Looking for a Financial Advisor in Roseland, NJ?

Reed Finney has been our financial advisor for 30 years and has always provided us with excellent advice and guidance. The combination of his many years of experience, knowledgeable team along with Beacon Pointe Advisors comprehensive offerings have been invaluable for us.

We’ve been working with John Finney and the team at Beacon Pointe after they were recommended to us by a trusted colleague, and we couldn’t be happier with the experience. Finances have always been a sensitive and sometimes overwhelming subject for me, but John has a way of taking everything we’re dealing with, laying it out logically, and creating a plan that feels both digestible and feasible. He has made what once felt intimidating feel much more manageable, and we’re super grateful for their guidance and thoughtful approach! 10/10 would recommend.

It has been an absolute pleasure working with Reed and later his team for almost 35 years. Reed has provided indispensable oversight in the complex and often confusing world of financial planning/estate planning. Reed and his entire team at Beacon Pointe Advisors are consummate professionals, always available to answer questions and render sound advice in all areas of financial planning. I have complete trust in Reed and his expert team at Beacon Pointe.

I’ve been with Reed and his team for over 20 years and have always received excellent service. Always attentive to questions or concerns outside of the expected handling of my account. Very proactive in all aspects.

We have had Reed and his team help us with financial planning for the past 30 years. We have nothing but positive thing to say about Reed. He has guided us in all aspects of financial planning and done so successfully. I have personally recommended Reed to several of my friends. His clear guidance, and explanation of terms is a breath of fresh air. He is always available for phone consults on a short notice. We have strongly encouraged our children to continue with Reed and his team to plan their financial future.

I’ve been a client of Reed Finney and later his team for over thirty years. Their enthusiasm remains the same since the day we met. I’ve always felt secure and confident with them.

I have been been working with Reed and his team for a few decades, and the experience has been outstanding from the very beginning. Reed has guided me through both investment management and retirement planning with a level of expertise and care that truly sets him apart. What stands out most is his trustworthiness and consistent, proactive communication. Whether it’s a market update, a strategic adjustment, or simply checking in to ensure our goals remain aligned, Reed and his team are always one step ahead. They’ve made complex decisions feel manageable and have delivered great results over the years. The keyword here is “Trust.” Reed is the kind of advisor who takes the time to understand what matters most to you—not just financially, but personally—and builds a plan around that. I have complete confidence in his advice and deeply value the partnership and friendship we’ve built. I highly recommend Reed and his team to anyone looking for a steady, knowledgeable and most importantly trustworthy team of advisors.

We were referred to Reed Finney and his team of financial advisors many years ago. Beacon Pointe assists with every aspect of financial planning from investing in the right funds based upon your needs and goals to the entire retirement planning process as well as how those decisions impact your taxes. Reed and his team are very professional, efficient and knowledgable. I highly recommend them!

We switched our financial advisors to Reed Finney and Justin Poplawski during the pandemic to get a fresh start, and boy are we ever glad that we did. Reed and Justin made us realize the difference between our previous advisors and working with a team that is proactive with our investments, that updates us quarterly on ways to grow our portfolio (and grow it has), and explains things in ways that non-finance people can understand. They are patient and personable, and very flexible with their hours — which we really appreciate because of our own demanding schedules. It sounds cliche, but they really do listen to what our financial and retirement goals are and we feel very secure in our plan for the future. Thank you Reed, Justin and the Beacon Pointe team!

We have been with Beacon Pointe for over 25 years and have been beyond satisfied with the service, knowledge and expertise that they have provided us over the years. Reed, Justin and the team are the best! Kind, knowledgeable, easy to talk to. Highly recommend!!