Best Financial Advisors in Mercer County, NJ

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Mercer County, NJ Fiduciary Financial Advisors

Mercer Advisors Wealth Management
Location 103 Carnegie Center Dr Suite 205, Princeton, NJ 08540, USA
Phone (609) 779-6700
Directions
Brett Scharf - RBC Wealth Management Financial Advisor
Location 502 Carnegie Center Suite 101, Princeton, NJ 08540, USA
Phone (609) 936-6407
Directions
Merrill Lynch Wealth Management Advisor David C Shea
Location 7 Roszel Rd 4th floor, Princeton, NJ 08540, USA
Phone (609) 243-7932
Directions
Wade Martin - RBC Wealth Management Financial Advisor
Location 502 Carnegie Center Suite 101, Princeton, NJ 08540, USA
Phone (609) 936-6411
Directions
Edward Jones - Financial Advisor: Tim Doherty, CFA®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2741 Nottingham Way Ste A, Hamilton Township, NJ 08619, USA
Phone (609) 249-5331
Directions
Princeton Investment Advisors
Location 504 Carnegie Center Drive, Princeton, NJ 08540, USA
Phone (609) 419-0200
Directions
DFG Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2667 Nottingham Way STE 1, Trenton, NJ 08619, USA
Phone (609) 584-9700
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
RMB Wealth Advisors
SEC File# 801-56879
CRD# 313171
Location 2117 NJ-33, Trenton, NJ 08690, USA
Phone (609) 838-1335
Directions
Mercer Wealth Management
Location 2312 Whitehorse Mercerville Rd Suite 206, Hamilton Township, NJ 08619, USA
Phone (609) 528-7100
Directions
Cifelli Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1200 Lenox Dr Ste 201, Lawrenceville, NJ 08648, USA
Phone (856) 359-9854
Directions
Freedom Financial Advisors LLC
Location 132 Farnsworth Ave, Bordentown, NJ 08505, USA
Phone (609) 291-8363
Directions
Jonathan Zoll - RBC Wealth Management Financial Advisor
Location 502 Carnegie Center Suite 101, Princeton, NJ 08540, USA
Phone (609) 936-6425
Directions
Financial Advisors in Mercer County, NJ

Where Certified Financial Advisors in Mercer County, NJ Serve

Mercer County, NJ is a vibrant and diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Princeton University to the iconic Trenton Makes Bridge, there is no shortage of landmarks to explore in Mercer County. Top employers in the area include Capital Health, Bristol-Myers Squibb, and Princeton University, which provide a wealth of job opportunities for residents. Major highways and streets such as I-295, US Route 1, and Route 33 make commuting a breeze, while neighborhoods like Princeton, Hamilton, and Lawrenceville offer a variety of housing options for families and young professionals alike. With its rich history and thriving economy, Mercer County is a destination worth discovering.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mercer County, NJ can benefit greatly from the guidance of a financial advisor. With a population of over 370,000, Mercer County is home to a diverse group of individuals with varying financial needs. A financial advisor can assist residents in developing a personalized financial plan that takes into account their unique circumstances, such as the high cost of living in the area. They can also provide guidance on investing, retirement planning, and debt management. Additionally, with the county being home to several prestigious universities, a financial advisor can help families navigate the complex world of college savings plans and financial aid. Overall, a financial advisor can be an invaluable resource for residents of Mercer County looking to secure their financial future.

Insurance Broker

Residents of Mercer County, NJ can benefit greatly from the services of an insurance broker. With its diverse population and range of industries, Mercer County has unique insurance needs that can be difficult to navigate without expert guidance. An insurance broker can help residents find the right coverage for their specific needs, whether it's health insurance, homeowners insurance, or auto insurance. For example, residents of Trenton may have different insurance needs than those in Princeton, and an insurance broker can help them understand the nuances of their coverage options. Additionally, an insurance broker can help residents save money by finding the most cost-effective policies and negotiating better rates with insurance providers. Overall, an insurance broker can be an invaluable resource for residents of Mercer County who want to protect themselves and their assets.

Retirement Planning

Residents of Mercer County, NJ can benefit greatly from the services of a retirement planner. With its diverse population and varying economic conditions, Mercer County presents unique challenges for retirees. A retirement planner can help residents navigate the complexities of retirement planning, including managing investments, assessing healthcare needs, and creating a budget. They can also provide guidance on Social Security and Medicare benefits, which can be particularly important for those living on a fixed income. Additionally, a retirement planner can help residents plan for unexpected events, such as a sudden illness or disability. With their knowledge and expertise, retirement planners can help residents of Mercer County achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Mercer County, NJ could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help individuals in the area to develop a personalized financial plan that takes into account their unique goals and circumstances. They could also provide guidance on investment strategies, tax planning, and estate planning. One specific aspect of Mercer County that a wealth manager could help with is the high cost of living in the area. With the cost of housing, healthcare, and other expenses on the rise, a wealth manager could help residents to make smart financial decisions that allow them to maintain their standard of living without sacrificing their long-term financial goals.

Mortgage Loan Officer

Residents of Mercer County, NJ can benefit from the services of a mortgage loan officer in a number of ways. For example, a mortgage loan officer can help residents navigate the complex process of purchasing a home, including securing financing and understanding the various types of loans available. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest over the life of their loan. In Mercer County, specifically, a mortgage loan officer can also help residents take advantage of the county's many attractive neighborhoods and excellent schools, which make it a popular destination for families and professionals alike. Whether you're a first-time homebuyer or a seasoned homeowner, a mortgage loan officer can be an invaluable resource in helping you achieve your financial goals.

Tax Services

Residents of Mercer County, NJ can greatly benefit from the guidance of a tax advisor. One of the most common ways that a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations that are specific to the state of New Jersey. For example, New Jersey has some of the highest property taxes in the country, which can be a significant burden for homeowners in Mercer County. A tax advisor can help residents understand the deductions and credits available to them, as well as strategies for reducing their tax liability. Additionally, many residents of Mercer County are small business owners or entrepreneurs, and a tax advisor can provide invaluable advice on tax planning, compliance, and business structure. Overall, a tax advisor can help residents of Mercer County make informed decisions about their finances and ensure that they are maximizing their tax benefits.

Estate Planning Lawyer

Residents of Mercer County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Mercer County, NJ, where the cost of living is high and many residents have significant assets. An estate planning lawyer can also help with other important tasks, such as setting up trusts to protect assets, creating powers of attorney to ensure that someone can make important decisions on a person's behalf if they become incapacitated, and minimizing tax liabilities. Overall, an estate planning lawyer can provide peace of mind and help residents of Mercer County, NJ protect their assets and ensure that their wishes are carried out after they pass away.

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