Top financial advisors in Vineland, 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 Vineland, NJ, and are navigating financial decisions, you might face challenges like managing high property taxes or planning for a commute to NYC or Philadelphia. Without focused local insight, advisors might overlook how these factors affect your overall financial picture.
- Local tax impact. Ask how they incorporate Vineland's property tax rates into your long-term budget and investment plans.
- Commuter cost planning. Confirm if they consider expenses and time related to commuting when advising on cash flow and savings.
- Experience with regional markets. Look for advisors who understand the economic dynamics of South Jersey and nearby metro areas.
- Customized risk assessment. Ensure they evaluate risks specific to your lifestyle and location, not just generic financial threats.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ian K
Series 66
Vineland, NJ
Independent Advisor Alliance, LLC
Ian Klinger offers financial planning and retirement strategies tailored to Vineland, NJ residents, addressing local tax impacts and commuter expenses with seven years of experience and a Series 66 designation. His firm provides flexible fee options including flat fees and hourly rates, serving individuals and small businesses with asset management and wealth coaching, distinguishing him through a broad service range and independent advisory approach.
Experience: 8 years
Avg account: $386,491
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Jerry E
Series 66
Vineland, NJ
Calton & Associates, Inc.
Jerry Everwine's 52 years of experience and local presence in Vineland, NJ, equip him to address financial challenges like high property taxes and commuter costs effectively. His firm, Calton & Associates, offers flexible fee structures including flat fees and negotiable rates, serving individual investors and retirement plans with tailored portfolio management and financial planning, distinguishing him from advisors with less comprehensive service options.
Experience: 53 years
Avg account: $286,773
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Stuart C
CFP®, Series 63
Vineland, NJ
Ameriprise
Stuart Cohen's 31 years of experience and CFP® certification equip him to address Vineland's unique financial challenges, including retirement income strategy and Social Security optimization. Operating within Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tailored, tax-efficient plans with a competitive 0.15% AUM fee, distinguishing him from other local advisors.
Experience: 31 years
Avg account: $471,167
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Daniel P
Series 66
Vineland, NJ
Lincoln Investment
Daniel Peretti Jr. offers financial advice in Vineland, NJ, with eight years of experience and a Series 66 designation, making him familiar with local financial challenges like property taxes and commuting costs. His firm, Capital Analysts, serves a diverse client base using quantitative screening and model portfolios, charging 0.15% AUM or a $200 minimum annually, which may appeal to clients seeking structured investment approaches within a large firm environment.
Experience: 8 years
Avg account: $157,266
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Timothy G
Series 63, Series 65
Vineland, NJ
Cambridge Investment Research Advisors
Timothy Gardner's 27 years of experience and focus on retirement income strategies and plans for business owners make him well-suited to address financial challenges faced by Vineland residents, including managing local tax impacts and commuter costs. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and hourly options, he serves diverse clients with both discretionary and non-discretionary investment approaches, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 27 years
Avg account: $378,281
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