Top financial advisors in Newark, 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.
If you live in Newark, NJ, and face high property taxes alongside the challenge of commuting to NYC or Philadelphia, you might need an advisor who understands how local tax burdens affect your overall financial plan. Without this insight, you risk strategies that overlook the impact of these taxes on your cash flow and investment returns.
- Local tax expertise. Confirm the advisor knows how Newark's property taxes influence your net income and long-term wealth.
- Commuter cost integration. Ask how they factor in commuting expenses when planning your budget and savings.
- Customized investment approach. Look for advisors who adjust portfolios considering local economic conditions and tax implications.
- Experience with diverse clients. Check if they have worked with clients balancing urban living costs and high-net-worth goals in the Newark area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Oscar A
Series 63, Series 66
New York, NY
Wells Fargo Advisors
Oscar Abaunza Velazquez is based in Newark, NJ, and works with Wells Fargo Clearing, a large firm offering a flat-fee structure and serving high-net-worth clients. His six years of experience and background with Wells Fargo Bank and AT&T support his understanding of local financial challenges, while the firm's IPS-driven process and diverse investment options help tailor strategies to address Newark's tax and commuting cost impacts.
Experience: 6 years
Avg account: $514,335
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Frederick P
Series 65
Newark, NJ
Palmerton Financial Services, LLC
Frederick Palmerton's two decades of experience and independent status in Newark, NJ, equip him to address local tax burdens and commuting costs impacting financial plans. His firm focuses on active portfolio management with a long-term, equity-oriented approach, serving individuals and organizations with customized portfolios, differentiating him through personalized risk tolerance alignment and a low turnover strategy.
Experience: 20 years
Avg account: $506,322
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Samuel W
Series 63, Series 65
Newark, NJ
Merrill
Samuel Wallace Jr. offers deep expertise in tax-loss harvesting and active portfolio management, crucial for navigating Newark's high property taxes and commuting costs. With 29 years of experience at Merrill, a large firm known for diverse client services and integrated capital-markets platforms, he caters to mid-career professionals and high earners, providing managed strategies with a 1.10% AUM fee under $2 million.
Experience: 30 years
Avg account: $860,085
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Stephen R
CFP®, Series 66
Newark, NJ
Gladstone Wealth Partners
Stephen Roth's 23 years of experience and CFP® certification equip him to address Newark's high property taxes and commuting costs within comprehensive financial plans. At Gladstone Wealth Partners, he offers flat-fee financial planning and discretionary asset management, serving individuals and high-net-worth clients, which distinguishes him from advisors with more limited fee structures or client focuses.
Experience: 23 years
Avg account: $675,237
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Shaquille B
Series 66
Newark, NJ
Fidelity
Shaquille Blake's seven years of experience in retirement income and general retirement planning at Fidelity equip him to address Newark's high property taxes and commuting costs within financial strategies. His background includes roles focused on tax-exempt markets and investment solutions, and working at a large firm like Fidelity offers access to extensive resources, distinguishing him from advisors at smaller firms.
Experience: 7 years
Avg account: $234,793
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