Wealth Management in Old Bridge, NJ

We did the hard work of finding trustworthy partners in Old Bridge, NJ. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Old Bridge, NJ Wealth Management Firms

Mulberry Lane Advisors
Location 750 NJ-34 #7, Matawan, NJ 07747, USA
Phone (732) 547-9018
Language http://www.mulberrylaneadvisors.com/
Directions
CSG Properties LLC
1 out of 5
Location 3171 US-9 #303, Old Bridge, NJ 08857, USA
Phone (973) 826-0637
Language http://csgpropertiesllc.com/
Directions
Merrill Lynch Wealth Management Advisor Michael Johnson
Location 2 Tower Center Blvd, East Brunswick, NJ 08816, USA
Phone (732) 214-8206
Language https://fa.ml.com/new-jersey/east-brunswick/twn
Directions
Adaptive Financial Solutions - Ameriprise Financial Services, LLC
Location 14 Cliffwood Ave W Ste 250, Matawan, NJ 07747, USA
Phone (732) 970-7540
Language https://www.ameripriseadvisors.com/team/adaptive-financial-solutions/?cid=IP_local_google
Directions
Iconsoft Consulting
5 out of 5
Location 1810 Englishtown Rd, Old Bridge, NJ 08857, USA
Phone (732) 723-1300
Language http://www.iconsoftgroup.com/
Directions
Mitchell Nelson, Monmouth Financial Services
Location 281 Hwy 79, Morganville, NJ 07751, USA
Phone (732) 660-1798
Language http://www.monmouthfs.com/
Directions
Stern Capital Management, Inc.
SEC File# 801-110311
CRD# 124405
5 out of 5
Location 18 Throckmorton Ln #201, Old Bridge, NJ 08857, USA
Phone (732) 679-7050
Language http://www.sterncm.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Wealth Management in Old Bridge, NJ

Where Wealth Management Advisors in Old Bridge, NJ Serve

Old Bridge, NJ is a vibrant and thriving community located in Middlesex County. The town is home to several notable landmarks, including the historic Old Bridge Township Raceway Park, which hosts major drag racing events throughout the year. Other popular attractions include the Old Bridge Waterfront Park, which offers stunning views of the Raritan Bay, and the Cheesequake State Park, which boasts miles of hiking trails and scenic picnic areas. When it comes to employment opportunities, Old Bridge is home to several major employers, including the Raritan Bay Medical Center, which provides top-notch healthcare services to residents of the surrounding area. Other notable employers include the Old Bridge Township Public Schools, which offer a wide range of educational programs and services to students of all ages, and the Old Bridge Township Department of Public Works, which is responsible for maintaining the town's roads, parks, and other public spaces.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Old Bridge, NJ can benefit from a bank in various ways. For instance, a bank can provide them with financial assistance to purchase homes, start businesses, or fund education. Additionally, banks offer savings and checking accounts, loans, mortgages, and credit cards to help individuals manage their finances. Old Bridge, NJ is a diverse community with a mix of urban and suburban areas, and a bank can help bridge the gap between these two lifestyles by providing accessible and affordable financial services. Furthermore, a bank can also support the local economy by investing in community development projects, creating job opportunities, and contributing to charitable causes. Overall, a bank can be a valuable resource for residents of Old Bridge, NJ, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Old Bridge, NJ can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage options that meet their unique needs and budget. The broker can also help them compare and contrast different insurance plans, such as home insurance, auto insurance, and health insurance, and choose the one that provides the most comprehensive coverage at the most affordable price. This is particularly important in Old Bridge, NJ, where residents face unique risks due to the town's proximity to major highways and its susceptibility to natural disasters such as floods and hurricanes. Moreover, an insurance broker can provide valuable advice on how to minimize risks and prevent losses, such as installing smoke detectors, burglar alarms, and other safety devices. Overall, an insurance broker can be an invaluable resource for residents of Old Bridge, NJ, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Old Bridge, NJ could benefit greatly from the services of a retirement planner. With a population of over 65,000, Old Bridge has a diverse community with different retirement goals and financial situations. A retirement planner can help individuals navigate the complexities of retirement planning, such as social security benefits, tax implications, and investment options. One specific challenge faced by Old Bridge residents is the high cost of living in the area. A retirement planner can help individuals create a personalized plan to save and invest for retirement while also factoring in the cost of living in Old Bridge. By working with a retirement planner, residents can feel confident in their retirement plan and enjoy their golden years without financial stress.

Financial Advisor

Residents of Old Bridge, NJ can benefit greatly from the guidance of a financial advisor. With a population of over 65,000 people, the town has a diverse range of financial needs and goals. A financial advisor can help residents with retirement planning, investment strategies, and debt management. Additionally, Old Bridge is home to many small businesses, and a financial advisor can assist with business planning and financial management. The town is also located in Middlesex County, which has a higher cost of living than the national average. A financial advisor can help residents navigate the local economy and make informed financial decisions. With the guidance of a financial advisor, residents of Old Bridge, NJ can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Old Bridge, NJ could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the officer could help residents navigate the complexities of the local real estate market, which is known for its high demand and limited supply. Moreover, the officer could assist residents in securing financing for homes in the area, which can be difficult due to the high cost of living and competitive bidding process. Additionally, the officer could provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate loans, and help residents choose the best option for their financial situation. With the help of a mortgage loan officer, residents of Old Bridge, NJ can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Old Bridge, NJ could benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor could assist with navigating the complex tax laws and regulations specific to New Jersey, such as the state's high property taxes and income tax rates. Additionally, a tax advisor could help residents of Old Bridge, NJ to identify deductions and credits they may be eligible for, such as the Homestead Benefit Program or the Senior Freeze Program. Furthermore, a tax advisor could provide guidance on tax planning and strategies for minimizing tax liabilities, particularly for those who own small businesses or investment properties in Old Bridge. In short, a knowledgeable tax advisor could be an invaluable resource for residents of Old Bridge, NJ looking to optimize their financial situation and ensure compliance with tax laws and regulations.

Estate Planning Lawyer

Residents of Old Bridge, NJ can benefit from the expertise of an estate planning lawyer in a variety of ways. One specific area that an estate planning lawyer can help with is navigating the complex laws and regulations surrounding inheritance taxes in New Jersey. With Old Bridge being located in Middlesex County, which has some of the highest property values in the state, residents may be subject to significant estate taxes upon their passing. An estate planning lawyer can help residents create a comprehensive plan to minimize these taxes and ensure that their assets are distributed according to their wishes. Additionally, the lawyer can assist with creating wills, trusts, and powers of attorney to protect the interests of their clients and their families. By working with an estate planning lawyer, residents of Old Bridge can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Old Bridge, NJ can provide a range of services to help clients manage their wealth effectively. From investment advice to retirement planning, these professionals can help clients achieve their financial goals. One specific aspect of wealth management in Old Bridge, NJ is the unique real estate market. With the town's close proximity to New York City, many residents are looking to invest in the local real estate market. A wealth manager can provide guidance on purchasing and managing properties, as well as advice on how to maximize returns on these investments. Additionally, with the town's diverse population and growing business community, a wealth manager can help clients navigate the complexities of estate planning and business succession. With their expertise and knowledge of the local market, a wealth manager in Old Bridge, NJ can provide invaluable support to clients looking to build and protect their wealth for the future.

Old Bridge, NJ is the best place to get a wealth manager due to its thriving financial sector. The town is home to numerous financial institutions and firms, providing a wealth of options for those seeking professional financial advice. In addition, Old Bridge boasts a highly educated population, with a majority of residents holding advanced degrees in finance and business. This means that wealth managers in Old Bridge are not only experienced and knowledgeable, but also have a deep understanding of the local economy and financial landscape. Moreover, Old Bridge's proximity to New York City offers easy access to some of the world's top financial experts and resources. With its combination of local expertise and access to global financial networks, Old Bridge, NJ is the ideal place to find a skilled and effective wealth manager.