Find a Financial Advisor in Manasquan, NJ

 

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We Only Work With The Best Manasquan Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Manasquan, NJ


  • Financial Advisor Close to Manasquan, 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 Manasquan, 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 Manasquan, NJ

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

  • Population: 5,829
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $688,100
  • Average Monthly Housing Cost: $1,916
  • Average Household Income: $163,737
  • 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 Manasquan, NJ

 

GEORGE MCKELVEY CO., INC.

Website

(732) 449-5323

2410 State Highway 34

Manasquan, NJ 8736

SEC#: 801-15425
Years in Business: 41 years

GOULDIN & MCCARTHY, LLC

Website

(732) 223-6300

29 Union Avenue
First Floor
Manasquan, NJ 8736

SEC#: 801-110810
Years in Business: 4 years

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Website

(XXX) XXX-XXXX

29 Union Aveue

Manasquan, NJ 8736

SEC#: 801-61068
Years in Business: 19 years

FORTIS GROUP ADVISORS LLC

Website

(732) 592-3320

56 Union Ave., Suite 3

Manasquan, NJ 8736

SEC#: 801-112236
Years in Business: 4 years

MARINER, LLC

Website

(732) 223-5505

229 East Main Street

Manasquan, NJ 8736

SEC#: 801-66632
Years in Business: 15 years

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Website

(732) 528-4333

2424 Highway 34

Manasquan, NJ 8736

SEC#: 801-57434
Years in Business: 21 years

REGAL ADVISORY SERVICES, INC.

Website

(888) 605-1300

2640 Highway 70
Building 8, Suite 102
Manasquan, NJ 8736

SEC#: 801-71619
Years in Business: 11 years

FORTIS GROUP ADVISORS LLC

Website

(732) 592-3320

56 Union Ave., Suite 3

Manasquan, NJ 8736

SEC#: 801-112236
Years in Business: 4 years

FORTIS GROUP ADVISORS LLC

Website

(732) 592-3320

56 Union Ave., Suite 3

Manasquan, NJ 8736

SEC#: 801-112236
Years in Business: 4 years

 


Manasquan, NJ Financial Advisor FAQs

A financial advisor can provide support when it comes to retirement restructuring, creating a solid investment portfolio and insurance planning. This type of professional has many years in experience in personal finance and is able to offer advice that is tailored towards your life situation.
A financial advisor can provide advice on how much to spend, when to invest in retirement funds, what types of investments are right for your specific situation, where to find the best rates when refinancing or taking out a loan, and so on.
To seek out the services of a financial advisor, it's important that you start by setting clear goals and making sure your current financial position is sound. The next step then, is to gather information about investment products and what routes are available for saving money with them before seeking out advice from an advisor.
Financial advisors typically charge by the hour, and the price will vary depending on the complexity of your current situation. On average, though, expect to pay approximately $150 - $250 an hour for a financial advisor's help.