
Find a Financial Advisor in Union County, NJ
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Union County, NJ.
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
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.
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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Union County, NJ
SEABRIDGE INVESTMENT ADVISORS LLC
(908) 273-5085450 Springfield Ave, Suite 301
Summit, NJ 7901
SEC#: 801-55009
Years in Business: 24 years
SUMMIT PLACE FINANCIAL ADVISORS, LLC
(908) 517-588018 Bank Street
Suite 202
Summit, NJ 7901
SEC#: 801-96169
Years in Business: 7 years
CIRCLE WEALTH MANAGEMENT, LLC
(908) 206-130647 Maple Street
Suite 201
Summit, NJ 7901
SEC#: 801-67841
Years in Business: 15 years
POINT VIEW WEALTH MANAGEMENT, INC.
(908) 598-1717382 Springfield Avenue
Suite 208
Summit, NJ 7901
SEC#: 801-43340
Years in Business: 29 years
BRAVE FAMILY ADVISORS
(908) 522-882247 Summit Avenue
Summit, NJ 7901
SEC#: 801-42617
Years in Business: 29 years
M&R CAPITAL MANAGEMENT INC
(212) 584-899925 Union Place
3rd Floor
Summit, NJ 7901
SEC#: 801-44950
Years in Business: 28 years
TSP CAPITAL MANAGEMENT GROUP, LLC
(908) 273-2105382 Springfield Avenue
Suite 500
Summit, NJ 7901
SEC#: 801-63507
Years in Business: 17 years
EVERMORE GLOBAL ADVISORS, LLC
(908) 378-288089 Summit Avenue
3rd Floor
Summit, NJ 7901
SEC#: 801-70645
Years in Business: 12 years
ENERGY CAPITAL PARTNERS
(973) 671-610040 Beechwood Road
Summit, NJ 7901
SEC#: 801-74094
Years in Business: 10 years
Union County, NJ Financial Advisor FAQs
Other Nearby Financial Advisors
Westfield, NJ
Woodbridge, NJ
Essex County, NJ
Roseland, NJ
Old Bridge, NJ
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.