Fair Haven, NJ Financial Advisors and Resources



Financial Advisor Firms in Fair Haven, NJ


CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

Website

(732) 888-4994

740 River Road
Suite 208 & 209
Fair Haven, NJ 7704

SEC#: 801-79218
Years in Business: 7 years

FOOTHILL CAPITAL MANAGEMENT, LLC

Website

(800) 446-1179

740 River Road
Suite 208
Fair Haven, NJ 7704

SEC#: 801-114195
Years in Business: 2 years


How Retirement-Friendly is Fair Haven, NJ?

  • Population: 5,873
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $708,100
  • Average Monthly Housing Cost: $3,063
  • Average Household Income: $230,288
  • 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.)


Fair Haven, NJ Financial Advisor FAQs

Financial advisors can provide advice on a variety of financial areas, including mortgage preapprovals, home equity loans and insurance. These professionals can also perform tax preparation for their clients, which will give them an estimate of the amount of money owed to the IRS.
Definitely. There are many circumstances where it's not uncommon for people to come into some money, only to lose it all. I would recommend you talk with a professional sooner rather than later if this is something you feel your life is ready for because there are always risks when handling any type of investment strategy in an unprepared manner.
Before you decide to work with a financial advisor, ask them the following questions: Are they a fiduciary? If they are not a fiduciary, how much do you have to spend every year for them to take care of your needs? How long have they been in business?
Most financial advisors charge flat fees for their services. These amounts vary per advisor, but typically they can be anywhere between $100 and $500 depending on the type of service they offer (e.g., periodic portfolio review, long-term investing advice) and how often you meet with them (e.g., quarterly meetings).