Retirement Planning in Englewood, NJ

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Top Retirement Planners in Englewood, NJ

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The Actors Fund Home
4 out of 5
Location 155-175 W Hudson Ave, Englewood, NJ 07631, USA
Phone (201) 871-8882
Directions
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The Bristal Assisted Living at Englewood
5 out of 5
Location 412 S Van Brunt St, Englewood, NJ 07631, USA
Phone (551) 775-6100
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G & C Financial Advisors
Location 2 Forest Ave, Oradell, NJ 07649, USA
Phone (201) 599-8399
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Zelner & Badner Inc
Location 163 Engle St # 4B, Englewood, NJ 07631, USA
Phone (201) 569-5522
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Brewster Wealth Management Group - Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2709
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Nationwide Planning Associates, Inc.
5 out of 5
Location 115 W Century Rd # 360, Paramus, NJ 07652, USA
Phone (201) 476-0029
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Hyungku (Ben) Her
Location 400 Kelby St, Fort Lee, NJ 07024, USA
Phone (201) 592-2541
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SEC File# 801-48401
CRD# 104581
Location 1 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone (201) 585-7733
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Total Financial Concepts Inc
Location 106 Apple St #204, Tinton Falls, NJ 07724, USA
Phone (732) 225-7404
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Kaspian Financial
1 out of 5
Location 1444 Queen Anne Rd, Teaneck, NJ 07666, USA
Phone (201) 357-8600
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Treesa Financial Planning LLC
Location 138 Veterans Plaza, Dumont, NJ 07628, USA
Phone (201) 771-0250
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The Ashley Group - Morgan Stanley
Location 61 S Paramus Rd 3rd Fl, Paramus, NJ 07652, USA
Phone (201) 967-6292
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Retirement Planning in Englewood, NJ

About Englewood, NJ for Those Planning to Retire

Englewood, NJ is a bustling city brimming with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Englewood Hospital and Medical Center to the iconic Bergen Performing Arts Center, this city is a hub of activity. The top employers in Englewood include Unilever, the Englewood Public School District, and the Englewood Hospital and Medical Center. Major highways and streets such as Route 4 and Grand Avenue provide easy access to neighboring towns and cities. The neighborhoods in Englewood are as diverse as they are vibrant, from the tree-lined streets of East Hill to the bustling downtown area. With so much to see and do, Englewood is a city that never sleeps.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Englewood, NJ could benefit from a bank in many ways. For instance, a bank could offer financial education programs to help residents understand how to manage their money and invest wisely. This would be particularly helpful in Englewood, NJ, where the median household income is $85,000, but the cost of living is relatively high. Additionally, a bank could provide loans to residents who are looking to start a business or buy a home. This would help to stimulate the local economy and create jobs, which is important in a city like Englewood, NJ, where the unemployment rate is higher than the national average. Finally, a bank could offer community outreach programs to help residents who are struggling with financial hardship. This could include things like food drives, financial assistance programs, and other forms of support. Overall, a bank could play an important role in helping residents of Englewood, NJ achieve financial stability and security.

Insurance Broker

As a bustling city located in Bergen County, New Jersey, Englewood has a diverse population with varying insurance needs. An insurance broker can help residents of Englewood navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, Englewood is home to many small businesses, and an insurance broker can assist these business owners in finding the right insurance policies to protect their assets and employees. Additionally, Englewood has a high population of renters, and an insurance broker can help these individuals find affordable renters' insurance policies that provide coverage for their personal belongings and liability protection. Overall, an insurance broker can be a valuable resource for residents of Englewood, helping them navigate the complexities of insurance and find the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Englewood, NJ can benefit immensely from the services of a wealth manager. Englewood is a city with a diverse population and a high cost of living, making it imperative for residents to manage their finances effectively. A wealth manager can assist residents in creating a personalized financial plan that aligns with their long-term goals and objectives. This includes managing their investments, creating a retirement plan, and minimizing their tax liabilities. Furthermore, with Englewood's proximity to New York City, a wealth manager can help residents navigate the complexities of estate planning and wealth transfer. In addition, the wealth manager can provide guidance on charitable giving, which is essential in a city with a strong sense of community and philanthropy. Overall, a wealth manager can offer Englewood residents peace of mind and financial security in an increasingly complex and uncertain world.

Financial Advisor

Residents of Englewood, NJ could benefit from the services of a financial advisor in a number of ways. For instance, a financial advisor could help them create a budget and manage their expenses, which is particularly important given the high cost of living in the area. Englewood has a median household income of $103,000, which is higher than the national average, but so too are its housing costs, which are 270% higher than the national average. A financial advisor could also help residents plan for their future by offering advice on investing, retirement planning, and estate planning. With a median age of 39, many residents of Englewood are likely thinking about their long-term financial goals and could benefit from the guidance of a financial advisor. Finally, a financial advisor could help residents navigate the tax laws and regulations that are specific to New Jersey, which can be complex and confusing.

Mortgage Loan Officer

Residents of Englewood, NJ can greatly benefit from the assistance of a mortgage loan officer. These professionals are well-versed in the mortgage industry and can provide invaluable guidance to those seeking to purchase a home or refinance their existing mortgage. Specifically, Englewood is a diverse community with a mix of historic homes and new developments. A knowledgeable loan officer can help residents navigate the unique challenges of buying or refinancing a property in this area, such as zoning regulations and historic preservation requirements. Additionally, a loan officer can help residents understand the various loan options available to them and determine which one is best suited to their individual financial situation. With the help of a mortgage loan officer, residents of Englewood can achieve their dream of homeownership and make informed decisions about their financial future.

Tax Services

Residents of Englewood, NJ could greatly benefit from the assistance of a tax advisor. With the city's high cost of living and property taxes, a tax advisor could help residents navigate the complex tax laws and identify potential deductions to reduce their tax burden. Additionally, Englewood has a large population of small business owners, who could benefit from a tax advisor's expertise in navigating the tax implications of owning and operating a business. Furthermore, Englewood is located in Bergen County, which has some of the highest property taxes in the country. A tax advisor could help homeowners understand their property tax assessments and potentially appeal them to reduce their tax bill. Overall, a tax advisor could provide invaluable assistance to Englewood residents in navigating the complex and costly tax landscape.

Estate Planning Lawyer

Residents of Englewood, NJ could benefit from the expertise of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer could assist residents in navigating the complex New Jersey state laws related to estate planning and probate. Given that Englewood is a densely populated city with a diverse population, an estate planning lawyer could also help residents with unique estate planning needs, such as those related to blended families or multi-generational households. Additionally, an estate planning lawyer could help residents with high-value assets, such as real estate or businesses, to ensure that their assets are properly protected and passed down to their intended beneficiaries. In summary, an estate planning lawyer could provide invaluable guidance to Englewood residents looking to secure their financial future and protect their loved ones.

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