SCHUPAK FINANCIAL ADVISORS
| Name | SCHUPAK FINANCIAL ADVISORS |
|---|---|
| Address | 121 Newark Avenue, Suite 523, Jersey City, NJ 07302 |
| City | Jersey City Nj |
| Category | Financial Services |
| Phone | +1-646-844-2416 |
| Email ID | |
| Speciality | Debt Management Strategies, Budgeting, Investment Strategy, Cash Flow Review and Net Worth Tracking, Risk Tolerance and Time Horizon, Asset Allocation, Risk Needs Analysis, Monte Carlo Simulation Analysis, Retirement Planning, Employer Benefits, Tax Planning and Forecasting, Equity Strategy, Employee Stock Purchase Plan & General Planning |
| About | Schupak Financial Advisors, LLC is a fee-only and independent fiduciary firm in Jersey City. They have the advantage of moving with speed and agility to implement advancements, whether technology-driven, investment-related, or planning-focused. The firm provides its services nationwide through virtual meetings and the occasional trip to connect with a client face to face. They specialize in working with high-achieving, urban professionals in the prime of their careers. They offer traditional VS Roth contribution assessment along with investment selections. For customers with less than $300K of managed assets, there is a $1K upfront charge and a monthly fee ranging between $200 to $400. |
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