Best Financial Advisors in Perth Amboy

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
50+
Advisors
4.8/5.0
Average Rating

Perth Amboy Financial Landscape

Perth Amboy's economy is driven by manufacturing, healthcare, and retail. The city benefits from its strategic location along the Raritan Bay.

Major industries
Manufacturing, Healthcare, Retail
Population
51.9K (metro: 7.8M)
Median household income
$65,000
Unique needs
Perth Amboy requires tailored economic strategies to address its unique demographic and industrial landscape.
Market Insights
Economic Growth
According to BEA (2023), Perth Amboy's economy has shown steady growth, driven by local manufacturing and service sectors.
Wealth Demographics
According to Census (2023), the median income in Perth Amboy is $65,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Perth Amboy increasingly specialize in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Perth Amboy is moderate, with housing being a significant factor.
Real Estate Market
According to Zillow (2024), the real estate market in Perth Amboy is competitive, with rising prices and limited inventory.
Business Environment
According to Fortune (2024), Perth Amboy's business climate is improving, attracting new investments and startups.

Top 5 Financial Advisors in Perth Amboy

Elias Burgos - Financial Advisor
★ ★ ★ ★ ★ 5
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®
★ ★ ★ ★ ★ 5
Stephen Blazejewski CFP - Equitable Advisors
★ ★ ★ ★ ★ 5
Convery Accountants & Advisors, LLC
★ ★ ★ ★ ★ 5
Justin Branch - Barrett Financial Solutions
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Perth Amboy, 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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Perth Amboy-Specific Expertise
For Perth Amboy residents working in Manufacturing, Healthcare, Retail, 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
Perth Amboy's reliance on manufacturing poses risks; diversify into tech and healthcare. Real estate faces affordability issues; monitor flood risks and economic shifts.

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