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Best Financial Planners in Newark, New Jersey

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Claimed listings first, then by BizScore. How we score

9Financial Planners scored in Newark
53Average BizScore
69Top BizScore
11%AI Visibility 50 or higher
70Average SEO score
4.5Average Google rating (6 rated)

Top Financial Planners in Newark

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Showing 1-9 of 9 Financial Planners listings in Newark, NJ · page 1 of 1

#1Broadridge Financial Solutions of Newark

4.0 Google rating

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Broadridge Financial Solutions of Newark website

Score breakdown

AI Visibility62
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Newark, New Jersey
  • (201) 714-3000
  • broadridge.com

Broadridge Financial Solutions of Newark: Broadridge Financial Solutions is a financial planner in Newark, NJ. The firm serves the financial industry through global technology solutions that power investing, governance, and communications. Their specialized services include proxy services...

Category rank by BizScore: #1 of 27 Financial Planner listings in NewarkScores updated Sep 23, 2026

#2Ironbound Advisory LLC

5.0 Google rating

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Ironbound Advisory LLC website

Score breakdown

AI Visibility48
AI Ready25
SEO77
Freshness100
  • Financial Planner
  • Newark, New Jersey
  • (973) 216-2333
  • ironboundcc.org

Ironbound Advisory LLC is a Financial Planner in Newark, NJ. The organization maintains a 5.00 rating. The organization operates with a mission to engage and empower individuals, families, and groups to realize their aspirations. With a legacy spanning 55...

Category rank by BizScore: #4 of 27 Financial Planner listings in NewarkScores updated Oct 24, 2026

#3Raymond Khalif Financial Management

3.2 Google rating · 22 reviews

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Raymond Khalif Financial Management website

Score breakdown

AI Visibility37
AI Ready-
SEO85
Freshness-
  • Financial Planner
  • Newark, New Jersey
  • (973) 350-1133
  • raymondcorp.com

Raymond Khalif Financial Management is a Financial Planner in Newark, NJ. The business holds a 3.20 rating based on 22 reviews. The business provides various material handling and warehouse solutions, including the manufacturing of forklift trucks and pallet...

Category rank by BizScore: #5 of 27 Financial Planner listings in NewarkScores updated Sep 23, 2026

#4Diamond State Financial Group of Newark

4.7 Google rating · 31 reviews

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Diamond State Financial Group of Newark website

Score breakdown

AI Visibility35
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Newark, New Jersey
  • (302) 366-0366
  • gia.edu

Diamond State Financial Group of Newark: Diamond State Financial Group is a Financial Planner in Newark, NJ. They provide comprehensive financial planning services tailored to meet the needs of their clients, offering specific expertise and guidance in various financial aspects. With a strong track...

Category rank by BizScore: #14 of 27 Financial Planner listings in NewarkScores updated Jun 30, 2026

#5Life Streamliner LLC

5.0 Google rating

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Life Streamliner LLC website

Score breakdown

AI Visibility36
AI Ready10
SEO66
Freshness100
  • Financial Planner
  • Newark, New Jersey
  • (919) 641-9148
  • life.com
Category rank by BizScore: #17 of 27 Financial Planner listings in NewarkScores updated Oct 22, 2026

#6Intensive Financial Service Inc. CPA

5.0 Google rating · 1 review

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Intensive Financial Service Inc. CPA website

Score breakdown

AI Visibility29
AI Ready50
SEO68
Freshness40
  • Financial Planner
  • Newark, New Jersey
  • (718) 378-2610
  • intensivefinancialservice.com

Intensive Financial Service Inc. CPA is a certified public accountant firm based in Newark, New Jersey. The company provides comprehensive accounting, bookkeeping, tax preparation, IRS audit representation, and payroll services for individuals and businesses...

Category rank by BizScore: #21 of 27 Financial Planner listings in NewarkScores updated Jun 10, 2026
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WinFall Financial website

Score breakdown

AI Visibility31
AI Ready2
SEO57
Freshness-
  • Financial Planner
  • Newark, New Jersey
  • (973) 307-0702
  • forum.greenfelt.net
Category rank by BizScore: #19 of 27 Financial Planner listings in NewarkScores updated Oct 24, 2026
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JB Wealth Financial Solutions of Newark website

Score breakdown

AI Visibility29
AI Ready24
SEO56
Freshness40
  • Financial Planner
  • Newark, New Jersey
  • (908) 228-0003
  • jbwfinancial.com

JB Wealth Financial Solutions of Newark: JB Wealth Financial Solutions is a financial planner in Newark, New Jersey, offering expert guidance in tax preparation, business formation, audit support, and customized tax planning for individuals and entrepreneurs. The firm serves clients nationwide...

Category rank by BizScore: #23 of 27 Financial Planner listings in NewarkScores updated Oct 25, 2026
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HR Financial Services website

Score breakdown

AI Visibility17
AI Ready25
SEO65
Freshness15
  • Financial Planner
  • Newark, New Jersey
  • (973) 465-3470
  • hrfinancial.net
Category rank by BizScore: #24 of 27 Financial Planner listings in NewarkScores updated Oct 26, 2026
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What the Data Shows for Financial Planners in Newark

11% of the 9 financial planners we measured in Newark reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 70.

The average Google rating across 6 rated financial planners is 4.5, and the median listing has 22 reviews.

None of the 9 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 25, 2026. What each score measures: How We Score.

BizScoreAI compares 9 financial planners in Newark, New Jersey by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Newark ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Newark, New Jersey does BizScoreAI track?

9 financial planners in Newark currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 69.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 11% of measured financial planners in Newark score 50 or higher.

Is being listed free?

Yes. Every financial planner in Newark is listed and scored for free, and claiming a listing is free too.