Congratulations!

WiserAdvisor has qualified Financial Advisors serving the Somerville, New Jersey area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors in Somerville, New Jersey

Hawk Financial Group
3322 US Highway 22 West,
Branchburg, NJ   08876
Call : (908) 722-4008

As a local independent financial advisor in Branchburg, NJ, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He works with homeowners ages 60-70 mainly in Hunterdon County NJ and Somerset County NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen.Three of these overlooked "snags" include:1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away.2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums.3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages."As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."

Financial Advisors Licensed to practice in Somerville, New Jersey

Frontier Financial Planning
322 Courtyard Drive,
Hillsborough, NJ   08844
Call : (908) 725-9001

Everyone recognizes the names and marketing slogans of the big insurance and brokerage firms, which now market themselves as financial advisors? But do these companies really have your best interests in mind when they provide financial advice? Or are they merely interested in advising you to buy their own highly profitable insurance and investment products?As your independent alternative to the insurance and brokerage companies, Frontier and its advisors are: * Independent, with no proprietary products to sell* Committed to the industry?s highest ethical standards* Experienced, educated, and fully licensed* Committed to providing advice that is based solely on your needs* A long term partner on your financial journey* Small enough to know and share your unique goals and dreamsIf you would like to know more about Frontier and how we might be able to help guide you along the path to financial freedom, please call or contact us for a free, no obligation, no pressure consultation.

LPL Financial
111 Route 31,
Flemington, NJ   08822
Call : (908) 268-5426

LPL is the #1 Independent Broker/Dealer in America for the past 20 years*, which is why I choose to work with them. We are committed to serving the needs of our clients by being completely honest and upfront, and making our clients comfortable with decision making about their finances and retirement. As a financial professional, Natacha is dedicated to helping individuals and businesses build their financial futures. She is qualified to provide customized services across a broad range of fields including investment portfolio management, life and long-term care insurance, business insurance and benefits, 401(k) plans, and retirement planning. She holds the Series 7, 63, and 65 designations from the Financial Industry Regulation Authority (FINRA) along with holding her life, health, and disability insurance licenses. *As reported in Financial Planning magazine June 1996-2016, based on total revenues.

Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ   08904
Call : (732) 248-5777

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider:1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets.3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice.In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.

Princeton Capital Management
17 Hulfish Street, Suite 220,
Princeton, NJ   08542
Call : (609) 921-6294

Managing investment portfolios is Princeton Capital Management’s only business. Our resources are focused on fundamental security analysis, portfolio construction, investment operations and client service – nothing else.Moreover, most members of the investment team serve as both analysts and portfolio managers, eliminating the layers, and thus the distractions, common to firms with separate research and portfolio management staffs.We pride ourselves on being an organization of equals. This is beneficial to clients as it allows each member of the team the confidence to present an opinion on investment ideas versus deferring to either a group or an individual perceived to have greater authority than others. It is our experience that hierarchical organizations and the committees associated with such structures rarely facilitate successful stock investing. A group in which respected peers, unafraid of the repercussions of honest appraisals, surround a designated person with final... read more>>

Gary Scheer LLC
65 Madison Avenue Suite 210,
Morristown, NJ   07960
Call : (973) 539-4100

Recognized as one of the leading retirement experts in the nation, Gary Scheer has helped thousands of individuals and families in New York, New Jersey, and across the nation prepare for a secure, successful retirement since 1982. Specializing in Retirement Income Planning, Advanced Financial and Estate Planning Strategies, and Creative Tax Reduction Methodologies, Gary works with people who are in or nearing retirement to find solutions to help them enjoy their retirement years. With a background in traditional financial planning, Gary has pioneered strategies that protect his clients from volatile and risky financial investments while helping them grow their retirement income.

Stephen Ng Financial Group, LLC
633 Morris Avenue,
Springfield, NJ   07081
Call : (973) 218-9600

OUR MISSIONNo matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more.OUR VISIONOur vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do.Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started

Stephen Ng Financial Group, LLC
100 Horizon Center Boulevard, Suite 105,
Hamilton, NJ   08691
Call : (973) 218-9600

OUR MISSIONNo matter where you are in your financial or retirement planning journey, our mission statement remains the same: to help you grow and preserve your wealth by caring more, doing more, and knowing more.OUR VISIONOur vision is to help clients feel confident about their future and pursue their financial goals. Through our comprehensive approach, we develop customized financial and retirement strategies that address your short and long-term needs. We are independent advisors, meaning that our recommendations are always in the best interests of our clients and your needs are at the core of everything we do.Together, we hope to grow multi-generationally and go above and beyond for your needs. Contact us today to get started

DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ   07724
Call : (732) 982-2170

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

Zach Fletcher, Financial Advisor from Somerville, New Jersey
(230 views)
Inquire with
Zach
Financial Engines Advisors, LLC
600 West Germantown Pike,
Plymouth Meeting, PA   19462
Call : (610) 239-8323

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA   18106
Call : (484) 224-3056

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ   08003
Call : (856) 795-7900

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Zach Fletcher, Financial Advisor from Somerville, New Jersey
(191 views)
Inquire with
Zach
Financial Engines Advisors, LLC - Philadelphia
225 Wilmington West Chester Pike,
Chadds Ford, PA   19317
Call : (610) 239-8323

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

More Financial Advisors Network

Financial Advisors in Bridgewater, New Jersey
Financial Advisors in Caldwell, New Jersey
Financial Advisors in Cherry Hill, New Jersey
Financial Advisors in Collingswood, New Jersey
Financial Advisors in East Hanover, New Jersey
Financial Advisors in Eatontown, New Jersey
Financial Advisors in Edison, New Jersey
Financial Advisors in Englewood Cliffs, New Jersey
Financial Advisors in Englishtown, New Jersey
Financial Advisors in Fairfield, New Jersey
Financial Advisors in Flemington, New Jersey
Financial Advisors in Florham Park, New Jersey
Financial Advisors in Forked River, New Jersey
Financial Advisors in Garfield, New Jersey
Financial Advisors in Haddonfield, New Jersey
Financial Advisors in Hawthorne, New Jersey
Financial Advisors in Hazlet, New Jersey
Financial Advisors in Highland Park, New Jersey
Financial Advisors in Iselin, New Jersey
Financial Advisors in Livingston, New Jersey
Financial Advisors in Manasquan, New Jersey
Financial Advisors in Marlton, New Jersey
Financial Advisors in Medford, New Jersey
Financial Advisors in Middlesex, New Jersey
Financial Advisors in Monmouth Junction, New Jersey
Financial Advisors in Montville, New Jersey
Financial Advisors in Morristown, New Jersey
Financial Advisors in Mount Laurel, New Jersey
Financial Advisors in Newark, New Jersey
Financial Advisors in North Brunswick, New Jersey
Financial Advisors in Oradell, New Jersey
Financial Advisors in Paramus, New Jersey
Financial Advisors in Parsippany, New Jersey
Financial Advisors in Pompton Lakes, New Jersey
Financial Advisors in Princeton, New Jersey
Financial Advisors in Ramsey, New Jersey
Financial Advisors in Red Bank, New Jersey
Financial Advisors in Rochelle Park, New Jersey
Financial Advisors in Roseland, New Jersey
Financial Advisors in Runnemede, New Jersey
Financial Advisors in Rutherford, New Jersey
Financial Advisors in Scotch Plains, New Jersey
Financial Advisors in Sea Girt, New Jersey
Financial Advisors in Short Hills, New Jersey
Financial Advisors in Somers Point, New Jersey
Financial Advisors in Somerville, New Jersey
Financial Advisors in South Plainfield, New Jersey
Financial Advisors in Springfield, New Jersey
Financial Advisors in Trenton, New Jersey
Financial Advisors in Voorhees, New Jersey
Financial Advisors in Wayne, New Jersey
Financial Advisors in Wenonah, New Jersey
Financial Advisors in Westfield, New Jersey
Financial Advisors in Woodbury, New Jersey

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Somerville, New Jersey based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in New Jersey?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only