Best Financial Advisors in Somerville, NJ

We did the hard work of finding trustworthy partners in Somerville, NJ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Somerville, NJ Fiduciary Financial Advisors

SEC File# 801-111830
CRD# 289889
Location 217 W Main St, Somerville, NJ 08876, USA
Phone (908) 370-5102
Directions
Summit Financial Group
Location 12 E Main St, Somerville, NJ 08876, USA
Phone (908) 722-8899
Directions
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
Directions
Ibrahim Wealth Advisory Group
Location 73 Grove St, Somerville, NJ 08876, USA
Phone (908) 483-2450
Directions
Edward Jones - Financial Advisor: Jim Swanton, CFP®
SEC File# 801-3297
CRD# 250
Location 68 E Main St, Somerville, NJ 08876, USA
Phone (908) 236-0495
Directions
Michelle May - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 50 Division St Ste 501, Somerville, NJ 08876, USA
Phone (908) 575-1550
Directions
Financial Advisors in Somerville, NJ

Where Certified Financial Advisors in Somerville, NJ Serve

Somerville, NJ is a vibrant town located in Somerset County, brimming with historical landmarks and a thriving business community. Some of the most notable landmarks include the Somerset County Courthouse, the Old Dutch Parsonage, and the Wallace House. These landmarks serve as a reminder of the town's rich history and cultural significance. When it comes to employment, Somerville is home to many top employers, including Robert Wood Johnson University Hospital, Johnson & Johnson, and Verizon Wireless. These companies provide ample job opportunities for residents and contribute significantly to the local economy. The town is conveniently located near major highways, including Route 22, Route 28, and Route 202. These highways make it easy for residents to commute to nearby cities such as New York and Philadelphia. Somerville is also home to several neighborhoods, each with its own unique charm and character. The downtown area is bustling with activity, featuring an array of shops, restaurants, and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Somerville, NJ can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. Somerville is a town with a large population of baby boomers who are nearing retirement age. A financial advisor can help these residents create a plan that will ensure they have enough money saved to maintain their lifestyle in retirement. Additionally, many Somerville residents own small businesses or work as independent contractors. A financial advisor can help these individuals manage their finances, create a budget, and plan for taxes. Overall, a financial advisor can provide valuable guidance to Somerville residents in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Somerville, NJ can benefit greatly from the services of an insurance broker. With the town's proximity to major highways and its bustling downtown area, there are plenty of opportunities for accidents and mishaps. An insurance broker can help residents find the right coverage for their needs, whether it's auto insurance to protect them on the road or liability insurance for their business. Additionally, Somerville is home to a diverse population, with many residents who may have unique insurance needs. An insurance broker can help navigate the complexities of insurance policies and find coverage that meets each individual's specific needs. By working with an insurance broker, Somerville residents can have peace of mind knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of Somerville, NJ could greatly benefit from the assistance of a retirement planner in a variety of ways. Firstly, a retirement planner could help residents navigate the complex landscape of retirement planning, including investment strategies, tax implications, and social security benefits. Additionally, a retirement planner could help Somerville residents plan for specific retirement goals, such as purchasing a second home or funding a child's education. One specific challenge faced by Somerville residents is the high cost of living in the area, which could make retirement planning particularly challenging. A retirement planner could help residents identify strategies for maximizing their retirement savings and minimizing their expenses, allowing them to enjoy a comfortable retirement in this vibrant and expensive community.

Wealth Management

Residents of Somerville, NJ could benefit greatly from the guidance of a wealth manager. With the town's close proximity to New York City, many individuals may have high-paying jobs or investments that require careful management. A wealth manager can help these individuals create a personalized financial plan that takes into account their unique goals and risk tolerance. Additionally, with the rising cost of living in the area, a wealth manager can assist residents in planning for future expenses such as college tuition or retirement. For example, a wealth manager could recommend tax-efficient investment strategies to help residents save for their children's education while also minimizing their tax burden. With the help of a wealth manager, residents of Somerville can feel confident in their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Somerville, NJ would greatly benefit from the services of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, whether they are first-time buyers or looking to refinance. With the high cost of living in Somerville, many residents may struggle to save up for a down payment or find affordable housing. A mortgage loan officer can help residents understand their options and find a mortgage that fits their unique financial situation. Additionally, given that Somerville is a tight-knit community, a local mortgage loan officer can provide personalized attention and support to residents throughout the entire process. Overall, a mortgage loan officer is an invaluable resource for anyone looking to buy or refinance a home in Somerville, NJ.

Tax Services

Residents of Somerville, NJ can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. This is particularly important in Somerville, which has a high cost of living compared to other areas in New Jersey. A tax advisor can help residents identify deductions and credits related to property taxes, mortgage interest, and state and local taxes, among others. Additionally, a tax advisor can provide guidance on tax planning strategies to minimize tax liability and maximize savings. With the help of a tax advisor, residents of Somerville can feel confident that they are making the most of their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Somerville, NJ can benefit greatly from an estate planning lawyer in a number of ways. For starters, an estate planning lawyer can help residents create a comprehensive plan to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Somerville, where the cost of living is higher than the national average and many residents have accumulated significant assets over the years. Additionally, an estate planning lawyer can help residents navigate the complex legal and financial issues that can arise when transferring assets to heirs or beneficiaries. This can include everything from minimizing taxes to ensuring that assets are protected from creditors. Overall, working with an estate planning lawyer in Somerville can provide residents with peace of mind knowing that their wishes will be carried out and their assets will be protected for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Somerville, NJ