Fee-OnlyFinder

Advisers in Verona, NJ

3 advisers in Verona — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Locker Financial Services, LLC25 Pompton Avenue, Suite 101 · Verona, NJ 07044 · (973) 256-2555 · Financial planningCRD 120900 · % of assets, Hourly charges, Fixed fees · $213.8 million AUMSEC registeredNo commissions reportedMakrod Investment Associates INC44 Ann Street · Verona, NJ 07044 · (973) 239-1033 · % of assets managedCRD 110325 · % of assets · $894.4 million AUMSEC registeredNo commissions reportedVisconti & Associates, a Financial Services LLC155 Pompton Ave, Suite 203-1 · Verona, NJ 07044 · (201) 659-8852 · Financial planningCRD 129478 · % of assets · $24.9 million AUMState registeredNo commissions reported
Talking to advisers in Verona? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.