Northeast Wealth Planners

Financial services firm located in Somerville, NJ

92 East Main Street
Suite 406

Tel: 908-359-0395


Accurate to within approximately 300 feet. Click here to see a larger map

Northeast Wealth Planners

Northeast Wealth Planners was founded with the goal of understanding each client’s unique financial and life situation and applying our distinctive process. Whatever your needs, whatever your stage in life, our strategy can help you map out, build and preserve wealth to protect you and the people you care about.

Categories: financial planners

Additional Contact Information

Fax: 908-359-0762

Opening Hours

Monday: 09:00 to 17:00
Tuesday: 09:00 to 17:00
Wednesday: 09:00 to 17:00
Thursday: 09:00 to 17:00
Friday: 09:00 to 17:00
Saturday: Closed
Sunday: Closed
Sat-Sun: By Appointment

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Daniel V. Wilson CFP®, CLU® Rob Walsh Wilson Munoz Alicia Gonnella Vivian Conners Judy DeJohn

More information

Services include: 529 Plans, Annuities, Brokerage Accounts, Business Planning, Disability Income Insurance, Employee Benefits, Employer-Sponsored Retirement Plans, Special Needs Plans, Trust Services, Investment Advisory Services, IRAs, Life Insurance, Long Term Care Insurance, Mutual Funds

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Northeast Wealth Planners