Roseland, NJ Financial Advisors and Resources



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: 4 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: 7 years

GLOBAL PORTFOLIO STRATEGIES, INC.

Website

(973) 548-6231

80 Livingston

Roseland, NJ 7068

SEC#: 801-16664
Years in Business: 39 years

MARINER, LLC

Website

(973) 535-9577

5 Becker Farm Road
Suite 460
Roseland, NJ 7068

SEC#: 801-66632
Years in Business: 15 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


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.)


Roseland, NJ Financial Advisor FAQs

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.