Financial Planners Clifton NJ

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Clifton, NJ that can help answer your questions about Financial Planners.

Lauren Locker
Locker Financial Services, LLC
(973) 256-2555
50 East Main Street, Ste 5
Little Falls, NJ
Expertises
Ongoing Investment Management, Middle Income Client Needs, Financial Issues Between Generations, Planning Issues for Unmarried & Same-Sex Couples, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA, RFG

James Kearney
Quadrant Capital Management, LLC
(973) 783-8032
7 North Mountain Avenue
Montclair, NJ
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Ongoing Investment Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CTFA

Victor Cannillo
Baron Financial Group, LLC
(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
Expertises
Retirement Planning & Distribution Rules, Real Estate Investments, Special Needs Planning, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor

Martin Shenkman
Martin M. Shenkman, PC
(201) 845-8400
4 Forest Avenue, 2nd Floor
Paramus, NJ
Expertises
Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA, JD, MBA

Roger Streit
Key Financial Solutions, LLC
(800) 840-0718
101 Eisenhower Parkway
Roseland, NJ
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Cary Carbonaro
Stonegate Wealth Management, LLC
(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

James Shagawat
Baron Financial Group, LLC
(866) FEE-ONLY (333-6659)
16-00 Route 208 South
Fair Lawn, NJ
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Entrepreneurs, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Stephen Craffen
Stonegate Wealth Management, LLC
(201) 791-0085
17-17 Route 208
Fair Lawn, NJ
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CDFA, CFA, ChFc, CLU, MBA, MS

Karl Graf
Graf Financial Advisors, LLC
(973) 633-9199
1680 Route 23 Suite 110
Wayne, NJ
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

V. Peter Traphagen
Traphagen Investment Advisors, LLC
(201) 262-1040
234 Kinderkamack Road
Oradell, NJ
Expertises
Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Divorce Planning, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina