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Planning your financial future goes beyond simple budgeting—it requires smart strategies, professional expertise, and customized solutions. In Newark, New Jersey, you’ll find experienced financial advisors and respected firms ready to help with all aspects of wealth management. From retirement planning and investment strategies to tax efficiency and risk management, these professionals provide the insights you need to grow and protect your assets.
Whether you’re preparing for retirement, growing your personal wealth, or running a business, Newark’s financial advisors can offer valuable guidance tailored to your unique goals. Take the next step toward financial security by exploring the trusted advisory services available right here in Newark.
Financial Advisors in Newark to Consider
- Limestone Financial Group
- WinFall Financial
- Britewater Financial
- Coroebus Wealth Management
- Fabio Financial Services
- Hackney & Associates
- Raymond Khalif Financial Management
- New Jersey Small Business Development Centers
- Broadridge Financial Solutions
- JB Wealth Financial Solutions
1. Limestone Financial Group
Limestone Financial Group is a forward-thinking advisory firm focused on delivering tailored financial strategies to help clients navigate complex financial landscapes. Based at their headquarters, the team combines deep industry expertise with a personalized touch to address wealth accumulation, preservation, and legacy planning. Their advisors excel in creating dynamic financial blueprints that adapt to changing markets and life circumstances, ensuring clients remain on track toward their aspirations. With a commitment to transparency and education, Limestone Financial Group empowers clients to take control of their financial futures with confidence.
🔹 Services: Investment Advisory, Estate Planning, Business Succession Strategies
📍 Address: 59 Lincoln Park Newark NJ 7102
📞 Phone: (201) 788-4977
🔗 Website: Limestone Financial Group
📧 Contact: stephen.roth@lpl.com
2. WinFall Financial
WinFall Financial is a boutique wealth management firm dedicated to helping individuals and families achieve financial prosperity through disciplined planning and innovative solutions. Their team of seasoned professionals specializes in risk management, tax-efficient investing, and retirement income strategies tailored to each client’s unique goals. By fostering long-term relationships built on trust, WinFall Financial ensures clients receive proactive guidance through every stage of their financial journey. Recognized for their client-first approach, the firm prides itself on simplifying complexity and maximizing opportunities.
🔹 Services: Holistic Financial Planning, Tax Optimization, Portfolio Management
📍 Address: 142 Lafayette St Newark NJ 7105
📞 Phone: (973) 307-0702
🔗 Website: WinFall Financial
📧 Contact: hsanchez@winfallfinancial.com
3. Britewater Financial
Britewater Financial stands out as a modern advisory firm that blends cutting-edge technology with personalized financial strategies to optimize client outcomes. Their expertise spans wealth management, education planning, and philanthropic advisory, ensuring a well-rounded approach to financial success. The firm’s collaborative process encourages clients to explore their financial potential while mitigating risks and capitalizing on growth opportunities. With a reputation for integrity and innovation, Britewater Financial is a trusted partner for those seeking clarity in an ever-changing financial world.
🔹 Services: Financial Life Planning, Charitable Giving Strategies, Investment Consulting
📍 Address: 1 Gateway Ctr Newark NJ 7102
📞 Phone: (646) 402-2938
🔗 Website: Britewater Financial
📧 Contact: jc@britewaterfinancial.com
4. Coroebus Wealth Management
Coroebus Wealth Management is a distinguished firm offering bespoke financial solutions designed to align with high-net-worth individuals’ sophisticated needs. Their advisors leverage global market insights and advanced planning techniques to craft strategies around asset protection, multi-generational wealth transfer, and alternative investments. By prioritizing discretion and customized service, Coroebus ensures clients achieve both financial and personal milestones seamlessly. The firm’s elite reputation stems from its unwavering dedication to excellence and client empowerment.
🔹 Services: Private Wealth Management, Family Office Services, Hedge Fund Advisory
📍 Address: 1 Gateway Ctr # 2600 Newark NJ 7102
📞 Phone: (973) 988-4078
🔗 Website: Coroebus Wealth Management
📧 Contact: taraje@coroebuswm.com
5. Fabio Financial Services
Fabio Financial Services is a client-focused firm that provides comprehensive financial guidance to individuals, families, and small businesses. Their team takes a hands-on approach, offering customized solutions in retirement planning, debt management, and wealth preservation. By combining industry expertise with a deep understanding of client needs, they help navigate financial challenges while maximizing growth potential. Known for their accessibility and clear communication, Fabio Financial Services ensures clients feel confident in their financial decisions.
🔹 Services: Retirement Planning, Debt Reduction Strategies, Insurance Solutions
📍 Address: 105 Lock St # 217 Newark NJ 7103
📞 Phone: (973) 824-7474
🔗 Website: Fabio Financial Services
📧 Contact: anthony.bennett@ceterafs.com
6. Hackney & Associates
Hackney & Associates is a trusted financial advisory firm with decades of experience guiding clients through complex financial landscapes. Specializing in tax-efficient investing, legacy planning, and risk management, their team delivers tailored strategies that align with long-term objectives. Their client-centric philosophy emphasizes education and proactive planning, ensuring individuals and businesses are prepared for life’s uncertainties. With a reputation for reliability and personalized attention, Hackney & Associates helps clients build and protect their wealth effectively.
🔹 Services: Tax-Efficient Investing, Legacy & Estate Planning, Business Financial Consulting
📍 Address: 410 Chestnut St Newark NJ 7105
📞 Phone: (973) 699-2209
🔗 Website: Hackney & Associates
📧 Contact: hackneyf@bellsouth.net
7. Raymond Khalif Financial Management
Raymond Khalif Financial Management is a dynamic firm dedicated to helping clients achieve financial independence through strategic planning and disciplined execution. Their expertise spans investment management, retirement income strategies, and entrepreneurial wealth building, catering to both individuals and business owners. By leveraging data-driven insights and a goal-oriented approach, they create actionable plans that adapt to market shifts and personal milestones. Recognized for their innovative solutions, the firm empowers clients to take control of their financial futures.
🔹 Services: Investment Management, Entrepreneurial Wealth Strategies, Retirement Income Planning
📍 Address: 110 Mt Pleasant Ave Newark NJ 7104
📞 Phone: (973) 350-1133
🔗 Website: Raymond Khalif Financial Management
📧 Contact: info@rapfinancial.com
8. New Jersey Small Business Development Centers
The New Jersey Small Business Development Centers (NJSBDC) provide critical resources and expert guidance to entrepreneurs and small business owners across the state. Their services include business planning, financial analysis, funding assistance, and market research, all designed to foster growth and sustainability. With a network of experienced advisors, NJSBDC helps turn ideas into thriving enterprises through education and tailored support. As a cornerstone of New Jersey’s entrepreneurial ecosystem, they are committed to driving economic success at the local level.
🔹 Services: Business Plan Development, Funding & Loan Assistance, Market Research
📍 Address: 1 Washington Pl Newark NJ 7102
📞 Phone: (973) 353-1927
🔗 Website: New Jersey SBDC
📧 Contact: sbdcinfo@njsbdc.com
9. Broadridge Financial Solutions
Broadridge Financial Solutions is a global fintech leader offering cutting-edge technology, data analytics, and investor communications to financial institutions and corporations. Their scalable solutions streamline operations, enhance regulatory compliance, and improve client engagement across wealth management, asset management, and capital markets. With a focus on innovation and reliability, Broadridge empowers firms to navigate digital transformation while maintaining operational efficiency. Trusted by industry leaders worldwide, they are at the forefront of financial services technology.
🔹 Services: Investor Communications, Regulatory Technology (RegTech), Data & Analytics
📍 Address: 2 Gateway Center
Newark, NJ 07102
📞 Phone: (201) 714-3000
🔗 Website: Broadridge Financial Solutions
📧 Contact: –
10. JB Wealth Financial Solutions
JB Wealth Financial Solutions is a boutique firm specializing in personalized financial planning for professionals, families, and retirees. Their advisors focus on goal-based strategies, including college funding, tax planning, and investment management, to create sustainable wealth. By prioritizing transparency and long-term relationships, they ensure clients receive consistent, unbiased advice tailored to their evolving needs. With a passion for financial literacy, JB Wealth empowers clients to make informed decisions with confidence.
🔹 Services: College Funding Strategies, Tax-Efficient Investing, Comprehensive Financial Planning
📍 Address: 4 Branford Pl Newark New Jersey 07102.
📞 Phone: (862) 288-7053
🔗 Website: JB Wealth Financial Solutions
📧 Contact: info@jbwfinancial.com
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