Best Financial Advisors in Lambertville, NJ

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List of Firms

Lambertville, NJ Fiduciary Financial Advisors

Brown & Brown Benefit Advisors
Location 24 Arnett Ave #110, Lambertville, NJ 08530, USA
Phone (609) 397-3088
Language https://bbmetro.com/
Directions
Rivertown Financial, LLC
Location 63 Bridge St, Lambertville, NJ 08530, USA
Phone (609) 397-8474
Language http://www.rivertown-financial.com/
Directions
Marlene J Burns - Financial Advisor, Ameriprise Financial Services, LLC
Location 24 N Main St, Lambertville, NJ 08530, USA
Phone (610) 397-0197
Language https://www.ameripriseadvisors.com/marlene.j.burns/?cid=IP_local_google
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 221 Rocktown Lambertville Rd, Lambertville, NJ 08530, USA
Phone (609) 397-3051
Language http://www.edwardjones.com/
Directions
Financial Advisors in Lambertville, NJ

Where Certified Financial Advisors in Lambertville, NJ Serve

Nestled in the heart of Hunterdon County, Lambertville, NJ is a picturesque town filled with charming landmarks and bustling streets. From the historic Lambertville Station to the iconic Delaware and Raritan Canal, this town is rich with history and culture. Top employers in the area include the Lambertville Public School District, the Lambertville Police Department, and the St. John Neumann Catholic School. Major highways such as Route 29 and Route 179 provide easy access to neighboring towns and cities. The town is divided into several distinct neighborhoods, each with its own unique character and charm, including the historic district, the canal district, and the Hillcrest neighborhood. With its quaint shops, delicious restaurants, and beautiful scenery, Lambertville is truly a hidden gem in the Garden State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lambertville, NJ could benefit from the guidance of a financial advisor in many ways. For example, a financial advisor could help them create a budget and manage their expenses, which is especially important in a town like Lambertville where the cost of living is higher than the national average. Additionally, a financial advisor could assist residents in planning for their retirement, as many people in Lambertville are nearing retirement age. They could also help residents navigate the complexities of investing, as the town is home to many successful small business owners who may be looking to invest in the stock market or other ventures. Overall, a financial advisor could provide invaluable support and expertise to the residents of Lambertville, helping them to achieve their financial goals and secure their future.

Insurance Broker

Residents of Lambertville, NJ could greatly benefit from the services of an insurance broker. With its picturesque location along the Delaware River and proximity to popular tourist destinations like New Hope, PA, Lambertville is a unique town that requires insurance coverage tailored to its specific needs. An insurance broker can help residents navigate the complex world of insurance, finding the best policies for their homes, businesses, and vehicles. Additionally, an insurance broker can provide guidance on unique insurance needs for Lambertville residents, such as flood insurance due to its location along the river. Overall, an insurance broker can provide peace of mind and protection for the residents of Lambertville.

Retirement Planning

Residents of Lambertville, NJ could greatly benefit from the assistance of a retirement planner. With its charming small-town atmosphere and proximity to major metropolitan areas, Lambertville is a popular retirement destination for many. A retirement planner can help residents navigate the complex world of retirement planning, including creating a personalized plan for retirement income, managing investments, and ensuring that they have enough money saved for healthcare costs. Additionally, with the cost of living in Lambertville being higher than the national average, a retirement planner can help residents stretch their retirement savings further and make the most of their retirement years.

Wealth Management

Residents of Lambertville, NJ could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, paying off debt, and investing in the local real estate market, which is known for its historic homes and scenic views of the Delaware River. Additionally, a wealth manager can offer guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. With the help of a skilled wealth manager, residents of Lambertville can feel more confident and secure in their financial futures.

Mortgage Loan Officer

Residents of Lambertville, NJ can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in finding the best mortgage rates and loan options for those looking to buy a home in this charming town. With its historic architecture and picturesque location along the Delaware River, Lambertville is a highly desirable place to live. However, the high cost of living can make it challenging for some residents to afford a home. A mortgage loan officer can help navigate the complex process of securing a loan, ensuring that residents are able to achieve their dream of homeownership in this idyllic community.

Tax Services

Residents of Lambertville, NJ can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that apply to the state of New Jersey. They can also provide guidance on how to minimize tax liabilities and maximize tax deductions. Additionally, a tax advisor can help residents with tax planning, ensuring that they are prepared for tax season and avoid any potential penalties or fines. In a town like Lambertville, where many residents are small business owners or self-employed, a tax advisor can be particularly helpful in navigating the unique tax implications of these situations. Overall, a tax advisor can be an invaluable resource for residents of Lambertville, helping them to save money, avoid costly mistakes, and stay compliant with tax laws.

Estate Planning Lawyer

Residents of Lambertville, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that an individual's assets are protected and distributed according to their wishes after they pass away. This is especially important in Lambertville, a small town known for its historic architecture and charming atmosphere. With many residents owning unique and valuable properties, it is crucial to have a plan in place to ensure that these assets are passed down to their intended beneficiaries. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize the impact of taxes on their estate. By working with an estate planning lawyer, residents of Lambertville can have peace of mind knowing that their legacy and assets will be protected and distributed in accordance with their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lambertville, NJ

A financial advisor in Lambertville, NJ can provide a wide range of financial advising services to clients. With its picturesque location along the Delaware River, Lambertville is a popular destination for tourists and residents alike. However, the town's high cost of living can be a challenge for many individuals and families. A financial advisor can help clients navigate this financial landscape by providing personalized investment advice, retirement planning, and tax planning services. They can also help clients create a budget and manage debt, while keeping in mind the unique financial challenges that come with living in a town like Lambertville. Whether clients are saving for a down payment on a home or planning for their children's education, a financial advisor can provide the guidance and expertise needed to achieve their financial goals.

Lambertville, NJ is undeniably the best place to get financial advising due to its unique blend of historical charm and modern conveniences. Nestled along the banks of the Delaware River, this quaint town is home to a plethora of financial advisors who possess a wealth of knowledge and experience. What sets Lambertville apart from other towns is its commitment to preserving its rich history while embracing modernity. This is evident in the town's numerous art galleries, antique shops, and trendy restaurants. The financial advisors in Lambertville are no exception to this trend, as they offer innovative solutions to complex financial problems while still maintaining a deep understanding of traditional financial principles. Whether you're a young professional just starting out or a retiree looking to preserve your wealth, Lambertville's financial advisors have the expertise and resources to help you achieve your financial goals.