Farmingdale, NJ Financial Advisors and Resources

Financial Advisor Firms in Farmingdale, NJ



(856) 380-9977

1451 Route 34
Suite 303
Farmingdale, NJ 7727

SEC#: 801-78572
Years in Business: 8 years



(732) 612-3034

104 Peskin Road

Farmingdale, NJ 7727

SEC#: 801-79500
Years in Business: 7 years

How Retirement-Friendly is Farmingdale, NJ?

  • Population: 1,299
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $310,000
  • Average Monthly Housing Cost: $1,294
  • Average Household Income: $84,884
  • 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.)

Farmingdale, NJ Financial Advisor FAQs

A financial advisor helps a client to plan and diversify their assets so as to meet the client’s life goals. Providers of investment advice range from stand-alone independent financial advisors to brokerage firms, banks and insurance companies who provide investment advice as one among many services they offer.
Financial advisers are typically compensated as a percentage of assets managed for clients. In general, the more assets a client has, the higher the retainer fee paid to an adviser.
This is a very broad question and in many cases each question you ask an advisor would be dependent on the circumstances of your specific situation. One thing to keep in mind is with regard to fees, commissions, and any other out-of-pocket expenses when planning for retirement.
Make sure that they are licensed financial advisors. They must be registered to provide advice on securities, insurance, restricted stock, tax matters and estate planning. Select someone who can handle your specific concern or requirement for wealth management services--unless you are planning on handling it yourself. Make sure they offer an objective opinion versus suggesting investments based on commissions or other investment compensation mechanisms that may influence their decision-making process.