Financial Advisors
Woodbridge, NJ
Jonathan Barrett is a CFP®-certified financial advisor in Woodbridge, NJ offering comprehensive financial planning, investment management, and insurance services. With credentials including CLU®, ChFC®, and specializations in retirement planning and business succession, Barrett provides personalized guidance for individuals and families seeking to build and protect their wealth. His fee-based advisory model prioritizes client interests over commissions.
Ideal for: Professionals and business owners seeking comprehensive financial planning, individuals planning for retirement, high-net-worth families, those evaluating insurance and investment coordination
Service area: Woodbridge, NJ and surrounding areas in New Jersey
CFP® with Advanced Credentials: Jonathan Barrett holds multiple professional designations (CFP®, CLU®, ChFC®, RICP®, RPS®) demonstrating expertise across financial planning, insurance, and retirement strategies. This depth of credentials positions him to address complex financial situations.
Comprehensive Advisory Services: Offers integrated planning spanning investments, insurance, retirement income, and business succession — enabling coordinated strategies rather than isolated recommendations across multiple advisors.
Fee-Based Fiduciary Model: Operates on a fee-based structure aligned with client interests rather than commission-driven sales, ensuring recommendations prioritize your financial goals.
Address: 90 Woodbridge Center Dr #700, Woodbridge, NJ 07095
Phone: (973) 809-8920
Website: jonathan-barrett.com
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