Somerset County, NJ Financial Advisors and Resources



Financial Advisor Firms in Somerset County, NJ


PARISI GRAY WEALTH MANAGEMENT, LLC

Website

(973) 358-4921

350 Main Street
Suite 1
Bedminster, NJ 7921

SEC#: 801-108904
Years in Business: 4 years

NIUM, INC.

Website

(619) 569-5797

90 Washington Valley Road

Bedminster, NJ 7921

SEC#: 801-119328
Years in Business: 1 years

HERITAGE FINANCIAL COUNSELORS, LLC

Website

(862) 579-2899

442 Main Street (Route 202)

Bedminster, NJ 7921

SEC#: 801-110841
Years in Business: 4 years

IC ADVISORY SERVICES, INC.

Website

(908) 707-4422

1420 Route 206 North
Suite 210
Bedminster, NJ 7921

SEC#: 801-66512
Years in Business: 15 years

MURPHY CAPITAL MANAGEMENT INC

Website

(908) 719-6430

500 Hills Drive
Suite 200
Bedminster, NJ 7921

SEC#: 801-20376
Years in Business: 37 years

GLACIER PEAK CAPITAL MANAGEMENT, LLC

Website

(908) 304-9200

376 Main Street
Suite 100
Bedminster, NJ 7921

SEC#: 801-113285
Years in Business: 3 years

PRIVATE ADVISOR GROUP, LLC

Website

(908) 719-8700

415 Main Street

Bedminster, NJ 7921

SEC#: 801-72060
Years in Business: 10 years

SPC MANAGEMENT CO., INC.

Website

(908) 719-2322

550 Hills Drive
Suite 220
Bedminster, NJ 7921

SEC#: 801-73410
Years in Business: 9 years

PRIVATE ADVISOR GROUP, LLC

Website

(908) 719-8700

415 Main Street

Bedminster, NJ 7921

SEC#: 801-72060
Years in Business: 10 years


How Retirement-Friendly is Somerset County, NJ?

  • Population: 329,838
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $433,100
  • Average Monthly Housing Cost: $1,958
  • Average Household Income: $152,531
  • 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.)


Somerset County, NJ Financial Advisor FAQs

It depends on a number of factors. Your time, your assets, and your needs should all be taken into account when determining the cost of a financial advisor.
A financial advisor reviews your current financial situation and recommends a plan that takes into account your goals, risk tolerance, and timeline.
Ask if the financial advisor is a fiduciary. This means that they must put your interests ahead of their interest or those of any company they work with.
Yes. It can be valuable for someone new to the financial world, even if they're only beginning with just a modest income and nothing to invest yet, because professional advice can help them set up a realistic budget and prioritize their spending.