Turnersville, NJ Financial Advisors and Resources



Financial Advisor Firms in Turnersville, NJ


TA CAPITAL MANAGEMENT, LLC

Website

(646) 290-5660

215 Fries Mill Road Ste B6

Turnersville, NJ 8012

SEC#: 801-78797
Years in Business: 7 years

IAMS WEALTH MANAGEMENT, LLC

Website

(856) 401-0401

901 Route 168
Suite 208
Turnersville, NJ 8012

SEC#: 801-108875
Years in Business: 4 years

IAMS WEALTH MANAGEMENT, LLC

Website

(856) 401-0401

901 Route 168
Suite 208
Turnersville, NJ 8012

SEC#: 801-108875
Years in Business: 4 years

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Website

(856) 228-9231

151 Fries Mill Rd, Suite 504A

Turnersville, NJ 8012

SEC#: 801-110920
Years in Business: 4 years

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(856) 694-9300

4 Shoppers Lane Ste 4

Turnersville, NJ 8012

SEC#: 801-68510
Years in Business: 13 years

TFS SECURITIES, INC.

Website

(856) 784-6060

900 Route 168
Suite A7
Turnersville, NJ 8012

SEC#: 801-56426
Years in Business: 22 years

WEALTH MANAGEMENT ASSOCIATES, INC.

Website

(856) 228-8588

239 Bells Lake Road

Turnersville, NJ 8012

SEC#: 801-79993
Years in Business: 7 years


How Retirement-Friendly is Turnersville, NJ?

  • Population: 3,731
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $266,400
  • Average Monthly Housing Cost: $1,978
  • Average Household Income: $133,305
  • 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.)


Turnersville, NJ Financial Advisor FAQs

For most people, there really is no one-size-fits all answer required about what questions to ask a financial advisor. Each person will have their own unique needs based on their goals, income level, family situation, and so on.
Financial advisors close up shop when a client reaches a certain goal or objective. They look at factors such as how old you are, what is your income level, do you have any dependents and if not, what is your desired retirement age? This helps them determine how much risk they can take on to help reach their objective of building assets while minimizing risks.
Financial advisors get paid a fee by the person they manage money for. Fees can be calculated either as a percentage of assets under management, or as a flat yearly fee from the total amount that has been invested in their service.
One way to assess potential advisors are the criteria laid down by the CFP Board. One of these is that they have experience in your particular situation, so ask about how many clients are in your same boat as you! Another is that they have broad knowledge of tax, estate planning, etc. so this is an obvious sign if they don't pass muster. Lastly, when meeting with a potential advisor it's important to determine whether you feel comfortable and trust them enough to work with them - after all, financial advisors come at a cost and should be chosen very carefully.