Pennington, NJ Financial Advisors and Resources



Financial Advisor Firms in Pennington, NJ


CURCIO WEBB, LLC

Website

(609) 737-4100

108 Straube Center Blvd.
Bldg. G
Pennington, NJ 8534

SEC#: 801-56468
Years in Business: 22 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 654-6837

1100-1800 American Boulevard

Pennington, NJ 8534

SEC#: 801-14235
Years in Business: 42 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(609) 730-1402

108 Straube Ctr. Blvd.
Suite #I-7
Pennington, NJ 8534

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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 654-6837

1100-1800 American Boulevard

Pennington, NJ 8534

SEC#: 801-14235
Years in Business: 42 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(609) 730-1402

108 Straube Ctr. Blvd.
Suite #I-7
Pennington, NJ 8534

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

AURORA PRIVATE WEALTH, INC.

Website

(609) 730-4940

65 S. Main Street

Pennington, NJ 8534

SEC#: 801-110498
Years in Business: 4 years

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Website

(877) 654-6837

1100-1800 American Boulevard

Pennington, NJ 8534

SEC#: 801-14235
Years in Business: 42 years

PRIVATE PORTFOLIO PARTNERS, LLC

Website

(609) 730-1402

108 Straube Ctr. Blvd.
Suite #I-7
Pennington, NJ 8534

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

SAX WEALTH ADVISORS, LLC

Website

(609) 737-6600

10 South Main Street

Pennington, NJ 8534

SEC#: 801-68788
Years in Business: 13 years


How Retirement-Friendly is Pennington, NJ?

  • Population: 2,531
  • % of Population 62 Years and Over: 27.3%
  • Average Home Value: $580,600
  • Average Monthly Housing Cost: $2,167
  • Average Household Income: $171,369
  • 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.)


Pennington, NJ Financial Advisor FAQs

Financial advisors typically provide advice and guidance about what types of assets would be appropriate to invest in based on the individuals current situation. They may also help an individual prepare for retirement and to set up wills and trusts.
Financial advisors give personalized financial advice concerning investments, retirement planning, taxes, and other fiscal matters.
A financial advisor can point out areas where there is room for improvement. They won't condemn decisions that people already made but strive to help them work through an unexpected crisis.
You want someone who has experience and knowledge of the industry-someone who understands your goals, needs, and history better than anyone else. Ideally they will provide more benefits than just sound financial advice.