Find a Financial Advisor in Lebanon, NJ

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

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We Only Work With The Best Lebanon 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 Lebanon, NJ


  • Financial Advisor Close to Lebanon, 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 Lebanon, 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 Lebanon, NJ

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

  • Population: 1,856
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $293,900
  • Average Monthly Housing Cost: $1,671
  • Average Household Income: $109,826
  • 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 Lebanon, NJ

 

IBEX WEALTH ADVISORS, LLC

Website

(908) 849-4800

3 Werner Way

Lebanon, NJ 8833

SEC#: 801-78971
Years in Business: 8 years

SUMMIT FINANCIAL, LLC

Website

(973) 285-3653

5 Canterbury Lane

Lebanon, NJ 8833

SEC#: 801-114377
Years in Business: 3 years

NPA ASSET MANAGEMENT, LLC

Website

(908) 236-0040

1225 Rt 31, Building C

Lebanon, NJ 8833

SEC#: 801-66006
Years in Business: 16 years

 


Lebanon, NJ Financial Advisor FAQs

Lebanon is a New Jersey borough in Hunterdon County. North of the Round Valley Reservoir is where the borough is located. Construction Specialties, based in Lebanon, New Jersey, is a major and notable player in the insurance sector, with 1,000 workers and $372.8 million in yearly revenue. The center of Lebanon has remained mostly unchanged. This Borough was first known as Jacksonville in the early 1800s, then Lebanonville, Lebanonville Depot, and eventually Lebanon. It is home to one of the county's oldest churches, the Dutch Reformed Church. Connect with our financial advisors in Lebanon, a district in Hunterdon County, New Jersey, USA. The district is north of the Round Valley Reservoir. This autonomous region was known as the Jackson Building in the early 19th century, later the Lebanon Building, Lebanon Building Depot, and finally Lebanon, the station of the New Jersey Central Railroad. Cities near Lebanon include Somerville, Hackettstown, Manville, Bound Brook, and Middlesex. The list below should be helpful to connect you to financial advisors in the city's neighboring areas.

If you're looking to build wealth, get out of debt, find ways to pay for paid education, or get your finances in order in any other way then yes.

Financial advisors typically provide professional guidance to people on funds, taxes, saving for retirement, and making a budget

Yes. Financial advisors will be able to help you develop a plan to help your money grow and diversify in order to guard against market volatility. They can also offer direction and review your finances, investments, and retirement options.

A good financial advisor should be able to guide you through your financial goals and make sure they stay on track.