Best Financial Advisors in Somerset County, NJ

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Somerset County, NJ Fiduciary Financial Advisors

Foran Financial Group
SEC File# 801-123141
CRD# 317291
Location 54 Grove St STE 2A, Somerville, NJ 08876, USA
Phone (732) 752-9191
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Bristol Private Wealth Management of Raymond James
Location 350 Main St, Bedminster, NJ 07921, USA
Phone (908) 470-4203
Somerset Hills Wealth Management
Location 233 Mt Airy Rd, Basking Ridge, NJ 07920, USA
Phone (908) 443-7040
Merrill Lynch Wealth Management Advisor Christopher E Ashton
Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3219
Evyavan Advisory Services
Location 9 Clyde Rd, Somerset, NJ 08873, USA
Phone (908) 315-0293
John Maita - Financial Advisor, Ameriprise Financial Services, LLC
Location 1420 US-206 Ste 130, Bedminster, NJ 07921, USA
Phone (908) 781-5309
Merrill Lynch Wealth Management Advisor Vincent Minutillo

5 out of 5

Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3254
Insight Financial Advisors - Ameriprise Financial Services, LLC
Location 1420 US-206 Ste 130, Bedminster, NJ 07921, USA
Phone (908) 326-2685
Merrill Lynch Wealth Management Advisor Elliott M Kugel
Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3252
Merrill Lynch Wealth Management Advisor Kelley A Mack
Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3235
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About Somerset County, NJ

Somerset County is located in central New Jersey and is made up of 26 municipalities. The county seat is Somerville. Major highways and streets include Route 22, Interstate 287, and the Garden State Parkway. Some of the county's landmarks include the Delaware and Raritan Canal, the Duke Farms Estate, and Liberty Village Premium Outlets. Major employers in the area include Johnson & Johnson, Bristol-Myers Squibb, and Robert Wood Johnson University Hospital. Some of the county's neighborhoods include Three Bridges, Finderne, and Basking Ridge.

Where Certified Financial Advisors in Somerset County, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Somerset County, NJ offer a wide range of services to their customers. These services can be broken down into three categories: banking, lending, and investment. Banking services include checking and savings accounts, as well as certificates of deposit (CDs). Lending services include mortgages, home equity loans, and car loans. Investment services include mutual funds, stocks, and bonds. Each bank offers different services, so it is important for residents of Somerset County to shop around and find the bank that best meets their needs.

Insurance Broker

Residents of Somerset County, NJ have many insurance needs and options. Insurance brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or other disaster. Brokers are experts in the insurance industry and know how to get the most out of every policy.

Retirement Planning

When it comes to retirement planning, many Somerset County, NJ residents may not know where to start. Thats where financial advisors can come in, helping people create a plan that will work best for their needs. Financial advisors can help by assessing a persons current financial situation and then developing a plan tailored specifically for them. This may include figuring out how much money someone will need to have saved up in order to retire comfortably, as well as creating a budget that will help ensure those savings goals are met. Financial advisors can also provide guidance on things like choosing the right type of retirement account to invest in and finding ways to reduce taxes on retirement income. In short, they can help make the process of saving for retirement less daunting and more manageable.

Wealth Management

Somerset County, NJ is one of the wealthiest counties in the United States. But with wealth comes great responsibility. The residents of Somerset County need to be smart about how they manage their money if they want to keep that wealth and grow it even more. That's where a good wealth management firm comes in. A good wealth management firm can help residents make smart financial decisions with their money, invest it wisely, and grow their fortune over time.

Estate Planning Lawyer

Estate planning lawyers can help Somerset County, NJ residents protect their assets and plan for the future.There are a number of things that estate planning lawyers can do to help you protect your assets and plan for the future. For example, they can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up a power of attorney or health care proxy, which will allow someone else to make decisions on your behalf if you become unable to do so yourself. And if you have minor children, they can help you create a guardianship arrangement in case something happens to both parents.

Mortgage Loan Officer

Mortgage loan officers in Somerset County, NJ can help residents by providing them with the best possible home loan products and services. By working with a mortgage loan officer, residents can rest assured that they are getting the best possible deal on their home loans. In addition, mortgage loan officers can provide valuable advice and guidance to residents who are looking to purchase a new home.

Tax Services

Residents of Somerset County, NJ can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and file their taxes correctly. Residents should consider hiring a tax accountant to help them with their taxes.

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