Mercerville, NJ Financial Advisors and Resources

Financial Advisor Firms in Mercerville, NJ



(609) 588-4444

One Nami Ln
Ste 7
Mercerville, NJ 8619

SEC#: 801-17353
Years in Business: 39 years

How Retirement-Friendly is Mercerville, NJ?

  • Population: 12,730
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $256,600
  • Average Monthly Housing Cost: $1,681
  • Average Household Income: $106,484
  • 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.)

Mercerville, NJ Financial Advisor FAQs

Financial advisors typically get paid from a combination of the annual fee on the investor's account and from commissions on trades made. Many investors may not realize that their advisor is being incentivized to recommend certain investments over others.
Yes. It's important to get advice from an expert in the industry who knows how your investments will be impacted by new policies, reforms, etc. If you're not sure where to start, then check out profiles of some of our trusted advisors on LinkedIn.
Find an advisor you can trust. You will need to build a relationship before relying on their advice, so choose someone who you feel comfortable with and approachable. Also meet with a few other advisors before deciding.
The price of an advisor varies depending on the size and complexity of your investment portfolio, your needs, personal history with investments, assets under management (AUM), frequency of contact required with you and potential conflicts of interest. Fees can be fixed or contingent (i.e., a % of the assets managed).