Financial advisors in Metuchen, NJ

31 match · page 1 of 2

Andrew Panko
Financial advisor at Tenon Financial
Tenon Financial · $316M AUM
CFP®VerifiedFinancial planning
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Daniel Sopher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joseph Bernheimer
Financial advisor at Snowden Capital Advisors LLC
Snowden Capital Advisors LLC · $8.87B AUM
CFP®VerifiedFinancial planning
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Matthew Sopher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michelle Wu
Financial advisor at Tenon Financial
Tenon Financial · $316M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amira Issa
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Brian Brown
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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Charles Millas
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Christina Sharkey
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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Daniel Sopher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Perrone
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Dawn Cammarano
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Dekker Buckley
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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Frank Abella
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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George Oshaughnessy
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Glenn Gawronski
Financial advisor at Byron Place Capital Management, LLC
Byron Place Capital Management, LLC · $48.4M AUM
Verified
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Gregg Abella
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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Gregory Beck
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joseph Reilly
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Kathleen Reilly
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Keun Kim
Financial advisor at Klimax Wealth Management, LLC
Klimax Wealth Management, LLC · $48.3M AUM
Verified
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Kostas Koufidis
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Leonard Thor
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Mary Pucciarelli
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Nancy Stewart
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Oksana Gniza-Yurchenko
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Robert Knoll
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Robert Scrabis
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Robert Voccola
Financial advisor at Investment Partners Asset Management
Investment Partners Asset Management · $333.4M AUM
VerifiedFinancial planning
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Sally Klinger Rogers
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Metuchen, NJ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Metuchen, NJ.

How this list works

Before you hire an advisor in Metuchen, NJ