Find a Financial Advisor in Middlesex County, NJ

 

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We did the hard work of finding trustworthy partners in Middlesex County, NJ.

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We Only Work With The Best Middlesex County Financial Advisors


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

3rd Party Rankings

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 Middlesex County, NJ


  • Financial Advisor Close to Middlesex County, 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 Middlesex County, 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 Middlesex County, NJ

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

  • Population: 825,920
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $350,600
  • Average Monthly Housing Cost: $1,680
  • Average Household Income: $112,274
  • 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 Middlesex County, NJ

 

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Website

(908) 429-0025

111 Wood Avenue South
Suite 110
Iselin, NJ 8830

SEC#: 801-69518
Years in Business: 13 years

KEVIN M. GIBNEY AND COMPANY, LLC

Website

(908) 970-9800

120 Wood Ave. South
Suite 507
Iselin, NJ 8830

SEC#: 801-70702
Years in Business: 12 years

LEOGROUP WEALTH SOLUTIONS, LLC

Website

(732) 903-2600

100 Wood Ave South
Suite 209
Iselin, NJ 8830

SEC#: 801-108435
Years in Business: 5 years

LEOGROUP FUND SERVICES, LLC

Website

(732) 903-2600

100 Wood Avenue South
Suite 209
Iselin, NJ 8830

SEC#: 801-76889
Years in Business: 9 years

EA ADVISORS LLC

Website

(908) 595-6420

111 Wood Ave
Suite 110
Iselin, NJ 8830

SEC#: 801-120241
Years in Business: 0 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(732) 874-5942

485C Route 1 South
Suite 215
Iselin, NJ 8830

SEC#: 801-14059
Years in Business: 43 years

HIGHTOWER ADVISORS, LLC

Website

(732) 874-7080

33 Wood Ave South
Suite 600
Iselin, NJ 8830

SEC#: 801-69625
Years in Business: 13 years

MML INVESTORS SERVICES, LLC

Website

(732) 623-5700

186 Wood Avenue S
Suite 301 & Ll
Iselin, NJ 8830

SEC#: 801-44264
Years in Business: 28 years

MML INVESTORS SERVICES, LLC

Website

(732) 623-5700

186 Wood Avenue S
Suite 301 & Ll
Iselin, NJ 8830

SEC#: 801-44264
Years in Business: 28 years

 


Middlesex County, NJ Financial Advisor FAQs

It is difficult to answer this question without more information. Getting started in investing can be overwhelming, so it's best to use someone who has experience in the field to help you stay on track.
Well, a financial advisor is someone who advises clients on managing their money. They help you manage your investments and prepare for the looming events in life – retirement, kids going off to college, starting a business – that will play a large role in future financial prosperity.
Pick an advisor with credentials. Seek the CFP (Certified Financial Planner) credential; this credential indicates that the person is occupationally qualified to offer, provide, or perform securities and investment advisory services.
You should get a financial advisor when you don't have the time or knowledge to facilitate your goals.