Retirement Planning in Newark, NJ

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List of Firms

Top Retirement Planners in Newark, NJ

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Kevin Peters - Thrivent
Location 1037 Raymond Blvd, Newark, NJ 07102, USA
Phone (973) 792-8531
Language https://connect.thrivent.com/kevin-peters?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4Nzc0MzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Edward Jones - Financial Advisor: Gary Jones
5 out of 5
Location 1611 Springfield Ave Suite 1, Maplewood, NJ 07040, USA
Phone (973) 821-4900
Language https://www.edwardjones.com/us-en/financial-advisor/g-jones?y_source=1_ODYyMDQwMi03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Aarcas Financial Management
Location 19 Osborne St, Bloomfield, NJ 07003, USA
Phone (973) 568-1661
Language http://www.aarcasfinancial.com/
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Mindful Wealth Management - Ameriprise Financial Services, LLC
Location 75 Midland Ave Ste 2, Montclair, NJ 07042, USA
Phone (973) 744-4500
Language https://www.ameripriseadvisors.com/team/mindful-wealth-management/?cid=IP_local_google
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Townsend Floyd D CPA
5 out of 5
Location 211 Warren St #205, Newark, NJ 07103, USA
Phone (973) 648-8088
Language http://www.fdtownsend.com/
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Alberto Alves - Prudential Financial
1 out of 5
Location 88 Pacific St, Newark, NJ 07105, USA
Phone (973) 344-5554
Language http://www.prudential.com/us/a.alves
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Beacon Wealth Partners
5 out of 5
Location 356 Franklin Ave, Nutley, NJ 07110, USA
Phone (973) 667-8650
Language http://www.beaconwealthpartners.com/
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WinFall Financial
Location 142 Lafayette St, Newark, NJ 07105, USA
Phone (973) 307-0702
Language https://www.winfallfinancial.com/
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Wealth Plan Advantage
Location 140A Lefante Way, Bayonne, NJ 07002, USA
Phone (201) 437-3100
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Hackney & Associates
Location 410 Chestnut St, Newark, NJ 07105, USA
Phone (973) 699-2209
Language https://hackneyandassociates.com/
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US Railroad Retirement Board
1 out of 5
Location 20 Washington Pl # 516, Newark, NJ 07102, USA
Phone (877) 772-5772
Language https://www.rrb.gov/
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Redwood Financial Planning
Location 1812 Front St, Scotch Plains, NJ 07076, USA
Phone (908) 663-2125
Language http://www.redwoodfinancialplanning.com/
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Beechwood Financial Services
Location 7 Beechwood Rd, Verona, NJ 07044, USA
Phone (973) 559-2148
Language https://beechwoodfinancial.com/
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D&A FINANCIAL SERVICE
4 out of 5
Location 1200 Clinton Ave SUITE 100, Irvington, NJ 07111, USA
Phone (973) 500-4510
Language https://da-financial-service.business.site/
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Retirement Planning in Newark, NJ

About Newark, NJ for Those Planning to Retire

Newark, NJ is a bustling city located in the heart of New Jersey, rich with history and culture. The city boasts several iconic landmarks, including the Prudential Center, a state-of-the-art sports and entertainment venue, and the Cathedral Basilica of the Sacred Heart, a stunning Gothic-style cathedral that serves as the seat of the Archdiocese of Newark. In terms of top employers, Newark is home to several major corporations, including Prudential Financial, PSEG, and Audible, which provide thousands of jobs to the local community. The city is also well-connected by major highways and streets, including the New Jersey Turnpike, Garden State Parkway, and Route 21, making it easily accessible to commuters and travelers alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Newark, NJ could greatly benefit from the services provided by a bank. One specific way a bank can help is by providing access to financial education programs, which can be especially valuable in a city with a poverty rate of 27.5%. These programs can teach residents how to budget, save, and invest their money wisely, which can help them improve their financial situation and build wealth over time. Additionally, a bank can provide loans and other financial products that can help residents start businesses, buy homes, and pay for education. This can be particularly important in a city where the unemployment rate is 10.5%, and many residents struggle to make ends meet. Overall, a bank can be a vital resource for residents of Newark, NJ, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Newark, NJ can benefit from the services of an insurance broker in a variety of ways. Insurance brokers can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. In Newark, where crime rates are higher than the national average, an insurance broker can help residents find policies that offer protection against theft, vandalism, and other property damage. Additionally, Newark is located in an area that is prone to severe weather events, such as hurricanes and flooding. An insurance broker can assist residents in finding policies that provide coverage for these types of natural disasters. Furthermore, many residents of Newark work in industries such as healthcare or transportation, which may require specialized insurance coverage. An insurance broker can help these individuals find policies that meet the unique needs of their profession. Ultimately, an insurance broker can be a valuable resource for Newark residents looking to protect themselves and their assets.

Wealth Management

Residents of Newark, NJ can benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on investing and managing finances. Newark is a city with a diverse population, including many low-income households. A wealth manager can assist these households in creating a budget, managing debt, and building a savings plan. Additionally, a wealth manager can provide advice on retirement planning and estate planning, which can be complex and overwhelming for many individuals. With the guidance of a wealth manager, residents of Newark can feel more confident in their financial future and have a better understanding of how to achieve their financial goals.

Financial Advisor

Residents of Newark, NJ can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by providing guidance on how to manage their finances effectively. This is particularly important for Newark residents, who face unique challenges due to the city's high poverty rate and limited economic opportunities. A financial advisor can help residents create a budget, prioritize their expenses, and develop a savings plan that takes into account their specific circumstances. Additionally, a financial advisor can provide advice on how to invest wisely, which can help residents build wealth over time. This is especially important for Newark residents, who may not have access to traditional investment opportunities due to their income or lack of financial literacy. By working with a financial advisor, Newark residents can gain the knowledge and skills they need to achieve their financial goals and improve their overall quality of life.

Mortgage Loan Officer

Residents of Newark, NJ would greatly benefit from the expertise of a mortgage loan officer. With a population of over 280,000 and a median home value of $184,000, navigating the complex world of mortgages can be overwhelming for many Newark residents. A mortgage loan officer can assist with the pre-approval process, helping residents determine their budget and what type of mortgage best suits their needs. Additionally, they can provide guidance on local programs and grants that may be available to first-time homebuyers in Newark, such as the Newark Homebuyer Assistance Program. With their extensive knowledge of the housing market and lending options, a mortgage loan officer can help Newark residents achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Newark, NJ can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents prepare and file their tax returns accurately and on time, ensuring compliance with the complex tax laws and regulations. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their tax refunds. This is particularly important for Newark residents, given that the city has one of the highest property tax rates in the country, which can significantly impact homeowners' finances. Moreover, a tax advisor can help Newark residents navigate the tax implications of local ordinances, such as the city's 1% payroll tax, which applies to all employees working in Newark. With the help of a tax advisor, Newark residents can make informed decisions about their taxes and finances, ensuring they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Newark, NJ can benefit from the assistance of an estate planning lawyer in a variety of ways. Firstly, given that Newark is a densely populated city with a high crime rate, it is essential for residents to have an estate plan in place to protect their assets and ensure that their loved ones are taken care of in the event of their passing. Secondly, an estate planning lawyer can help residents navigate the complex tax laws in New Jersey and minimize the tax burden on their estate. Furthermore, an estate planning lawyer can assist residents in creating trusts, which can be particularly useful for those who have minor children or beneficiaries with special needs. Lastly, an estate planning lawyer can help residents create a healthcare proxy and power of attorney, which can be crucial in the event of a medical emergency or incapacity. Overall, an estate planning lawyer can provide Newark residents with peace of mind and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Newark, NJ are designed to help individuals prepare for their golden years. The planner can help clients create a comprehensive retirement plan that includes investment strategies, tax planning, and estate planning. In addition, the planner can provide guidance on Social Security benefits and Medicare. Newark, NJ is a city with a rich cultural heritage and a diverse population, which makes retirement planning services in this area particularly complex. The planner must take into account the unique needs and challenges of each client, including language barriers, cultural differences, and varying levels of financial literacy. The planner must also be aware of the local economic conditions, such as the high cost of living in the city, and help clients develop strategies to manage their finances accordingly. Overall, a retirement planner in Newark, NJ can provide invaluable assistance to individuals seeking to secure their financial future in a complex and dynamic environment.

Newark, NJ is undoubtedly the best place to get a retirement planner. The city is home to a plethora of financial advisors who specialize in retirement planning and offer a range of services to meet the diverse needs of their clients. With its bustling economy and diverse population, Newark is a hub for financial services, making it the perfect place to find a retirement planner who understands the intricacies of retirement planning. Furthermore, the city's rich history and cultural diversity provide a unique perspective that can help retirees navigate the complex landscape of retirement planning. From investment strategies to estate planning, Newark's retirement planners have the expertise and experience needed to help retirees achieve their financial goals and enjoy a comfortable retirement. So if you're looking for a retirement planner, look no further than Newark, NJ.