Find a Financial Advisor in Morris Plains, NJ

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Morris Plains, NJ.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Morris Plains 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 Morris Plains, NJ


  • Financial Advisor Close to Morris Plains, 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 Morris Plains, 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 Morris Plains, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Morris Plains financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Morris Plains, NJ?

  • Population: 5,748
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $503,200
  • Average Monthly Housing Cost: $2,243
  • Average Household Income: $152,828
  • 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 Morris Plains, NJ

 

HONEYWELL CAPITAL MANAGEMENT LLC

Website

(973) 455-4502

115 Tabor Road

Morris Plains, NJ 7950

SEC#: 801-61101
Years in Business: 19 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 593-0041

15 Rose Court

Morris Plains, NJ 7950

SEC#: 801-81108
Years in Business: 6 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 593-0041

15 Rose Court

Morris Plains, NJ 7950

SEC#: 801-81108
Years in Business: 6 years

CENTURY SECURITIES ASSOCIATES, INC.

Website

(973) 998-9479

999 Tabor Rd.

Morris Plains, NJ 7950

SEC#: 801-43561
Years in Business: 28 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 593-0041

15 Rose Court

Morris Plains, NJ 7950

SEC#: 801-81108
Years in Business: 6 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 593-0041

15 Rose Court

Morris Plains, NJ 7950

SEC#: 801-81108
Years in Business: 6 years

INTEGRAS PARTNERS, LLC

Website

(973) 454-5209

87 Watnong Drive

Morris Plains, NJ 7950

SEC#: 801-80657
Years in Business: 7 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(973) 593-0041

15 Rose Court

Morris Plains, NJ 7950

SEC#: 801-81108
Years in Business: 6 years

CENTURY SECURITIES ASSOCIATES, INC.

Website

(973) 998-9479

999 Tabor Rd.

Morris Plains, NJ 7950

SEC#: 801-43561
Years in Business: 28 years

 


Morris Plains, NJ Financial Advisor FAQs

Financial advisors provide consultations and advice to people about their finances. They might be an insurance professional, real estate professional, stock broker or any one of a number of different kinds of specialists.
If you're looking for someone who can recommend investments and securities, keep in mind that some of these professionals specialize in retirement income while others specialize in asset management. Make sure to hire someone who has experience working with your particular needs so they can offer more personalized service during your initial conversations about long-term goals.
Financial advisors can provide strategic guidance in helping individuals make decisions about their money. Choose a financial advisor who is not only qualified in the appropriate field, but also with whom you share similar values and work well together. A good advisor will offer unbiased advice - without any hidden agendas - with the best interests of their clients in mind.
If you need someone to manage your investments, then an annual fee of 1% would be typical if they do it through a mutual fund or ETFs. If you hire them to find investments with their money then it would be higher since they are essentially working as an investment banker. The cost may also vary depending on the personality of the financial advisor- some are more expensive than others, but they can sometimes correspondingly provide better service with more personalized attention and tailored assistance.