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Best Financial Planners in Trenton, New Jersey

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Rankings use the published BizScore formulas. How we score

7Financial Planners scored in Trenton
58Average BizScore
62Top BizScore
17%AI Visibility 50 or higher
76Average SEO score
4.3Average Google rating (7 rated)

Top Financial Planners in Trenton

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Showing 1-7 of 7 Financial Planners listings in Trenton, NJ · page 1 of 1

#1Sheehy Associates Proactive Wealth Management

5.0 Google rating · 123 reviews

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Sheehy Associates Proactive Wealth Management website

Score breakdown

AI Visibility50
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (609) 586-9100
  • sheehy.com

Sheehy Associates Proactive Wealth Management is a Financial Planner in Trenton, NJ. They offer comprehensive financial planning services tailored to meet the needs of their clients, including investment management, retirement planning, and wealth...

Ranked #4 of 18 Financial Planner listings in TrentonScores updated Jun 22, 2026

#2Mercer Financial Group Inc of Trenton

5.0 Google rating · 1 review

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Mercer Financial Group Inc of Trenton website

Score breakdown

AI Visibility42
SEO79
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (609) 586-7676
  • mercer.com
Ranked #5 of 18 Financial Planner listings in TrentonScores updated Jun 22, 2026

#3Mercer Wealth Management of Trenton

5.0 Google rating · 1 review

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Mercer Wealth Management of Trenton website

Score breakdown

AI Visibility42
SEO81
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (609) 528-7100
  • mercer.com
Ranked #6 of 18 Financial Planner listings in TrentonScores updated Sep 17, 2026

#4Wells Fargo Advisors of Trenton

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Trenton website

Score breakdown

AI Visibility38
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (609) 393-0892
  • wellsfargo.com
Ranked #9 of 18 Financial Planner listings in TrentonScores updated Jun 7, 2026

#5Credit Union of New Jersey

2.3 Google rating

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Credit Union of New Jersey website

Score breakdown

AI Visibility43
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (609) 538-4061
  • creditkarma.com

Credit Union of New Jersey is a Financial Planner in Trenton, NJ. They offer services such as credit score tracking, financial insights, and personalized recommendations to help their clients make informed decisions about their finances. With a focus on...

Ranked #7 of 18 Financial Planner listings in TrentonScores updated Jun 7, 2026

#6Fidelity Investments of Trenton

4.0 Google rating · 53 reviews

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F

Score breakdown

AI Visibility40
SEO66
Freshness-
AI Ready-
  • Financial Planner
  • Trenton, New Jersey
  • (800) 544-4719
  • fidelity.com
Ranked #11 of 18 Financial Planner listings in TrentonScores updated Jun 7, 2026

#7Sheehy Associates

5.0 Google rating · 123 reviews

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S
  • Financial Planner
  • Trenton, New Jersey
  • (609) 586-9100
  • sheehyassociates.com

Sheehy Associates Proactive Wealth Management offers comprehensive financial planning and wealth management services to high-net-worth individuals, business owners, and families. With a focus on proactive strategies, they help clients navigate complex...

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BizScoreAI ranks 7 financial planners in Trenton, New Jersey by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Trenton ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Trenton, New Jersey does BizScoreAI track?

7 financial planners in Trenton currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 62.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Trenton score 50 or higher.

Is being listed free?

Yes. Every financial planner in Trenton is listed and scored for free, and claiming a listing is free too.