Best Financial Advisors in Union County, NJ

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List of Firms

Union County, NJ Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 200 Walton Ave, Union, NJ 07083, USA
Phone (201) 939-6644
Conway Adriane C
Location Shapiro Building, 6 N Union Ave, Cranford, NJ 07016, USA
Phone (908) 276-5100
Talisman Wealth Advisors
Location 1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092, USA
Phone (908) 519-8120
Edward Jones - Financial Advisor
Location 348 Dogwood Dr, Union, NJ 07083, USA
Stephen Ng Financial Group

5 out of 5

Location 633 Morris Ave, Springfield, NJ 07081, USA
Phone (973) 218-9600
Ancona Financial Advisors

1 out of 5

Location 1812 Front St, Scotch Plains, NJ 07076, USA
Phone (908) 322-9200
Carlos F Arias - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 990 Raritan Rd Ste A, Clark, NJ 07066, USA
Phone (908) 272-0188
Lincoln Investment Planning
Location 4 Commerce Dr # 3, Cranford, NJ 07016, USA
Phone (908) 276-3900
Virtus Wealth Solutions
Location 1150 Raritan Rd, Cranford, NJ 07016, USA
Phone (908) 967-6360
Gateway Advisory LLC
SEC File# 801-70890
CRD# 152347
Location 900 S Ave W, Westfield, NJ 07090, USA
Phone (908) 233-8100
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Michael D. Laitman

5 out of 5

Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4331
Arias & Partners Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 990 Raritan Rd Ste A, Clark, NJ 07066, USA
Phone (908) 272-0188
ClearFocus Financial
SEC File# 801-66512
CRD# 140190

5 out of 5

Location 200 Sheffield St, Mountainside, NJ 07092, USA
Phone (908) 228-8400
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: 8:00 AM – 1:00 PM Sunday: Closed
Morgan Stanley Financial Advisors
Location 150 John F Kennedy Pkwy 2nd Fl, Short Hills, NJ 07078, USA
Phone (973) 467-6300
Redwood Financial Planning
Location 1812 Front St, Scotch Plains, NJ 07076, USA
Phone (908) 663-2125
Community Financial Services
Location 149 E St Georges Ave #1, Roselle, NJ 07203, USA
Phone (908) 259-9877
Justin Martys, CFP - UBS Financial Services Inc.
Location 109 North Ave 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-3176
LMD Wealth Advisors - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-6171
Nurideen Financial
Location 1640 Vauxhall Rd, Union, NJ 07083, USA
Phone (908) 686-5615
Image of Union County, NJ

About Union County, NJ

Union County is a county located in the U.S. state of New Jersey. As of the 2010 Census, the population was 513,547, making it the second-most populous county in New Jersey after Bergen County. The county seat is Elizabeth. Union County is situated in the northeast portion of New Jersey and is bordered by Middlesex County to the north, Somerset County to the northwest, Hunterdon County to the west, Essex County to the southwest, and Hudson County to the east. The county is bisected by Interstate 78 and includes several municipalities in the New York City metropolitan area. Some of Union County's most notable landmarks include Ellis Island and Liberty State Park, both located in neighboring Hudson County. The county also includes portions of the Newark Liberty International Airport complex. Major highways and streets in Union County include Route 22, Route 27, and Route 1&9. Some of the more notable neighborhoods in Union County include Roselle Park, Linden, and Berkeley Heights.

Where Certified Financial Advisors in Union County, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Union County, NJ have a variety of banking services to choose from. Some banks offer traditional checking and savings accounts, while others provide more specialized services, such as mortgages and loans. No matter what your needs are, there is sure to be a bank in Union County that can meet them.

Insurance Broker

Residents of Union County, NJ can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also help them to understand the complex language of insurance contracts. In addition, insurance brokers can assist residents in filing claims and helping them to get the most out of their policies.

Retirement Planning

Financial advisors can help Union County, NJ residents with retirement planning in a number of ways. For example, they can help people save for retirement by creating a budget and investment plan. They can also help retirees manage their money once they have retired. This includes helping them find the best way to withdraw money from their accounts, as well as investing it so that it will last throughout their retirement. Financial advisors can also help retirees stay financially secure by advising them on insurance and estate planning.

Wealth Management

Union County, NJ residents can benefit from wealth management services in a number of ways. Wealth management can help people protect their assets, grow their investments, and plan for the future. In addition, wealth management can help people save money on taxes and make sound financial decisions. As a result, Union County residents can enjoy a better quality of life and peace of mind.

Estate Planning Lawyer

Estate planning lawyers can help Union County, NJ residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed in the way you want, and that your loved ones are taken care of financially after you die. If you have questions about estate planning, or need help creating a will or trust, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Union County, NJ can help residents by providing them with the best information on mortgages. They can also provide advice on which mortgage is best for the individual and help them to understand the terms of the mortgage. Additionally, they can work with the resident to get them approved for a mortgage and help them through the entire process.

Tax Services

Union County, NJ is one of the most heavily taxed areas in the country. In order to help its residents, the county employs tax accountants who can help people save money on their taxes. Tax accountants can help Union County residents by filing their tax returns accurately and by helping them find deductions and credits that they may be eligible for. They can also advise residents on how to structure their finances in a way that minimizes their tax liability. Union County taxpayers are fortunate to have access to these services. By taking advantage of them, they can save themselves a lot of money over the course of a year.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Union County, NJ