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Legacy Wealth PlanningFinancial advisor in Bridgewater, NJ

Legacy Wealth Planning is a financial advisor at 135 US-202 Ste 21 3rd Fl, Bedminster, NJ 07921, ranked #18 of 336 financial advisors in Bridgewater and rated 5.0 from 10 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.

Bridgewater, NJUpdated 0 paid placements in any rankingHow we rank

Call (908) 617-0557Website ↗

Key facts

Key facts about Legacy Wealth Planning
Address135 US-202 Ste 21 3rd Fl, Bedminster, NJ 07921, Bridgewater, NJGet directions
Phone(908) 617-0557
Websitelwp.nm.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bridgewater and 11 towns within 25 miles: Somerville, Martinsville, Bradley Gardens, Warren Township, Bound Brook, Manville, Middlesex, Berkeley Heights, North Plainfield, Plainfield and South Plainfield.

Based in Bridgewater, NJView on map

Opening hours

Opening hours for Legacy Wealth Planning
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 Legacy Wealth Planning

How is Legacy Wealth Planning ranked in Bridgewater?

Legacy Wealth Planning is ranked #18 of 336 financial advisors in Bridgewater by RFA Score, with 66 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 Legacy Wealth Planning’s hours?

Legacy Wealth Planning 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 Legacy Wealth Planning serve?

Serves Bridgewater and 11 towns within 25 miles: Somerville, Martinsville, Bradley Gardens, Warren Township, Bound Brook, Manville, Middlesex, Berkeley Heights, North Plainfield, Plainfield and South Plainfield. 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 Legacy Wealth Planning?

Legacy Wealth Planning has a rating of 5.0 from 10 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 Legacy Wealth Planning?

Call Legacy Wealth Planning on (908) 617-0557. The business is at 135 US-202 Ste 21 3rd Fl, Bedminster, NJ 07921, Bridgewater, NJ. 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

Legacy Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Legacy Wealth Planning (this business)—665.0 (10)NoNo
Christina Zoppi#16664.7 (12)YesYes4.0 mi
Charles Schwab#17664.5 (14)NoNo4.4 mi
Millstone Financial Group#19654.9 (57)NoNo22.6 mi

See all 336 ranked financial advisors in Bridgewater