Best Financial Advisors in Linwood, NJ

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List of Firms

Linwood, NJ Fiduciary Financial Advisors

SEC File# 801-60889
CRD# 118851
3 out of 5
Location 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 601-1200
Directions
SEC File# 801-47765
CRD# 106304
Location 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone (877) 863-9726
Directions
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Lawrence Van Ollefen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Directions
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Marchel Wealth Management Group
Location 1401 New Rd, Linwood, NJ 08221, USA
Phone (609) 823-2400
Directions
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AXA Advisors
1 out of 5
Location 505 Hamilton Ave Suite 104, Linwood, NJ 08221, USA
Phone (609) 653-9379
Directions
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The Travagline Wealth Management Group
Location 1201 New Rd, Linwood, NJ 08221, USA
Phone (609) 926-7823
Directions
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Steven Mortelliti - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2249
Directions
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The Boardwalk Group - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Directions
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Edward Jones - Financial Advisor: Norm Johnson Jr
SEC File# 801-3297
CRD# 250
Location 199 New Rd Suite 69, Linwood, NJ 08221, USA
Phone (609) 601-9420
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Allyson Procaccini - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Directions
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Frank Faverzani - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Directions
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Jones Financial Services
Location 1618 West Ave, Linwood, NJ 08221, USA
Phone (609) 927-9730
Directions
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Capital Solutions LLC
Location 327 Central Ave # 101, Linwood, NJ 08221, USA
Phone (609) 927-9305
Directions
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Ross Financial Group
Location Linwood, NJ 08221, USA
Phone (609) 926-7804
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
5 out of 5
Location 401 New Rd Suite 200, Linwood, NJ 08221, USA
Phone (609) 927-8811
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Master Legacy Planning
SEC File# 801-113681
CRD# 296314
Location 650 New Rd suite b, Linwood, NJ 08221, USA
Phone (609) 601-0800
Directions
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Compass Financial - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 41 199 New Rd, Linwood, NJ 08221, USA
Phone (609) 445-4553
Directions
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Edward Jones - Financial Advisor: Kyle T Johnson
SEC File# 801-3297
CRD# 250
Location 199 New Rd Suite 69, Linwood, NJ 08221, USA
Phone (609) 823-2430
Directions
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Jim Meis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wells Fargo Advisors
5 out of 5
Location 1201 New Rd Suite 207, Linwood, NJ 08221, USA
Phone (609) 926-8600
Directions
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Barberio & Rich Financial Services
5 out of 5
Location 1201 New Rd #111b, Linwood, NJ 08221, USA
Phone (609) 926-3100
Directions
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Shore Financial Strategies
5 out of 5
Location 210 New Rd STE 5, Linwood, NJ 08221, USA
Phone (609) 926-5200
Directions
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L O Thomas & Co
Location 2106 New Rd STE A6, Linwood, NJ 08221, USA
Phone (609) 927-4044
Directions
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Merrill Lynch Wealth Management Advisor Timothy M. Jayne
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 617-0689
Directions
Financial Advisors in Linwood, NJ

Where Certified Financial Advisors in Linwood, NJ Serve

Linwood, NJ, a charming city in Atlantic County, is a bustling hub of activity and commerce that boasts a wealth of landmarks, top employers, major highways and streets, and neighborhoods. From the historic All Wars Memorial Building, which pays tribute to the brave men and women who have served our country, to the stunning Linwood Arboretum, which showcases a diverse array of flora and fauna, this city is a true gem of the Garden State. In terms of top employers, Linwood is home to a number of thriving businesses, including Shore Medical Center, AtlantiCare Regional Medical Center, and the Linwood Board of Education. Meanwhile, the city's major highways and streets, such as Route 9 and New Road, provide easy access to neighboring towns and cities, making it a convenient place to live and work. And with its many charming neighborhoods, from the tree-lined streets of Belhaven to the cozy homes of Fischer Woods, Linwood has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Linwood, NJ can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of the individual or family. For example, many residents of Linwood are retirees or nearing retirement age, and a financial advisor can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. Additionally, a financial advisor can provide guidance on saving for college tuition, purchasing a home, and investing in the stock market. With the help of a financial advisor, residents of Linwood can feel confident in their financial future and make informed decisions about their money.

Insurance Broker

Residents of Linwood, NJ can benefit greatly from the services of an insurance broker. Specifically, an insurance broker can help residents navigate the unique challenges of living in a coastal community, such as finding the right coverage for flood and hurricane damage. With Linwood's proximity to the Atlantic Ocean, residents face a higher risk of damage from these natural disasters. An insurance broker can help residents find policies that provide adequate protection for their homes and belongings, while also ensuring that they are not overpaying for coverage they don't need. Additionally, an insurance broker can provide personalized guidance and support, helping residents understand their options and make informed decisions about their insurance needs.

Retirement Planning

Residents of Linwood, NJ could benefit greatly from the services of a retirement planner. With the town's median age being 47 years old, many residents are likely approaching retirement age or already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a budget, maximizing social security benefits, and choosing the right investment strategies. Additionally, with the high cost of living in New Jersey, a retirement planner can assist in developing a plan to ensure that residents have enough savings to support themselves throughout their retirement years. Overall, a retirement planner can provide peace of mind and help residents of Linwood, NJ achieve their financial goals for retirement.

Wealth Management

Residents of Linwood, NJ could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a large population of retirees in Linwood, a wealth manager could assist in creating a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, with the high cost of living in the area, a wealth manager could help residents with investment strategies that maximize their returns and minimize their tax liabilities. Overall, a wealth manager could provide invaluable financial advice and support to the residents of Linwood, NJ, helping them to achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Linwood, NJ can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can help residents to secure a mortgage loan to purchase a home in the area. This is particularly important for those who may not have the necessary funds to purchase a home outright. Additionally, the loan officer can assist residents in refinancing their existing mortgages to take advantage of lower interest rates and reduce their monthly payments. With Linwood being a popular destination for families and retirees, having a trusted mortgage loan officer who is familiar with the local real estate market can be invaluable in helping residents achieve their homeownership goals.

Tax Services

Residents of Linwood, NJ could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. For example, many residents in Linwood own vacation homes in nearby beach towns, which can create unique tax implications. A tax advisor can help ensure that these homeowners are taking advantage of all available deductions and credits, while also avoiding any potential tax pitfalls. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can help residents of Linwood make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Linwood, NJ could benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer could help is by assisting with the creation of a will. This is especially important for residents of Linwood, NJ, as the area has a relatively high median age of 45.2 years old, according to the U.S. Census Bureau. With an aging population, it is crucial to have a plan in place for the distribution of assets and property after death. An estate planning lawyer can also provide guidance on trusts, powers of attorney, and other legal documents that can help protect assets and ensure that an individual's wishes are carried out. Overall, working with an estate planning lawyer can provide peace of mind and ensure that loved ones are taken care of in the event of an unexpected tragedy.

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FAQs About Personal Financial Advisors in Linwood, NJ