Best Financial Advisors in New Brunswick

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
60+
Advisors
4.8/5.0
Average Rating

New Brunswick Financial Landscape

Home to Rutgers University, New Brunswick boasts a strong educational sector alongside healthcare and technology industries. The city's economy is bolstered by its strategic location between New York City and Philadelphia.

Major industries
Education, Healthcare, Technology
Population
55.8K (metro: 1.4M)
Median household income
$65,000
Unique needs
Focus on educational services, healthcare access, and tech innovation.
Market Insights
Economic Growth
According to BEA (2023), New Brunswick's economy is growing steadily, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in New Brunswick is $65,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in New Brunswick are increasingly focusing on healthcare and education sectors.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in New Brunswick is slightly above the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), the real estate market in New Brunswick shows signs of appreciation, raising concerns about a potential bubble.
Business Environment
According to Fortune (2024), New Brunswick's business climate is favorable, particularly for startups in tech and healthcare.

Top 5 Financial Advisors in New Brunswick

Brunswick Wealth Management LLC
★ ★ ★ ★ ★ 5
PCB FINANCIAL ADVISORY GROUP
★ ★ ★ ★ ★ 5
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®
★ ★ ★ ★ ★ 5
Unlimited Financial Services LLC
★ ★ ★ ★ ★ 5
Stephen Blazejewski CFP - Equitable Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in New Brunswick, 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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New Brunswick-Specific Expertise
For New Brunswick residents working in Education, Healthcare, Technology, 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
New Brunswick's tech and healthcare concentration poses risks; monitor real estate fluctuations and potential flooding. Diversify investments to mitigate economic downturns.

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