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Smart financial planning requires more than just tracking expenses—it demands strategic thinking, professional guidance, and solutions tailored to your unique situation. Jersey City, New Jersey is home to skilled financial advisors and established firms that specialize in comprehensive wealth management. Whether you need help with retirement planning, investment portfolios, tax optimization, or risk assessment, these experts provide the knowledge and tools to help you build and preserve your wealth.
No matter your financial goals—securing a comfortable retirement, growing your personal assets, or managing business finances—Jersey City’s top financial advisors can create a customized plan to help you succeed. Discover how these trusted professionals can guide you toward long-term financial stability right here in Jersey City.
Financial Advisors in Jersey City to Consider
- Pier Capital
- Portfolio Investments
- Prosperity Leaders
- Reaves Asset Management
- Taurus Financial
- Abner Herrman & Brock Inc
- BlackPearl Advisory Group
- Caliber Financial Partners
- Chris Tomolonis
- Holdings by S&S
1. Pier Capital
Pier Capital is a dynamic investment firm specializing in tailored financial strategies designed to grow and preserve wealth for high-net-worth individuals and institutions. Based in a prime financial hub, their team combines deep market expertise with a client-first approach, offering customized portfolio management and strategic advisory services. They focus on long-term value creation through disciplined investing, risk management, and innovative financial solutions. Pier Capital prides itself on transparency, fostering trust through clear communication and measurable results. Whether navigating market volatility or planning generational wealth transfer, their advisors deliver insightful guidance to help clients achieve their financial aspirations.
🔹 Services: Investment Management, Wealth Preservation, Strategic Advisory
📍 Address: 111 Town Square Pl Jersey City NJ 7310
📞 Phone: (201) 710-2998
🔗 Website: Pier Capital
📧 Contact: operations@piercap.com
2. Profolio Investments
Profolio Investments is a forward-thinking wealth management firm dedicated to helping clients build and protect their assets through data-driven investment strategies. Their team of seasoned professionals excels in crafting diversified portfolios that align with individual risk tolerances and financial objectives. By leveraging cutting-edge technology and rigorous analysis, they provide actionable insights to optimize returns while minimizing exposure. Portfolio Investments stands out for its adaptive approach, ensuring clients remain on track amid evolving market conditions. From retirement planning to legacy building, their holistic solutions empower investors to navigate complexity with confidence.
🔹 Services: Portfolio Management, Risk Assessment, Retirement Strategies
📍 Address: 121 Newark Ave Jersey City NJ 7302
📞 Phone: (844) 855-2584
🔗 Website: Profolio Investments
📧 Contact: info@profolioinvest.com
3. Prosperity Leaders
Prosperity Leaders is a boutique financial advisory firm committed to guiding clients toward sustainable wealth growth through education and personalized planning. Their philosophy centers on empowering individuals with the knowledge and tools needed to make informed financial decisions. Specializing in tax-efficient investing, passive income strategies, and entrepreneurial wealth-building, their advisors take a hands-on approach to each client’s unique journey. With a focus on integrity and innovation, Prosperity Leaders helps turn aspirations into actionable plans. Their collaborative process ensures clients feel supported at every stage of their financial evolution.
🔹 Services: Tax-Efficient Investing, Passive Income Solutions, Entrepreneurial Finance
📍 Address: 344 Grove St #4095 Jersey City NJ 7302
📞 Phone: (929) 398-5505
🔗 Website: Prosperity Leaders
📧 Contact: terms@prosperityleaders.net
4. Reaves Asset Management
Reaves Asset Management is a specialized investment firm with decades of expertise in infrastructure and utility sector investing. Their research-driven methodology identifies high-potential opportunities in essential industries, offering clients stable, long-term returns. The firm’s disciplined approach combines fundamental analysis with macroeconomic insights to capitalize on growth trends. Reaves is known for its niche focus, providing institutional and individual investors access to undervalued assets with resilient cash flows. By prioritizing sustainability and income generation, they help clients build portfolios that withstand market fluctuations.
🔹 Services: Infrastructure Investing, Utility Sector Funds, Institutional Asset Management
📍 Address: 10 Exchange Pl 18th fl Jersey City NJ 7302
📞 Phone: (800) 975-8395
🔗 Website: Reaves Asset Management
📧 Contact: info@reavesam.com
5. Taurus Financial
Taurus Financial is a trusted wealth management firm that blends personalized financial planning with disciplined investment strategies to help clients secure their futures. Their team of experienced advisors takes a comprehensive approach, addressing everything from retirement planning to estate preservation. With a focus on long-term relationships, Taurus Financial tailors solutions to each client’s unique goals, risk tolerance, and life circumstances. They emphasize education and transparency, ensuring clients understand every step of their financial journey. Whether planning for growth, income, or legacy, Taurus Financial provides the expertise and dedication needed to navigate complex financial landscapes.
🔹 Services: Retirement Planning, Estate Preservation, Investment Strategies
📍 Address: 1 Evertrust Plaza Suite 305 Jersey City NJ 7302
📞 Phone: (201) 500-6322
🔗 Website: Taurus Financial
📧 Contact: tina.sun@lpl.com
6. Abner Herrman & Brock Inc
Abner Herrman & Brock Inc (AHB) is a distinguished financial advisory firm with a legacy of delivering sophisticated wealth management solutions to individuals and institutions. Their team combines decades of experience with a forward-thinking approach, offering services ranging from investment management to tax optimization. AHB prides itself on its deep analytical rigor and client-centric philosophy, ensuring strategies align with both short-term needs and generational objectives. Known for their integrity and bespoke service, they help clients navigate financial complexities with confidence. Their commitment to excellence has made them a respected name in wealth advisory.
🔹 Services: Investment Management, Tax Optimization, Institutional Advisory
📍 Address: 5 Harborside Pl #1640 Jersey City NJ 7311
📞 Phone: (201) 484-2000
🔗 Website: Abner Herrman & Brock Inc
📧 Contact: info@ahbi.com
7. BlackPearl Advisory Group
BlackPearl Advisory Group is an independent financial planning firm dedicated to helping clients achieve financial independence through strategic guidance and bespoke solutions. Their advisors specialize in retirement planning, investment management, and risk mitigation, tailoring strategies to each client’s unique aspirations. With a focus on clarity and trust, BlackPearl demystifies complex financial concepts, empowering clients to make informed decisions. Their proactive approach ensures portfolios remain aligned with changing market conditions and personal milestones. Whether preparing for retirement or managing wealth transitions, clients benefit from their unwavering commitment to personalized service.
🔹 Services: Retirement Planning, Investment Management, Risk Mitigation
📍 Address: Harborside Financial Center 2500 Plaza 5 25th floor Jersey City NJ 7311
📞 Phone: (201) 805-5045
🔗 Website: BlackPearl Advisory Group
📧 Contact: umar@blackpearladvisory.com
8. Caliber Financial Partners
Caliber Financial Partners is a boutique wealth management firm that provides high-touch, customized financial solutions for individuals, families, and business owners. Their holistic approach integrates investment management, tax planning, and estate strategies to optimize clients’ financial health. Caliber’s team of seasoned professionals emphasizes collaboration, working closely with clients to design roadmaps that reflect their values and ambitions. By combining technical expertise with a personal touch, they help clients navigate life’s financial challenges with clarity and confidence. Their goal is to transform financial complexity into actionable, stress-free plans.
🔹 Services: Investment Management, Tax Planning, Estate Strategies
📍 Address: 239 Washington St Ste 304 Jersey City NJ 7302
📞 Phone: (201) 721-6458
🔗 Website: Caliber Financial Partners
📧 Contact: phealey@caliberfinancialpartners.com
9. Chris Tomolonis
Chris Tomolonis is a fiduciary financial advisor offering personalized wealth management services with a focus on education and transparency. His practice emphasizes goal-based planning, helping clients align their investments with life milestones such as retirement, education funding, or business succession. Chris takes a hands-on approach, leveraging his expertise to simplify complex financial decisions and reduce uncertainty. Clients appreciate his straightforward communication and commitment to acting in their best interests. Whether managing portfolios or planning for tax efficiency, his strategies are designed to foster long-term financial resilience.
🔹 Services: Fiduciary Advisory, Goal-Based Planning, Tax-Efficient Investing
📍 Address: 95 Christopher Columbus Dr 16th floor Jersey City NJ 7304
📞 Phone: (201) 600-9461
🔗 Website: Chris Tomolonis
📧 Contact: ctomolonis@wwmria.com
10. Holdings by S&S
Holdings by S&S is a specialized investment firm that focuses on strategic asset acquisition and management to build sustainable wealth for clients. Their expertise spans private equity, real estate, and alternative investments, offering diversified opportunities beyond traditional markets. The firm’s disciplined approach prioritizes due diligence and value creation, ensuring each investment aligns with clients’ risk profiles and long-term objectives. Holdings by S&S stands out for its innovative strategies and hands-on asset management, delivering tailored solutions for high-net-worth individuals and institutional investors. Their mission is to turn capital into enduring growth.
🔹 Services: Private Equity, Real Estate Investments, Alternative Assets
📍 Address: 2 Journal Square Plaza Jersey City NJ 7306
📞 Phone: (844) 511-0124
🔗 Website:Holdings by S&S
📧 Contact: contact@holdingsbysands.com
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