Best Financial Advisors in Metuchen, NJ

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List of Firms

Metuchen, NJ Fiduciary Financial Advisors

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Leonard S Thor - Financial Advisor, Ameriprise Financial Services, LLC
Location 173 Essex Ave Ste 102, Metuchen, NJ 08840, USA
Phone (908) 485-7882
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The Financial Training Organization
Location 402 Main St, Metuchen, NJ 08840, USA
Phone (732) 737-7310
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Financial Network Investment
Location 2 Ethel Rd STE 201A, Edison, NJ 08817, USA
Phone (732) 248-9400
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Howard Listander & Berkower
Location 195 Main St B, Metuchen, NJ 08840, USA
Phone (732) 549-1116
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Dave Perrone - Raymond James
Location 495 Main St, Metuchen, NJ 08840, USA
Phone (732) 494-1441
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economic planning group | new jersey
Location 333 Thornall St, Edison, NJ 08837, USA
Phone (732) 767-6032
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New York Life Insurance Company: Kris Padmanabhan
Location 379 Thornall St #8th, Edison, NJ 08837, USA
Phone (732) 754-4316
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Investment Partners
SEC File# 801-24896
CRD# 105404
Location 10 Station Pl, Metuchen, NJ 08840, USA
Phone (732) 205-0391
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InvestEdge Title LLC
Location 251 Main St, Metuchen, NJ 08840, USA
Phone (908) 791-9978
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Siemens Financial Services
4 out of 5
Location 170 S Wood Ave, Iselin, NJ 08830, USA
Phone (800) 327-4443
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Simon Financial Group
Location 333 Thornall St #9b, Edison, NJ 08837, USA
Phone (732) 623-2070
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Hua Gao CPA LLC
5 out of 5
Location 49 Bridge St, Metuchen, NJ 08840, USA
Phone (732) 632-9388
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Financial Advisors in Metuchen, NJ

Where Certified Financial Advisors in Metuchen, NJ Serve

Metuchen, NJ is a charming borough located in Middlesex County, brimming with landmarks and bustling streets. The town is home to several notable landmarks, including the Metuchen Station, a historic train station that dates back to the early 20th century. Other landmarks include the Old Franklin Schoolhouse and the Metuchen Golf and Country Club, which boasts a stunning 18-hole golf course. As for top employers, Metuchen is home to several major companies, including the pharmaceutical giant Johnson & Johnson, which has a large campus in the area. Other top employers include the Metuchen School District, the Borough of Metuchen, and the Metuchen YMCA. When it comes to major highways and streets, Metuchen is situated near several major thoroughfares, including the Garden State Parkway, Route 1, and the New Jersey Turnpike. Additionally, the town boasts several bustling streets, including Main Street, which is home to a variety of shops, restaurants, and other businesses.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Metuchen, NJ can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique circumstances of each individual. In a town like Metuchen, where the cost of living is higher than the national average, a financial advisor can provide guidance on how to manage expenses and save for long-term goals like retirement or college tuition. Additionally, a financial advisor can help residents navigate the complexities of taxes and investments, ensuring that they are maximizing their returns and minimizing their liabilities. Ultimately, working with a financial advisor can provide peace of mind and a sense of financial security for residents of Metuchen.

Insurance Broker

Residents of Metuchen, NJ can benefit from the services of an insurance broker in a number of ways. One of the most common ways a broker can help is by providing guidance on selecting the right insurance policies for their needs. With so many options available, it can be overwhelming to navigate the world of insurance without professional assistance. Additionally, an insurance broker can help residents of Metuchen, NJ by providing personalized advice on how to manage risk and protect their assets. For example, given the town's location in a flood-prone area, a broker might recommend that residents consider purchasing flood insurance to safeguard their homes and belongings. Overall, an insurance broker can be a valuable resource for anyone looking to make informed decisions about their insurance coverage in Metuchen, NJ.

Retirement Planning

Residents of Metuchen, NJ could greatly benefit from the expertise of a retirement planner. With its proximity to New York City and its high cost of living, many Metuchen residents may struggle to save enough for retirement. A retirement planner can help them create a personalized plan to achieve their financial goals, whether that be through investments, savings strategies, or other means. Additionally, with Metuchen's diverse population, a retirement planner can provide guidance on how to navigate the unique challenges faced by different cultures and backgrounds when planning for retirement. Overall, a retirement planner can provide invaluable support and guidance to help Metuchen residents secure a comfortable retirement.

Wealth Management

Residents of Metuchen, NJ could benefit from the expertise of a wealth manager in a multitude of ways. One of the most common ways would be through retirement planning. With a large population of baby boomers in the area, many residents are approaching retirement age and may need guidance on how to maximize their savings and investments to ensure a comfortable retirement. Additionally, with Metuchen's proximity to New York City, many residents may have high-earning jobs or own businesses, making it important to have a wealth manager who can help them navigate tax implications and investment opportunities. Overall, a wealth manager can provide personalized financial advice and strategies to help residents of Metuchen achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Metuchen, NJ can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can help them navigate the complex process of securing a mortgage, which can be particularly challenging for first-time homebuyers. Additionally, a loan officer can help residents of Metuchen, NJ find the best mortgage rates and terms that suit their financial needs and goals. With Metuchen, NJ being a small town with a rich history, a loan officer can also provide insights on the local real estate market trends and conditions that can impact home buying decisions. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Metuchen, NJ as they make one of the biggest financial decisions of their lives.

Tax Services

Residents of Metuchen, NJ could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is with navigating the state's property tax system. Metuchen is located in Middlesex County, which has some of the highest property tax rates in the state. A tax advisor could help residents understand the intricacies of the system, including how to appeal assessments, qualify for exemptions, and take advantage of tax credits. Additionally, a tax advisor could provide guidance on how to minimize tax liability for income earned both within and outside of the state, as well as assist with tax planning for retirement and estate planning purposes. Overall, a tax advisor could be a valuable resource for Metuchen residents looking to maximize their financial well-being.

Estate Planning Lawyer

Residents of Metuchen, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust that outlines the distribution of assets after a person's death. This is especially important in Metuchen, where the median home value is significantly higher than the national average. A skilled estate planning lawyer can help ensure that a person's assets are distributed according to their wishes, and that their loved ones are taken care of in the event of their passing. Additionally, an estate planning lawyer can help with other important tasks such as establishing power of attorney, creating healthcare directives, and minimizing tax liabilities. Overall, an estate planning lawyer can provide invaluable assistance to residents of Metuchen, NJ in protecting their assets and securing their legacies.

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