Financial advisors in Westfield, NJ

116 advisors · page 2 of 4

Cheng Kou
Financial advisor at Time Investment Advisers
Time Investment Advisers
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Christopher Devine
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Christopher Zangari
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Claudine Pinho
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Cynthia Plawker
Financial advisor at Alliancebernstein L.p.
Alliancebernstein L.p. · $763.4B AUM
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Daniel Ramer
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Daniel Rispoli
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Daniel Song
Financial advisor at Merit Financial Advisors
Merit Financial Advisors · $23.88B AUM
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David Burns
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
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David Larkin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Rehrer
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Rehrer
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Sytsma
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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David Tepp
Financial advisor at Tepp Wealth Management
Tepp Wealth Management · $195.7M AUM
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Dennis Dobrosky
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Devin Wendel
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
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Edward Boll
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
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Eric Mangold
Financial advisor at Summit Financial, LLC
Summit Financial, LLC · $26.35B AUM
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Gandolfo Taravella
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Gary Fox
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Gene McGovern
Financial advisor at Mcgovern Financial Advisors, LLC
Mcgovern Financial Advisors, LLC
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Gerald Reiss
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Gerard Rabadeau
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jaime Banghart
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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James Travisano
Financial advisor at Covington & Associates, Inc.
Covington & Associates, Inc. · $308.2M AUM
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Jason Natale
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jeffrey McMahon
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Jeremy Herbert
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Joanna Pellecchia
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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John Bertolini
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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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 Westfield, 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.

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Financial advisors in Westfield, NJ.

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Before you hire an advisor in Westfield, NJ