Best Financial Advisors in Cape May County, NJ

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List of Firms

Cape May County, NJ Fiduciary Financial Advisors

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Compass Financial - Ameriprise Financial Services, LLC
Location 3800 Bayshore Rd Ste B, Cape May, NJ 08204, USA
Phone (609) 445-4553
Directions
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Tradewinds Financial Services, LLC
Location 650 Town Bank Rd #103, North Cape May, NJ 08204, USA
Phone (609) 843-0468
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Edward Jones - Financial Advisor: Donna L Ferren
4 out of 5
Location 605 S Rte 9 Ste 2, Cape May Court House, NJ 08210, USA
Phone (609) 463-8282
Directions
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Cape Investment Management
Location 139 N, Broadway, Cape May, NJ 08204, USA
Phone (410) 654-0605
Directions
Financial Advisors in Cape May County, NJ

Where Certified Financial Advisors in Cape May County, NJ Serve

Cape May County, located in southern New Jersey, is a vibrant and bustling area with a rich history and numerous landmarks. From the stunning Cape May Lighthouse to the historic Cape May County Courthouse, there is no shortage of sights to see and explore. In addition to its many landmarks, Cape May County is also home to a variety of top employers, including the Cape May County Government, Cape Regional Medical Center, and the Wildwood Boardwalk. These employers provide a diverse range of job opportunities, making Cape May County a great place to live and work. When it comes to transportation, Cape May County is well-connected with major highways and streets such as the Garden State Parkway, Route 9, and Route 47. These routes make it easy to get around the county and to neighboring areas. Cape May County is also home to a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cape May County, NJ can greatly benefit from the guidance of a financial advisor. With a strong tourism industry and a large retirement community, many individuals in Cape May County are looking for ways to maximize their savings and investments. A financial advisor can assist with retirement planning, tax strategies, and investment management to help residents achieve their financial goals. Additionally, with the impact of seasonal fluctuations on the local economy, a financial advisor can provide valuable insight on how to manage finances during slower periods. Overall, a financial advisor can provide tailored advice and support to help residents of Cape May County navigate the complexities of personal finance.

Insurance Broker

Residents of Cape May County, NJ can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents of Cape May County navigate the complex insurance market and find the most suitable insurance policies that meet their unique needs. The insurance broker can also provide valuable advice on the various insurance options available in Cape May County, such as flood insurance to protect against the frequent coastal flooding. Additionally, an insurance broker can help residents of Cape May County save money by finding the most affordable insurance policies that offer the best coverage. With the help of an insurance broker, residents of Cape May County can have peace of mind knowing that they are adequately protected against unforeseen circumstances.

Retirement Planning

Residents of Cape May County, NJ can greatly benefit from the services of a retirement planner. With its large population of retirees, the county presents unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complex world of retirement planning, including managing investments, creating a budget, and developing a plan for long-term care. Additionally, given the county's location on the coast, a retirement planner can assist with planning for potential natural disasters such as hurricanes and flooding. With the help of a retirement planner, residents of Cape May County can feel confident that they are prepared for a comfortable and secure retirement.

Wealth Management

Residents of Cape May County, NJ could benefit from the expertise of a wealth manager in a number of ways. One specific example is the high number of retirees in the area who may need help managing their retirement savings and creating a sustainable income stream. A wealth manager can work with retirees to create a personalized investment strategy that takes into account their individual goals and risk tolerance. Additionally, the wealth manager can provide guidance on tax-efficient investment strategies, estate planning, and long-term care planning. With the help of a wealth manager, residents of Cape May County can feel more confident in their financial future and enjoy their retirement years with peace of mind.

Mortgage Loan Officer

Residents of Cape May County, NJ would greatly benefit from the services of a mortgage loan officer. With a large number of homes in the area being vacation homes or investment properties, a mortgage loan officer can help guide residents through the process of financing these types of properties. Additionally, Cape May County is a popular retirement destination, and a loan officer can assist retirees in securing a mortgage for their dream retirement home. With the area being prone to natural disasters such as hurricanes and flooding, a loan officer can also help residents navigate the complex process of obtaining a mortgage for a home in a flood zone or a home that requires flood insurance. Overall, a mortgage loan officer can provide invaluable assistance to residents of Cape May County, NJ in achieving their homeownership goals.

Tax Services

Residents of Cape May County, NJ can benefit greatly from the guidance of a tax advisor. With its thriving tourism industry, many residents in the county work in the hospitality sector or own small businesses that cater to tourists. A tax advisor can help these individuals navigate the complex tax laws that apply to their industry and ensure that they are taking advantage of all available deductions and credits. Additionally, many residents in Cape May County are retirees who may have unique tax considerations such as social security income and retirement account distributions. A tax advisor can help these individuals plan for their future and minimize their tax liability. Overall, a tax advisor can provide valuable assistance to residents of Cape May County, NJ in navigating the intricacies of the tax code and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Cape May County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by assisting them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. With Cape May County being a popular tourist destination, many residents may own second homes or rental properties that require special attention in their estate plan. Additionally, an estate planning lawyer can help residents navigate the complex probate process in New Jersey, which can be particularly challenging in Cape May County due to its unique location on the southern tip of the state. By working with an estate planning lawyer, residents can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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