Social Security & IRMAA Medicare Advisors in New Jersey

New Jersey residents planning for retirement can connect with 23 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Maplewood, Berkeley Heights, Woodbury, Medford, Pottersville, and Madison, and communities across New Jersey.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified New Jersey advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

23 Advisors in New Jersey

Andrew Frank

Registered Representative Investment Advisor Representative, FrankLeonards&Frank, LLC

Woodstown, NJ

NSSA®

Brandon Apisa

Wealth Planner, The GenWealth Group

Maplewood, NJ

NSSA®

Chris Lester

President, Professional Planning Services

Cream Ridge, NJ

NSSA®

Daniel O'Halloran

Wealth Planner, The GenWealth Group

Maplewood, NJ

NSSA®

Deisy Lopez

Health and Life Insurance Consultant, Medicare Advisors

Englewood, NJ

NSSA®

Dennis Beaumont

Financial Planner, Prudential Financial

Medford, NJ

NSSA®

Denny Frasiolas

Managing Member, Retirement Income Advisory Group, LLC

Woodbridge, NJ

NSSA®

Edward Schuler

Financial Advisor, Obsidian Wealth Advisors

Brick, NJ

NSSA®

Eric Sandowsky

Financial Planner/Managing Partner, Legacy Wealth Advisors

Manalapan, NJ

NSSA®

Eric Sjolund

Financial Advisor, Sjolund Financial Services

Tinton Falls, NJ

NSSA®

Erin Szigeti

Partner, Senior Benefits Advisor, SG Wealth Management LLC

NJ

NSSA®

Eugene Borg

Independent Financial Advisor and Founder @ Black River Associates LLC, Black River Associates LLC

Pottersville, NJ

NSSA®IRMAACP™

Francois Lodonou

President of Senior Health Stop Medicare Advisor Social Security Advisor, Senior Health Stop

Woodbury, NJ

NSSA®

Gary Padussis

President, Cape Investment Management

NJ

NSSA®

George Plock

Senior Financial Advisor, LPL Financial

Newton, NJ

NSSA®

Greg Dillon

Advisor/Founding Partner, OneTeam Financial, LLC

Red Bank, NJ

NSSA®

Jeffrey Costello

Wealth Advisor | Partner, Beneficial Wealth

Berkeley Heights, NJ

NSSA®

Jeffrey Dattolo

Principle/Director of Advanced Design, Madison & Main Advisors,LLC

Madison, NJ

NSSA®

Karen Zorn

Associate Wealth Advisor, Beacon Pointe Advisors

Summit, NJ

NSSA®

Rania Desouky

Medicare Consultant, Alliance senior benefits group

Monmouth Junction, NJ

NSSA®

Ricardo Carpenter

Medicare Insurance Broker and Retirement Advisor, Carpenter's Medicare Counseling and Retirement Services

Woodbury, NJ

NSSA®

Robert Ryerson

Retirement Income Certified Professional, New Century Planning Associates, Inc.

NJ

NSSA®

Stephen Bene

Wealth Advisor | Co-Founder, Beneficial Wealth

Berkeley Heights, NJ

NSSA®

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