Best Financial Advisors in Pennington, NJ

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List of Firms

Pennington, NJ Fiduciary Financial Advisors

Palante Wealth Advisors
5 out of 5
Location 230 W Delaware Ave, Pennington, NJ 08534, USA
Phone (609) 476-9269
Language http://www.palantewealth.com/
Directions
Main Street Private Advisors, LLC
Location 65 South Main Street, Bldg. B, Ste. B003, Pennington, NJ 08534, USA
Phone (609) 730-4940
Directions
Edward Jones - Financial Advisor: Sneha Salgam, ABFP™|AAMS™
Location 100 Straube Center Blvd Suite 201, Pennington, NJ 08534, USA
Phone (609) 818-1682
Language https://www.edwardjones.com/us-en/financial-advisor/sneha-salgam?y_source=1_MTI4MzcwNzItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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David Lamborn Peters - Financial Advisor, Ameriprise Financial Services, LLC
Location 21 NJ-31 N Ste B-8A, Pennington, NJ 08534, USA
Phone (609) 730-3963
Language https://www.ameripriseadvisors.com/david.l.peters/?cid=IP_local_google
Directions
Albridge
3 out of 5
Location 1800 American Blvd Suite 300, Pennington, NJ 08534, USA
Phone (877) 252-9970
Language https://www.albridge.com/
Directions
Scafa Financial Services LLC
Location 54 Route 31 N, 54 NJ-31 1st Floor, Pennington, NJ 08534, USA
Phone (609) 750-0002
Language http://www.scafafinancial.com/
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Financial Advisors in Pennington, NJ

Where Certified Financial Advisors in Pennington, NJ Serve

Pennington, NJ is a quaint town located in Mercer County, New Jersey. The town is home to several landmarks, including the Pennington School, a prestigious private school founded in 1838. The Hopewell Valley Golf Club, a top-rated golf course, is also located in Pennington. The town is home to several major employers, including Bristol-Myers Squibb and Merrill Lynch. Bristol-Myers Squibb is a leading pharmaceutical company that employs thousands of people in the area. Merrill Lynch is a global financial services firm that provides wealth management services to clients around the world. Pennington is located near several major highways, including Interstate 95 and the New Jersey Turnpike. These highways provide easy access to nearby cities like Philadelphia and New York City. The town is divided into several neighborhoods, including Brandon Farms, Hopewell Grant, and Pennington Point.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Pennington, NJ can benefit greatly from the guidance of a financial advisor in various ways. One of the most common ways is by helping them plan for their retirement. As a small town in New Jersey, many residents of Pennington work in nearby cities and may not have access to employer-sponsored retirement plans. A financial advisor can help them create a retirement plan that fits their specific needs and goals. Additionally, with the high cost of living in New Jersey, a financial advisor can assist residents in managing their expenses and creating a budget that allows them to save for their future while still enjoying their present. Overall, a financial advisor can provide the necessary knowledge and expertise to help residents of Pennington, NJ achieve financial stability and security.

Insurance Broker

Residents of Pennington, NJ can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help Pennington residents is by assisting them in finding the right insurance coverage for their homes and properties. Pennington is a small town with a population of just over 2,500 people, and many of its residents own homes that are in need of insurance coverage. An insurance broker can help these residents navigate the complex world of insurance policies and find the coverage that best fits their needs and budget. Additionally, an insurance broker can help residents of Pennington find insurance coverage for their cars, businesses, and other assets, providing peace of mind and financial protection in the event of an unexpected loss.

Retirement Planning

Residents of Pennington, NJ would greatly benefit from the services of a retirement planner. With its small-town charm and proximity to both Philadelphia and New York City, Pennington is an attractive destination for retirees. A retirement planner can help residents navigate the complex world of retirement planning, including developing a comprehensive retirement plan, managing investments, and creating a sustainable income stream. Additionally, a retirement planner can provide guidance on estate planning and long-term care options. With the cost of living in Pennington being higher than the national average, residents can benefit from the personalized advice and expertise of a retirement planner to ensure they are financially secure throughout their retirement years.

Wealth Management

Residents of Pennington, NJ can benefit from the expertise of a wealth manager in many ways. One of the most common ways is by developing a personalized financial plan that takes into account their unique goals and circumstances. A wealth manager can help residents of Pennington, NJ navigate the complexities of estate planning, retirement planning, and investment management. With a deep understanding of the local economy and financial landscape, a wealth manager can provide guidance on the best investment strategies and help residents of Pennington, NJ make informed decisions about their financial future. For example, Pennington, NJ is a growing community with a strong real estate market, and a wealth manager can help residents take advantage of this by investing in local properties or other opportunities. Overall, a wealth manager can provide invaluable support and guidance to residents of Pennington, NJ as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Pennington, NJ can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or experienced property owners. In Pennington, a mortgage loan officer can provide valuable insights into the local real estate market, helping residents find the best properties at the most competitive prices. Additionally, these professionals can help residents navigate the complex process of applying for a mortgage, ensuring that they have all the necessary documentation and information to secure the best possible terms and rates. With the help of a mortgage loan officer, residents of Pennington can achieve their homeownership goals and enjoy the many benefits of owning a home in this vibrant and thriving community.

Tax Services

Residents of Pennington, NJ could greatly benefit from the services of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in New Jersey, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist residents in planning for their financial future, such as creating a retirement plan or saving for their children's education. In a town like Pennington, where many residents are likely to be high earners, a tax advisor can also provide valuable advice on how to minimize tax liability and maximize wealth accumulation. Overall, a tax advisor can help Pennington residents make informed financial decisions and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Pennington, NJ can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals and families plan for the future by creating wills, trusts, and other important documents that ensure their assets are distributed according to their wishes. One specific way that residents of Pennington may benefit from an estate planning lawyer is by navigating the complex laws and regulations that govern inheritance and estate taxes in New Jersey. With the help of an experienced lawyer, individuals can ensure that their loved ones are protected and their assets are distributed in the most tax-efficient manner possible. Additionally, estate planning lawyers can help families plan for the long-term care of elderly or disabled family members, ensuring that they receive the care and support they need without putting undue financial strain on their loved ones. Overall, an estate planning lawyer can provide invaluable assistance to residents of Pennington, helping them plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Pennington, NJ

A financial advisor in Pennington, NJ can provide an array of financial advising services to help clients achieve their financial goals. They can offer investment advice, retirement planning, estate planning, tax planning, and insurance planning. In Pennington, NJ, with its affluent community, financial advisors can also provide specialized services such as wealth management, trust services, and legacy planning. The financial advisor can assist clients in managing their wealth by creating a tailored investment portfolio that aligns with their financial goals and risk tolerance. They can also help clients plan for their future by creating a retirement plan that takes into account their current financial situation and desired lifestyle. Additionally, in Pennington, NJ, where the cost of living is high, financial advisors can provide tax planning services to help clients minimize their tax liability and maximize their savings. Overall, a financial advisor in Pennington, NJ can provide comprehensive financial advising services to help clients achieve financial security and success.

Pennington, NJ is the ultimate destination for anyone seeking top-notch financial advising services. The town boasts a thriving economy and a wealth of financial institutions, making it the go-to place for anyone looking to get their finances in order. One of the standout features of Pennington is its strong community spirit, which translates into a supportive and collaborative environment for financial advisors and their clients. The town's financial experts are highly skilled and experienced, with a deep understanding of the local market and its unique challenges. Whether you're looking to invest in the stock market, plan for retirement, or start a business, the financial advisors in Pennington have the expertise and knowledge to help you achieve your financial goals. With its vibrant economy, supportive community, and exceptional financial professionals, it's no wonder that Pennington, NJ is the best place to get financial advising.