Find a Financial Advisor in Roseland, NJ

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

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We Only Work With The Best Roseland 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 Roseland, NJ


  • Financial Advisor Close to Roseland, 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 Roseland, 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 Roseland, NJ

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

  • Population: 5,834
  • % of Population 62 Years and Over: 30.3%
  • Average Home Value: $487,200
  • Average Monthly Housing Cost: $2,368
  • Average Household Income: $159,335
  • 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 Roseland, NJ

 

SANDALWOOD SECURITIES, INC.

Website

(973) 233-8800

101 Eisenhower Parkway

Roseland, NJ 7068

SEC#: 801-42453
Years in Business: 29 years

ADP STRATEGIC PLAN SERVICES, LLC

Website

(973) 712-2000

1 Adp Boulevard

Roseland, NJ 7068

SEC#: 801-109013
Years in Business: 5 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(973) 422-3700

5 Becker Farm Road
Suite 140
Roseland, NJ 7068

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(973) 422-3700

5 Becker Farm Road
Suite 140
Roseland, NJ 7068

SEC#: 801-63550
Years in Business: 17 years

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Website

(973) 422-3700

5 Becker Farm Road
Suite 140
Roseland, NJ 7068

SEC#: 801-63550
Years in Business: 17 years

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Website

(973) 568-3304

101 Eisenhower Parkway

Roseland, NJ 7068

SEC#: 801-78935
Years in Business: 8 years

GLOBAL PORTFOLIO STRATEGIES, INC.

Website

(973) 548-6231

80 Livingston

Roseland, NJ 7068

SEC#: 801-16664
Years in Business: 40 years

MARINER, LLC

Website

(973) 535-9577

5 Becker Farm Road
Suite 460
Roseland, NJ 7068

SEC#: 801-66632
Years in Business: 16 years

THAMES CAPITAL MANAGEMENT, LLC

Website

(973) 200-6725

103 Eisenhower Parkway
3rd Floor
Roseland, NJ 7068

SEC#: 801-113654
Years in Business: 3 years

 


Roseland, NJ Financial Advisor FAQs

Roseland is a borough within Essex County, New Jersey, that is located in the western part of the state. Essex Fells, Livingston, West Caldwell, and West Orange in Essex County, and East Hanover Township in Morris County, all border the borough. Some notable employers in Roseland, NJ include Lowenstein Sandler, ADP, and Amano. Roseland was chosen over the alternative name "Roselyn," which had been considered. The Becker Farm Railroad, also known as the Centerville & Southwestern Railroad, was one of the borough's most famous points of attraction. The financial advisors in Roseland, a borough in New Jersey's western Essex County, serve as a vital resource for those looking to make their lives more financially secure. Located about 20 miles west of New York City, Roseland is part of the NY-NJ-CT Metropolitan Statistical Area. The borough borders the municipalities of Essex Fells, Livingston, West Caldwell and West Orange in Essex County; and East Hanover Township in Morris County. Rose Land's most notable attraction is the Becker Farm Railroad, also known as the Centerville & Southwestern Railroad. Check out the links below to route you to financial advisors close by.

Financial advisors are trusted professionals who invest, save, and plan for the future up until they're no longer needed by their clients. They specialize in retirement planning, tax efficient investing, insurance planning, estate preservation planning and investment portfolio management.

An advisor might help their client re-balance their portfolio of investments to spread risk by selling one mutual fund and buying another with different investment style. They might also help you plan your retirement as well as how much life insurance is needed or if now is the time to invest in real estate given current interest rates which affect borrowing cost.

The reality is that modern life is getting more complex, and it will be difficult to make the best decisions without proper guidance. Someone who has the knowledge about different types of investments, portfolio management options, distributions, retirement planning can guide you in your investment strategy.

Most financial advisors get paid straight commission. This means that they are compensated for each transaction that is made by the client, rather than charging an hourly fee.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.