Monmouth County, NJ Financial Advisors and Resources



Financial Advisor Firms in Monmouth County, NJ


SHOREHAVEN WEALTH PARTNERS, LLC

Website

(732) 447-9301

188 East Bergen Place
Suite 202
Red Bank, NJ 7701

SEC#: 801-119024
Years in Business: 1 years

SHREWSBURY RIVER CAPITAL LP

Website

(732) 945-4320

322 Route 35 South

Red Bank, NJ 7701

SEC#: 801-113688
Years in Business: 3 years

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

Website

(732) 280-6886

328 Newman Springs Road

Red Bank, NJ 7701

SEC#: 801-79500
Years in Business: 7 years

WITHUM WEALTH MANAGEMENT

Website

(732) 450-0147

47 Reckless Place

Red Bank, NJ 7701

SEC#: 801-72657
Years in Business: 10 years

SALVUS WEALTH MANAGEMENT, LLC

Website

(732) 542-2629

200 Schulz Drive, Suite 402

Red Bank, NJ 7701

SEC#: 801-117044
Years in Business: 2 years

NEWPORT CAPITAL GROUP, LLC

Website

(732) 741-8400

12 Broad Street, 5th Floor

Red Bank, NJ 7701

SEC#: 801-68323
Years in Business: 14 years

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Website

(732) 842-7400

298 Broad St

Red Bank, NJ 7701

SEC#: 801-33850
Years in Business: 32 years

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Website

(732) 542-1565

199 Broad Street

Red Bank, NJ 7701

SEC#: 801-110658
Years in Business: 4 years

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Website

(732) 747-6680

3 Harding Road, Suite B

Red Bank, NJ 7701

SEC#: 801-78290
Years in Business: 8 years


How Retirement-Friendly is Monmouth County, NJ?

  • Population: 621,659
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $428,000
  • Average Monthly Housing Cost: $1,865
  • Average Household Income: $134,907
  • 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.)


Monmouth County, NJ Financial Advisor FAQs

It can depend on a number of factors such as the size of your assets, how many hours per month you would like to meet with an advisor, what services they provide and more.
Financial advisors give financial advice, they manage clients' investments, and invest the clients' money. One of the primary roles of a financial advisor is to stay current on legislation and legislation surrounding tax codes which changes regularly.
Yes. While there are a lot of do-it-yourself programs out there, many people struggle managing their finances without professional assistance from a licensed financial advisor.
Many financial advisors say that the best advisor is the one who is most in tune with their clients' needs. According to a popular belief, it's important for client and advisor to make a long-lasting connection in order to see their investments mature.