Wealth Management in New Providence, NJ

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List of Firms

New Providence, NJ Wealth Management Firms

Morristown Wealth Management
5 out of 5
Location 130 Washington St, Morristown, NJ 07960, USA
Phone (973) 971-0202
Peapack Private Wealth Management
Location 1 Academy St, New Providence, NJ 07974, USA
Edward Jones - Financial Advisor: Brian Killea
Location 571 Central Ave Suite 109A, New Providence, NJ 07974, USA
Phone (908) 517-1080
Summit Global Asset Management
Location 64 Commonwealth Ave, New Providence, NJ 07974, USA
Phone (650) 666-9108
Point View Wealth Management, Inc.
Location 382 Springfield Ave STE 208, Summit, NJ 07901, USA
Phone (908) 598-1717
Condor Capital Wealth Management
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
Provident Investment Services
Location 1260 Broad St, Bloomfield, NJ 07003, USA
Phone (800) 654-9454
The Metro Group - Morgan Stanley
Location 150 Jfk Parkway 2nd Fl, Short Hills, NJ 07078, USA
Phone (973) 467-6357
The RM Group - Morgan Stanley
Location 150 Jfk Parkway 2nd Fl, Short Hills, NJ 07078, USA
Phone (973) 467-6300
New Providence Asset Management LP
Location 570 Lexington Ave, New York, NY 10022, USA
Phone (646) 292-1200
Mendham Capital Management
Location 180 Mt Airy Rd #208, Basking Ridge, NJ 07920, USA
Phone (908) 204-1234
Merrill Lynch Wealth Management
3 out of 5
Location 51 John F Kennedy Pkwy 3rd Floor, Short Hills, NJ 07078, USA
Phone (973) 912-3000
Harbour Bridge Wealth Management Advisors
Location 26 Main St, Chatham, NJ 07928, USA
Phone (908) 273-9690
Wealth Management in New Providence, NJ

Where Wealth Management Advisors in New Providence, NJ Serve

New Providence, NJ is a borough in Union County, New Jersey. It is located on the east side of the county and is bordered by Summit on the north, Berkeley Heights on the west, and Plainfield on the south. The borough has a population of approximately 12,000 people. Some of the landmarks in New Providence include the New Providence Public Library, Veterans Park, and the Athenaeum. Top employers in the borough include Novartis Pharmaceuticals, Bristol-Myers Squibb, and BASF Corporation. Major highways and streets in New Providence include Route 78 and Route 22. Some of the neighborhoods in the borough include Central Park, Chatham Manor, and The Hamptons.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in New Providence, NJ offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services, such as online banking, bill pay, and mobile banking.

Retirement Planning

Retirement planning in New Providence, NJ is a process that helps individuals save for their retirement. There are many different ways to go about retirement planning, and each person's situation is unique. However, there are some general tips that can be useful for anyone looking to plan for retirement.

Tax Services

A tax accountant in New Providence, NJ helps businesses and individuals file their taxes. They work with clients to make sure they are compliant with the law, and help them find any deductions or credits they may be eligible for. Tax accountants may also provide advice on financial planning and investments.

Financial Advisor

A financial advisor in New Providence, NJ helps people save for retirement, invest money, and manage their finances. They provide guidance and advice to help people make the best financial decisions for their needs. Financial advisors may work for a bank, investment firm, or other financial institution, or they may be self-employed. They typically require a college degree in finance or a related field.

Insurance Broker

An insurance broker in New Providence, NJ helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best coverage for their needs. Brokers are knowledgeable about the different types of insurance available, and can help clients choose the right policy for their situation. They also assist with claims and provide customer service if needed.

Mortgage Loan Officer

A mortgage loan officer in New Providence, NJ is responsible for helping people get mortgages. They work with borrowers to find the best mortgage possible, and help them through the application process. They also work with lenders to make sure the mortgages get funded.

Estate Planning Lawyer

An estate planning lawyer in New Providence, NJ helps you create a will and other legal documents that help protect your assets after you die. They also help you set up trusts and other legal arrangements to make sure your heirs receive as much of your estate as possible. If you have minor children, an estate planning lawyer can also help you name a guardian for them in case something happens to you.


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