Find a Financial Advisor in Cumberland County, NJ

 

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We did the hard work of finding trustworthy partners in Cumberland County, NJ.

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We Only Work With The Best Cumberland County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Cumberland County, NJ


  • Financial Advisor Close to Cumberland County, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Cumberland County, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cumberland County, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Cumberland County financial advisors.
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How Retirement-Friendly is Cumberland County, NJ?

  • Population: 151,906
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $169,100
  • Average Monthly Housing Cost: $1,159
  • Average Household Income: $72,860
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)



The Top Financial Advisor Firms in Cumberland County, NJ

 

CUMBERLAND ADVISORS INC

Website

(800) 257-7013

614 Landis Ave

Vineland, NJ 8360

SEC#: 801-55344
Years in Business: 23 years

 


Cumberland County, NJ Financial Advisor FAQs

A good financial advisor will be able to assess your current situation, then recommend specific steps that may be needed to meet your goals over time. They will then keep an eye on how much you have spent so far and what investments earnings have been so far so as not to have any surprises later on.
For anyone trying to get control over their finances, it's usually in their best interest to have a financial advisor. A professional who specializes in your money will help you establish smart goals and access the best products for your situation.
There are any number oThe most important ones are to ask about their qualifications, experience, the investment fee structure, what level of customer service they provide, and if they have access to institutional investors.
Advisors also commonly charge a flat-rate fee each year or pay out percentages from specific trades you make based on transaction size and service level agreements.