Best Financial Advisors in Somerville, NJ

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List of Firms

Somerville, NJ Fiduciary Financial Advisors

Summit Financial Group
Location 12 E Main St, Somerville, NJ 08876, USA
Phone (908) 722-8899
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
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
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
Ibrahim Wealth Advisory Group
Location 73 Grove St, Somerville, NJ 08876, USA
Phone (908) 483-2450
Brio Financial Group
SEC File# 801-111830
CRD# 289889
Location 217 W Main St, Somerville, NJ 08876, USA
Phone (908) 370-5102
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About Somerville, NJ

Somerville, NJ is a borough located in Somerset County, NJ. It is situated west of Bridgewater and east of Branchburg. Some of the landmarks in Somerville include the Somerset County Courthouse and the Van Derveer House. The top employers in Somerville are Robert Wood Johnson University Hospital at Somerset and Somerville Borough School District. Major highways and streets in Somerville include Route 22 and Highbridge Road. Some of the neighborhoods in Somerville include The Hills, The Vistas, and Green Knoll.

Where Certified Financial Advisors in Somerville, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. They provide a variety of services to their customers, including loans, checking and savings accounts, and investment advice. In addition, banks offer a variety of other services, such as ATMs, online banking, and mobile banking.Banks are a vital part of the economy and play a major role in the financial health of communities. In Somerville, NJ, there are a number of banks that offer these services to residents. Some of the larger banks in the area include Wells Fargo Bank, TD Bank North America, and Chase Bank. These banks have branches throughout Somerville and offer a wide range of products and services to their customers.

Insurance Broker

Residents of Somerville, NJ, rely on insurance brokers to help them find the best coverage for their needs. Insurance brokers have the knowledge and experience to compare policies from a variety of providers and find the one that's right for each individual or family. They can also help residents file claims and get the reimbursement they deserve after an accident or other covered event.

Retirement Planning

Financial advisors can help Somerville, NJ residents with retirement planning in a variety of ways. For one, they can provide guidance on how much money to save each month in order to have a comfortable retirement. They can also help retirees invest their money wisely so that it grows over time. Advisors can also assist with estate planning, making sure that retirees' assets are distributed according to their wishes after they die.

Wealth Management

Wealth management is an important service that helps Somerville, NJ residents protect their finances and grow their wealth. There are many different wealth management services available, so it's important to find the right one for you. Wealth management services can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you manage your debt and protect your assets in case of a disaster. If you're looking for a way to improve your financial situation, consider hiring a wealth manager. They can help you reach your goals and make the most of your money.

Estate Planning Lawyer

Estate planning lawyers can help Somerville, NJ residents protect their assets and ensure that their loved ones are taken care of after they die. In addition to drafting wills and trusts, estate planning attorneys can also help clients set up guardianships for their children and make funeral arrangements.

Mortgage Loan Officer

Mortgage loan officers in Somerville, NJ can help residents by providing them with the best mortgage rates and terms available. By shopping around for the best deal, residents can save money on their home purchase. In addition, mortgage loan officers can help residents understand the mortgage process and work with them to find a loan that meets their needs.

Tax Services

Residents of Somerville, NJ can benefit from the help of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents understand the complex tax code and make sure that they are taking all allowable deductions. In addition, tax accountants can help residents plan for future years and ensure that they are making the most of their current situation.


FAQs About Personal Financial Advisors in Somerville, NJ