Morris County, NJ Financial Advisors and Resources



Financial Advisor Firms in Morris County, NJ


TWIN OAKS PARTNERS

Website

(973) 635-3854

One Main Street, Suite 202

Chatham, NJ 7928

SEC#: 801-74616
Years in Business: 9 years

FCG WEALTH MANAGEMENT, LLC

Website

(973) 635-7374

One Main Street
Suite 202
Chatham, NJ 7928

SEC#: 801-55281
Years in Business: 23 years

SEELAUS ASSET MANAGEMENT, LLC

Website

(212) 935-0755

26 Main Street
Suite 304
Chatham, NJ 7928

SEC#: 801-77641
Years in Business: 8 years

HAMEL ASSOCIATES,INC.

Website

(973) 665-1400

24 Washington Avenue

Chatham, NJ 7928

SEC#: 801-37636
Years in Business: 30 years

CHATHAM WEALTH MANAGEMENT

Website

(973) 635-4275

10 Townsquare
Suite 100
Chatham, NJ 7928

SEC#: 801-58135
Years in Business: 20 years

SELKIRK MANAGEMENT, LLC

Website

(973) 701-6172

One Main Street, Suite 202

Chatham, NJ 7928

SEC#: 801-79991
Years in Business: 7 years

CHATHAM ASSET MANAGEMENT, LLC

Website

(973) 701-2424

26 Main Street
Suite 204
Chatham, NJ 7928

SEC#: 801-73452
Years in Business: 9 years

MILLENNIUM MANAGEMENT LLC

Website

(862) 272-2135

26 Main Street
Suite 102
Chatham, NJ 7928

SEC#: 801-73884
Years in Business: 9 years

SL ADVISORS, LLC

Website

(908) 232-0830

137 Riveredge Dr.

Chatham, NJ 7928

SEC#: 801-80396
Years in Business: 7 years


How Retirement-Friendly is Morris County, NJ?

  • Population: 493,379
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $462,400
  • Average Monthly Housing Cost: $2,047
  • Average Household Income: $155,396
  • 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.)


Morris County, NJ Financial Advisor FAQs

A financial planner is an advisor that helps clients make important decisions about their finances, including investing money in things like stocks, bonds or mutual funds.
The best way to choose a financial advisor is to do your research. An initial Google search often yields results for specialists in investment, asset management, or wealth management. If you find someone who interests you, speak with them about their background and expertise in the field before making any commitments.
One of the benefits of working with a financial advisor is that they can help clarify what your needs are, and help you set goals to reach those needs. A universal advice for people who want to work with financial advisors is not to choose one arbitrarily but rather do some research first so it's clear on both sides what their expectations are.
Financial advisors typically take a percentage of each investor's portfolio as a fee for their service. The percentage that the advisor charges is often between .25% and 1.0% of the individual's portfolio value, plus an annual fixed amount or retainer fee.