Financial advisors in Westwood, NJ

71 advisors · page 2 of 3

Thomas Ausfahl
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Thomas Orecchio
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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William Houck
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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William Moir
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Adam Ballout
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Carter Spearry
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Charles Boinske
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Christine Cox
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Christopher Kenneally
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Christopher Monroe
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Daniel Humphrey
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Dawn Parrino
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Eric Naphor
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Eva Rullo
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Frank Vicendese
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Henry Hagedorn
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Jacob Prater
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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James Bogush
Financial advisor at Bull Market Strategies LLC
Bull Market Strategies LLC
VerifiedFinancial planning
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James Rie
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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James Zahakos
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Jeffrey Hackler
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Jonathan Coggins
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Joseph Vanacore
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Joshua Marans
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Julian Rutskin
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Katherine Jimerson
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Leslie Young
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Lindsay Garrahan
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
VerifiedFinancial planning
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Marc Foti
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M AUM
VerifiedFinancial planning
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Michael Devizio
Financial advisor at Fortis Group Advisors LLC
Fortis Group Advisors LLC · $822.4M 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 Westwood, 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 Westwood, NJ.

How this list works

Before you hire an advisor in Westwood, NJ