Mutual Funds in Upper Montclair, NJ

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1. Edward Jones - Financial Advisor: James M Kelly, CFP®

Edward Jones - Financial Advisor: James M Kelly, CFP®

622 Valley Rd Ste 7, Upper Montclair, NJ 07043

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

2. Christine Frole - Financial Advisor, Ameriprise Financial Services

Christine Frole - Financial Advisor, Ameriprise Financial Services

75 Midland Ave Ste 2, Montclair, NJ 07042

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. Richard (Dick) Mitchell - Financial Advisor, Ameriprise Financial Services

Richard (Dick) Mitchell - Financial Advisor, Ameriprise Financial Services

75 Midland Ave Ste 2, Montclair, NJ 07042

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. Llnon Slossberg-North - Private Wealth Advisor, Ameriprise Financial Services - Closed

Llnon Slossberg-North - Private Wealth Advisor, Ameriprise Financial Services - Closed

75 Midland Ave Ste 2, Montclair, NJ 07042

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Patrick Garcia - Financial Advisor, Ameriprise Financial Services

Patrick Garcia - Financial Advisor, Ameriprise Financial Services

75 Midland Ave Ste 2, Montclair, NJ 07042

CLOSED NOW:8:30 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

150 Clove Rd Ste 16, Little Falls, NJ 07424

From Business: Morgan Stanley Smith Barney LLC is one of the global leaders in wealth management. Based in Little Falls, N.J., it offers a wide range of products and services to individuals,…

9. Jill Williams - Private Wealth Advisor, Ameriprise Financial Services

Jill Williams - Private Wealth Advisor, Ameriprise Financial Services

491 Bloomfield Ave Ste 104, Montclair, NJ 07042

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Kevin Grauer - Private Wealth Advisor, Ameriprise Financial Services

Kevin Grauer - Private Wealth Advisor, Ameriprise Financial Services

8 Hillside Ave Ste 301, Montclair, NJ 07042

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Eric H Friedman - Financial Advisor, Ameriprise Financial Services

Eric H Friedman - Financial Advisor, Ameriprise Financial Services

8 Hillside Ave Ste 301, Montclair, NJ 07042

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Matthew G Graf - Private Wealth Advisor, Ameriprise Financial Services

Matthew G Graf - Private Wealth Advisor, Ameriprise Financial Services

8 Hillside Ave Ste 301, Montclair, NJ 07042

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Provident Bank

Provident Bank

356 Franklin Ave, Nutley, NJ 07110

CLOSED NOW:9:00 am - 5:00 pm

From Business: Provident Bank serves individuals, families, and businesses in our local communities with personal and business banking services. What you need? We’ve got it. You are our…

YP
56 Years
in Business

14. Provident Bank

Provident Bank

49-53 Bloomfield Ave, Caldwell, NJ 07006

CLOSED NOW:9:00 am - 5:00 pm

From Business: Provident Bank serves individuals, families, and businesses in our local communities with personal and business banking services. What you need? We’ve got it. You are our…

YP
56 Years
in Business

15. Provident Bank

Provident Bank

86-88 Main St, Little Falls, NJ 07424

CLOSED NOW:9:00 am - 6:00 pm

From Business: Provident Bank serves individuals, families, and businesses in our local communities with personal and business banking services. What you need? We’ve got it. You are our…

YP
56 Years
in Business

16. CFS Investment Advisory Services

CFS Investment Advisory Services

97 Lackawanna Ave Ste 101, Totowa, NJ 07512

CLOSED NOW:8:00 am - 5:00 pm

From Business: As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor…

17. Provident Bank

Provident Bank

650 Union Blvd Ste 1, Totowa, NJ 07512

CLOSED NOW:9:00 am - 5:00 pm

From Business: Provident Bank serves individuals, families, and businesses in our local communities with personal and business banking services. What you need? We’ve got it. You are our…

YP
56 Years
in Business

18. Fidelity Investments

Fidelity Investments

57 State Route 23, Wayne, NJ 07470

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

Amenities:
Wheelchair accessible

20. Locker Financial

Locker Financial

50 E Main St Ste 5, Little Falls, NJ 07424

CLOSED NOW:9:00 am - 4:30 pm

21. First Allied Securities

First Allied Securities

75 Lane Road , Suite 205, Fairfield, NJ 07004

OPEN 24 HOURS

From Business: Warren Gallagher is a well-known financial educator in Fairfield, NJ. His retirement and estate planning seminars have been widely attended by retirees of AT&T, Lucent…

YP
33 Years
in Business

22. Elite Financial

Elite Financial

1120 Bloomfield Ave, West Caldwell, NJ 07006

CLOSED NOW:9:00 am - 4:00 pm

23. Llerttoc Funding

Llerttoc Funding

82 Malcolm Ave, Garfield, NJ 07026

24. Lexington Group of Funds

Lexington Group of Funds

Park 80 W Plz Ii, Saddle Brook, NJ 07663

25. Investment Planning Associates

Investment Planning Associates

385 Prospect Ave Ste 3, Hackensack, NJ 07601

27. Christine Coster - State Farm Insurance Agent

Christine Coster - State Farm Insurance Agent

499 Valley St, Maplewood, NJ 07040

CLOSED NOW:9:00 am - 5:00 pm

From Business: Christine Coster and her team have been serving the Maplewood, South Orange, Millburn, West Orange community and beyond for over 20 years. The Coster Agency is dedicated to…

YP
103 Years
in Business

28. Edward Jones - Financial Advisor: Chris Doran

Edward Jones - Financial Advisor: Chris Doran

25 E Spring Valley Ave Ste 200, Maywood, NJ 07607

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

29. Bryan H Kossove - Financial Advisor, Ameriprise Financial Services

Bryan H Kossove - Financial Advisor, Ameriprise Financial Services

300 Executive Dr Ste 350, West Orange, NJ 07052

CLOSED NOW:8:00 am - 1:00 pm

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

30. Jeanette F Chung - Financial Advisor, Ameriprise Financial Services

Jeanette F Chung - Financial Advisor, Ameriprise Financial Services

300 Executive Dr Ste 350, West Orange, NJ 07052

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

We found 485 results for Mutual Funds in or near Upper Montclair, NJ.They also appear in other related business categories including Investments, Investment Management, and Financial Services. 3 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Midtown Manhattan, Midtown East, and Downtown Manhattan. These businesses offer their services in one-or-more of the following languages: Spanish, Arabic, and French.