Find a Financial Advisor in Toms River, NJ

 

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We Only Work With The Best Toms River 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

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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 Toms River, NJ


  • Financial Advisor Close to Toms River, 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 Toms River, 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 Toms River, NJ

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

  • Population: 89,254
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $298,300
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $101,336
  • 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 Toms River, NJ

 

WEALTH QUARTERBACK LLC

Website

(732) 240-2274

1400 Hooper Ave

Toms River, NJ 8753

SEC#: 801-117034
Years in Business: 2 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(732) 905-8100

81 East Water St. Ste 1B

Toms River, NJ 7753

SEC#: 801-60827
Years in Business: 19 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

RED OAK CAPITAL MANAGEMENT, INC.

Website

(732) 569-9344

429 Hooper Avenue

Toms River, NJ 8753

SEC#: 801-112768
Years in Business: 3 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

730 Jamaica Boulevard

Toms River, NJ 8757

SEC#: 801-56796
Years in Business: 22 years

LAIDLAW WEALTH MANAGEMENT LLC

Website

(212) 953-4945

81 East Water Street
3rd Floor
Toms River, NJ 8753

SEC#: 801-112592
Years in Business: 3 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

730 Jamaica Boulevard

Toms River, NJ 8757

SEC#: 801-56796
Years in Business: 22 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(732) 905-8100

81 East Water St. Ste 1B

Toms River, NJ 7753

SEC#: 801-60827
Years in Business: 19 years

 


Toms River, NJ Financial Advisor FAQs

A financial advisor is a specialist in personal finance, providing money management services. They offer financial planning, portfolio management, tax planning and estate planning.
Absolutely! At some point there's a chance you'll want to access assets and invest them wisely, so it's good to know who can help you with that. A financial advisor will be helpful for everything from insurance and retirement planning—to investing your hard-earned money.
Under the best circumstances, an advisor gets compensated in two ways for their work: through base or salary and through competitive fees. Base or salary compensation is often by annual contract with the potential for year-end bonuses. However, in some cases advisors might be flat-fee charged on all clients they see regardless of any performance gain in order to make up lost ground when the advisor is rated poorly over time.
A good place to start looking for a financial advisor is by checking with your existing providers for this type of service. Some banks, insurance companies and credit unions offer advisory services, but you need to do a little research on what they offer. Inquire about the qualifications of their advisors and be sure to investigate the fees involved in each plan before making any decisions. This will help ensure you find someone who is right for you and your needs.