Best Financial Advisors in Middlesex County, NJ

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List of Firms

Middlesex County, NJ Fiduciary Financial Advisors

On Point Strategic Planning - Financial Advisors, Iselin, NJ
Location 186 S Wood Ave Suite 301, Iselin, NJ 08830, USA
Phone (732) 623-5960
Directions
Edward Jones - Financial Advisor: Alexandre F Gomes
Location 121 Union Ave Suite 2, Middlesex, NJ 08846, USA
Phone (732) 271-1323
Directions
Keith Latimer - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 161 S Main St, Milltown, NJ 08850, USA
Phone (732) 261-6471
Directions
Unique Financial Advisors & Tax Consultants
5 out of 5
Location 33 S Wood Ave #600, Iselin, NJ 08830, USA
Phone (732) 507-9560
Directions
Financial Advisors in Middlesex County, NJ

Where Certified Financial Advisors in Middlesex County, NJ Serve

Middlesex County, NJ is a bustling and diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Edison Tower to the sprawling Rutgers University campus, this county is chock-full of notable sites. In terms of top employers, Middlesex County is home to major companies such as Johnson & Johnson, Bristol-Myers Squibb, and Verizon. Meanwhile, major highways like the New Jersey Turnpike and Route 1 run through the region, providing easy access to nearby cities and beyond. When it comes to neighborhoods, Middlesex County offers a range of options, from the urban energy of New Brunswick to the suburban charm of East Brunswick. With so much to see and do, Middlesex County is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Middlesex County, NJ can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With an aging population in Middlesex County, many residents are looking for guidance on how to save and invest for their golden years. A financial advisor can help them create a personalized retirement plan that takes into account their unique goals, risk tolerance, and financial situation. Additionally, given the high cost of living in the area, residents may also seek advice on how to manage debt, save for a down payment on a home, or plan for their children's education. A financial advisor can provide valuable insight and guidance on these and other financial matters, helping residents of Middlesex County achieve their long-term financial goals.

Insurance Broker

Residents of Middlesex County, NJ can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance policies that fit their unique needs and budget. This can be particularly helpful in Middlesex County, which is one of the most populous counties in New Jersey and home to a diverse range of businesses and industries. An insurance broker can also assist residents in navigating the complex insurance landscape, including understanding the different types of coverage available, identifying potential risks, and ensuring that they have adequate protection in place. Additionally, an insurance broker can provide ongoing support and guidance, such as helping residents file claims and manage their policies over time. Overall, working with an insurance broker can help residents of Middlesex County, NJ feel more confident and secure in their insurance coverage, no matter what life may bring.

Retirement Planning

Residents of Middlesex County, NJ can benefit greatly from the services of a retirement planner. Retirement planners can help individuals in Middlesex County plan and save for their retirement, ensuring that they have enough money to live comfortably in their golden years. Retirement planners can also help residents of Middlesex County navigate the complex world of retirement savings plans and investment options, helping them make informed decisions about their financial future. One specific benefit of working with a retirement planner in Middlesex County is that they can help individuals take advantage of the many retirement savings plans available through local employers and government agencies, such as the New Jersey State Employees' Deferred Compensation Plan. With the help of a retirement planner, residents of Middlesex County can feel confident that they are making the right choices to secure their financial future.

Wealth Management

Residents of Middlesex County, NJ can benefit from the expertise of a wealth manager in various ways. A wealth manager can help individuals and families in the county to create a financial plan that aligns with their goals and objectives. They can provide guidance on investment strategies, tax planning, estate planning, and risk management. Additionally, a wealth manager can assist with retirement planning and provide advice on how to maximize social security benefits. With Middlesex County being one of the most populous counties in New Jersey, a wealth manager can help residents navigate the complex financial landscape and make informed decisions that can lead to long-term financial success.

Mortgage Loan Officer

Residents of Middlesex County, NJ can benefit from the services of a mortgage loan officer in a number of ways. For starters, Middlesex County is one of the most populous counties in the state, with a diverse population that includes both urban and suburban areas. As such, a mortgage loan officer can help residents find the right loan product for their unique needs, whether they are first-time homebuyers or seasoned investors. Additionally, Middlesex County is home to a number of top-rated schools, making it an attractive destination for families. A mortgage loan officer can help these families secure financing for their dream home, while also providing guidance and support throughout the homebuying process. Overall, a mortgage loan officer can be an invaluable resource for residents of Middlesex County, NJ, helping them achieve their homeownership goals and build a better future for themselves and their families.

Tax Services

Residents of Middlesex County, NJ can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. With a population of over 800,000 people, Middlesex County is one of the most populous counties in New Jersey. As such, residents may have complex tax situations that require expert advice. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits that can reduce their tax liability, and ensure they are in compliance with all tax regulations. Additionally, Middlesex County is home to a diverse population, including many small business owners and entrepreneurs. A tax advisor can provide valuable guidance on tax planning strategies that can help these individuals minimize their tax burden and maximize their profits.

Estate Planning Lawyer

Residents of Middlesex County, NJ can greatly benefit 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 estate plan that includes a will, trust, and power of attorney. This can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents of Middlesex County navigate the complex state and federal tax laws that may impact their estate. With the high cost of living in Middlesex County, NJ, it's important to have a solid plan in place to protect one's assets and ensure that their family is provided for in the future.

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