New Providence, NJ Financial Advisors and Resources



Financial Advisor Firms in New Providence, NJ


LASSUS WHERLEY

Website

(908) 464-0102

1 Academy Street

New Providence, NJ 7974

SEC#: 801-27567
Years in Business: 35 years

TILSON FINANCIAL GROUP INC

Website

(908) 561-6203

98 Floral Avenue
Suite 103
New Providence, NJ 7974

SEC#: 801-64633
Years in Business: 16 years


How Retirement-Friendly is New Providence, NJ?

  • Population: 13,049
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $615,500
  • Average Monthly Housing Cost: $2,489
  • Average Household Income: $199,744
  • 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.)


New Providence, NJ Financial Advisor FAQs

Financial advisors help clients determine how to safely invest their money to meet long term goals, like education, retirement, or purchasing a home. A financial advisor often will first take some time to understand your situation so he can determine how best to help.
There are many important questions that you should ask your financial advisor. Some of these questions are related to suitability, charges, suitability, what will happen if I lose my job?, etc. You can also ask about long-term date) outcomes for various investment strategies so that it's easier identify the appropriate investments for you.
The cost of a financial advisor really depends on the type of advice you need, the size of your portfolio, and if you're an investor.
Financial advisors get paid in a multitude of ways. Up-front fees, success fees, commissions on products recommended, charging an annual fee for managing money, etcetera.