Roxbury Financial, LLC – Jonathan LeVar, CERTIFIED FINANCIAL PLANNER
Run a free full auditContact Information
-
Address
200 Valley Rd STE 205
North Arlington, NJ -
Phone
(973) 928-7181 -
Website
roxburyfinancial.com
Location
About Roxbury Financial, LLC – Jonathan LeVar, CERTIFIED FINANCIAL PLANNER
Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER is a Financial Planner in North Arlington, NJ, located at 200 Valley Rd STE 205. The firm operates as a fee-based fiduciary practice that utilizes an established process to plan for major financial events, including retirement, wealth creation, and future investing. Services provided include portfolio management, retirement planning, and customized income strategies. The firm helps clients tailor investment strategies based on risk tolerance, time horizons, and personal goals. It also assists with navigating life-changing financial events such as inheritances, lottery winnings, or legal settlements, and offers guidance on Social Security benefit timing and tax-impact strategies like taxable gain harvesting, charitable gifting, and Roth IRA conversions. The practice holds a rating of 5.00 based on customer reviews.
The firm’s approach begins with a detailed discussion to understand what is important to each client, creating a custom investment strategy and lineup for every individual. It strives to anticipate changes in the economic landscape to help clients leverage opportunities for profit. The team focuses on identifying leading companies in new technological areas and adapting to evolving investment strategies. Special attention is paid to the taxable impact of investing, providing specific strategies for managing gains, losses, and inheritances. The firm also helps clients make informed decisions regarding Social Security benefits, whether the goal is to maximize benefits or start collecting as soon as possible.
The firm is headquartered in Mount Arlington, in Morris County, New Jersey. It serves clients seeking to build a legacy, plan for retirement, or travel. The practice actively seeks new talent to lead the firm into the future, inviting resumes for job opportunities.
The firm is known for its positive rating from the customers who have reviewed it.
Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER brings its fee-based fiduciary approach and certified financial planning expertise to North Arlington, NJ, helping local residents navigate complex financial decisions with custom strategies.
BizScoreAI gives Roxbury Financial, LLC a Technical score of 87 out of 100, which means the website is secure and easy for search engines to read without errors. The firm also holds a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.
Score Summary
BizScoreAI scanned the website roxburyfinancial.com on July 8, 2026. Roxbury Financial, LLC - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER has a BizScore of 45 out of 100.
- AI Visibility26 out of 100
- SEO62 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 5 of 30 points, AI Trust Signals 6 of 20 points.
Website audit sub-scores (out of 100): On-Page 44, Technical 87, Performance 76, Content 39.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, AI-Parseable Headings, XML Sitemap.
Areas to improve: 13 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), Third-Party Review Links (failed), Q&A Content (failed), Content Too Thin (failed), Meta Description (failed), Speakable Schema (warning), LocalBusiness Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), About/Team Page (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Roxbury Financial, LLC – Jonathan LeVar, CERTIFIED FINANCIAL PLANNER
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