Find a Financial Advisor in Woodbridge, NJ

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

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We Only Work With The Best Woodbridge 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 Woodbridge, NJ


  • Financial Advisor Close to Woodbridge, 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 Woodbridge, 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 Woodbridge, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Woodbridge financial advisors.
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How Retirement-Friendly is Woodbridge, NJ?

  • Population: 18,768
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $278,100
  • Average Monthly Housing Cost: $1,693
  • Average Household Income: $94,874
  • 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 Woodbridge, NJ

 

MONIMUS CAPITAL MANAGEMENT, LP

Website

(551) 227-9210

90 Woodbridge Center Drive
Suite 720
Woodbridge, NJ 7095

SEC#: 801-119316
Years in Business: 1 years

IC ADVISORY SERVICES, INC.

Website

(800) 634-4964

453 Amboy Avenue

Woodbridge, NJ 7095

SEC#: 801-66512
Years in Business: 16 years

EQUITABLE ADVISORS, LLC

Website

(732) 326-5200

90 Woodbridge Center Drive
7th Floor
Woodbridge, NJ 7095

SEC#: 801-14065
Years in Business: 43 years

 


Woodbridge, NJ Financial Advisor FAQs

Woodbridge Township is a municipality in Middlesex County, New Jersey. The township is situated in the central of the Raritan Valley area and serves as a regional center for Central New Jersey as well as a major bedroom suburb of New York City in the much larger New York Metropolitan Area. Woodbridge, New Jersey's economy employs approximately 9,600 people. The largest industries in Woodbridge, NJ are health care and social assistance (1,461 people), professional, scientific, and technical services (1,254 people), and retail trade (945 people). Woodbridge is famous for its quality clay deposits and by-products, such as brick. In 1859, it was reported that Woodbridge was sending material to the market for about 80 000-000 fire bricks per year. We can be of help on your financial journey through financial advisors stationed in Woodbridge Township, Middlesex County, New Jersey. The township, which is located within the core of the Raritan Valley region, is both a regional hub for Central New Jersey and a major suburb of New York City in the much larger New York Metropolitan Area. Woodbridge borders Middlesex County's Carteret, Edison, Perth Amboy, and Sayreville, and Union County's Clark, Linden, and Rahway. The region's main industry is the Woodbridge Center, New Jersey's third largest mall, after Westfield Garden State Plaza and Freehold Raceway Mall. See where nearby financial advisors serve through the links below.

A financial advisor helps people develop healthy habits for their finances, from creating a budget to reaching long-term goals like retirement. Financial advisors provide personalized advice based on your current situation and future needs including single parents, members of the military, recent retirees, professional athletes, or anyone else who wants expert assistance with managing their money.

Generally speaking, it is important to look at an advisor's track record before trusting him or her with your money. This way you can see whether the advisor has an established history of making good decisions in terms of how to invest his clients' money. You might also want to assess how this person manages money--is he or she active in trading stocks? Or does he/she only purchase-and-hold mutual funds?

Financial advisors help people professionally and personally handle their money and debt by: assessing investments and management techniques; developing a financial plan to guide goals or strategies; advising on tax issues such as estate planning or retirement funding; providing assistance with banking institutions; assisting those investors with loans; identifying new credit alternatives such as credit cards, lines of cash advance, as well as managing any debt you may already have.

Financial advisor fees vary depending on whether you're interested in managing your investments, insurance, estate planning, or all of the above. What's important is that the advisor should adhere to fiduciary standards which means they must act as your representative and not sell products that may be more costly than other alternatives.