Find a Financial Advisor in Gloucester County, NJ

 

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

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We Only Work With The Best Gloucester 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 Gloucester County, NJ


  • Financial Advisor Close to Gloucester 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 Gloucester 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 Gloucester County, NJ

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

  • Population: 291,165
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $231,300
  • Average Monthly Housing Cost: $1,578
  • Average Household Income: $105,950
  • 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 Gloucester County, NJ

 

SHAKER FINANCIAL SERVICES, LLC

Website

(856) 415-0651

14 Susies Hollow

Sewell, NJ 8080

SEC#: 801-62679
Years in Business: 18 years

 


Gloucester County, NJ Financial Advisor FAQs

A financial advisor is a lot like any other type of adviser, consulting people on what to do. Financial advisors are usually not focused on one specific area so they can help take care of your money problems in all aspects, from day-to-day bills to investments for retirement.
There are many benefits of having one. Financial advisors can put together a structured game plan for your needs. They create balance through diversifying your portfolio which decreases risk and uncovers opportunities.
Financial circumstances are unique to individuals, so ask open-ended questions about the advisor's previous knowledge of your needs.
There are two ways that financial advisors can get paid. They can either work on a fee-based model, where the fee is charged at the onset of every service they offer, or they can earn commissions for acquiring assets.