The Investment Connection LLC
The Investment Connection LLC (CRD# 171533) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $16,240,240 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$249,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
I'm Andrew Novick (CRD# 2909907), founder of The Investment Connection.
I've been a fee-only advisor my entire professional career, which spans more than 20years. Don't be fooled by commission-based advisers posing as fee-only planners. I am both an attorney and financial planner. Check out my website www.theinvestmentconnection.com for more information on working with me, including my fees and detail on my customized investment strategies. I focus on low-cost index strategy using ETFs and offer Socially Responsible Investments and Alternatives at no additional fee. Let's chat if you want a one-on-one relationship with a financial advisor.
Note that I have taken exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Somers (CRD# 6545001) is an Investment Advisor Representative working at The Investment Connection LLC in Hackettstown, NJ and has over 2 years of experience in the finance industry.