Ocean County, NJ Financial Advisors and Resources



Financial Advisor Firms in Ocean County, NJ


WEALTH QUARTERBACK LLC

Website

(732) 240-2274

1400 Hooper Ave

Toms River, NJ 8753

SEC#: 801-117034
Years in Business: 2 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(732) 905-8100

81 East Water St. Ste 1B

Toms River, NJ 7753

SEC#: 801-60827
Years in Business: 19 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

730 Jamaica Boulevard

Toms River, NJ 8757

SEC#: 801-56796
Years in Business: 22 years

LAIDLAW WEALTH MANAGEMENT LLC

Website

(212) 953-4945

81 East Water Street
3rd Floor
Toms River, NJ 8753

SEC#: 801-112592
Years in Business: 3 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

730 Jamaica Boulevard

Toms River, NJ 8757

SEC#: 801-56796
Years in Business: 22 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(732) 905-8100

81 East Water St. Ste 1B

Toms River, NJ 7753

SEC#: 801-60827
Years in Business: 19 years


How Retirement-Friendly is Ocean County, NJ?

  • Population: 596,415
  • % of Population 62 Years and Over: 26.4%
  • Average Home Value: $295,900
  • Average Monthly Housing Cost: $1,455
  • Average Household Income: $93,749
  • 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.)


Ocean County, NJ Financial Advisor FAQs

Financial advisors help to make sure that their clients have a financial plan in place. They will typically help you set goals and priorities, create a balance sheet including income and expenses, do some retirement calculations, and factor in allowances for emergencies and special needs of dependents.
Financial advisors are knowledgeable people who help others manage their money according to their needs which includes reducing taxes and developing investment plans that will fund realistic goals.
What are their credentials or have they worked in the industry for a length? Are there any licenses that they hold? How do they manage their clients' assets?
Financial advisors are typically compensated in two ways. They charge an annual fee based on assets or shares for managing the portfolio they create. The other is a commission they receive from their investments, which will vary depending on what type of securities they are investing in.