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Find Retirement Advisors for Retirement Planning in Northfield, New Jersey
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Northfield, New Jersey
Last Updated - April 12, 2024Northfield has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Northfield, New Jersey have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Northfield, New Jersey
VERIFIEDJim Bernstein
QEX Asset Management
Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65
Minimum Assets Required
$50,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAndrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDaniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Northfield, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TOEWS CORPORATION 1750 Zion Road, Suite 201 Northfield, NJ, 08225-1844 | $1,143,381,908 | 246 | 22 | A Percentage of AUM |
| 2 | CRA FINANCIAL SERVICES, L.L.C. 332 Tilton Road, Northfield, NJ, 8225 | $966,091,824 | 3081 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | QUANTUM CAPITAL MANAGEMENT, LLC 105 East Mill Road, Northfield, NJ, 08225-2553 | $820,330,391 | 209 | 4 | A Percentage of AUM |
| 4 | NORTHSTAR ADVISORY GROUP, LLC 1555 Zion Road, Suite 203 Northfield, NJ, 8225 | $213,289,575 | 701 | 6 | A Percentage of AUM |
Information on Top Retirement Planning firms in Northfield, New Jersey
QualificationsFirm CRD# 106304
Assets Under Management $1,143,381,908
No. Of Clients246
Clients Per Financial Advisor11
TOEWS CORPORATION is a financial advisory firm situated in Northfield, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 124004
Assets Under Management $966,091,824
No. Of Clients3081
Clients Per Financial Advisor237
CRA FINANCIAL SERVICES, L.L.C. is a financial advisory firm situated in Northfield, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3081 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111083
Assets Under Management $820,330,391
No. Of Clients209
Clients Per Financial Advisor52
QUANTUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Northfield, New Jersey. With a nearly $820M assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 306850
Assets Under Management $213,289,575
No. Of Clients701
Clients Per Financial Advisor117
NORTHSTAR ADVISORY GROUP, LLC is a financial advisory firm situated in Northfield, New Jersey. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 701 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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