Top financial advisors in Lakewood, NJ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Lakewood, NJ if you're navigating high property taxes or planning for a commute to NYC or Philadelphia. Without local expertise, advisors may overlook how these factors impact your overall financial plan.
- Local tax insight. Confirm how they incorporate Lakewood's property tax rates into your long-term budget.
- Commuter cost planning. Ask how they factor in travel expenses and time when advising on cash flow.
- Experience with regional markets. Look for advisors familiar with investment opportunities and risks specific to the New Jersey and nearby metropolitan areas.
- Customized retirement timing. Ensure they consider your commute and tax environment when recommending retirement age and income strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Boruch T
Series 65
Lakewood, NJ
Five Point Investments
Boruch Terebelo in Lakewood, NJ, offers financial planning with a focus on tax-aware strategies and diversified investments, which can help address local property tax and commuter cost considerations. His firm provides flat-fee and hourly options, serving individuals and high-net-worth clients with a risk-managed approach and emphasizes client education, distinguishing him from advisors with different fee structures or less focus on tax planning.
Experience: 0 years
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Joshua N
Series 65
Lakewood, NJ
Nj capital management
Joshua Nussbaum offers expertise in options and derivatives strategies, private investments, and concentrated stock management, which can address complex financial needs in Lakewood, NJ's unique tax and commuter environment. His firm, NJ Capital Management, serves high-net-worth clients with discretionary and non-discretionary management, charging a 1% annual asset-based fee, and applies fundamental, technical, and macroeconomic analysis for tailored investment approaches.
Experience: 0 years
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Dylan C
Series 63, Series 65
Lakewood, NJ
Santander Securities LLC
Dylan Cinardo offers financial advisory services in Lakewood, NJ, with expertise in tax-loss harvesting and income planning, which can help address local property tax challenges and commuter cost considerations. Operating independently through Santander Securities LLC, he serves a diverse client base with a 1.30% AUM fee and brings experience from Northwestern Mutual, distinguishing him from advisors focused solely on high-net-worth clients.
Experience: 3 years
Avg account: $263,306
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Joseph R
Series 66
Lakewood, NJ
Onyx Wealth Management LLC
Joseph Rudy offers financial planning in Lakewood, NJ, with expertise in cash flow, budgeting, and general tax planning, which is crucial for managing local property taxes and commuter expenses. His firm, Onyx Wealth Management LLC, serves individuals and small businesses with customized portfolios using diversified ETFs and equities, charging flat fees and hourly rates, providing flexible options compared to other advisors in the area.
Experience: 3 years
Avg account: $75,255
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Moshe S
Series 65
Lakewood, NJ
Fortune Capital Management LLC
Moshe Sussman, based in Lakewood, NJ, is well-positioned to address local financial challenges such as high property taxes and commuter costs, leveraging his firm's expertise in portfolio management and investment consulting. His five years of experience, Series 65 designation, and focus on options and derivatives strategies differentiate him, especially for high-net-worth clients seeking independent advice with a blend of technical and fundamental analysis.
Experience: 5 years
Avg account: $225,704
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