Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Paramus has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Paramus, New Jersey have an average of 21 years of experience.
Eric Mancini
CAIA®, CFP®, CFA®
Traphagen Financial Group
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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 Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Scott Schwartz
CFP®
Bleakley Financial
Qualifications
CRD# 1315182
Firm CRD# 318366
Series 7, 63, 66
Minimum Assets Required
$500,000
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Hazel Secco
CFP®, CDFA®
Align Financial Solutions LLC
Qualifications
CRD# 6233372
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Based on Assets
Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners
Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$0
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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 Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®
Qualifications
Firm CRD# 104920
Series 65
Minimum Assets Required
$500,000
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Peter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.
Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative
Minimum Assets Required
$0
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | VALLEY WEALTH MANAGERS, INC. 80 East Ridgewood Ave, Suite 3 Paramus, NJ, 7652 | $2,190,440,953 | 2096 | 48 | A Percentage of AUM, Hourly charges |
2 | PRIVATE PORTFOLIO PARTNERS, LLC 461 From Road, Suite 385 Paramus, NJ, 7652 | $825,250,610 | 2643 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BREAKWATER CAPITAL GROUP 140 E. Ridgewood Avenue, Suite 415 Paramus, NJ, 7652 | $334,793,332 | 122 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | STONEBRIDGE CAPITAL MANAGEMENT 52 Forest Avenue, Paramus, NJ, 7652 | $191,284,201 | 458 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | WATTERS FINANCIAL SERVICES, LLC 16 Arcadian Avenue, Suite C4 Paramus, NJ, 07652-1291 | $152,212,267 | 395 | 3 | A Percentage of AUM, Fixed Fees |
6 | GROESBECK INVESTMENT MANAGEMENT CORP 12 Rte. 17 North, Suite 130 Paramus, NJ, 7652 | $68,083,661 | 47 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 108879
Assets Under Management $2,190,440,953
No. Of Clients2096
Clients Per Financial Advisor44
VALLEY WEALTH MANAGERS, INC. is a financial advisory firm situated in Paramus, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2096 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165616
Assets Under Management $825,250,610
No. Of Clients2643
Clients Per Financial Advisor94
PRIVATE PORTFOLIO PARTNERS, LLC is a financial advisory firm situated in Paramus, New Jersey. With a nearly $825M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2643 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321097
Assets Under Management $334,793,332
No. Of Clients122
Clients Per Financial Advisor61
BREAKWATER CAPITAL GROUP is a financial advisory firm situated in Paramus, New Jersey. With a nearly $335M assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106341
Assets Under Management $191,284,201
No. Of Clients458
Clients Per Financial Advisor115
STONEBRIDGE CAPITAL MANAGEMENT is a financial advisory firm situated in Paramus, New Jersey. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 458 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126339
Assets Under Management $152,212,267
No. Of Clients395
Clients Per Financial Advisor132
WATTERS FINANCIAL SERVICES, LLC is a financial advisory firm situated in Paramus, New Jersey. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 395 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106679
Assets Under Management $68,083,661
No. Of Clients47
Clients Per Financial Advisor16
GROESBECK INVESTMENT MANAGEMENT CORP is a financial advisory firm situated in Paramus, New Jersey. With a nearly $68M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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