Best Financial Advisors in Flemington, NJ

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List of Firms

Flemington, NJ Fiduciary Financial Advisors

Jupiter Wealth Advisors
Location 772 East Olive Ave. Flemington, SF, Flemington, NJ 08822, USA
Phone (675) 332-6756
Directions
Lincoln Financial Group
Location 153 Locust Ct, Flemington, NJ 08822, USA
Phone (908) 832-0800
Directions
Adelphi Financial
5 out of 5
Location 56 N Main St #3A, Flemington, NJ 08822, USA
Phone (908) 751-0200
Directions
Timothy Stevens - Morgan Stanley
Location 200 NJ-31 N 2nd Floor, Flemington, NJ 08822, USA
Phone (908) 483-9518
Directions
Three Bridges Wealth Advisors - Ameriprise Financial Services, LLC
Location 349 NJ-31 Ste 101, Flemington, NJ 08822, USA
Phone (908) 782-7382
Directions
Merrill Lynch Wealth Management Advisor Patrick K Tierney
Location 200 NJ-31, Flemington, NJ 08822, USA
Phone (908) 237-2988
Directions
Flemington Financial Group LLC
Location 260 US-202 31 Unit 500, Flemington, NJ 08822, USA
Phone (908) 782-3600
Directions
Walkers & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 24 Mine St Ste 201, Flemington, NJ 08822, USA
Phone (908) 782-7673
Directions
BKC, CPAs, PC (Formerly Louis J. Zampetti, CPA, LLC)
5 out of 5
Location 39 NJ-12 Suite 2, Flemington, NJ 08822, USA
Phone (908) 782-7900
Directions
Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 318 US-202 Ste 3, Flemington, NJ 08822, USA
Phone (908) 287-1422
Directions
Joe Ziegler - Raymond James
Location 1 NJ-12, Flemington, NJ 08822, USA
Phone (908) 782-8848
Directions
Financial Advisors in Flemington, NJ

Where Certified Financial Advisors in Flemington, NJ Serve

Flemington, NJ is a quaint town located in Hunterdon County, known for its rich history and charming landmarks. From the iconic Flemington Speedway Historical Society to the Hunterdon County Courthouse, this town is home to a variety of fascinating attractions. Flemington is also a hub for top employers, including the Hunterdon Medical Center and the Flemington-Raritan School District. Major highways like Route 31 and Route 202 run through the town, making it easily accessible to commuters. The streets are lined with unique shops and restaurants, and the neighborhoods are filled with beautiful homes and friendly residents. Overall, Flemington is a hidden gem in New Jersey that is worth exploring.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Flemington, NJ can greatly benefit from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique financial situation of each individual or family. In a town like Flemington, which is known for its vibrant arts and culture scene, a financial advisor can help residents plan for expenses related to attending events and supporting local businesses. Additionally, a financial advisor can assist with retirement planning, college savings plans, and investment strategies, all of which can help residents achieve their long-term financial goals. With the help of a knowledgeable and experienced financial advisor, residents of Flemington can feel confident in their financial future.

Insurance Broker

Residents of Flemington, NJ can benefit greatly from the services of an insurance broker. With the town being located in Hunterdon County, which has a higher than average median household income, an insurance broker can assist residents in finding the best insurance policies to fit their specific needs and budget. For example, an insurance broker can help a family in Flemington find the right health insurance plan that covers all of their medical needs, or help a homeowner find the best homeowners insurance policy that covers potential natural disasters that are common in the area, such as flooding. By working with an insurance broker, residents of Flemington can have peace of mind knowing that they have the best insurance coverage for their unique circumstances.

Retirement Planning

Residents of Flemington, NJ could greatly benefit from the services of a retirement planner. Retirement planners can help individuals plan and prepare for their financial future, ensuring that they have enough funds to support themselves during their retirement years. This is especially important in Flemington, a small town with a population of just over 4,500 people. Many residents in Flemington are nearing retirement age and may not have the necessary knowledge or resources to properly plan for their future. A retirement planner can provide guidance on topics such as savings, investments, and budgeting, helping residents of Flemington to achieve their retirement goals and enjoy their golden years with peace of mind.

Wealth Management

Residents of Flemington, NJ could benefit from the expertise of a wealth manager in a variety of ways. One specific area that a wealth manager could assist with is navigating the local real estate market. Flemington is a growing town with a mix of historic homes and new developments, and a wealth manager could help residents make informed decisions about buying or selling property. Additionally, a wealth manager could provide guidance on retirement planning, investment strategies, and tax planning to help residents achieve their financial goals and secure their future. With the help of a skilled wealth manager, residents of Flemington can feel confident in their financial decisions and enjoy the many benefits of living in this vibrant community.

Mortgage Loan Officer

Residents of Flemington, NJ can benefit from the expertise of a mortgage loan officer in a number of ways. For one, these professionals can help individuals and families secure the financing they need to purchase a home in the area. Given the high cost of living in Flemington, this can be a significant challenge for many residents. Additionally, mortgage loan officers can provide guidance and support throughout the home buying process, helping individuals navigate the complexities of the local real estate market and find the best possible deals. With their knowledge of the local area and the various lending options available, mortgage loan officers can be an invaluable resource for anyone looking to buy a home in Flemington or the surrounding areas.

Tax Services

Residents of Flemington, NJ could greatly benefit from the expertise of a tax advisor. With the town's proximity to major highways and its growing population, there are numerous tax implications that residents may not be aware of. A tax advisor can help individuals navigate deductions, credits, and other tax laws to maximize their refunds and minimize their liabilities. Additionally, with the recent changes to the tax code, a tax advisor can provide valuable insight into how these changes may affect residents in Flemington specifically. Whether it's helping with tax planning or providing guidance on complex tax situations, a tax advisor can be an invaluable resource for residents of Flemington, NJ.

Estate Planning Lawyer

Residents of Flemington, NJ can benefit greatly from the services of an estate planning lawyer. An estate planning lawyer can help individuals and families create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. This is especially important in Flemington, where many families own historic homes and properties that have been passed down through generations. An estate planning lawyer can also assist with setting up trusts, creating wills, and establishing healthcare directives, all of which can provide peace of mind for residents of Flemington and their loved ones. With the help of an experienced estate planning lawyer, residents of Flemington can ensure that their assets are protected and their wishes are honored.

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