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Financial advisors in Union, NJ

Looking for a financial advisor in Union, NJ? We list 21 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

21Advisors with offices here
11Median years of experience
5%At fee-only firms
10Firms represented

Largest firms here: Primerica Advisors (9), Merrill (2), LPL Financial (2).

Nearby: Vauxhall, Kenilworth, Maplewood, Roselle Park, Millburn, Hillside, Springfield, Irvington.

Filter and map these advisors

Primerica Advisors
39yrs
Kevin Greene
Financial advisor
1767 Morris Ave Suite G
Union, NJ 07083
Top advisor by experience in Union
Fiduciary
Call Directions
Cetera Investment Advisers
35yrs
Jelani Ptah
Financial advisor
934 Stuyvesant Avenue
Union, NJ 07083
Top 8% by experience nationwide
PlanningInvesting
Call Directions
Cetera Investment Advisers
27yrs
Ronald Carvalho
Financial advisor
1961 Morris Ave Suite A-2
Union, NJ 07083
Top 19% by experience in Union
CFP®Fiduciary
Call Directions
LPL Financial
25yrs
Anthony Calabrese
Financial advisor
1020 Galloping Hill Rd Suite 202
Union, NJ 07083
Top 24% by experience in Union
CFP®Fiduciary
Call Directions
LPL Financial
25yrs
Luis Dacosta
Financial advisor
1020 Galloping Hill Rd Suite 202
Union, NJ 07083
More experience than 71% of advisors in Union
CFP®Fiduciary
Call Directions
TD Private Client Wealth
23yrs
Michael Stigliano
Financial advisor
2265 Morris Avenue
Union, NJ 07083
Top 18% by experience at TD Private Client Wealth
Fiduciary
Call Directions
Primerica Advisors
22yrs
Kenneth Bryant
Financial advisor
1767 Morris Ave Suite I
Union, NJ 07083
More experience than 67% of advisors at Primerica Advisors
FiduciaryInvesting
Call Directions
Primerica Advisors
20yrs
Jonelle McEachern
Financial advisor
1767 Morris Ave Suite I
Union, NJ 07083
More experience than 62% of advisors at Primerica Advisors
FiduciaryInvesting
Call Directions
Primerica Advisors
12yrs
Reuel Field
Financial advisor
1767 Morris Ave Suite L
Union, NJ 07083
More experience than 52% of advisors in Union
FiduciaryInvesting
Call Directions
Primerica Advisors
11yrs
Derly Jean
Financial advisor
1767 Morris Ave Suite H
Union, NJ 07083
11 years in the industry
FiduciaryInvesting
Call Directions
Primerica Advisors
10yrs
Wiener Nivose
Financial advisor
1767 Morris Ave Suite H
Union, NJ 07083
10 years in the industry
FiduciaryInvesting
Call Directions
Equitable Advisors
9yrs
Olivia Jung
Financial advisor
Union, NJ
9 years in the industry
CFP®Fiduciary
Call Directions
Primerica Advisors
4yrs
John Wesley
Financial advisor
1767 Morris Ave Suite I
Union, NJ 07083
4 years in the industry
FiduciaryInvesting
Call Directions
Primerica Advisors
4yrs
David Douglas
Financial advisor
1767 Morris Ave Suite I
Union, NJ 07083
4 years in the industry
FiduciaryInvesting
Call Directions
Merrill
4yrs
Simone Ibarrondo
Financial advisor
1930 Morris Ave
Union, NJ 07083
4 years in the industry
FiduciaryInvestingRetirement plans
Call Directions
MML Investors Services
3yrs
Mark Pita
Financial advisor
Union, NJ
3 years in the industry
FiduciaryPlanningInvesting
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read