Find a Financial Advisor in Union County, NJ

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We did the hard work of finding trustworthy partners in Union County, NJ.

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We Only Work With The Best Union County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

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 Union County, NJ


  • Financial Advisor Close to Union County, 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 Union 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Union County, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Union County financial advisors.
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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.)



The Top 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: 24 years

SUMMIT PLACE FINANCIAL ADVISORS, LLC

Website

(908) 517-5880

18 Bank Street
Suite 202
Summit, NJ 7901

SEC#: 801-96169
Years in Business: 7 years

CIRCLE WEALTH MANAGEMENT, LLC

Website

(908) 206-1306

47 Maple Street
Suite 201
Summit, NJ 7901

SEC#: 801-67841
Years in Business: 15 years

POINT VIEW WEALTH MANAGEMENT, INC.

Website

(908) 598-1717

382 Springfield Avenue
Suite 208
Summit, NJ 7901

SEC#: 801-43340
Years in Business: 29 years

BRAVE FAMILY ADVISORS

Website

(908) 522-8822

47 Summit Avenue

Summit, NJ 7901

SEC#: 801-42617
Years in Business: 29 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: 10 years

 


Union County, NJ Financial Advisor FAQs

Union County is located in the northern region of the state of New Jersey. Elizabeth is the county seat. Cities near Union County include Cranford, Clark, and Roselle Park to name a few. Merck and Co. is the top employer in Union County, New Jersey with over 75,000 employees in total. Union County is known for having one of the state's most culturally diversified communities. Find a comprehensive list of top-tier financial advisors in Union County, New Jersey on this page. Union County is located in the northern region of the state of New Jersey in the United States. Every fall, Union County has a public festival called "Four Centuries in a Weekend," which celebrates and tours historic houses, museums, and locations throughout the county. Because a number of our financial advisors are in high demand, you'll want to select one as soon as possible. Look through the list below to find a financial advisor in your region.

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.

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.