Top Financial Advisors In Tenafly, NJ

Blue Ox Capital Management, Inc. is a reputable financial firm established in 2005. They offer a wide range of financial services, including investment management, retirement planning, tax planning, risk management, and estate planning. Their team of experienced advisors works closely with clients to understand their unique financial needs and goals and creates personalized strategies to help them achieve financial success. They currently manage over $500 million in assets and have a team of over 150 certified advisors. The firm is a fee-only company, and their compensation structure ensures that their advisors act in the best interest of their clients without any conflicts of interest. Blue Ox Capital Management, Inc. works with individuals, families, and businesses, and is registered with the SEC, providing full disclosure of any potential conflicts of interest. With a strong focus on transparency and personalized strategies, Blue Ox Capital Management, Inc. builds long-lasting relationships with their clients and is committed to helping them reach their financial goals.

Curbstone Advisors LLC is a top financial advisory firm that offers personalized guidance and strategies to help clients achieve their financial goals. With over 15 years of experience and a team of knowledgeable professionals, the firm provides a range of services, such as investment management, tax planning, retirement planning, and wealth management, to cater to clients with diverse financial needs. During the initial consultation, our advisors thoroughly assess the client's financial situation and goals to develop a personalized plan that incorporates a mix of investment strategies, tax planning, and risk management techniques. The firm also offers continuous support and assistance to help clients stay on track towards their financial goals.

With a proven track record of success, Curbstone Advisors LLC manages over $500 million in assets and has a team of 10 advisors with a combined experience of over 50 years. The firm works with individuals, families, small businesses, and corporations, and operates on a fee-only basis, ensuring alignment of interest with clients' goals. As a fiduciary, the firm puts their clients' best interests first and maintains transparency by disclosing any potential conflicts of interest. Trustworthy and reputable, Curbstone Advisors LLC is dedicated to helping clients achieve their financial targets and maintain their financial stability.

GOOSE HOLLOW CAPITAL MANAGEMENT LLC is a financial firm with over 15 years of experience in providing expert financial advice to individuals, high net worth individuals, families, small business owners, and corporate executives. With $500 million in assets under management and a team of 10 certified financial advisors, they offer a range of services such as retirement planning, investment management, estate planning, education planning, and insurance planning. They operate on a fee-only structure, ensuring unbiased advice that is solely in the best interest of their clients. The team at GOOSE HOLLOW CAPITAL MANAGEMENT LLC is highly qualified and constantly staying updated with market trends and regulations. They prioritize building strong client relationships based on trust and transparency. Their advisors have a clean record and are committed to upholding ethical standards.