and he has been very helpful with both my business and retirement financial planning. He is great with communication both on the phone and email and explains everything in a way that makes sense. He works closely with Cameron and they have both allayed all my financial worries and concerns. I look forward to working with them going forward”
“We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.””
“I have known Cindy professionally for 18 years. She is conscientious, thoughtful and provides personalized fee-only comprehensive financial advice based on client's goals and objectives, without conflicts of interest.”