Expertise.com

2024

Last updated:

Best Financial Advisors in Edison

Our Recommended Top 13

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 Edison Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

36Reviewed

26Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Edison, 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
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Edison, 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
  • Financial Planning
  • Investment Management
  • Retirement Planning

111 Wood Avenue South, Iselin, NJ 08830

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

For more than 20 years, Eisner Amper has been serving families, corporations, and individuals in the Edison metro. The wealth management firm assists clients in financial planning matters, such as business exit strategies, estate planning, corporate benefits, investment management, tax minimization, and retirement planning. Its team of financial advisors also helps business owners with measuring their current position, evaluating exit options, and establishing their goals. Eisner Amper has been featured in The Wall Street Journal, GoBankingRates, and Forbes for its expertise.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

186 Wood Avenue South, Suite 301, Iselin, NJ 08830

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

MassMutual Tristate provides financial advisory services to individuals, families, and businesses in Edison. It offers SpecialCare, a program that secures proper life care planning for persons with disabilities or other special needs. The program is handled by a representative with the Chartered Special Needs Consultant designation, who coordinates with other professionals involved in the process, such as lawyers, healthcare providers, and bankers. The firm also conducts interactive and customized workshops as part of its commitment to raising financial awareness.

  • Certified Financial Planner (CFP)

184 Liberty Corner Road, Suite 315, Warren, NJ 07059

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Mass Mutual New Jersey-NYC is a financial advisory firm serving individuals and business professionals in Edison. It provides customized plans that guide clients through the three phases of financial life, namely wealth accumulation, capital appreciation, and wealth distribution. The firm employs more than 130 professionals who also specialize in retirement services, estate planning, charitable giving, business insurance, executive compensation, and employee benefits. In addition, it has teams representing the Asian Indian, Hispanic, Chinese, Korean, African American, and LGBT communities.

  • Certified Financial Planner (CFP)
  • Retirement Planning

125 Half Mile Road Suite 102, Red Bank, NJ 07701

Expertise.com Rating

Why choose this provider?

For over 15 years, Krietzberg Wealth Management has been serving clients in Edison. It advises individuals on various financial areas, such as insurance and retirement. The company helps clients create estate plans and guides on issues involving estate taxes. It also offers services for business owners, including employee retirement planning and succession planning. One of the company's principal members, David Krietzberg, is a former wealth advisor and vice president for the investment bank Morgan Stanley. He is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

825 Georges Road, North Brunswick, NJ 08902

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

PCB Financial Advisory Group is a fiduciary firm serving clients in the Edison metro. It offers financial advising on retirement income strategies, investments, wealth management, annuities, and asset protection. PCB also sells life insurance policies and offers tax-efficient strategies to help clients safeguard their money. President Peter Bombara focuses on helping individuals with wealth preservation and retirement income in order for them to achieve their ideal retirement. He is also the author of Modern Money: Retirement in Any Economy.

  • Retirement Planning

160 Durham Ave, Metuchen, NJ 08840

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Common Interests helps clients in Edison organize and grow their assets by providing services and solutions. Its advisors develop cash flow and budgeting strategies for saving money and paying off debt. They also advise individuals on how to plan their retirement income and incorporate risk protection from Medicare in their plans. In addition, its advisors coach people about leaving a legacy and giving to charities. Robert J. Goellner is a CFP, ChFc, and CLU who founded the firm in 1994.

  • Certified Financial Planner (CFP)

1680 Rt. 23, Suite 210, Wayne, NJ

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Highland Financial Advisors is an independent firm that serves Edison and nearby areas. It offers financial planning and consultancy services to high-net-worth clients, including corporate executives, business owners, and medical professionals. It also assists pre-retirees and retirees in developing income strategies that involve making the most out of their Social Security benefits, finding pension options, and synchronizing investment portfolio dividends. Highland Financial Advisors is a member of the Financial Planning Association. Founder Reed Fraasa is an Accredited Investment Fiduciary, Certified Financial Planner, and Registered Life Planner.

  • Certified Financial Planner (CFP)

1200 US Highway 22 Suite 2000, Bridgewater, NJ 08807

Expertise.com Rating

Review Sources

Facebook
5.0 (7)

Why choose this provider?

Financial Pathways provides various solutions in managing wealth and finances in Edison. It serves a clientele that mostly comprises individuals who are closing in on retirement by providing them fiduciary advice on how to achieve a desirable lifestyle even without a paycheck. The firm's advisors tackle various aspects of wealth such as budgeting cash, saving for retirement, planning for college, strategizing tax payments, and obtaining insurance plans. Founder James Kinney started his firm in 2007 and obtained his CFP certification in 2008.

  • Retirement Planning

101 Crawfords Corner Rd, Holmdel, NJ 07733

Expertise.com Rating

Review Sources

Facebook
5.0 (15)
Google
5.0 (8)

Why choose this provider?

For nearly a decade, The Fortis Agency has been providing financial products and strategies to individuals and businesses in Edison and the surrounding areas. With a collective experience of over 30 years, its team of specialists has legal, tax, and financial backgrounds to assist clients in their insurance, wealth management, and long-term care planning needs. In 2019, founding partner Christine Cox-West was named to New Jersey Biz Top 40 Under 40. The niche clients of The Fortis Agency include physicians, professional athletes, and Millenials.

  • Certified Financial Planner (CFP)

51 Main St, Succasunna, NJ 07876

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Cornerstone Financial Group, Inc., is a company serving individuals and families in Edison. Its team of financial advisors specializes in investment management, employee benefit plans, and insurance protection. It offers assistance with different insurance products, such as life, health, disability, and long-term care insurance. It also helps with annuities, special liability coverage policies, and Medicare Supplement plans. The firm has been helping retirees, families, and business owners secure their financial future for more than 40 years.

  • Certified Financial Planner (CFP)
  • Retirement Planning

517 Route 1 South #4100, Iselin, NJ 08830

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Serving the Edison area, Guideline Financial Strategies helps clients obtain financial wellness. The firm guides individuals, families, education and medical professionals, and business owners in making decisions using an advice-driven model. It also helps clients build their wealth by crafting a comprehensive plan. The process involves determining their risk threshold, emotional triggers, and goals. It also gathers quantitative information, like financial statements, to analyze their situation. One of the firm’s founding members, Kyle Carrocino, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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 calculate your prospective Social Security benefits in Edison?

    You must visit the estimator tool on the Social Security Administration's main website to determine your predicted Social Security benefits in Edison. You will be required to provide several details in the website form, including your Social Security number, name, birthdate, information about your expected future wages, and your expected retirement age. The Retirement Estimator creates a projection of the sum you would get in future years based on this data and your current salary history as kept on file by the Social Security Administration.

  • Can you withdraw money from your Edison employer-sponsored retirement plan as a lump sum?

    Yes. You would receive the whole vested account balance in one payment if you withdraw funds from your employer-sponsored retirement plan in one lump amount. You will be in charge of the money and be free to utilize it whenever you please. If you decide on a lump sum, however, you will be required to pay regular income taxes on the entire distribution amount in one year. Additionally, receiving a sizable dividend could quickly put you at a higher tax rate.

  • How can you assess the financial standing of your insurance provider in Edison?

    With the aid of a rating agency, you may evaluate the Edison insurance company's financial standing. These organizations thoroughly assess each insurance provider's liquidity, profitability, debt, and other elements. They then provide overall ratings based on the outcomes of these tests. It is a good idea to look into an insurance company's rating because it will provide you with an overview of its financial situation. Additionally, regularly monitoring the insurer's rating may provide you with some early notice of trouble.

  • When do extended-care policies in Edison start to pay benefits?

    In Edison, extended-care contracts frequently pay benefits once the insured individual is unable to accomplish two to three out of six daily living tasks without help. The six tasks—taking care of incontinence, eating, using the restroom, washing, dressing, and transferring—are those most frequently listed by insurance companies. The insured may potentially qualify for payments if an examination reveals they have Alzheimer's disease or another kind of dementia.

  • How can your Medicare card be replaced in Edison if it is lost?

    Call 1-800-MEDICARE or 633-4227 to request a replacement if your blue, white, or red Original Medicare card is missing, damaged, too faded to read, or misplaced. Contact your plan provider to get a new card if you receive Medicare health or medication benefits through a Medicare Advantage Plan, such as a PPO, HMO, or PDP.

  • 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.