Best Financial Planners in Jersey City (2026 Rankings)


Top rated spots for Financial Planner
How we rank these businesses
We use public Google Maps data. Businesses with fewer reviews but high ratings are marked asHidden Gemsto give new businesses a fair shot.
Navigating your financial future in Jersey City can feel complex, but with the right guidance, it's achievable. Our curated list highlights top financial planners dedicated to helping you meet your wealth-building goals.
Wealthspire
Vibe: Professional, TrustworthyTL;DR: The undisputed champion.
Wealthspire stands out as the top choice for financial planning in Jersey City. With a perfect 5-star rating and a significant number of satisfied clients, they offer comprehensive strategies for wealth management. Their expertise ensures clients feel confident and secure about their financial future.
Francis Financial, Inc.
Vibe: Client-focused, ExpertFrancis Financial, Inc. is a highly-rated firm providing personalized financial advice. Their commitment to clients is reflected in their perfect 5-star rating from 37 reviews. They specialize in creating tailored plans to help individuals and families achieve their financial objectives.
Leo Wealth Management
Vibe: Strategic, PersonalLeo Wealth Management offers expert financial planning services with a strong emphasis on client relationships. Achieving a perfect 5-star rating, they are dedicated to understanding your unique financial situation. Their strategic approach aims to optimize your wealth and secure your long-term financial well-being.
Usman Malik | Financial Advisor
Vibe: Dedicated, InsightfulUsman Malik, a dedicated financial advisor, has earned a perfect 5-star rating for his insightful guidance. He provides personalized financial strategies designed to meet diverse client needs. Clients trust Usman for his clear communication and effective wealth management solutions.
Merrill Lynch Financial Advisor Faiez Ahmed
Vibe: Established, ComprehensiveRepresenting the esteemed Merrill Lynch, Faiez Ahmed offers comprehensive financial advisory services. His perfect 5-star rating from 12 reviews underscores his commitment to client success. Faiez leverages extensive resources to provide sophisticated investment and planning strategies.
Savant Wealth Management
Vibe: Modern, AttentiveTL;DR: Exceptional service in a compact package.
Savant Wealth Management is a rising star, offering exceptional financial planning with a perfect 5-star rating. Despite a smaller review count, their high client satisfaction indicates a deeply attentive and personalized approach. Savant focuses on crafting forward-thinking strategies for your financial growth.
* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.
Ballaster Financial LLC
Vibe: Reliable, FocusedBallaster Financial LLC provides reliable financial planning services, boasting a perfect 5-star rating. They are dedicated to focusing on each client's unique financial journey. Their approach ensures that your financial goals are met with precision and care.
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Vibe: Experienced, CertifiedCurtis Pope, a Certified Financial Planner, is a highly experienced advisor with an impressive 4.9-star rating. He offers expert financial planning and advisory services, backed by extensive knowledge. Clients appreciate his thorough approach to managing their financial well-being.
Drucker Wealth Management
Vibe: Professional, StrategicDrucker Wealth Management delivers professional and strategic financial planning to its clients. With a near-perfect 4.9-star rating, they are recognized for their expertise in wealth building. They focus on creating robust financial plans tailored to individual aspirations.
Sarsi, LLC
Vibe: Dedicated, ClearSarsi, LLC offers clear and dedicated financial planning services, achieving a strong 4.9-star rating. They are committed to providing clients with effective strategies for financial success. Their client-centric approach ensures a personalized experience for everyone they serve.
Methodology
Rankings based on Google Maps customer sentiment.
Own a business in Jersey City?
See how you rank against your competitors and take control of your online reputation.