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Guidance That Goes Beyond Money

Our advisors help you simplify decisions, protect what you’ve built, and move confidently toward your vision of financial wellness.

Rooted In Community, Focused On You

Rooted In Community, Focused On You

Kearny Investment Services is proudly located at Kearny Bank. We offer personalized service by advisors who care deeply about your success.

A Personalized Path To Pursue Prosperity

A Personalized Path To Pursue Prosperity

We take time to understand what matters most—your values, goals, and life stage. From there, we design a plan that is tailored to your investment needs. Our structure means you’ll always receive advice that’s transparent, straightforward, and aligned with your best interest.


Let’s Plan What’s Next—Together


Wherever you are on your financial journey, our advisors are ready to listen, simplify, and guide. Discover the confidence that comes from having an experienced partner by your side.


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Services Designed For Every Life Stage

Whether you’re growing wealth, preparing for retirement, or protecting what you’ve built, our team delivers comprehensive solutions under one roof. Explore our full range of services, including retirement planning and more.


Financial Planning

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Tax Strategy

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Insurance Planning

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Investment Management

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Wealth Management

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Retirement Planning

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Estate & Legacy Planning

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Business Planning

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Explore Our Services

Guidance For Every Goal

Individuals & Families

Individuals & Families

Helping you align today’s financial choices with tomorrow’s goals through clear, practical planning.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Creating strategies to turn savings into sustainable income and protect your legacy.

Business
 Owners

Business
 Owners

Simplifying financial complexity with coordinated solutions for your business and personal goals.

Newly Independent

Newly Independent

Supporting those navigating life transitions—like the loss of a spouse or divorce—with steady, compassionate guidance.

See Who We Work With

Insights To Keep You Informed

Explore our growing library of videos, articles, and presentations covering key topics like tax strategies, retirement income, lifestyle planning, and more. Updated regularly with expert commentary from our partners at Cetera.

Are Subscriptions Cutting into Your Retirement Savings?

Are Subscriptions Cutting into Your Retirement Savings?

While some subscriptions can enhance your daily routines, they can also sneakily erode your retirement savings.
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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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401(k) vs. IRA: What You Should Know

401(k) vs. IRA: What You Should Know

Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
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Questions People Ask Us

We know choosing a financial partner is a big decision. Here are a few common questions clients ask when getting to know Kearny Investment Services.

  • Where is Kearny Investment Services located?

    Kearny Investment Services is located at multiple Kearny Bank branches making it easy to meet with an advisor in your local community. Advisors may also be available to meet with you at locations convenient to you by appointment. Virtual appointments are also available for clients across the U.S.

  • Are you part of Kearny Bank?

    Kearny Investment Services is conveniently located at Kearny Bank, making it easy for clients to meet locally with experienced advisors. While we’re proudly located at the bank, investment products and services are offered through Cetera Investment Services LLC, member FINRA/SIPC. Financial professionals registered with Cetera Investment Services offer products and services under the name Kearny Investment Services and are employees of Kearny Bank. Kearny Bank is not registered as a broker‑dealer or investment advisor.

  • Do I need to be a Kearny Bank customer to work with you?

    No. While many of our clients also bank with Kearny Bank, you don’t have to be a customer to access our investment and financial planning services. We welcome anyone seeking thoughtful, personalized guidance.

  • How do I get started with an advisor?

    Simply schedule a conversation. We’ll begin by learning about your goals, financial picture, and what’s most important to you. From there, we’ll tailor a plan that fits your needs—no pressure, no jargon.

  • What types of services do you provide?

    We offer a full range of financial solutions including retirement and investment planning, education funding, insurance and protection, and estate and legacy strategies.

Let’s Start The Conversation

Whether you’re planning for retirement, looking to grow your investments, or just have questions about getting started, we’re here to help. Complete the form and a Kearny Investment Services advisor will reach out to schedule a time that works best for you.

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