Best Financial Advisors in Clinton, NJ

We did the hard work of finding trustworthy partners in Clinton, 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

Clinton, NJ Fiduciary Financial Advisors

SEC File# 801-8095
CRD# 2881
Location 1322 NJ-31 #1, Annandale, NJ 08801, USA
Phone (908) 617-0575
Directions
Newroads Financial Group
5 out of 5
Location 16 Harrison St, Clinton, NJ 08809, USA
Phone (908) 730-6346
Directions
Michelle L Heide - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
Directions
Spoor Behrins Campbell & Young
SEC File# 801-50346
CRD# 107400
Location 42 Main St #4, Clinton, NJ 08809, USA
Phone (908) 735-0448
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1210 US-22, Lebanon, NJ 08833, USA
Phone (908) 236-0495
Directions
Philip F. Rongo, ChFC
Location 3 Werner Way Suite 204, Lebanon, NJ 08833, USA
Phone (973) 538-7030
Directions
Collins Lambert, LLC
Location 100 Corporate Dr #101, Lebanon, NJ 08833, USA
Phone (908) 366-7630
Directions
Tranquilli Louis
Location 35 Leigh St, Clinton, NJ 08809, USA
Phone (908) 730-6234
Directions
Forever Wealth LLC
Location 54 Old Hwy 22 Suite 256, Clinton, NJ 08809, USA
Directions
Prudential | David Salisbury | Life Insurance & Annuities
Location 90 Beaver Ave, Clinton, NJ 08809, USA
Phone (908) 735-7733
Directions
Bank of America ATM (Drive-thru)
Location 50 NJ-173, Clinton, NJ 08809, USA
Phone (844) 401-8500
Directions
Stephen J Croghan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
Directions
Tiffani Linn Tita - Financial Advisor, Ameriprise Financial Services, LLC
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
Directions
S F Ehrlich Associates Inc
Location 49 Main St #51, Clinton, NJ 08809, USA
Phone (908) 730-0811
Directions
Financial Advisors in Clinton, NJ

Where Certified Financial Advisors in Clinton, NJ Serve

Nestled in the heart of Hunterdon County, New Jersey, lies the charming town of Clinton. This quaint town boasts a rich history and an abundance of landmarks, including the iconic Red Mill Museum Village, which showcases the town's industrial past. Other notable landmarks include the Hunterdon Art Museum, the Old Dutch Parsonage, and the picturesque Clinton Falls. Clinton is home to several top employers, including the Hunterdon Medical Center, ExxonMobil, and Chubb Insurance. These companies bring a diverse workforce to the town, contributing to its vibrant community. Major highways, including Interstate 78 and Route 31, provide easy access to and from Clinton, making it a convenient location for commuters. The town's main street, East Main Street, is lined with charming shops and restaurants, adding to its small-town charm. Clinton is divided into several neighborhoods, each with its own unique character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clinton, NJ can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them create a budget and manage their finances. This is especially important in Clinton, NJ, where the cost of living is higher than the national average. A financial advisor can help residents prioritize their spending and find ways to save money, such as by refinancing their mortgage or consolidating debt. Additionally, a financial advisor can help residents plan for their future by creating a retirement savings plan or investing in stocks and other financial products. By working with a financial advisor, residents of Clinton, NJ can feel more confident in their financial decisions and achieve their long-term financial goals.

Insurance Broker

Residents of Clinton, NJ could benefit greatly from the services of an insurance broker. With the town being located in a flood-prone area, an insurance broker could help residents find appropriate flood insurance coverage to protect their homes and belongings. Additionally, an insurance broker could assist residents in finding affordable health insurance options, as well as coverage for their vehicles and other valuable assets. With a broker's expertise and knowledge of the insurance industry, residents can feel confident that they are getting the best coverage for their specific needs and budget.

Retirement Planning

Residents of Clinton, NJ can benefit greatly from the services of a retirement planner. With its charming small-town atmosphere and proximity to major cities like New York and Philadelphia, Clinton is a popular place for retirees to settle down. A retirement planner can help these residents navigate the complex world of retirement planning, from creating a budget to managing investments and estate planning. They can also provide guidance on important decisions like when to start taking Social Security benefits and how to maximize retirement income. For residents of Clinton, NJ, a retirement planner can be a valuable resource in ensuring a comfortable and secure retirement.

Wealth Management

Residents of Clinton, NJ could greatly benefit from the guidance of a wealth manager in a variety of ways. With its charming small-town atmosphere and proximity to major cities, Clinton attracts a diverse population of residents with varying financial needs. A wealth manager can help these individuals navigate the complexities of investing, retirement planning, and estate management, among other things. For example, with the median home price in Clinton being higher than the national average, a wealth manager could assist residents in creating a plan to save for a down payment or explore alternative investment options. Additionally, with many residents owning small businesses or working in industries such as healthcare or education, a wealth manager could provide specialized advice on tax planning and maximizing retirement savings through employer-sponsored plans. Overall, a wealth manager can provide invaluable support to Clinton residents looking to secure their financial futures.

Mortgage Loan Officer

Residents of Clinton, NJ can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the complex process of securing a mortgage, which can be especially daunting for first-time homebuyers. Additionally, a loan officer can help residents understand the various types of mortgage options available to them, and can help them choose the best one for their unique financial situation. In Clinton, NJ specifically, a loan officer can also help residents take advantage of any local or state-specific programs or incentives that are available to them. For example, the New Jersey Housing and Mortgage Finance Agency offers a number of programs aimed at helping low- and moderate-income residents purchase homes, and a loan officer can help residents determine if they qualify for these programs and assist them in applying. Overall, a mortgage loan officer can be an invaluable resource for residents of Clinton, NJ looking to purchase a home.

Tax Services

Residents of Clinton, NJ can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. Clinton, NJ is a small town with a population of approximately 2,700 people. Many residents may not have the knowledge or experience necessary to navigate the complex tax laws and regulations. A tax advisor can help residents maximize deductions, minimize tax liability, and ensure compliance with tax laws. Additionally, a tax advisor can help residents with tax-related issues such as audits, back taxes, and penalties. With the help of a tax advisor, residents of Clinton, NJ can feel confident that their tax affairs are in order and that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Clinton, NJ would greatly benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important for residents of Clinton, NJ who have unique assets such as farmland or historical properties that require specific legal considerations. An estate planning lawyer can also help residents of Clinton, NJ minimize estate taxes and avoid probate court, which can be a time-consuming and costly process. Additionally, an estate planning lawyer can help residents of Clinton, NJ set up trusts for their children or grandchildren, establish healthcare directives, and appoint a power of attorney. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Clinton, NJ who want to ensure their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Clinton, NJ