Somerville, NJ Financial Advisors and Resources



Financial Advisor Firms in Somerville, NJ


REEDMARK ADVISORS, LLC

Website

(908) 300-5292

92 East Main Street
Suite 203
Somerville, NJ 8876

SEC#: 801-80791
Years in Business: 6 years

TRIAD ADVISORS, LLC

Website

(908) 834-8377

92 East Main Street
Suite 205
Somerville, NJ 8876

SEC#: 801-55518
Years in Business: 23 years

IC ADVISORY SERVICES, INC.

Website

(908) 704-6915

15 West Cliff Street

Somerville, NJ 8876

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

TRIAD ADVISORS, LLC

Website

(908) 834-8377

92 East Main Street
Suite 205
Somerville, NJ 8876

SEC#: 801-55518
Years in Business: 23 years

TRIAD ADVISORS, LLC

Website

(908) 834-8377

92 East Main Street
Suite 205
Somerville, NJ 8876

SEC#: 801-55518
Years in Business: 23 years

PRIVATE CLIENT SERVICES, LLC

Website

(908) 806-6041

30A Maple Street

Somerville, NJ 8876

SEC#: 801-71475
Years in Business: 11 years


How Retirement-Friendly is Somerville, NJ?

  • Population: 12,085
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $327,800
  • Average Monthly Housing Cost: $1,479
  • Average Household Income: $94,637
  • 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.)


Somerville, NJ Financial Advisor FAQs

There are many variables to take into account - specific fees, the type of financial advisor, the number of hours per year - so it is best to find out what your needs are before deciding on an amount.
You should ask any financial advisor that you work with about what they offer to do for you. Ask them what services they provide and how much, offer to pay out of pocket if finances are tight.
Financial advisors help people in a variety of ways, from goal-setting to creating an action plan.
If you can find an advisor that charges commissions on products sold, find another one. The best scenario is the one in which a fee is paid based on a percentage of assets under management or have a flat professional fee per year - those are good signs that your adviser cares about your well-being instead of just making money from commission payments.