Mercer County, NJ Financial Advisors and Resources



Financial Advisor Firms in Mercer County, NJ


DUMONT & BLAKE INVESTMENT ADVISORS LLC

Website

(609) 514-1899

731 Alexander Road
Suite 301
Princeton, NJ 8540

SEC#: 801-56824
Years in Business: 22 years

ALTMAN INVESTMENT MANAGEMENT LLC

Website

(609) 252-0048

33 Witherspoon Street
2nd Floor
Princeton, NJ 8542

SEC#: 801-60387
Years in Business: 20 years

UNIO CAPITAL LLC

Website

(212) 920-2000

103 Carnegie Center
Suite 102
Princeton, NJ 8540

SEC#: 801-108533
Years in Business: 4 years

SCIENCAST MANAGEMENT LP

Website

(609) 917-3298

212 Carnegie Center
Suite 100
Princeton, NJ 8540

SEC#: 801-107466
Years in Business: 5 years

NEXT HORIZON ADVISORS LLC

Website

(732) 344-0711

103 Carnegie Center Drive
Suite 300
Princeton, NJ 8540

SEC#: 801-118482
Years in Business: 1 years

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Website

(609) 436-5680

212 Carnegie Center
Suite 206
Princeton, NJ 8540

SEC#: 801-72695
Years in Business: 10 years

HALBERSTADT FINANCIAL CONSULTANTS INC

Website

(609) 921-0180

50 North Tulane St

Princeton, NJ 8542

SEC#: 801-57297
Years in Business: 21 years

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Website

(609) 945-1781

17 Hulfish Street
Suite 240
Princeton, NJ 8542

SEC#: 801-71305
Years in Business: 11 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

One Airport Place
Suite 3
Princeton, NJ 8540

SEC#: 801-51232
Years in Business: 25 years


How Retirement-Friendly is Mercer County, NJ?

  • Population: 367,922
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $291,100
  • Average Monthly Housing Cost: $1,550
  • Average Household Income: $117,651
  • 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.)


Mercer County, NJ Financial Advisor FAQs

First, ask the advisor their qualifications. Secondly, ask what resources they have to assist with investments, investing strategies and retirement planning. And finally, does their work offer an independent perspective or is it based on a financial institution's interests?
The cost of hiring a full-time financial advisor varies widely. Financial advisors may charge hourly, semi-annual, or an annual fee. Some will require up front fees while others are paid on commission with no charge to the client in advance.
The first thing you should look for is their licensing. All advisors, insurance agents and securities producers need to be in good standing with a recognized organization. One of the top organizations that carries a lot of weight is the Financial Industry Regulatory Authority (FINRA).
Financial advisors advise their clients on how to invest their money. They can come from a broad range of backgrounds and experience, and each person might recommend different advice depending on that person's personality and personal investment strategy.