Financial Advisors in Cherry Hill, New Jersey (Camden County)

Eric Gabor
Eagle Grove differs from traditional wealth management firms that require large account minimums; we have no minimums! Many of these traditional firms are designed to serve baby boomers that are nearing retirement or already retired. Eagle Grove focuses on millennials that are entering their peak earning years. Millennials' assets are projected to grow at a rate of nearly 15 percent over the next 15 years. Eagle Grove is committed to making sure that our clients are included in this growth.
Our fee is based on a transparent monthly subscription model similar to a gym membership. Instead of physical fitness, it's financial fitness! My clients have unlimited access to a dedicated financial coach to help them define their goals, craft a plan, and hold them accountable to reaching their goals. Additionally, one-off sessions are available if you are not ready to work with me on an ongoing basis.
I am a Certified Financial Planner™ and have been working in wealth management since graduating Penn State. I enjoy my work as it allows me to mix my analytical and interpersonal skills to help others achieve their goals. Outside of work, I enjoy exploring all New York City has to offer from food truck festivals to concerts.... See More

Danna Jacobs, ADPA, CFP, MBA
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to align today's finances with their goals of tomorrow. Together with our clients, we devise appropriate financial planning strategies that best align our clients' finances with what drives them and finds them the most happiness.
Our Services: Our services are coordinated to provide a variety of resources that best suit our clients' needs. These services include, but are not limited to, comprehensive financial planning, investment management, tax efficiency planning, debt management, business management, bookkeeping, and savings and budgeting models.
Our Commitment: Legacy Care Wealth was founded upon the belief that clients deserve the utmost care and consideration from their professional partnerships. We pride ourselves on our superior and efficient client service and we are committed to maximize the value we bring to our customers.
Your Financial Issue: Now more than ever, our financial futures require comprehensive analysis to maintain success. Today, we face complications from market fluctuations, increased legal oversight, social security gaps, and ever-changing tax laws that impact our personal and professional lives. We understand that your financial management is the key to helping you achieve your life goals.
Your Solution: We will work with you both to provide planning and as an advisor for any of your financial planning needs. ... See More

My mission is to help clients reach their financial goals, increase net worth and provide a financial understanding and peace of mind.

I am an independent, fee-only, fiduciary, CFP® professional. I have an extensive tax background and integrate tax planning with investment management as well as retirement planning.

Services provided are financial planning and portfolio management. Both are customized to meet your individual needs. My process advocates meeting with potential clients to ensure expectations are aligned, understand client goals and make sure we are a good fit before moving forward. I work out of two offices: Jersey City, NJ and NYC.... See More