Top financial advisors in New Brunswick, NJ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in New Brunswick, NJ, and face complex financial decisions, such as managing high property taxes or planning for a commute to NYC or Philadelphia, the advisors below can help you navigate these challenges. Without local expertise, you might overlook tax strategies that fit your unique situation.
- Local tax insight. Confirm how they address New Jersey's high property taxes and their impact on your overall financial plan.
- Commuter considerations. Ask how they factor in costs and benefits related to commuting to major cities nearby.
- Experience level. Look for advisors who have handled financial plans with similar local economic conditions.
- Fee structure clarity. Understand whether their flat-fee or other pricing models align with your budget and service expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel T
CFP®, ChFC®, Series 66
New Brunswick, NJ
Guardian Life
Daniel Thurm brings 24 years of experience and holds CFP® and ChFC® designations, making him well-equipped to address New Brunswick's financial challenges, including retirement income and business exit strategies. Operating within a large firm and offering flat-fee financial planning, he serves a broad retail client base, providing both brokerage and advisory services that may suit commuters and local residents alike.
Experience: 24 years
Avg account: $230,599
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Timothy P
Series 63, Series 65
New Brunswick, NJ
TIAA-CREF
Timothy Pedrero's 26 years of experience and Series 63 and 65 licenses equip him to address complex financial decisions in New Brunswick, NJ, including local tax and commuter considerations. Affiliated with TIAA-CREF, a large firm serving high-net-worth clients, he offers a 0.30% annual wrap fee and specializes in estate planning and retirement plans for business owners, catering to educators and mid-career professionals.
Experience: 26 years
Avg account: $523,144
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Peter G
Highland Park, NJ
Belpointe Asset Management LLC
Peter Gellman brings 21 years of experience and specializes in tax-loss harvesting and income planning, which can help address New Jersey's high property taxes and complex financial needs. His firm offers negotiable flat fees and employs a blend of active and passive investment strategies, serving a diverse client base including executives and business owners, setting him apart from other advisors in the New Brunswick area.
Experience: 22 years
Avg account: $705,312
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Anthony D
Series 63, Series 66
New Brunswick, NJ
Wells Fargo Clearing
Anthony D'Angelo's 27 years of experience and Series 63 and 66 licenses equip him to address New Brunswick's financial complexities, including high property taxes and commuter costs. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven investment strategies and retirement plan consulting, he serves high-net-worth clients with a flat-fee structure and brings additional insight from his real estate ownership.
Experience: 28 years
Avg account: $475,575
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Eugene P
Series 66
New Brunswick, NJ
Wells Fargo Advisors
Eugene Pak's 28 years of experience and Series 66 designation equip him to address complex financial decisions in New Brunswick, NJ, including local tax strategies and commuter considerations. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers comprehensive planning services and also operates his own advisory practice, providing a blend of large-firm resources and personalized attention.
Experience: 28 years
Avg account: $514,335
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