Wealth Management in Metuchen, NJ

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List of Firms

Metuchen, NJ Wealth Management Firms

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Investment Partners Group
SEC File# 801-61906
CRD# 121812
5 out of 5
Location 1 Highland Ave, Metuchen, NJ 08840, USA
Phone (732) 205-0391
Directions
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Wealth Management Group
Location 1199 Raritan Rd, Clark, NJ 07066, USA
Phone (732) 340-1410
Directions
SEC File# 801-69518
CRD# 121863
5 out of 5
Location 111 S Wood Ave #110, Iselin, NJ 08830, USA
Phone (908) 429-0025
Directions
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Prestige Capital Strategies
Location 333 Thornall St, Edison, NJ 08837, USA
Phone (732) 452-7214
Directions
SEC File# 801-64721
CRD# 133763
Location 61 Pearl St, Metuchen, NJ 08840, USA
Phone (732) 906-3300
Directions
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Humphrey Wealth Management
Location 485C US-1 Suite 215, Iselin, NJ 08830, USA
Phone (973) 979-5704
Directions
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Merrill Lynch Wealth Management Advisor James P Carle
Location 194 S Wood Ave S 4th Floor, Iselin, NJ 08830, USA
Phone (800) 685-7889
Directions
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Merrill Lynch Wealth Management Advisor Ian P. Lynch
Location 194 S Wood Ave S 4th Floor, Iselin, NJ 08830, USA
Phone (732) 632-5890
Directions
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Egan Wealth Advisors
Location 21 Green Village Rd, Madison, NJ 07940, USA
Phone (800) 919-5010
Directions
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Jeremy E. Portnoff, MSFS, CFP®, CIMA®
Location 16 Pearl St suite 101, Metuchen, NJ 08840, USA
Phone (732) 226-3113
Directions
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Latimer Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 161 S Main St, Milltown, NJ 08850, USA
Phone (732) 253-0606
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-71246
CRD# 153062
4 out of 5
Location 379 Thornall St 6th floor, Edison, NJ 08837, USA
Phone (848) 248-4405
Directions
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Klinger Rogers Sally
5 out of 5
Location 756 Middlesex Ave # 1, Metuchen, NJ 08840, USA
Phone (732) 906-1997
Directions
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Tenon Financial
Location 406 Main St Suite 23, Metuchen, NJ 08840, USA
Phone (732) 902-0066
Directions
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Sopher Financial Group
Location 258 Bridge St, Metuchen, NJ 08840, USA
Phone (732) 603-0400
Directions
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TPS Financial Edison
Location 333 Thornall St 8th floor, Edison, NJ 08837, USA
Phone (732) 452-7200
Directions
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Leonard S Thor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 173 Essex Ave Ste 102, Metuchen, NJ 08840, USA
Phone (908) 485-7882
Directions
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Ascendancy Wealth Management LLC
Location 90 Woodbridge Center Dr #700, Woodbridge Township, NJ 07095, USA
Phone (844) 429-3258
Directions
SEC File# 801-33145
CRD# 104920
5 out of 5
Location 1973 Washington Valley Rd STE 1, Martinsville, NJ 08836, USA
Phone (732) 356-7323
Directions
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Archway Wealth Management
5 out of 5
Location 960 Holmdel Rd building 2 floor 1, Holmdel, NJ 07733, USA
Phone (732) 526-1175
Directions
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Westfield Wealth Management
Location 415 S Ave W, Westfield, NJ 07090, USA
Phone (908) 654-4784
Directions
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Information Asset Partners
Location 52 Jonesdale Ave, Metuchen, NJ 08840, USA
Phone (732) 662-1859
Directions
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Reilly Financial Group, LLC
Location 3 Amboy Ave, Metuchen, NJ 08840, USA
Phone (855) 573-4559
Directions
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Goldberg Financial Associates
Location 110 Fieldcrest Ave STE 20, Edison, NJ 08837, USA
Phone (732) 578-9870
Directions
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Money Proud Financial Coaching, LLC
5 out of 5
Location 12 Voorhees Pl, Metuchen, NJ 08840, USA
Phone (732) 515-5229
Directions
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The Thor Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 173 Essex Ave Ste 102, Metuchen, NJ 08840, USA
Phone (908) 485-7882
Directions
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Merrill Lynch Wealth Management Advisor Emilia Nunes Gale
Location 194 S Wood Ave S 4th Floor, Iselin, NJ 08830, USA
Phone (866) 822-8613
Directions
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BYRON PLACE CAPITAL MANAGEMENT
Location 406 Main St, Metuchen, NJ 08840, USA
Phone (732) 318-6598
Directions
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Klimax Asset Management
Location 209 Copperfield Ln, Metuchen, NJ 08840, USA
Phone (609) 273-5880
Directions
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Common Interests
SEC File# 801-77166
CRD# 116537
5 out of 5
Location 160 Durham Ave #105, Metuchen, NJ 08840, USA
Phone (732) 710-4934
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
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Eagle Plans Inc
5 out of 5
Location 495 Main St #25, Metuchen, NJ 08840, USA
Phone (732) 494-1441
Directions
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Investment Partners
SEC File# 801-55069
CRD# 108913
Location 10 Station Pl, Metuchen, NJ 08840, USA
Phone (732) 205-0391
Directions
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Merrill Lynch Wealth Management Advisor Drew Rosenfeld
Location 100 Campus Dr 3rd floor, Florham Park, NJ 07932, USA
Phone (973) 301-6349
Directions
Wealth Management in Metuchen, NJ

Where Wealth Management Advisors in Metuchen, NJ Serve

Metuchen, NJ is a quaint borough located in Middlesex County that offers a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Metuchen Train Station to the iconic Old Franklin Schoolhouse, Metuchen is rich in history and culture. The borough is home to major employers such as Wakefern Food Corp, Metuchen Savings Bank, and Metuchen Public Schools, providing ample job opportunities for residents. Major highways such as the Garden State Parkway and Route 1, as well as streets like Main Street and Middlesex Avenue, make commuting easy and efficient. Metuchen boasts a diverse range of neighborhoods, from the quiet and charming streets of the Old Historic District to the bustling and lively downtown area. Whether you're looking for a peaceful place to call home or a vibrant community to explore, Metuchen has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Metuchen, NJ can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who are looking to purchase a home in the area. Metuchen is known for its charming homes and excellent school district, making it a desirable location for families. A bank can offer mortgage options and advice on how to navigate the home-buying process. Additionally, Metuchen has a bustling downtown area with many small businesses. A bank can support these businesses through loans and financial advice, helping them to thrive and contribute to the community. Furthermore, a bank can provide savings and investment options for residents looking to grow their wealth and plan for their future. With its proximity to New York City, Metuchen residents may have unique financial needs and goals that a bank can help them achieve. Overall, a bank can play a vital role in supporting the financial well-being of the residents of Metuchen, NJ.

Insurance Broker

Residents of Metuchen, NJ could greatly benefit from the services of an insurance broker. With the town's proximity to major highways and the high volume of commuters, having the right auto insurance coverage is crucial. Additionally, with the town's aging population, health insurance options and long-term care coverage are essential. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their individual needs. Furthermore, with the recent increase in extreme weather events, homeowners insurance coverage is becoming more important than ever. An insurance broker can assist residents in obtaining adequate coverage to protect their homes and possessions. In short, an insurance broker can provide invaluable assistance to Metuchen residents in navigating the often-confusing world of insurance and ensuring that they are adequately protected against unforeseen events.

Retirement Planning

Residents of Metuchen, NJ can greatly benefit from the guidance of a retirement planner. The town's population is predominantly made up of middle-aged individuals who are nearing their retirement age. A retirement planner can assist in creating a comprehensive financial plan that takes into account the unique characteristics of Metuchen's real estate market and cost of living. This can help individuals in the town to better understand how much they need to save and invest in order to maintain their current lifestyle in retirement. Additionally, a retirement planner can help individuals navigate the complexities of social security and Medicare, ensuring that they receive the maximum benefits possible. With the help of a retirement planner, residents of Metuchen can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Metuchen, NJ can benefit greatly from the expertise of a financial advisor. With the town's median household income of $109,000 being higher than the national average, many residents may have more complex financial situations that require professional guidance. A financial advisor can assist with retirement planning, investment strategies, tax planning, and estate planning. Additionally, with Metuchen's proximity to New York City, residents may have unique investment opportunities that require specialized knowledge and experience. A financial advisor can also help navigate the local real estate market, which has seen a recent surge in demand and prices. Overall, a financial advisor can provide invaluable assistance to Metuchen residents looking to secure their financial future and make informed financial decisions.

Mortgage Loan Officer

Residents of Metuchen, NJ could greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents secure the funds they need to purchase a home in this bustling town. With its close proximity to New York City, Metuchen is a highly desirable location for both families and professionals alike. However, the high cost of living in the area can make it difficult for some residents to afford a home. A mortgage loan officer can assist in navigating the complex process of securing a loan, ensuring that residents are able to find the best rates and terms to suit their needs. Additionally, these professionals can provide guidance on the various local programs and incentives available to first-time homebuyers in Metuchen, NJ.

Tax Services

Residents of Metuchen, NJ can benefit from the expertise of a tax advisor in several ways. Firstly, with the town's proximity to New York City, many residents may have additional tax obligations due to working in another state. A tax advisor can assist in navigating the complexities of multi-state taxation and ensure compliance with all relevant laws. Additionally, Metuchen is home to many small businesses, and a tax advisor can provide valuable guidance on how to maximize deductions and minimize tax liabilities. With the recent changes to tax laws, a tax advisor can also help residents understand how these changes may impact their individual tax situations and provide strategies for optimizing their finances. Overall, a tax advisor can provide invaluable assistance to residents of Metuchen, NJ in navigating the complex world of taxes and ensuring financial stability.

Estate Planning Lawyer

Residents of Metuchen, NJ can benefit from the expertise of an estate planning lawyer in various ways. One specific area where an estate planning lawyer can be of immense help is in drafting a will that accurately reflects the wishes of the testator. With its rich history dating back to the 1700s, Metuchen is a town that prides itself on its unique character and charm. An estate planning lawyer can help preserve this character by ensuring that the assets of the testator are distributed in a manner that reflects their values and beliefs. Additionally, an estate planning lawyer can help residents of Metuchen navigate the complex legal landscape of estate planning, including tax implications and probate proceedings. By working with an estate planning lawyer, residents of Metuchen can ensure that their loved ones are taken care of and that their legacy is preserved for generations to come.

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