Ameriprise Financial Services
45yrs
Top advisor by experience in Montclair
4yrs
Michael Garrett
Financial advisor at WJL Financial Advisors
Michael Garrett has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Montclair, New Jersey. Michael joined WJL Financial Advisors in 2024, a firm offering financial planning. Michael holds the CFP® designation.
One of 82 advisors with offices in Montclair, and one of 73 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeMontclair, NJ
How the firm is paid ?Hourly, Flat fee
Advisors at the firm6
States licensed ?1 state
Services through WJL Financial Advisors
Financial planningOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowWJL Financial AdvisorsCurrent firm
Contact Michael
(973) 216-8748WJL Financial Advisors main office Montclair, NJOffice · Get directions Firm websiteHTTP://WWW.WJLADVISORS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call WJL Financial Advisors at (973) 216-8748 and ask for Michael Garrett. Michael works from the Montclair, NJ office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
WJL Financial Advisors reports being paid by hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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