List of Firms
Summit, NJ Fiduciary Financial Advisors
Merrill Lynch Wealth Management Advisor James Ahern
BRAVE Family Advisors
Point View Wealth Management, Inc.
Chatham Wealth Management
Beacon Hill Private Wealth, LLC
Merrill Lynch Wealth Management Advisor Scott Nettune
Northwestern Mutual Life Insurance
Wilde Capital Management, LLC
Allstate Personal Financial Representative: Kevin McBride
Merrill Lynch Wealth Management Advisor Thomas C Cook
Gulfstream Opportunity Fund
Where Certified Financial Advisors in Summit, NJ Serve
Summit, NJ is a charming city located in Union County, New Jersey. The city is home to several landmarks, including the Summit Playhouse, Reeves-Reed Arboretum, and the Summit Opera House. These landmarks are a testament to the city's rich history and serve as popular tourist attractions. Summit is also home to several top employers, including Celgene Corporation, Atlantic Health System, and Overlook Medical Center. These companies provide residents with ample employment opportunities and contribute significantly to the city's economy. The city is conveniently located near major highways, including Route 24, Route 78, and the Garden State Parkway. These highways provide easy access to neighboring cities and towns, making Summit an ideal location for commuters. Summit is divided into several neighborhoods, including the Northside, the Southside, and the Summit Downtown. Each neighborhood has its own unique character and charm, making Summit a diverse and vibrant community.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Summit, NJ
A financial advisor in Summit, NJ can provide a wide range of financial advising services to individuals and businesses alike. From retirement planning to investment strategies, a financial advisor can help clients navigate the complex world of finance and make informed decisions about their money. One specific aspect of Summit, NJ that sets it apart from other towns is its thriving business community. A financial advisor in Summit can provide specialized services to local businesses, such as cash flow management and tax planning, to help them succeed and grow. Additionally, with its proximity to New York City, Summit residents may have unique financial needs that require the expertise of a knowledgeable financial advisor. Whether it's creating a comprehensive financial plan or managing investments, a financial advisor in Summit, NJ can provide the guidance and support needed to achieve financial success.
Summit, NJ is the ultimate destination for those seeking financial advising. The town's rich cultural heritage, coupled with its vibrant economy, makes it an ideal location for financial experts to thrive. With its diverse population and a range of businesses, Summit offers a wealth of opportunities for financial advisors to help clients achieve their goals. From investment strategies to retirement planning, Summit's financial advisors have the expertise and knowledge to guide clients through every step of the financial planning process. Moreover, the town's close-knit community fosters a sense of trust and collaboration, allowing clients to build long-lasting relationships with their advisors. In addition, Summit is home to many prestigious financial institutions and firms, making it a hub for financial expertise. Overall, Summit's unique blend of history, diversity, and economic prosperity makes it the perfect place to receive top-notch financial advising.
A financial planner in Summit, NJ is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. With its affluent population and proximity to New York City, Summit presents unique challenges and opportunities for financial planning. These planners must be well-versed in investment strategies, tax planning, retirement planning, estate planning, and risk management. They must also stay up-to-date on local regulations and market trends that could impact their clients' financial goals. Furthermore, financial planners in Summit must be adept at navigating the complex financial landscape of the region, which includes a wide range of industries and businesses. Overall, a financial planner in Summit, NJ plays a critical role in helping clients achieve financial security and success in a dynamic and fast-paced environment.
Summit, NJ residents should consider reaching out to a financial advisor when they are facing a significant life event, such as retirement or the birth of a child. With its affluent community and high cost of living, Summit residents may require additional support in managing their finances to ensure a secure financial future. A financial advisor can provide guidance on creating a comprehensive financial plan, including investments, retirement savings, and estate planning. Additionally, with the recent market volatility due to the COVID-19 pandemic, Summit residents may benefit from the expertise of a financial advisor in navigating these uncertain times. It is important for Summit residents to prioritize their financial well-being and seek the assistance of a professional when needed.
When searching for a financial advisor in Summit, NJ, it is imperative to consider several key qualities. Firstly, an excellent financial advisor must possess an in-depth understanding of the local economy and financial market of Summit, NJ. This includes staying up-to-date on the latest trends, regulations, and legislation that may impact their client's investments. Secondly, a financial advisor in Summit, NJ must be able to communicate complex financial information in a clear and concise manner. With the diverse population in Summit, NJ, an advisor must be able to tailor their communication style to fit the needs of each client. Furthermore, a financial advisor must be trustworthy and have a proven track record of achieving results for their clients. Finally, an outstanding financial advisor must be able to provide personalized financial planning and investment advice that aligns with their client's unique goals and objectives.
Summit, NJ is home to some of the top financial advising firms in the country. These firms are renowned for their expertise in wealth management, investment strategies, and financial planning. One of the most notable firms in Summit is known for their unique approach to financial advising. They combine cutting-edge technology with personalized service to create a comprehensive financial plan for each client. This firm also stands out for their commitment to sustainability and social responsibility, offering investment options that align with clients' values. With a team of experienced advisors and a deep understanding of the financial landscape, these firms are trusted by clients to provide sound financial advice and help them achieve their financial goals.
Financial advisors in Summit, NJ typically get compensated in a variety of ways. One common method is through commissions, where they receive a percentage of the investments they sell to clients. Another method is through fees, which can be charged hourly, annually, or as a percentage of assets under management. Summit, NJ is known for its affluent population, which means that financial advisors in the area often work with high net worth individuals and families. As a result, they may also receive compensation through performance-based fees, where they earn a percentage of the client's investment gains. Additionally, some advisors in Summit, NJ may offer financial planning services, which can be charged as a flat fee or hourly rate. Overall, financial advisors in Summit, NJ have a range of compensation options that allow them to tailor their services to the needs of their clients.