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Beneficial WealthFinancial advisor in Berkeley Heights, NJ

Beneficial Wealth is a financial advisor at 200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922, ranked #3 of 783 financial advisors in Berkeley Heights and rated 4.9 from 41 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Berkeley Heights, NJUpdated 0 paid placements in any rankingHow we rank

Call (908) 254-2779Website ↗

Key facts

Key facts about Beneficial Wealth
Address200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922Get directions
Phone(908) 254-2779
Websitebeneficialwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.9 from 41 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Berkeley Heights and 11 towns within 25 miles: Scotch Plains, Plainfield, North Plainfield, New Providence, Westfield, Summit, Clark, South Plainfield, Springfield, Cranford and Warren Township.

Based in Berkeley Heights, NJView on map

Opening hours

Opening hours for Beneficial Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Beneficial Wealth

How is Beneficial Wealth ranked in Berkeley Heights?

Beneficial Wealth is ranked #3 of 783 financial advisors in Berkeley Heights by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Beneficial Wealth’s hours?

Beneficial Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Beneficial Wealth serve?

Serves Berkeley Heights and 11 towns within 25 miles: Scotch Plains, Plainfield, North Plainfield, New Providence, Westfield, Summit, Clark, South Plainfield, Springfield, Cranford and Warren Township. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Beneficial Wealth?

Beneficial Wealth has a rating of 4.9 from 41 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Beneficial Wealth?

Call Beneficial Wealth on (908) 254-2779. The business is at 200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Beneficial Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Beneficial Wealth (this business)—694.9 (41)NoNo
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®#1705.0 (196)YesNo9.8 mi
Falbo Wealth Management#2705.0 (54)NoNo2.2 mi
Citizens Debt Relief#4694.7 (1,569)NoNo23.2 mi

See all 783 ranked financial advisors in Berkeley Heights