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Best Financial Advisors in Trenton, NJ

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Trenton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28Reviewed

20Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Trenton, NJ 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Tax Planning
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Trenton, NJ
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

11 Overlook Way, Lawrenceville, NJ 08648

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Weingarten Associates LLC is a fee-only planner company that provides financial advice to clients in Trenton. The team comprises three financial advisors who can assist wealth management, create wealth accumulator plans, and offer customized planning services. Its clients range from individuals, families, business owners, professionals, academics, and corporate executives. It utilizes an evidence-based approach to design a strategy suited to the client's needs. It measures progress by client goal achievement; thus, the team consistently evaluates personalized client goals.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

3560 Quakerbridge Road, Hamilton, NJ 08619

Expertise.com Rating

Why choose this provider?

Dedicated Financial Services is a firm serving Trenton and surrounding communities. It helps clients in implementing a financial plan that can be utilized in meeting their regular expenses, covering identified short-term and long-term needs, having long-term care, leaving wealth to loved ones, or having assets available for unexpected needs. Its services include tax preparation, retirement planning, and asset management/protection. The firm's founder, Len Hayduchok, is a Certified Financial Planner who established a non-profit organization that helps seniors in improving their quality of life.

  • Retirement Planning
  • Financial Planning

2117 Route 33 Suite 2, Hamilton Square, NJ 08690

Expertise.com Rating

Why choose this provider?

RMB Wealth Advisors, LLC, offers assistance to clients in the Trenton metro who are in need of financial management strategies. The wealth management group helps clients make financial plans regarding wealth accumulation, preservation, and distribution. It extends its services to those needing assistance with retirement planning, long-term care planning, and tax efficiency. Its services also aid businesses with their corporate retirement plans. RMB Wealth Advisors, LLC, was established in 2007, and its team possesses 35 years of combined industry experience.

  • Certified Financial Planner (CFP)

32 West Upper Ferry Rd, Ewing, NJ 08628

Expertise.com Rating

Review Sources

Google
4.6 (12)

Why choose this provider?

Mary Anne Bohlinger CPA LLC is a firm serving the Trenton area. It provides a variety of services, including financial planning based on clients' tax returns and financial data, to assist them in managing their personal and business finances. The firm also offers custom guides to tax-saving, tax planning, new firm formation and registration, bookkeeping, and executor support and estate planning. Founded in 1991, the company offers clients year-round accounting and tax assistance for their personal and corporate activities.

  • Finance Planning

34 W Lafayette Street, Trenton, NJ 08608

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Adams and Associates, PC, is a financial service and integrated tax firm that caters to clients in Trenton. It guides individuals and families to achieve financial goals using the three cornerstones of financial management, which include accumulation and wealth management, guaranteed retirement income, and lifestyle preservation. It also offers annuity, long-term care, and disability income insurance. Other services include estate planning, payroll, and business advisory. The firm has been in the financial services industry for more than 25 years.

  • Certified Financial Planner (CFP)

646 Lincoln Hwy, Fairless Hills, PA 19030

Why choose this provider?

J J Katsock & Co is a group of financial advisors serving clients in Trenton. It handles tax planning and filing for individuals and bookkeeping for businesses. Its advisors assist customers with retirement or children's education plans that incorporate tax and estate planning. They help businesses prepare financial statements and payrolls using industry-standard accounting software. The company also files tax returns for larger corporations. The office participates in continuing professional education annually to keep updated on changing tax laws and accounting methods.

  • Tax Preparation
  • Tax Planning

37 S. Delaware Avenue Suite 1, Yardley, PA 19067

Why choose this provider?

The Estate Planners Group is a financial planning firm that has been serving the residents of Trenton and the surrounding areas for more than two decades. It provides a wide range of financial services, including estate planning, tax planning, income planning, asset allocation, and investment selection. Its staff consists of an investment advisor, financial advisors, and a Certified Investment Management Analyst. President David Loesser has been featured in Fox Business Channel, Fox 29 News, and CNBC.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Trenton, NJ 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Trenton, NJFree Consultation
Weingarten Associates LLC
11 Overlook Way, Lawrenceville, NJ 08648
Dedicated Financial Services
3560 Quakerbridge Road, Hamilton, NJ 08619
RMB Wealth Advisors, LLC
2117 Route 33 Suite 2, Hamilton Square, NJ 08690
Mary Anne Bohlinger CPA LLC
32 West Upper Ferry Rd, Ewing, NJ 08628
Adams and Associates, PC
34 W Lafayette Street, Trenton, NJ 08608
J J Katsock & Co
646 Lincoln Hwy, Fairless Hills, PA 19030
The Estate Planners Group
37 S. Delaware Avenue Suite 1, Yardley, PA 19067

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you be an accredited investor in Trenton?

    There is no regulatory board that can certify you as an accredited investor in Trenton. However, to be an accredited one, you must meet several financial criteria. Your net worth should be over $1 million, excluding your primary residence. Your individual income for the prior two years should also be more than $200,000, and if you are married, you and your spouse should have a $300,000 income.

  • In Trenton, how can you determine how much your Social Security benefits will be?

    To determine how much will be your Social Security benefits in Trenton, you need to conduct a three-step process. First, calculate your average indexed monthly earnings. An indexed earnings total is calculated by adding together the highest 35 years of earnings. It is then divided by the number of months in 35 years to get your AIME. Second, determine your primary insurance amount. Finally, consider the application age. You will receive 100% of your PIA if you apply at full retirement age.

  • Is it hard to open an Individual Retirement Account in Trenton?

    No, it is not hard to open an Individual Retirement Account in Trenton. It will take just several minutes to open an account online. You just need to provide a valid mailing and email address, the applicant's date of birth and Social Security number, and the name(s) and date(s) of birth of any beneficiaries. You also need to provide your employment information, including household net worth and annual income.

  • What retirement plans are available in Trenton for self-employed individuals?

    Self-employed individuals in Trenton can acquire a Simplified Employee Pension Plan, solo 401(k), and Savings Incentive Match Plan for Employees. SEP IRA is a traditional retirement account for self-employed individuals and small business owners. Contributions for this type of plan are tax-deductible. Solo 401(k) plans are for business owners who do not have employees other than their spouses. SIMPLE IRA can also be used by business owners with less than 100 employees.

  • Why do you need to establish a long-term care plan in Trenton?

    It would be advisable to establish a long-term care plan in Trenton because you need an insurance plan that offers coverage for years. Health insurance, which can be obtained through Medicare or provided by a private company, only pays for short-term care. Its policies only cover short-term injuries or illnesses. On the other hand, only people with extremely low income are eligible for Medicaid.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.