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Yaakov Berman Financial StrategiesFinancial advisor in Lakewood, NJ

Yaakov Berman Financial Strategies is a financial advisor in Lakewood, NJ, ranked #37 of 189 financial advisors in Lakewood and rated 5.0 from 7 Google reviews. Open Monday to Friday and Sunday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lakewood, NJUpdated 0 paid placements in any rankingHow we rank

Call (732) 588-7824Website ↗

Key facts

Key facts about Yaakov Berman Financial Strategies
Phone(732) 588-7824
Websiteyaakovberman.com
HoursMonday to Thursday: 9:30 AM – 6:30 PM; Friday: 9:30 AM – 2 PM; Sunday: 10 AM – 2 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lakewood and 12 towns within 25 miles: Browns Mills, Mount Holly, Hamilton Square, Mercerville-Hamilton Square, Vincentown, Trenton, Mercerville, Willingboro, Ewing, Mount Laurel, Princeton Meadows and Moorestown-Lenola.

Based in Lakewood, NJView on map

Opening hours

Opening hours for Yaakov Berman Financial Strategies
DayHours
Monday9:30 AM – 6:30 PMevening
Tuesday9:30 AM – 6:30 PMevening
Wednesday9:30 AM – 6:30 PMevening
Thursday9:30 AM – 6:30 PMevening
Friday9:30 AM – 2 PM
SaturdayClosed
Sunday10 AM – 2 PM
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays

Questions about Yaakov Berman Financial Strategies

How is Yaakov Berman Financial Strategies ranked in Lakewood?

Yaakov Berman Financial Strategies is ranked #37 of 189 financial advisors in Lakewood by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Yaakov Berman Financial Strategies’ hours?

Yaakov Berman Financial Strategies is open Monday to Friday and Sunday. Its listed hours are Monday to Thursday, 9:30 AM – 6:30 PM; Friday, 9:30 AM – 2 PM; Sunday, 10 AM – 2 PM. It is closed on Saturdays, and on Sundays 10 AM to 2 PM. Hours come from the business listing; holiday hours may differ.

What areas does Yaakov Berman Financial Strategies serve?

Serves Lakewood and 12 towns within 25 miles: Browns Mills, Mount Holly, Hamilton Square, Mercerville-Hamilton Square, Vincentown, Trenton, Mercerville, Willingboro, Ewing, Mount Laurel, Princeton Meadows and Moorestown-Lenola. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Yaakov Berman Financial Strategies?

Yaakov Berman Financial Strategies has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Yaakov Berman Financial Strategies?

Call Yaakov Berman Financial Strategies on (732) 588-7824. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Yaakov Berman Financial Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Yaakov Berman Financial Strategies (this business)—695.0 (7)NoYes
New Century Planning Associates, Inc.#36695.0 (21)NoNo22.8 mi

See all 189 ranked financial advisors in Lakewood