The Investment Connection LLC

The Investment Connection LLC (CRD# 171533) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $84,093,019 in 334 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
991 Route 22 West, Suite 200, Bridgewater, NJ 08807
http://www.theinvestmentconnection.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $251,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, PA

Financial Advisors at The Investment Connection LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Novick, financial advisor Bridgewater NJ
Andrew D. Novick
CRD#: 2909907
991 Route 22 West, Suite 200, Bridgewater, NJ 08807

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.

2
William Somers, financial advisor Hackettstown NJ
William Somers
CRD#: 6545001
1001 Route 517, Hackettstown, NJ 07840

William Somers (CRD# 6545001) is an Investment Advisor Representative working at The Investment Connection LLC in Hackettstown, NJ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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