Connect with Top-Rated Financial Planners in Jersey City!

Unigestion is a leading asset management company with over 50 years of experience, focusing on private equity, equities, multi-asset, and wealth management. They have a strong commitment to responsible investing, utilizing ESG strategies and active ownership. Their investment philosophy is centered around downside protection and positive return asymmetry, aiming to deliver consistent returns to clients.

Caliber Financial Partners offers comprehensive financial planning services including investment analysis, portfolio management, estate and tax planning, and 1031 exchanges. Our team of experienced professionals is dedicated to providing personalized wealth management and tax planning solutions for high net worth clients. We collaborate with clients' CPAs and trust attorneys to ensure a holistic approach to achieving financial goals.

Tomolonis Financial LLC is a virtual family office offering comprehensive financial planning and investment management services to business owners. Our mission is to help you manage and protect your investments, optimize your taxes, and plan for the future. With a focus on transparency, personalized service, and strategic networking, we align your financial decisions with your goals. Our services include high-quality research, direct access to Fidelity Investment Custodial Services, and personalized portfolio management to mitigate your risk and enhance your wealth. Through one-on-one coaching, we also help you get your financial house in order, align your savings and spending with your goals, and protect your family.