Woodbridge, NJ Financial Advisors and Resources



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: 15 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


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.)


Woodbridge, NJ Financial Advisor FAQs

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.