Gloucester County, NJ Financial Advisors and Resources



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: 17 years


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.)


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.