Find a Financial Advisor in Old Bridge, NJ

 

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We did the hard work of finding trustworthy partners in Old Bridge, NJ.

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We Only Work With The Best Old Bridge 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 Old Bridge, NJ


  • Financial Advisor Close to Old Bridge, 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 Old Bridge, 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 Old Bridge, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Old Bridge financial advisors.
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How Retirement-Friendly is Old Bridge, NJ?

  • Population: 23,545
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $371,100
  • Average Monthly Housing Cost: $1,820
  • Average Household Income: $122,343
  • 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 Old Bridge, NJ

 

STERN CAPITAL MANAGEMENT, INC.

Website

(732) 679-7050

18 Throckmorton Lane
Suite 201
Old Bridge, NJ 8857

SEC#: 801-110311
Years in Business: 4 years

 


Old Bridge, NJ Financial Advisor FAQs

A financial advisor is someone who typically has plenty of knowledge on how best to invest money.
You should consult a financial advisor if you are also not qualified to make decisions about asset allocation and investments.
There are many different ways to find a financial advisor. One option is to either look for advertisements (in newspapers and magazines, on your mailbox, television and radio commercials, etc.) or talk with family and friends about their experiences with an advisor. Once you narrow down potential advisors, take the time to interview them. Interview prospects over the phone before meeting them in person so that you can ask any questions that may help you refine who you're interested in finding out more about without feeling rushed.
Financial advisors are typically paid either by commission or flat fee. The cost will depend on the amount of time spent working with the client.