Best Financial Advisors in Middlesex County, NJ

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Middlesex County, NJ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Alexandre F Gomes
SEC File# 801-3297
CRD# 250
Location 121 Union Ave Suite 2, Middlesex, NJ 08846, USA
Phone (732) 271-1323
Keith Latimer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 161 S Main St, Milltown, NJ 08850, USA
Phone (732) 261-6471
On Point Strategic Planning - Financial Advisors, Iselin, NJ
Location 186 S Wood Ave Suite 301, Iselin, NJ 08830, USA
Phone (732) 623-5960
Unique Financial Advisors & Tax Consultants

5 out of 5

Location 33 S Wood Ave #600, Iselin, NJ 08830, USA
Phone (732) 507-9560
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About Middlesex County, NJ

Middlesex County is located in central New Jersey and is the most populous county in the state. The county seat is New Brunswick and other major municipalities include Edison, Piscataway, and Woodbridge. Some of the county's most recognizable landmarks include Thomas Edison National Historical Park and the Middlesex Water Company Tower. Major employers in the county include Johnson & Johnson, Robert Wood Johnson University Hospital, and Rutgers University. The major highways and streets in Middlesex County are Route 1, Route 18, and the New Jersey Turnpike. The neighborhoods in Middlesex County vary widely in terms of socioeconomic status and ethnicity.

Where Certified Financial Advisors in Middlesex County, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Middlesex County, NJ offer a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks can provide a number of other services, depending on the bank and its location. For example, some banks may offer investment advice or insurance products.

Insurance Broker

Middlesex County, NJ residents can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best coverage for their needs. Additionally, insurance brokers can provide advice on how to protect oneself from potential risks.

Retirement Planning

Middlesex County, NJ residents have a unique opportunity to work with financial advisors to create a retirement plan that will best suit their needs. Financial advisors can help residents weigh all of their options and make the best decision for their future. Advisors can also help residents stay on track with their retirement savings goals and make sure they are taking advantage of all the available tax breaks and benefits.

Wealth Management

Middlesex County, NJ is one of the wealthiest counties in the United States. However, many residents are not taking advantage of the wealth management services that are available to them. Wealth management can help residents save money, invest money wisely, and protect their assets.

Estate Planning Lawyer

Middlesex County, NJ residents who want to make sure their estate planning is in order can work with an estate planning lawyer. Estate planning lawyers can help residents create wills, living trusts, and other legal documents that will help ensure their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare proxies, which will allow them to appoint someone they trust to make decisions for them if they become unable or unwilling to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Middlesex County, NJ can help residents by providing them with the best home loans. They have the knowledge and experience to guide borrowers through the process of getting a mortgage, and they will work hard to find the best loan for each individual. Residents can rely on their mortgage loan officer to be there every step of the way, from pre-approval to closing.

Tax Services

Tax accountants in Middlesex County, NJ can help residents with a variety of tax-related issues. From preparing tax returns to helping resolve tax disputes, these professionals can provide valuable assistance. In addition, many tax accountants offer free consultations, so it's a good idea to consult with several different professionals to find the one that best meets your needs.


FAQs About Personal Financial Advisors in Middlesex County, NJ