Upper Saddle River, NJ Financial Advisors and Resources

Financial Advisor Firms in Upper Saddle River, NJ



(646) 307-4500

10 Mountainview Road Suite 205

Upper Saddle River, NJ 7458

SEC#: 801-78289
Years in Business: 8 years

How Retirement-Friendly is Upper Saddle River, NJ?

  • Population: 8,227
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $922,900
  • Average Monthly Housing Cost: $3,422
  • Average Household Income: $249,491
  • 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.)

Upper Saddle River, NJ Financial Advisor FAQs

Choosing the right advisor for you is perhaps one of the most important decisions to be made, so it’s important to do your homework. Seek out an advisor who has demonstrated good work ethic, integrity, and knowledge. If possible find someone who has a career-long track record of being successful with clients in your financial situation.
Financial advisors can help you create a strategy to stay on track with these goals. And because they're professional money managers who charge fees for advice instead of commissions on the products they sell, they are particularly good at helping to minimize taxes and keep your investments diversified across different sectors so that one group always isn't dragging down the entire portfolio.
A financial advisor's primary function is to help clients accumulate wealth for retirement, their children's education, risk management, and provide consultations on taxes. Financial advisors are generally more specialized than general brokers at the recommendation of where to put money.
It depends on what kind of service you're looking for. Many financial advisors offer hourly services for people who need advice on an ongoing basis or want help paying off their debt, setting up a retirement plan, or other tasks that require more hands-on attention. Many advisors also charge by the hour for one-time consultations (usually around $150 per hour).