Best Financial Advisors in Elizabeth

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.4/5.0
Average Rating

Elizabeth Financial Landscape

With a population of 127,558, Elizabeth serves as a key economic hub in New Jersey, benefiting from its proximity to major metropolitan areas. The local economy is bolstered by logistics, retail, and manufacturing sectors.

Major industries
Logistics, Retail, Manufacturing
Population
127K (metro: 1.6M)
Median household income
$66,000
Unique needs
Elizabeth requires tailored financial strategies to address its diverse economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Elizabeth's economy is growing steadily, driven by increased logistics and retail activities.
Wealth Demographics
According to Census (2023), the median income in Elizabeth is approximately $66,000, reflecting a diverse income distribution.
Advisor Specializations
Based on BLS (2023), financial advisors in Elizabeth are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Elizabeth is moderate, with housing being a significant factor.
Real Estate Market
According to Zillow (2024), the real estate market in Elizabeth shows signs of growth, but affordability remains a concern for many residents.
Business Environment
According to Fortune (2024), Elizabeth's business climate is favorable, with incentives for logistics and retail businesses.

Top 5 Financial Advisors in Elizabeth

TG Advisor Tax & Financial
★ ★ ★ ★ ★ 5
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®
★ ★ ★ ★ ★ 5
MD Wealth Advisors Inc.
★ ★ ★ ★ ★ 5
Beacon Wealth
★ ★ ★ ★ ★ 5
Jim’s Financial Services LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Elizabeth, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Elizabeth-Specific Expertise
For Elizabeth residents working in Logistics, Retail, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Elizabeth's logistics focus poses risks from economic downturns. Real estate may face volatility; monitor housing trends. Flooding is a concern—diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby New Jersey locations

Newark Jersey City Paterson Elizabeth Clifton Trenton Camden Passaic