Linwood, NJ Financial Advisors and Resources



Financial Advisor Firms in Linwood, NJ


MASTERS LEGACY PLANNING

Website

(609) 601-0800

650 New Road
Suite B
Linwood, NJ 8221

SEC#: 801-113681
Years in Business: 3 years

BOENNING & SCATTERGOOD, INC.

Website

(609) 390-4470

222 New Road
Suite 501
Linwood, NJ 8221

SEC#: 801-68111
Years in Business: 14 years


How Retirement-Friendly is Linwood, NJ?

  • Population: 6,742
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $294,700
  • Average Monthly Housing Cost: $2,082
  • Average Household Income: $142,493
  • 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.)


Linwood, NJ Financial Advisor FAQs

Be sure to ask about their fee schedule and what is included in the service you're purchasing. Some services may even include a free initial consultation, so be sure to understand which service offers what. What is your experience? How do you measure success? What will you do for us if we need advice on...?
If you want to make smarter decisions about your money, yes. Certified financial advisors (CFA) can provide sophisticated guidance and recommendations that help you plan for the future and reach your financial goals sooner.
The average cost of a financial advisor is between $350 and $750 per month. The most prominent advisors available today offer some low monthly fees of about $250 per month (though this amount can differ).
Find out your advisor's philosophy or approach to investing as well as what they charge for doing work on your behalf (in terms of ongoing services). Be sure you have a good understanding of who is going to be handling things, since many people mistake an advisor for being someone that will do it all.