Name: Sage Point Financial
Address: 38 Broad St, Branchville, NJ
Telephone: (973) 948-4600

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List of Firms

Top Retirement Planners in Sussex County, NJ

Sage Point Financial

SEC File# 801-64721

CRD# 133763

38 Broad St, Branchville, NJ 07826, USA

(973) 948-4600

Directions

Hampton Square Wealth Management

SEC File# 801-108265

CRD# 284549

83 US-206 Suite 2, Augusta, NJ 07822, USA

(973) 862-5065

http://www.hampton-square.com/

Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed

Directions

LPL Financial

SEC File# 801-10970

CRD# 6413

43 Adelphi Trail, Hopatcong, NJ 07843, USA

(973) 945-0393

http://www.lpl.com/

Directions

Biondo Investment Advisors

SEC File# 801-62775

CRD# 130105

5 out of 5

55 Main St, Sparta Township, NJ 07871, USA

(570) 296-5525

http://www.thebiondogroup.com/

Directions

Elite Retirement Consultants

5 out of 5

46 Wilson Dr, Sparta Township, NJ 07871, USA

(973) 729-2489

http://www.erc401.com/about_us/

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Daniel E. Holdt Managing Partner at TPS Financial

215 NJ-15, Wharton, NJ 07885, USA

(973) 239-8888

http://tpsfinancial.com/

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Skylands Financial Advisors

67 Spring St # A, Newton, NJ 07860, USA

(973) 383-8890

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Merrill Lynch Wealth Management

13A Main St, Sparta Township, NJ 07871, USA

(973) 726-5801

https://www.local.ml.com/05084D

Directions

Roxbury Financial Advisor Group - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER™

5 out of 5

79 Sunset Strip, Succasunna, NJ 07876, USA

(973) 928-7181

http://www.roxburyfinancial.com/

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The Grace Financial Group

128 Seneca Lake Rd, Sparta Township, NJ 07871, USA

(973) 729-9861

http://www.thegracefinancialgroup.com/

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Infinity Wealth Management, LLC

45 Morgan Dr, Wantage, NJ 07461, USA

(973) 875-5052

http://www.infinitywealthmgt.com/

Directions

Americas Retirement Planning

93 NJ-23, Hamburg, NJ 07419, USA

(973) 208-1000

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Lincoln Financial Advisors

SEC File# 801-42530

CRD# 3978

3175 NJ-10 #803, Denville, NJ 07834, USA

(973) 989-9162

http://www.lfadenville.com/

Directions

Sussex County Planning

1 Spring St, Newton, NJ 07860, USA

(973) 579-0500

http://www.sussex.nj.us/Cit-e-Access/ContactInfo/?TID=7&TPID=596

Directions

Wealthspring Financial Partners LLC

5 out of 5

191 Woodport Rd # 208H, Sparta Township, NJ 07871, USA

(973) 729-9169

http://www.mywealthspring.com/

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Steffens & Steffens LLC

Byram Trail, Byram Township, NJ 07821, USA

(973) 786-3696

http://steffensfinancial.com/

Directions

KT Wealth Group

5 out of 5

351 S Sparta Ave, Sparta Township, NJ 07871, USA

(973) 726-4600

http://www.ktwealthgroup.com/

Directions

Thomas P Murray - Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

15 Birch Pkwy, Sparta, NJ 07871, USA

(973) 726-9405

https://www.ameripriseadvisors.com/thomas.p.murray/?cid=IP_local_google

Directions

Thrive Financial Services - Sparta Office

37 Main St Ste 1056, Sparta Township, NJ 07871, USA

(973) 300-4274

https://thrivefinancialservices.com/

Directions

B & D Group

1A Main St #5, Sparta Township, NJ 07871, USA

(973) 729-0125

http://www.bdgroup.com/

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Asset & Wealth Management

50 Station Rd, Sparta Township, NJ 07871, USA

(973) 726-8880

http://www.asset-wealth.com/

Directions

Independent Bookkeeping Services LLC

5 out of 5

18 Oak Tree Ln, Sparta, NJ 07871, USA

(862) 684-2140

http://www.independentbookkeepingsvcs.com/

Directions

Cornerstone Financial Group, Inc.

5 out of 5

51 Main St, Succasunna, NJ 07876, USA

(973) 584-0031

http://www.cornerstonefg.com/?utm_source=gmb&utm_medium=organic

Directions

Merrill Lynch Wealth Management Advisor Carolyn B Ottenbreit

13A Main St, Sparta Township, NJ 07871, USA

(800) 265-4791

https://fa.ml.com/new-jersey/sparta/carolyn_ottenbreit

Directions

Ameriprise Financial

46 Main St, Sparta, NJ 07871, USA

(973) 729-0077

https://www.ameripriseadvisors.com/david.n.ames/

Directions

Precision Brokerage LLC

5 out of 5

1347 US-46, Ledgewood, NJ 07852, USA

(862) 251-7134

Directions

Financial Pathways

230 US-206 #306, Flanders, NJ 07836, USA

(866) 635-8518

http://www.financialpathways.net/

Directions

Westminster Wealth Management

284 US-206, Hillsborough Township, NJ 08844, USA

(908) 904-4100

http://www.westminsterwm.com/

Directions

Retirement Planning in Sussex County, NJ

About Sussex County, NJ for Those Planning to Retire

Sussex County, NJ is a picturesque region located in the northwestern part of the state. It is home to several landmarks that attract tourists from far and wide, including the High Point State Park, which boasts the highest point in New Jersey. The county is also home to the Sussex County Fairgrounds, where the annual New Jersey State Fair is held, drawing thousands of visitors each year. In terms of top employers, Sussex County is home to a diverse mix of industries, including healthcare, education, and manufacturing. Some of the largest employers in the county include Newton Medical Center, Sussex County Community College, and Thorlabs, a leading manufacturer of optical and photonics products. When it comes to transportation, Sussex County is serviced by several major highways, including Interstate 80, Route 15, and Route 206. These highways provide easy access to neighboring counties and major cities like New York City and Philadelphia.

Nearby Locations

Atlantic County, NJ Atlantic Highlands, NJ Bergen County, NJ Burlington County, NJ Camden County, NJ Cape May County, NJ Chatham, NJ Chester, NJ

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sussex County, NJ can benefit from a bank in a multitude of ways. For instance, banks can help homeowners in Sussex County secure financing for home improvements, which is especially important given the county's high rate of older homes in need of updates. Additionally, banks can provide small business owners in the area with loans and lines of credit to help them grow their businesses and create jobs within the community. Banks can also offer financial education and resources to help residents manage their finances and plan for the future, which is particularly valuable given the county's high cost of living. Overall, a bank can be a valuable resource for residents of Sussex County, NJ, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Sussex County, NJ can benefit from the services of an insurance broker in multiple ways. One specific example is that an insurance broker can help residents navigate the unique challenges and risks associated with living in a rural area. With a population density of only 213 people per square mile, Sussex County presents a different set of insurance needs than more densely populated areas. An insurance broker can help residents find coverage for risks such as damage caused by wildlife, flooding, and other natural disasters. Additionally, an insurance broker can help residents find affordable coverage for their homes, vehicles, and businesses, which is especially important in a county where the median household income is below the national average. By working with an insurance broker, residents of Sussex County can ensure they have the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Sussex County, NJ can benefit from the expertise of a wealth manager in a variety of ways. One specific challenge that many people in the area face is managing their finances during retirement. A skilled wealth manager can help retirees create a comprehensive financial plan that takes into account their unique needs and goals. This might include strategies for maximizing Social Security benefits, managing tax liabilities, and creating a sustainable income stream from investments. Additionally, a wealth manager can help clients navigate the complex world of estate planning, ensuring that their assets are distributed according to their wishes and minimizing the tax burden on their heirs. With the help of a knowledgeable wealth manager, residents of Sussex County can enjoy greater financial security and peace of mind throughout their retirement years.

Financial Advisor

Residents of Sussex County, NJ can benefit from the expertise of a financial advisor in several ways. Firstly, given that Sussex County is home to many retirees, a financial advisor can help them navigate the complexities of retirement planning. This includes creating a sustainable income stream, managing their investments, and ensuring that they have enough funds to cover healthcare and long-term care expenses. Secondly, Sussex County is known for its high property taxes, and a financial advisor can help homeowners develop a plan to manage these costs effectively. Additionally, a financial advisor can assist small business owners in the county with financial planning, tax management, and investment strategies to help their businesses grow and thrive. Overall, a financial advisor can provide valuable guidance and support to residents of Sussex County, NJ, helping them achieve their financial goals and improve their quality of life.

Mortgage Loan Officer

Residents of Sussex County, NJ can benefit from the services of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents of Sussex County, NJ secure a mortgage loan to purchase their dream home. With the county's picturesque landscapes and serene environment, many individuals would want to own a property in the area. However, navigating the complex mortgage process can be daunting, and that's where a mortgage loan officer comes in. They can help residents of Sussex County, NJ understand the different mortgage options available, including government-backed loans, and guide them through the application process. Additionally, a mortgage loan officer can help residents of Sussex County, NJ refinance their existing mortgages to take advantage of lower interest rates, which could save them thousands of dollars in the long run. With the county's high property values, refinancing could be an excellent option for homeowners looking to reduce their monthly mortgage payments.

Tax Services

Residents of Sussex County, NJ can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by providing guidance on tax planning and preparation. This is especially important in Sussex County, NJ, where the tax laws can be complex and confusing. A tax advisor can help residents navigate these laws and ensure that they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can assist with tax audits and disputes, which can be particularly stressful and time-consuming for residents. By working with a tax advisor, residents can ensure that their tax returns are accurate and compliant with all applicable laws and regulations, giving them peace of mind and potentially saving them money in the long run.

Estate Planning Lawyer

Residents of Sussex County, NJ can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Sussex County, NJ, which is known for its large number of retirees and aging population. Additionally, an estate planning lawyer can help residents to minimize their tax liabilities and avoid probate, which can be a time-consuming and costly process. They can also assist with setting up trusts, creating powers of attorney, and establishing healthcare directives, all of which can provide peace of mind and protection for both the individual and their loved ones. In short, an estate planning lawyer can be an invaluable resource for residents of Sussex County, NJ who want to ensure that their affairs are in order and their assets are protected for future generations.

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