Retirement Planning in Sussex County, NJ

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List of Firms

Top Retirement Planners in Sussex County, NJ

Sage Point Financial
SEC File# 801-64721
CRD# 133763
Location 38 Broad St, Branchville, NJ 07826, USA
Phone (973) 948-4600
Directions
Hampton Square Wealth Management
SEC File# 801-108265
CRD# 284549
Location 83 US-206 Suite 2, Augusta, NJ 07822, USA
Phone (973) 862-5065
Language http://www.hampton-square.com/
Time 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
Location 43 Adelphi Trail, Hopatcong, NJ 07843, USA
Phone (973) 945-0393
Language http://www.lpl.com/
Directions
Biondo Investment Advisors
SEC File# 801-62775
CRD# 130105
5 out of 5
Location 55 Main St, Sparta Township, NJ 07871, USA
Phone (570) 296-5525
Language http://www.thebiondogroup.com/
Directions
Elite Retirement Consultants
5 out of 5
Location 46 Wilson Dr, Sparta Township, NJ 07871, USA
Phone (973) 729-2489
Language http://www.erc401.com/about_us/
Directions
Daniel E. Holdt Managing Partner at TPS Financial
Location 215 NJ-15, Wharton, NJ 07885, USA
Phone (973) 239-8888
Language http://tpsfinancial.com/
Directions
Skylands Financial Advisors
Location 67 Spring St # A, Newton, NJ 07860, USA
Phone (973) 383-8890
Directions
Merrill Lynch Wealth Management
Location 13A Main St, Sparta Township, NJ 07871, USA
Phone (973) 726-5801
Language https://www.local.ml.com/05084D
Directions
Roxbury Financial Advisor Group - Jonathan LeVar, CERTIFIED FINANCIAL PLANNER™
5 out of 5
Location 79 Sunset Strip, Succasunna, NJ 07876, USA
Phone (973) 928-7181
Language http://www.roxburyfinancial.com/
Directions
The Grace Financial Group
Location 128 Seneca Lake Rd, Sparta Township, NJ 07871, USA
Phone (973) 729-9861
Language http://www.thegracefinancialgroup.com/
Directions
Infinity Wealth Management, LLC
Location 45 Morgan Dr, Wantage, NJ 07461, USA
Phone (973) 875-5052
Language http://www.infinitywealthmgt.com/
Directions
Americas Retirement Planning
Location 93 NJ-23, Hamburg, NJ 07419, USA
Phone (973) 208-1000
Directions
Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
Location 3175 NJ-10 #803, Denville, NJ 07834, USA
Phone (973) 989-9162
Language http://www.lfadenville.com/
Directions
Sussex County Planning
Location 1 Spring St, Newton, NJ 07860, USA
Phone (973) 579-0500
Language http://www.sussex.nj.us/Cit-e-Access/ContactInfo/?TID=7&TPID=596
Directions
Wealthspring Financial Partners LLC
5 out of 5
Location 191 Woodport Rd # 208H, Sparta Township, NJ 07871, USA
Phone (973) 729-9169
Language http://www.mywealthspring.com/
Directions
Steffens & Steffens LLC
Location Byram Trail, Byram Township, NJ 07821, USA
Phone (973) 786-3696
Language http://steffensfinancial.com/
Directions
KT Wealth Group
5 out of 5
Location 351 S Sparta Ave, Sparta Township, NJ 07871, USA
Phone (973) 726-4600
Language http://www.ktwealthgroup.com/
Directions
Thomas P Murray - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Birch Pkwy, Sparta, NJ 07871, USA
Phone (973) 726-9405
Language https://www.ameripriseadvisors.com/thomas.p.murray/?cid=IP_local_google
Directions
Thrive Financial Services - Sparta Office
Location 37 Main St Ste 1056, Sparta Township, NJ 07871, USA
Phone (973) 300-4274
Language https://thrivefinancialservices.com/
Directions
B & D Group
Location 1A Main St #5, Sparta Township, NJ 07871, USA
Phone (973) 729-0125
Language http://www.bdgroup.com/
Directions
Asset & Wealth Management
Location 50 Station Rd, Sparta Township, NJ 07871, USA
Phone (973) 726-8880
Language http://www.asset-wealth.com/
Directions
Independent Bookkeeping Services LLC
5 out of 5
Location 18 Oak Tree Ln, Sparta, NJ 07871, USA
Phone (862) 684-2140
Language http://www.independentbookkeepingsvcs.com/
Directions
Cornerstone Financial Group, Inc.
5 out of 5
Location 51 Main St, Succasunna, NJ 07876, USA
Phone (973) 584-0031
Language http://www.cornerstonefg.com/?utm_source=gmb&utm_medium=organic
Directions
Merrill Lynch Wealth Management Advisor Carolyn B Ottenbreit
Location 13A Main St, Sparta Township, NJ 07871, USA
Phone (800) 265-4791
Language https://fa.ml.com/new-jersey/sparta/carolyn_ottenbreit
Directions
Ameriprise Financial
Location 46 Main St, Sparta, NJ 07871, USA
Phone (973) 729-0077
Language https://www.ameripriseadvisors.com/david.n.ames/
Directions
Precision Brokerage LLC
5 out of 5
Location 1347 US-46, Ledgewood, NJ 07852, USA
Phone (862) 251-7134
Directions
Financial Pathways
Location 230 US-206 #306, Flanders, NJ 07836, USA
Phone (866) 635-8518
Language http://www.financialpathways.net/
Directions
Westminster Wealth Management
Location 284 US-206, Hillsborough Township, NJ 08844, USA
Phone (908) 904-4100
Language 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.

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.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Sussex County, NJ are comprehensive and tailored to meet the unique needs of each client. The planner can help clients with retirement income planning, investment management, tax planning, and estate planning. Sussex County, NJ is known for its natural beauty and is home to several state parks and forests, including High Point State Park, Stokes State Forest, and the Delaware Water Gap National Recreation Area. The planner can help clients take advantage of the county's natural resources by incorporating outdoor activities, such as hiking and camping, into their retirement plans. Additionally, the planner can help clients navigate the complex tax laws of New Jersey, which can be particularly challenging for retirees. With the planner's help, clients can maximize their retirement savings and enjoy a comfortable and fulfilling retirement in Sussex County, NJ.

Sussex County, NJ is undoubtedly the best place to get a retirement planner. The county boasts a plethora of financial advisors who specialize in retirement planning, offering a diverse range of services to cater to the unique needs of every individual. What sets Sussex County apart is its rich history of financial expertise, with a strong legacy of successful financial planning stretching back decades. The advisors in Sussex County are known for their burstiness and complexity, providing in-depth and detailed analysis of every aspect of retirement planning. They take a holistic approach, examining not just financials but also lifestyle goals, health, and family dynamics to create a comprehensive retirement plan. Furthermore, Sussex County's proximity to New York City and Philadelphia means that its advisors are well-versed in the latest financial trends and have access to cutting-edge tools and resources. All in all, Sussex County, NJ is the perfect place to find a retirement planner who can help you achieve your financial goals and live your best life in retirement.