Top financial advisors in Verona, NJ
We've curated a list of the best financial advisors in Verona, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $157,026,255 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Verona, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Locker Financial Services, LLC
Locker Financial Services, LLC is a financial advisory firm established in February 2000 in New Jersey, with Lauren Locker, CFP® and Andrew Chan, CFP®, CIMA® as the principal owners. The firm specializes in providing broad-based financial planning services, including retirement planning, estate planning, tax planning, and more. Clients are required to enter into an agreement setting the terms and conditions of the engagement, including the fee structure. The firm offers financial planning services with fees ranging from $3,500 to $6,500, and investment management services on a fee-only basis with an annual fee based on a percentage of assets under management. Clients have the option to have fees deducted from their custodial account. The firm exercises investment discretion, primarily allocating assets among various mutual fund classes and individual securities. Clients may impose restrictions on investing in certain securities. Locker Financial does not participate in wrap fee programs and does not charge performance-based fees. The firm does not accept physical custody of client securities and does not vote on proxies on behalf of clients. Clients receive regular account reviews and performance reports. The firm's advisors, Lauren Locker and Andrew Chan, hold certifications such as CFP® and CIMA®. Clients can contact the New Jersey Bureau of Securities for investor protection information and to research financial professionals.
$157,026,255 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Verona, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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