Union County, NJ Financial Advisors and Resources



Financial Advisor Firms in Union County, NJ


SEABRIDGE INVESTMENT ADVISORS LLC

Website

(908) 273-5085

450 Springfield Ave, Suite 301

Summit, NJ 7901

SEC#: 801-55009
Years in Business: 23 years

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Website

(908) 517-5880

18 Bank Street
Suite 202
Summit, NJ 7901

SEC#: 801-96169
Years in Business: 6 years

CIRCLE WEALTH MANAGEMENT, LLC

Website

(908) 206-1306

47 Maple Street
Suite 201
Summit, NJ 7901

SEC#: 801-67841
Years in Business: 14 years

POINT VIEW WEALTH MANAGEMENT, INC.

Website

(908) 598-1717

382 Springfield Avenue
Suite 208
Summit, NJ 7901

SEC#: 801-43340
Years in Business: 28 years

BRAVE FAMILY ADVISORS

Website

(908) 522-8822

47 Summit Avenue

Summit, NJ 7901

SEC#: 801-42617
Years in Business: 28 years

M&R CAPITAL MANAGEMENT INC

Website

(212) 584-8999

25 Union Place
3rd Floor
Summit, NJ 7901

SEC#: 801-44950
Years in Business: 28 years

TSP CAPITAL MANAGEMENT GROUP, LLC

Website

(908) 273-2105

382 Springfield Avenue
Suite 500
Summit, NJ 7901

SEC#: 801-63507
Years in Business: 17 years

EVERMORE GLOBAL ADVISORS, LLC

Website

(908) 378-2880

89 Summit Avenue
3rd Floor
Summit, NJ 7901

SEC#: 801-70645
Years in Business: 12 years

ENERGY CAPITAL PARTNERS

Website

(973) 671-6100

40 Beechwood Road

Summit, NJ 7901

SEC#: 801-74094
Years in Business: 9 years


How Retirement-Friendly is Union County, NJ?

  • Population: 554,033
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $367,300
  • Average Monthly Housing Cost: $1,646
  • Average Household Income: $117,238
  • 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.)


Union County, NJ Financial Advisor FAQs

A financial advisor is a person who assists in planning for retirement, saving funds and providing advice to meet financial goals.
First, you should ask them if they have a CFP designation. It is important to find an advisor with expertise in finance so you can be confident they know what they are doing. Second, it is a good idea to ask about fees and commissions.
Absolutely. The more complex your financial situation, the more likely you are to need professional help. If you want to avoid making mistakes with your money, it's worth every penny to work with a financial advisor who has experience.
You can find these professionals through word of mouth or by doing some research online where you would likely find many websites detailing financial advisors in your area.