Best Financial Advisors in Union County, NJ

We did the hard work of finding trustworthy partners in Union County, NJ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Union County, NJ Fiduciary Financial Advisors

generic_business-71
Talisman Wealth Advisors
SEC File# 801-120785
CRD# 313283
Location 1162 Springfield Ave 2nd Floor, Mountainside, NJ 07092, USA
Phone (908) 519-8120
Directions
generic_business-71
Edward Jones - Financial Advisor
Location 348 Dogwood Dr, Union, NJ 07083, USA
Directions
generic_business-71
Ancona Financial Advisors
1 out of 5
Location 1812 Front St, Scotch Plains, NJ 07076, USA
Phone (908) 322-9200
Directions
generic_business-71
Lincoln Investment Planning
Location 4 Commerce Dr # 3, Cranford, NJ 07016, USA
Phone (908) 276-3900
Directions
generic_business-71
Virtus Wealth Solutions
Location 1150 Raritan Rd, Cranford, NJ 07016, USA
Phone (908) 967-6360
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Michael D. Laitman
5 out of 5
Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4331
Directions
generic_business-71
Community Financial Services
Location 149 E St Georges Ave #1, Roselle, NJ 07203, USA
Phone (908) 259-9877
Directions
generic_business-71
Arias & Partners Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 990 Raritan Rd Ste A, Clark, NJ 07066, USA
Phone (908) 272-0188
Directions
generic_business-71
ClearFocus Financial
SEC File# 801-66512
CRD# 140190
5 out of 5
Location 200 Sheffield St, Mountainside, NJ 07092, USA
Phone (908) 228-8400
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: 8:00 AM – 1:00 PM Sunday: Closed
Directions
generic_business-71
Morgan Stanley Financial Advisors
Location 150 John F Kennedy Pkwy 2nd Fl, Short Hills, NJ 07078, USA
Phone (973) 467-6300
Directions
generic_business-71
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 200 Walton Ave, Union, NJ 07083, USA
Phone (201) 939-6644
Directions
generic_business-71
Stephen Ng Financial Group
5 out of 5
Location 633 Morris Ave, Springfield, NJ 07081, USA
Phone (973) 218-9600
Directions
generic_business-71
Gateway Advisory LLC
SEC File# 801-70890
CRD# 152347
Location 900 S Ave W, Westfield, NJ 07090, USA
Phone (908) 233-8100
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Redwood Financial Planning
Location 1812 Front St, Scotch Plains, NJ 07076, USA
Phone (908) 663-2125
Directions
generic_business-71
Justin Martys, CFP - UBS Financial Services Inc.
Location 109 North Ave 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-3176
Directions
generic_business-71
Nurideen Financial
Location 1640 Vauxhall Rd, Union, NJ 07083, USA
Phone (908) 686-5615
Directions
generic_business-71
Conway Adriane C
Location Shapiro Building, 6 N Union Ave, Cranford, NJ 07016, USA
Phone (908) 276-5100
Directions
generic_business-71
Carlos F Arias - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 990 Raritan Rd Ste A, Clark, NJ 07066, USA
Phone (908) 272-0188
Directions
generic_business-71
LMD Wealth Advisors - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-6171
Directions
generic_business-71
Michael Avenoso - TD Wealth Financial Advisor
Location 900 St Georges Ave, Woodbridge Township, NJ 07095, USA
Phone (732) 760-3098
Directions
Financial Advisors in Union County, NJ

Where Certified Financial Advisors in Union County, NJ Serve

Union County, NJ is a vibrant and diverse community located in the heart of the Garden State. It boasts a rich history and a plethora of landmarks that showcase its unique character. From the iconic Union County Courthouse to the stunning Watchung Reservation, there is something for everyone in this bustling county. In terms of top employers, Union County is home to a wide range of businesses, including Merck, Bed Bath & Beyond, and PSE&G. These companies provide a diverse array of job opportunities and help to fuel the local economy. When it comes to transportation, Union County is well-connected to the rest of the state and beyond. Major highways such as the Garden State Parkway and the New Jersey Turnpike run through the county, making it easy to travel to other parts of New Jersey or even New York City. Additionally, the county is serviced by several major streets, including Route 22 and Route 28.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Union County, NJ can benefit greatly from the guidance of a financial advisor. With the county's high cost of living and diverse population, it can be challenging to navigate the various financial options available. A financial advisor can assist with creating a budget, managing debt, and planning for retirement. They can also provide advice on investments, insurance, and estate planning. Additionally, with Union County being a hub for small businesses, a financial advisor can help entrepreneurs with financial planning and growth strategies. Overall, a financial advisor can provide valuable insights and support to Union County residents as they navigate their financial futures.

Insurance Broker

Residents of Union County, NJ can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help Union County residents is by providing them with personalized insurance plans that meet their unique needs. With the high cost of living in Union County, NJ, residents need insurance coverage that is tailored to their specific circumstances. An insurance broker can help residents navigate the complex insurance market and find the best policies for their homes, cars, and health. Additionally, an insurance broker can assist Union County residents with filing claims and resolving disputes with insurance companies, ensuring that they receive the compensation they deserve. Overall, an insurance broker can provide valuable support and guidance to Union County residents as they navigate the ever-changing world of insurance.

Retirement Planning

Residents of Union County, NJ can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Union County, where the cost of living is higher than the national average. A retirement planner can help residents navigate the complexities of retirement planning, such as managing their investments, minimizing taxes, and ensuring their estate is properly planned. Additionally, a retirement planner can provide guidance on healthcare planning, which is particularly important for Union County residents, as the county has a large population of retirees who may require long-term care. Overall, a retirement planner can help Union County residents achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Union County, NJ can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is by developing a personalized financial plan that takes into account their unique circumstances and goals. A wealth manager can help Union County residents navigate the complex financial landscape and make informed decisions about investments, retirement planning, and estate planning. Additionally, a wealth manager can provide ongoing support and guidance to help residents stay on track and adjust their plan as needed. For example, with Union County's high cost of living, a wealth manager can help residents prioritize their spending and investments to ensure they can achieve their financial goals while also maintaining their quality of life.

Mortgage Loan Officer

Residents of Union County, NJ can benefit from the expertise of a mortgage loan officer in several ways. For starters, they can help residents navigate the complex mortgage application process and find the best rates and terms for their specific needs. Additionally, mortgage loan officers can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate loans, and help residents determine which one is right for them. With Union County's diverse population and varied housing market, having a knowledgeable mortgage loan officer on your side can make all the difference in securing the home of your dreams.

Tax Services

Residents of Union County, NJ can benefit from the services of a tax advisor in several ways. One of the most common ways is by getting help with filing their income tax returns. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation, ensuring that they pay the right amount of taxes and avoid penalties. Additionally, tax advisors can provide guidance on tax planning, helping residents minimize their tax liability and maximize their deductions. This is especially important in Union County, NJ, where the cost of living is relatively high and taxes can be a significant burden on households. By working with a tax advisor, residents can ensure that they are taking advantage of all available tax-saving opportunities and making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Union County, NJ can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families prepare for the future and ensure that their assets are protected and distributed according to their wishes. Specifically, Union County residents may face unique challenges due to the high cost of living in the area. An estate planning lawyer can help them navigate these challenges and create a plan that addresses their specific needs and goals. Whether it's creating a will, establishing a trust, or setting up a power of attorney, an estate planning lawyer can provide the guidance and support residents need to secure their financial future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Union County, NJ