Lakewood, NJ Financial Advisors and Resources

Financial Advisor Firms in Lakewood, NJ



(732) 534-0688

211 Boulevard Of The Americas
Suite 500
Lakewood, NJ 8701

SEC#: 801-107060
Years in Business: 5 years



(732) 905-4440

1195 Route 70 Suite 2010

Lakewood, NJ 8701

SEC#: 801-69742
Years in Business: 12 years

How Retirement-Friendly is Lakewood, NJ?

  • Population: 56,072
  • % of Population 62 Years and Over: 5.1%
  • Average Home Value: $464,000
  • Average Monthly Housing Cost: $1,620
  • Average Household Income: $78,271
  • 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.)

Lakewood, NJ Financial Advisor FAQs

Fees charged by an advisor depend on several factors including complexity of services rendered, transaction volume across all products offered, and percentage-based fee model agreed upon at initial engagement.
The first question to answer is Who are your outside advisors? This will provide insight into the diversity of investment strategies that are being applied. The next few questions should ask about their proprietary funds, how often they're updated, whether or not the numbers are published, and what kind of returns they've produced over time. Any potential advisor should answer all of these questions with ease if their manner is good. If they seem unclear or push back too hard without giving a very clear explanation for whatever reason, this may be a difficult person to work with. As always make sure everything is signed in writing before you pay them any money.
Financial advisors help individuals and businesses decide where and how they want to invest their money. They work with people who have incomes, capital, expenses, debts, employer retirement accounts .
Advisors typically get paid in one of three ways. A percentage of assets under management (fee on investment), a flat fee for the advice, or hourly consulting rate.