
Find a Financial Advisor in Somerset County, NJ
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We did the hard work of finding trustworthy partners in Somerset County, NJ.
We Only Work With The Best Somerset County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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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 Somerset County, NJ
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Financial Advisor Close to Somerset County, NJ
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Somerset County, 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
Find a Fee-Only Financial Planner Near Somerset County, NJ
We evaluated over 13,000 RIA firms to bring you the best of the best Somerset County financial advisors.
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.)
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The Top Financial Advisor Firms in Somerset County, NJ
PARISI GRAY WEALTH MANAGEMENT, LLC
(973) 358-4921350 Main Street
Suite 1
Bedminster, NJ 7921
SEC#: 801-108904
Years in Business: 5 years
NIUM, INC.
(619) 569-579790 Washington Valley Road
Bedminster, NJ 7921
SEC#: 801-119328
Years in Business: 1 years
HERITAGE FINANCIAL COUNSELORS, LLC
(862) 579-2899442 Main Street (Route 202)
Bedminster, NJ 7921
SEC#: 801-110841
Years in Business: 4 years
IC ADVISORY SERVICES, INC.
(908) 707-44221420 Route 206 North
Suite 210
Bedminster, NJ 7921
SEC#: 801-66512
Years in Business: 16 years
MURPHY CAPITAL MANAGEMENT INC
(908) 719-6430500 Hills Drive
Suite 200
Bedminster, NJ 7921
SEC#: 801-20376
Years in Business: 38 years
GLACIER PEAK CAPITAL MANAGEMENT, LLC
(908) 304-9200376 Main Street
Suite 100
Bedminster, NJ 7921
SEC#: 801-113285
Years in Business: 3 years
PRIVATE ADVISOR GROUP, LLC
(908) 719-8700415 Main Street
Bedminster, NJ 7921
SEC#: 801-72060
Years in Business: 11 years
SPC MANAGEMENT CO., INC.
(908) 719-2322550 Hills Drive
Suite 220
Bedminster, NJ 7921
SEC#: 801-73410
Years in Business: 10 years
PRIVATE ADVISOR GROUP, LLC
(908) 719-8700415 Main Street
Bedminster, NJ 7921
SEC#: 801-72060
Years in Business: 11 years
Somerset County, NJ Financial Advisor FAQs
Other Nearby Financial Advisors
Somerville, NJ
Rocky Hill, NJ
Kingston, NJ
Somerset, NJ
Flemington, NJ
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.