Best Financial Advisors in Salem County, NJ

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List of Firms

Salem County, NJ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Carol A Sumoski
Location 207 Bogden Blvd Suite J, Millville, NJ 08332, USA
Phone (856) 506-8914
Language https://www.edwardjones.com/us-en/financial-advisor/carol-sumoski
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Royal Alliance Associates Inc
Location 329 Harrisonville Rd, Mullica Hill, NJ 08062, USA
Phone (800) 821-5100
Language http://www.royalalliance.com/
Directions
Hartley Advisors Corp.
5 out of 5
Location 405 Bishop Rd, Mullica Hill, NJ 08062, USA
Phone (610) 331-4292
Language http://www.hartleyadvisors.com/
Directions
Edward Jones - Financial Advisor: Thomas A Moran
Location 1107 Mantua Pike Route 45, Mantua Township, NJ 08051, USA
Phone (856) 415-7800
Directions
Blue Rock Financial Group - Financial Planning
5 out of 5
Location 112 French St Suite 105A, Wilmington, DE 19801, USA
Phone (302) 752-6637
Language http://www.bluerockfg.com/
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Financial Advisors in Salem County, NJ

Where Certified Financial Advisors in Salem County, NJ Serve

Salem County, NJ is a region of diverse and vibrant communities that boasts a rich history and a promising future. From the iconic Salem Courthouse to the stunning Delaware River, this area is filled with landmarks that tell the story of its past and present. The top employers in Salem County include PSEG Nuclear, Mannington Mills, and DuPont, all of which contribute to the area's thriving economy. Major highways and streets such as Route 45 and Route 40 provide easy access to neighboring towns and cities, while neighborhoods like Pennsville and Carneys Point offer a variety of housing options for residents. Whether you're looking for a quiet suburban retreat or a bustling city center, Salem County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Salem County, NJ can benefit from the guidance and expertise of a financial advisor in a variety of ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. In Salem County, where the median household income is lower than the state average, a financial advisor can help residents make the most of their money and plan for a secure financial future. They can provide guidance on everything from budgeting and debt management to retirement planning and investment strategies. With the help of a financial advisor, residents of Salem County can feel more confident and empowered when it comes to their finances, and can work towards achieving their long-term financial goals.

Insurance Broker

Residents of Salem County, NJ can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and support in choosing the right insurance policies for their specific needs. This is especially important in Salem County, where the economy is heavily reliant on agriculture and small businesses. An insurance broker can help farmers and business owners protect their assets by finding policies that cover property damage, liability, and other risks unique to their industries. Additionally, an insurance broker can help residents navigate the complexities of health insurance and find affordable coverage that meets their healthcare needs. Overall, an insurance broker can be a valuable resource for residents of Salem County, NJ, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Salem County, NJ could benefit greatly from the expertise of a retirement planner. With a population of just over 62,000, Salem County is a small, tight-knit community where many individuals rely heavily on their retirement savings to support themselves and their families. A retirement planner could help residents of Salem County navigate the complexities of retirement planning, including choosing the right investment vehicles, managing their assets, and ensuring that their savings will last throughout their retirement years. Additionally, a retirement planner could provide valuable guidance on how to maximize Social Security benefits and other sources of retirement income, which can be especially important for those living on a fixed income in a rural county like Salem.

Wealth Management

Residents of Salem County, NJ could benefit greatly from the services of a wealth manager. With a median household income of $64,000, many families in the area are looking for ways to grow and protect their wealth. A wealth manager can help by providing personalized investment strategies, tax planning, and retirement planning advice. They can also assist with estate planning, ensuring that assets are distributed according to the wishes of the individual. In a county where the largest employer is the government, many residents may not have access to employer-sponsored retirement plans, making it even more important to have a solid wealth management plan in place. A wealth manager can help residents of Salem County, NJ build a strong financial future and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Salem County, NJ can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the often-complicated process of securing a mortgage for their dream home. They can provide guidance on the different types of mortgages available, as well as help residents determine how much they can afford to borrow. One specific aspect of Salem County that a mortgage loan officer can assist with is the unique housing market. Salem County has a mix of urban, suburban, and rural areas, which can impact the types of mortgages available and the lending requirements. A mortgage loan officer can provide valuable insight into the local market and help residents find the best mortgage solution for their specific needs.

Tax Services

Residents of Salem County, NJ can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to minimize their tax liabilities. This is especially important for residents of Salem County, NJ, who may be subject to high property taxes due to the county's rural nature and limited tax base. A tax advisor can help residents navigate the complex tax laws and regulations, identify deductions and credits that they may be eligible for, and develop a tax strategy that aligns with their financial goals. Additionally, a tax advisor can provide valuable advice on how to plan for retirement, manage investments, and make informed decisions about major financial transactions, such as buying or selling property. Overall, working with a tax advisor can help residents of Salem County, NJ achieve greater financial stability and peace of mind.

Estate Planning Lawyer

Residents of Salem County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Salem County, where many families have deep roots and want to ensure that their property and possessions stay within the family. Additionally, an estate planning lawyer can help with issues such as probate, estate taxes, and guardianship for minor children. By working with a lawyer, residents of Salem County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Salem County, NJ

A financial advisor in Salem County, NJ can provide a range of financial advising services that cater to the specific needs of the county's diverse population. From retirement planning to investment management, a financial advisor can help individuals and families achieve their financial goals and secure their financial future. With Salem County's unique mix of urban and rural areas, a financial advisor can also provide specialized advice on real estate investing, agriculture finance, and small business planning. Additionally, with the county's proximity to major cities like Philadelphia and Wilmington, a financial advisor can help clients navigate the complexities of cross-state tax laws and investment opportunities. Overall, a financial advisor in Salem County, NJ can provide comprehensive financial advice that is tailored to the unique needs of the county's residents.

Salem County, NJ is the ideal place to seek financial advice due to its rich history in agriculture, manufacturing, and commerce. The county boasts a diverse economy, with industries ranging from healthcare to tourism, and a skilled workforce that can provide comprehensive financial guidance to individuals and businesses alike. The region's proximity to major cities like Philadelphia and Wilmington also makes it an attractive location for investors seeking to tap into the metropolitan market. Moreover, the county's commitment to sustainable development and environmental stewardship ensures that financial advisors operating in Salem County are attuned to the latest trends and best practices in socially responsible investing. With its unique blend of tradition and innovation, Salem County, NJ is a prime destination for anyone looking to secure their financial future.