Best Financial Advisors in Farmingdale, NJ

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List of Firms

Farmingdale, NJ Fiduciary Financial Advisors

SEC File# 801-122168
CRD# 125994
Location 1187 Lakewood Farmingdale Rd, Howell Township, NJ 07731, USA
Phone (732) 994-5413
Directions
SEC File# 801-96189
CRD# 121184
5 out of 5
Location 1971 NJ-34 #102, Wall Township, NJ 07719, USA
Phone (732) 223-9000
Directions
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King Financial Network
5 out of 5
Location 198 US Highway 9 North, suite 204, Manalapan Township, NJ 07726, USA
Phone (732) 845-1929
Directions
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Birds Eye Wealth Planning
Location 3600 NJ-66 Suite 150, Neptune City, NJ 07753, USA
Phone (609) 532-1090
Directions
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Coastal Financial Advisors, Inc.
5 out of 5
Location 503 Casino Dr, Farmingdale, NJ 07727, USA
Phone (732) 683-2330
Directions
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Edward Jones - Financial Advisor: Joseph E Serzan III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 256 Parker Ave, Manasquan, NJ 08736, USA
Phone (732) 223-7630
Directions
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Independent Wealth Management
SEC File# 801-120528
CRD# 124242
5 out of 5
Location 3349 NJ-138 A, Wall Township, NJ 07719, USA
Phone (732) 280-7550
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wealth Planning Group
Location 2421 Atlantic Ave, Manasquan, NJ 08736, USA
Phone (732) 223-8441
Directions
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Beacon Wealth Partners- Keith A. Onto CFP MBA
Location 1967 NJ-34 bldg c ste 201, Wall Township, NJ 07719, USA
Phone (732) 292-3345
Directions
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Northwestern Mutual
5 out of 5
Location 1670 NJ-34 STE 2, Wall Township, NJ 07727, USA
Phone (732) 938-7700
Directions
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The Private Client Advisory Group
Location 2517 NJ-35 l100, Manasquan, NJ 08736, USA
Phone (732) 702-2844
Directions
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Mauriello Enterprises | My Tax Fella
5 out of 5
Location 39 Main St, Farmingdale, NJ 07727, USA
Phone (609) 757-9172
Directions
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Greg Martin - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 28 Plaza 9 C, Manalapan Township, NJ 07726, USA
Phone (732) 431-0732
Directions
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Ryan Orsley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 22 Jackson Mills Rd, Freehold, NJ 07728, USA
Phone (732) 462-7010
Directions
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REC Wealth Management LLC
1 out of 5
Location 800 W Main St Suite 207 A, Freehold Township, NJ 07728, USA
Phone (732) 807-2347
Directions
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Roth & Company, LLP - NJ
Location 200 Central Ave, Farmingdale, NJ 07727, USA
Phone (732) 276-1220
Directions
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Beneficial Capital Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 83 South St Ste 102, Freehold, NJ 07728, USA
Phone (866) 970-0707
Time Monday: 7:45 AM – 4:00 PM Tuesday: 7:45 AM – 4:00 PM Wednesday: 7:45 AM – 4:00 PM Thursday: 7:45 AM – 4:00 PM Friday: 7:45 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
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C & A Financial Group
SEC File# 801-58108
CRD# 46173
5 out of 5
Location 2111 NJ-34, Wall Township, NJ 07719, USA
Phone (732) 528-4800
Directions
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Asset & Income Management, Inc: Stephen B. Leitzell
Location 104 Peskin Rd, Farmingdale, NJ 07727, USA
Phone (908) 704-7000
Directions
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Jeffrey S Brehm - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 104 Union Ave Fl 1 Ste 1, Manasquan, NJ 08736, USA
Phone (732) 292-1780
Directions
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Investment Advisors Wealth Management, LLC
Location 500 Main St Suite 107, Belmar, NJ 07719, USA
Phone (732) 963-8277
Directions
Financial Advisors in Farmingdale, NJ

Where Certified Financial Advisors in Farmingdale, NJ Serve

Farmingdale, NJ is a charming town nestled in the heart of Monmouth County, with a rich history and vibrant community. Its landmarks include the Allaire State Park, which features historic buildings and a steam train ride, and the Howell Living History Farm, where visitors can experience life on a working farm. Top employers in the area include the Monmouth County government, Meridian Health, and the Freehold Regional High School District. Major highways such as the Garden State Parkway and Route 33 provide easy access to nearby cities like New York and Philadelphia. The town is divided into several neighborhoods, each with its own unique character, including the historic downtown area and the sprawling estates of the Rambling Brook community. With its beautiful parks, excellent schools, and thriving business community, Farmingdale is a wonderful place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Farmingdale, NJ can benefit greatly from the guidance of a financial advisor. With its small-town charm and proximity to the Jersey Shore, many residents may be focused on short-term financial goals like saving for a vacation or purchasing a second home. However, a financial advisor can help them take a more holistic approach to their finances, considering long-term goals like retirement and estate planning. Additionally, Farmingdale is home to many small business owners who may need assistance with financial planning and investment strategies. A financial advisor can provide valuable insight and expertise in these areas, helping business owners make informed decisions that will benefit their companies and their personal finances. Overall, a financial advisor can help residents of Farmingdale, NJ achieve financial stability and security, no matter what their goals may be.

Insurance Broker

Residents of Farmingdale, NJ can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, many residents may need specialized coverage for flood and hurricane damage. An insurance broker can help residents navigate the complexities of these policies and ensure they have adequate coverage in the event of a natural disaster. Additionally, many residents may be self-employed or small business owners, and an insurance broker can assist in finding affordable and comprehensive health insurance plans for themselves and their employees. Overall, an insurance broker can provide valuable guidance and support to the residents of Farmingdale, NJ in protecting their assets and securing their future.

Retirement Planning

Residents of Farmingdale, NJ can benefit greatly from the services of a retirement planner. With a population of just over 1,300 people, many of whom are approaching retirement age, having a retirement plan in place is crucial. A retirement planner can help residents of Farmingdale navigate the complexities of retirement planning, including creating a budget, maximizing Social Security benefits, and selecting the right investment vehicles. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant expense for retirees in Farmingdale, where there is a limited number of healthcare providers. By working with a retirement planner, residents of Farmingdale can feel confident that they are making informed decisions about their retirement and setting themselves up for a comfortable and secure future.

Wealth Management

Residents of Farmingdale, NJ could benefit from the expertise of a wealth manager in several ways. One of the most common ways is through retirement planning. With the average age of Farmingdale residents being 42 years old, many are likely thinking about their retirement and how to ensure they have enough money saved to live comfortably. A wealth manager can help residents create a personalized retirement plan that takes into account their current financial situation, future goals, and risk tolerance. Additionally, Farmingdale is home to many small business owners who could benefit from the guidance of a wealth manager to help them manage their business finances and plan for the future. Overall, a wealth manager can provide valuable financial advice and guidance to help residents of Farmingdale achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Farmingdale, NJ can benefit greatly from the services of a mortgage loan officer. With a population of just over 1,300 people, Farmingdale is a small town with a tight-knit community. Many residents are looking to purchase their first home or upgrade to a larger one, and a mortgage loan officer can help them navigate the complex process of obtaining a mortgage. Additionally, with the town's close proximity to the Jersey Shore, many residents may be interested in purchasing a vacation home or investment property. A mortgage loan officer can help them explore their options and find the best mortgage for their unique situation. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Farmingdale, NJ as they navigate the exciting but often overwhelming process of purchasing a home.

Tax Services

Residents of Farmingdale, NJ could benefit from the assistance of a tax advisor in a variety of ways. One of the most common ways that a tax advisor could help residents of Farmingdale is by providing guidance on how to take advantage of the state's Homestead Benefit program. This program provides property tax relief to eligible homeowners, but the eligibility requirements and application process can be confusing. A tax advisor could help residents navigate the process and ensure that they receive the maximum benefit available to them. Additionally, a tax advisor could help residents with tax planning and preparation, ensuring that they are in compliance with state and federal tax laws and minimizing their tax liability. Overall, the expertise of a tax advisor could be invaluable to residents of Farmingdale, helping them to navigate the complex world of taxes and maximize their financial well-being.

Estate Planning Lawyer

Residents of Farmingdale, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trusts, and powers of attorney. This can ensure that a person's assets are distributed according to their wishes after they pass away and can also help avoid disputes among family members. Additionally, an estate planning lawyer can assist with Medicaid planning, which is especially important in Farmingdale, NJ where there is a large population of seniors. By helping individuals plan for their long-term care needs, an estate planning lawyer can help them protect their assets and ensure they receive the care they need.

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