Jay Mota, Financial Advisor serving the Glen Rock, NJ area - Ameriprise Advisors

Jay Mota

CFP®, CDFA®, ChFC®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Divorce is complex—get help with the finances

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier ways to navigate the process. As a Certified Divorce Financial Analyst (CDFA®), I help clients and attorneys address the unique financial issues that accompany divorce. I assist clients in thinking through the short-and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help clients understand personal vs. marital property, how to value and allocate property, the options for dividing retirement plans and pensions, and how to navigate spousal and child support. I also can serve as a financial neutral for couples who are cooperative. I most enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult financial decisions with confidence.

Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

My videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)