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Find The Best Financial Advisors in Freehold, New Jersey

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Freehold is a tedious task to do. give you extensive options to compare best advisors in Freehold & pick the one as per your needs

How To Find The Best Financial Advisors in Freehold, New Jersey

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Freehold, New Jersey, is a useful resource. We've compiled a list of the 11 vetted financial advisors and 13 non-vetted financial advisors in Freehold, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Freehold, New Jersey have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Freehold, New Jersey


Daniel Chen

DC Strategies, Integrated Wealth Mgt.

12 Christopher Way
Suite #200

Eatontown, NJ 07724



Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904



Condor Capital Wealth Management

Condor Capital Wealth Management

1973 Washington Valley Road

Martinsville, NJ 08836




Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007



Peter D. D'Agati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174



Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022



U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022



Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004



Joseph Stephens

Allstate Financial

135 Michigan Avenue

Absecon, NJ 08201



Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355



Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803


Additional Financial Advisors in New Jersey

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Beneficial Capital Group
Inquire with Beneficial
83 South St, Ste 102 Freehold, NJ 07728 866-970-0707
Applewood Asset Management, LLC
Inquire with Applewood
58 W Main St, Suite 201 Freehold, NJ 07728 732-984-9001
Jason J Innocenti
Inquire with Jason
83 South St, Ste 102 Freehold, NJ 07728 866-970-0707
Joseph A Siragusa
Inquire with Joseph
83 South St, Ste 102 Freehold, NJ 07728 866-970-0707
Paul Nader
Inquire with Paul
83 South St, Ste 102 Freehold, NJ 07728 866-970-0707
Steven Kochenour
Inquire with Steven
22 Jackson Mills Rd, Freehold, NJ 07728 732-462-7010
Leonard Loesch
Inquire with Leonard
83 South St, Ste 102 Freehold, NJ 07728 866-970-0707
LPA Strategic Capital
Inquire with LPA
3425 Route 9, Suite 102 Freehold, NJ 07728 732-462-1180
Finish Line
Inquire with Finish
3710 Route 9, Suite 1317 Freehold, NJ 07728 732-298-9032
Ryan Orsley
Inquire with Ryan
22 Jackson Mills Rd, Freehold, NJ 07728 732-462-7024

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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