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Details

We Make a Difference in Our Clients' Lives

General Info

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations as a financial advisor to build customized plans and portfolios in their best interest. Our financial planners provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients successfully in making informed financial decisions.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 201-768-4600

Fax - 201-768-1111

Address:
56 Jefferson Ave Westwood, NJ 07675
Email:

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Categories
Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
Services / Products
Comprehensive wealth management, financial planning and integrated investment management
Brands
Dimensional Financial Advisors (DFA)
Languages
English, Spanish
Accreditation

National Association of Professional Financial Advisors (NAPFA), Financial Planning Association (FPA), Pascack Valley Chamber of Commerce, Ridgewood Chamber of Commerce

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Data provided by one or more of the following: Thryv, Data Axle, Yext.