Best Financial Advisors near Lakewood, NJ
We have 2 firms in Lakewood on file. Only the highest-rated make our list: one of them made it, along with 14 from towns including Toms River (5, 6 mi), Wall Township (3, 8 mi) and Brick (2, 5 mi).
1 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Ocean Financial Associates
“My husband and I were completely overwhelmed trying to understand all of the Medicare Advantage plans, Medigap plans and prescription drug plans available to us.”
Shoreline Wealth Management
“Our experience has gotten even better, since John has more sophisticated tools at his disposal.”
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Family Focus Financial Group
“Brian was very helpful throughout the whole process and answered any questions I had.”
Safe Harbor Wealth Management
“He gave me the tools to plan for retirement and patiently made sure I understood what I needed to do.”
William Skillender Wealth Management
“After years with a large financial company, Bill turned my investments around so that my investments were now making me money, instead of them”
The 15 firms listed for Lakewood, NJ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lakewood, NJ
14 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 338 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2) and wealth management (2). 2 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lakewood take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Mullooly Asset Management
“The Malooly's are by far the best financial advisors I have ever worked with.”
Mark Angelo Financial Services
“I have always heard this was the top place in town.”
Joseph Apuzzo, CPA
“I appreciated him taking care of my mom and financially guiding her during an emotionally hard time.”
Gallipoli & Gallipoli CPA
“I feel I am in good hands and trust them completely with my taxes and my financial portfolio folio”
Oujo Wealth Strategies
“They are always responsive, patient, and willing to go the extra mile to answer questions and ensure everything is handled correctly”
Windward Wealth Advisors
“Awesome people, trustworthy, and I would not trust anyone else with my investments.”
Silver Bay Financial
“My wife an I have be with Frank as our financial advisor for several years and we are happy with the service he offers.”
Memoli & Company
“Great customer service very helpful explains everything”
Tekeno Financial
“Moshe has a wealth of knowledge when it comes to helping his customers understand the policy they are getting and is truly there for the customer!”
Why these companies made our list
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