Best Financial Advisors in Martinsville, NJ

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List of Firms

Martinsville, NJ Fiduciary Financial Advisors

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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
Language https://www.condorcapital.com/
Directions
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1031 US-22 #104, Bridgewater Township, NJ 08807, USA
Phone (908) 393-9950
Language http://www.jimberger.wfadv.com/
Directions
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Edward Jones - Financial Advisor: Alexandre F Gomes
Location 121 Union Ave Suite 2, Middlesex, NJ 08846, USA
Phone (732) 271-1323
Language https://www.edwardjones.com/us-en/financial-advisor/alexandre-gomes
Directions
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Merrill Lynch Wealth Management Advisor Jonathan P Langley
Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3208
Language https://fa.ml.com/new-jersey/bridgewater/ksl
Directions
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Fountainhead Advisors
Location 10 Independence Blvd #120, Warren, NJ 07059, USA
Phone (732) 346-1900
Language http://www.fountainhead-advisors.com/
Directions
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Financial Pathways
5 out of 5
Location 1200 US-22 #2000, Bridgewater Township, NJ 08807, USA
Phone (866) 635-8518
Language http://www.financialpathways.net/
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 1170 US-22, Bridgewater Township, NJ 08807, USA
Phone (908) 502-5033
Language https://www.raymondjames.com/
Directions
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JLM Financial
Location 745 US-202, Bridgewater Township, NJ 08807, USA
Phone (908) 367-5980
Language http://www.jlmfinancialnj.com/contact_us/
Directions
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Russell C. Smith - Financial Advisor, Ameriprise Financial Services, LLC
Location 3322 Route 22 W, Bldg 4, Branchburg, NJ 08876, USA
Phone (908) 768-3533
Language https://www.ameripriseadvisors.com/Russell.C.Smith/?cid=IP_local_google
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 90 Washington Valley Rd, Bedminster, NJ 07921, USA
Phone (908) 719-8925
Directions
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Devin Dmitrzak - TD Wealth Financial Advisor
Location 154 Liberty Corner Rd, Warren, NJ 07059, USA
Phone (732) 770-8209
Language https://uswealthadvisors.td.com/us/nj/edison/devin-dmitrzak?utm_source=extnet&utm_medium=yext&utm_campaign=always_on&utm_content=tdbank-store&y_source=1_NDg1MDE5NTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Merrill Lynch Wealth Management Advisor Vincent Minutillo
5 out of 5
Location 100 Somerset Corporate Blvd Suite 1000, Bridgewater Township, NJ 08807, USA
Phone (908) 685-3254
Language https://fa.ml.com/new-jersey/bridgewater/kowitski-minutillo-assoc
Directions
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RPT Wealth Strategies
Location Greymark at Bridgewater Bldg 1200 Rte. 22 E Suite 2000-D4, Bridgewater Township, NJ 08807, USA
Phone (732) 406-4189
Language http://rptstrategies.net/
Directions
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The Fortune & Williamson Team at Barnum Financial Group
Location 152 Liberty Corner Rd Suite 1, Warren, NJ 07059, USA
Phone (908) 604-1100
Language https://www.fortunewilliamson.com/
Directions
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John Blum - Morgan Stanley
Location 15 Independence Blvd 1st Fl, Warren, NJ 07059, USA
Phone (908) 626-8601
Language https://advisor.morganstanley.com/john.blum?y_source=1_MTEwODEwMzAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Financial Advisors in Martinsville, NJ

Where Certified Financial Advisors in Martinsville, NJ Serve

Martinsville, NJ is a quaint and charming town that boasts a variety of landmarks and attractions. From the historic Martinsville Inn to the scenic Washington Valley Park, there is something for everyone. The town is also home to top employers such as Johnson & Johnson and Verizon, providing ample job opportunities for residents. Major highways like Route 22 and Route 287 make commuting a breeze, while streets like Washington Valley Road and Chimney Rock Road offer easy access to local businesses and amenities. The neighborhoods in Martinsville are diverse and welcoming, with tree-lined streets and beautiful homes. Whether you're looking for a quiet suburban retreat or a bustling urban center, Martinsville has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Martinsville, NJ could benefit greatly from the guidance of a financial advisor. With a median household income of over $200,000, many residents may have complex financial situations that require professional advice. A financial advisor could help residents with retirement planning, investment strategies, and tax planning. Additionally, with the high cost of living in Martinsville, a financial advisor could help residents create a budget and manage their expenses to ensure they are living within their means. Overall, a financial advisor could provide valuable insight and support to help residents of Martinsville, NJ achieve their financial goals and maintain financial stability.

Insurance Broker

Residents of Martinsville, NJ can benefit greatly from the services of an insurance broker. With its proximity to major highways and the bustling city of New York, Martinsville is a hub of activity and commerce. An insurance broker can help residents navigate the complex world of insurance, from finding the right coverage for their homes and cars to securing the best rates for health and life insurance. Additionally, with the recent increase in severe weather events in the area, an insurance broker can help residents assess their risk and ensure they have adequate coverage in the event of a natural disaster. Overall, an insurance broker can provide peace of mind and financial protection for the residents of Martinsville, NJ.

Retirement Planning

Residents of Martinsville, NJ can greatly benefit from the expertise of a retirement planner. With the town being located in Somerset County, which has one of the highest median household incomes in the state, a retirement planner can assist residents in creating a customized plan to maximize their retirement savings and investments. They can help navigate the complex world of retirement accounts, such as 401(k)s and IRAs, and provide guidance on tax-efficient strategies. Additionally, with Martinsville being a small, close-knit community, a retirement planner can offer personalized attention and build a long-term relationship with their clients to ensure their financial goals are met.

Wealth Management

Residents of Martinsville, NJ could benefit greatly from the services of a wealth manager. A wealth manager can help individuals with a variety of financial needs, such as investment planning, retirement planning, and estate planning. Specifically, in Martinsville, NJ, where many residents work in high-paying industries such as finance and technology, a wealth manager can help them manage their wealth effectively and efficiently. With the guidance of a wealth manager, residents of Martinsville can make informed decisions about their finances, including investment strategies, tax planning, and risk management. Additionally, a wealth manager can help residents plan for their future and ensure that they are prepared for any unexpected financial challenges that may arise. Overall, a wealth manager can provide invaluable support and guidance to residents of Martinsville, NJ, helping them to achieve their financial goals and live their best lives.

Mortgage Loan Officer

Residents of Martinsville, NJ can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in securing a mortgage to purchase a home. With the high cost of living in Martinsville, many residents may find it challenging to save up enough money for a down payment on a house. A loan officer can help residents navigate the complex process of obtaining a mortgage and find the best loan options that fit their unique financial situation. Additionally, with the current low interest rates, a loan officer can help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. In a town like Martinsville, where the median home value is significantly higher than the national average, the expertise of a mortgage loan officer can make all the difference in achieving the dream of homeownership.

Tax Services

Residents of Martinsville, NJ could benefit greatly from the assistance of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that are unique to New Jersey. They could also help residents identify tax deductions and credits that they may be eligible for, such as the Homestead Benefit for homeowners. Additionally, a tax advisor could provide guidance on how to minimize tax liabilities and maximize tax refunds. With the help of a tax advisor, residents of Martinsville could ensure that they are complying with all tax laws and regulations while also maximizing their savings and minimizing their tax burdens.

Estate Planning Lawyer

Residents of Martinsville, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that ensures their assets are protected and their wishes are carried out after their passing. In a town like Martinsville, which has a high median household income and a significant number of retirees, it's especially important to have a plan in place to protect one's assets and provide for loved ones. An estate planning lawyer can also assist with drafting important documents such as wills, trusts, and powers of attorney, as well as navigating complex tax laws and regulations. With the help of an experienced estate planning lawyer, residents of Martinsville can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Martinsville, NJ

Financial advisors in Martinsville, NJ offer a wide range of services to help individuals and businesses manage their finances. They can provide investment advice, retirement planning, tax planning, estate planning, and risk management strategies. One specific aspect of Martinsville, NJ that financial advisors take into account is the high cost of living in the area. With the median home price in Martinsville being over $1 million, financial advisors must help their clients navigate the challenges of saving for retirement, paying for their children's education, and maintaining a comfortable lifestyle while also planning for unexpected expenses. These advisors work closely with their clients to develop personalized financial plans that meet their unique needs and goals, taking into account the complex financial landscape of Martinsville, NJ.

Martinsville, NJ is the ideal location to seek financial advising, owing to its unique blend of urban and suburban lifestyles. The town is located at the heart of Somerset County, which is known for its affluent residents and thriving business environment. With its proximity to major cities like New York and Philadelphia, Martinsville offers access to a wide range of financial services and resources. Furthermore, the town boasts a highly educated population, with many residents holding advanced degrees in finance and business. This makes it an ideal place to find expert financial advisors who can provide tailored solutions to meet your specific needs. Whether you are looking for investment advice, retirement planning, or estate planning, Martinsville has a wealth of resources to help you achieve your financial goals. With its vibrant community and strong economy, Martinsville is the perfect place to start your journey towards financial success.