Best Financial Advisors in Hunterdon County, NJ

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Hunterdon County, NJ Fiduciary Financial Advisors

SEC File# 801-72627
CRD# 127381
4 out of 5
Location 31 NJ-12, Flemington, NJ 08822, USA
Phone (908) 782-0001
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Frank Fischer - Raymond James
Location 1 NJ-12, Flemington, NJ 08822, USA
Phone (908) 782-8848
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Merrill Lynch Wealth Management Advisor Patrick K Tierney
Location 200 NJ-31, Flemington, NJ 08822, USA
Phone (908) 237-2988
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Stephen Reid Walker Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 24 Mine St Ste 201, Flemington, NJ 08822, USA
Phone (908) 782-7673
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Amwell Ridge Wealth Management
Location 1474 56 Main Street # 2E, Flemington, NJ 08822, USA
Phone (908) 751-5387
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Newroads Financial Group
5 out of 5
Location 16 Harrison St, Clinton, NJ 08809, USA
Phone (908) 730-6346
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Edward Jones - Financial Advisor: Dustin Lindley
Location 44 Main St, Clinton, NJ 08809, USA
Phone (908) 730-7510
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ken orenstein
5 out of 5
Location 203 Main St, Flemington, NJ 08822, USA
Phone (888) 315-3608
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Henry & Hannay Wealth Management LLC
Location 8 Bartles Corner Rd # 22, Flemington, NJ 08822, USA
Phone (908) 751-5668
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Michelle L Heide - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
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Stephen J Croghan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
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Alliance Wealth Management Group
SEC File# 801-78935
CRD# 169573
Location 23 Royal Rd #101, Flemington, NJ 08822, USA
Phone (908) 751-7090
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Kucharski Financial Services
Location 45 Mine St, Flemington, NJ 08822, USA
Phone (908) 782-7200
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Brighton Financial Planning
Location 1728 NJ-31, Clinton, NJ 08809, USA
Phone (908) 730-7000
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Three Bridges Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
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Rand Financial Planning, LLC
Location 361 NJ-31 Suite 902, Flemington, NJ 08822, USA
Phone (908) 895-2406
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Beacon Financial Group
SEC File# 801-122901
CRD# 317775
Location 56 Main St Suite 3C, Flemington, NJ 08822, USA
Phone (908) 788-3636
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Morgan Stanley Financial Advisors
1 out of 5
Location 200 NJ-31 N 2nd Floor, Flemington, NJ 08822, USA
Phone (908) 483-9540
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Brian Reiss - Financial Advisor, Ameriprise Financial Services, LLC
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
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Stone Hill Financial LLC
5 out of 5
Location 67 Beaver Ave - Austin Building #14, Annandale, NJ 08801, USA
Phone (908) 894-5020
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Bryan Zegar - Financial Advisor, Ameriprise Financial Services, LLC
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
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Michelle Heide & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
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Tiffani Linn Tita - Financial Advisor, Ameriprise Financial Services, LLC
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
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Main Street Financial Solutions, LLC - Kenneth C. Paul, CFP®
Location 70 Church St #141, Flemington, NJ 08822, USA
Phone (732) 616-7665
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Merrill Lynch Wealth Management Advisor Laura Osifchin
Location 200 NJ-31, Flemington, NJ 08822, USA
Phone (908) 237-2990
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Edward Jones - Financial Advisor: Robert J Lord
5 out of 5
Location 67 Main St, Flemington, NJ 08822, USA
Phone (908) 788-5645
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Merrill Lynch Wealth Management Advisor Evan S Kendis
Location 200 NJ-31, Flemington, NJ 08822, USA
Phone (908) 237-2984
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Financial Advisors in Hunterdon County, NJ

Where Certified Financial Advisors in Hunterdon County, NJ Serve

Hunterdon County, located in the heart of New Jersey, boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Flemington Courthouse to the sprawling Hunterdon Medical Center, Hunterdon County is rich in history and progress. The county's top employers include pharmaceutical giant Johnson & Johnson, the Hunterdon Healthcare System, and the Hunterdon Central Regional School District. Major highways such as Interstate 78 and Route 31 run through the county, allowing for easy access to neighboring cities and towns. Neighborhoods such as the charming town of Clinton and the affluent enclave of Tewksbury Township offer a variety of housing options for residents. With its unique blend of history, industry, and community, Hunterdon County is a true gem of the Garden State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hunterdon County, NJ could benefit greatly from the guidance of a financial advisor. With the county's median household income being higher than the state average, many residents may have complex financial situations that require expert advice. A financial advisor can help individuals and families in Hunterdon County create a personalized financial plan, including investment strategies, retirement planning, and debt management. Additionally, with Hunterdon County being home to many small businesses, a financial advisor can assist in creating a retirement plan for business owners and their employees. With the help of a financial advisor, residents of Hunterdon County can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Insurance Broker

Residents of Hunterdon County, NJ can benefit greatly from the services of an insurance broker. With the county's diverse population and unique insurance needs, an experienced broker can help individuals and businesses navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, with Hunterdon County's high median income and significant number of small businesses, a broker can help residents find affordable health insurance plans that provide comprehensive coverage. Additionally, with the county's rural landscape and high number of farms, an insurance broker can assist farmers in finding policies that protect their livestock, crops, and equipment. Overall, an insurance broker can provide invaluable guidance and support to Hunterdon County residents seeking insurance solutions tailored to their unique circumstances.

Retirement Planning

Residents of Hunterdon County, NJ can benefit greatly from the services of a retirement planner. With a median age of 45, many residents are approaching retirement age and may have concerns about how to manage their finances in their golden years. A retirement planner can help Hunterdon County residents create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. For example, with the high cost of living in the county, a retirement planner can help residents understand how to maximize their savings and investments to ensure they have enough money to live comfortably in retirement. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are taking advantage of all the benefits available to them. Overall, a retirement planner can provide Hunterdon County residents with peace of mind and a clear path to a secure and enjoyable retirement.

Wealth Management

Residents of Hunterdon County, NJ could benefit from the services of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in managing the unique tax landscape of the county. Hunterdon County has some of the highest property taxes in the state, which can be a challenge for homeowners and businesses alike. A wealth manager could help residents navigate these tax laws and potentially find ways to reduce their tax burden. Additionally, with many residents in Hunterdon County working in high-paying industries such as finance and pharmaceuticals, a wealth manager could provide guidance on investment strategies and retirement planning to help them make the most of their income and achieve their financial goals.

Mortgage Loan Officer

Residents of Hunterdon County, NJ can greatly benefit from the services of a mortgage loan officer. One specific way that these professionals can help is by providing guidance on the unique housing market in Hunterdon County. With its rural landscape and proximity to major cities like New York and Philadelphia, the housing market in Hunterdon County can be complex and competitive. A knowledgeable mortgage loan officer can help residents navigate this market, understand their options, and secure the best possible financing for their dream home. Additionally, mortgage loan officers can provide valuable advice on the various loan programs available, from conventional loans to government-backed options, ensuring that residents can make informed decisions about their home financing.

Tax Services

Residents of Hunterdon County, NJ could benefit from the services of a tax advisor in a number of ways. One of the most common areas of assistance would be in navigating the complex tax laws and regulations that apply to the county. With a population of just over 125,000 people, Hunterdon County is home to a diverse range of individuals and businesses, each with their own unique tax needs and challenges. A skilled tax advisor can help residents to understand the tax implications of their financial decisions, minimize their tax liabilities, and ensure compliance with all applicable laws and regulations. Whether you are a small business owner, a retiree, or a homeowner, a tax advisor can provide valuable guidance and support to help you achieve your financial goals and avoid costly mistakes.

Estate Planning Lawyer

Residents of Hunterdon County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Hunterdon County residents is by creating a will. With the county's population of over 125,000 people, many of whom are homeowners and business owners, having a will in place can ensure that their assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can assist with creating trusts, establishing powers of attorney, and navigating the probate process. With its rural landscapes and historic towns, Hunterdon County residents can rest assured that their unique needs will be taken into consideration by an experienced estate planning lawyer.

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