Wealth Management in Middlesex County, NJ

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List of Firms

Middlesex County, NJ Wealth Management Firms

Comprehensive Wealth Management Group, LLC
5 out of 5
Location 243 Main Street, Staten Island, NY 10307, USA
Phone (718) 980-3737
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Schorpp Capital Management
5 out of 5
Location 1200 Tices Ln, East Brunswick, NJ 08816, USA
Phone (732) 387-2054
Directions
Humphrey Wealth Management
Location 485C Route 1 South Suite 215, Iselin, NJ 08830, USA
Phone (973) 979-5704
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Merrill Lynch Wealth Management Advisor Christine A. Healy
Location 194 S Wood Ave, Iselin, NJ 08830, USA
Phone (732) 632-5830
Directions
Certified Wealth Management & Investment
Location 101 College Rd E Suite 2, Princeton, NJ 08540, USA
Phone (609) 716-4700
Directions
Securities America Inc
5 out of 5
Location 1665 Hudson Ave, North Brunswick Township, NJ 08902, USA
Phone (732) 937-6688
Directions
Merrill Lynch Wealth Management Advisor James P. Maltese
Location 194 S Wood Ave S 4th Floor, Iselin, NJ 08830, USA
Phone (732) 632-5872
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LBT Wealth Management
Location 33 S Wood Ave #600, Iselin, NJ 08830, USA
Phone (732) 479-1730
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Wealthhouse Advisors, LLC 福满堂財富顧問
Location 36 Middlesex Ave, Metuchen, NJ 08840, USA
Phone (732) 452-3056
Directions
Brunswick Wealth Management LLC
5 out of 5
Location 23 Brunswick Woods Dr, East Brunswick, NJ 08816, USA
Phone (732) 238-9181
Directions
Wealth Management in Middlesex County, NJ

Where Wealth Management Advisors in Middlesex County, NJ Serve

Middlesex County, NJ is a bustling hub of activity, home to a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Edison Memorial Tower to the sprawling Rutgers University campus, this county is rich in culture and history. Its top employers include Johnson & Johnson, Robert Wood Johnson University Hospital, and Bristol-Myers Squibb, to name a few. Major highways such as the New Jersey Turnpike and Garden State Parkway crisscross the county, providing easy access to neighboring cities and beyond. Neighborhoods like New Brunswick, Edison, and Woodbridge offer a wide range of housing options and are known for their vibrant communities and amenities. With so much to offer, Middlesex County is a dynamic and exciting place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Middlesex County, NJ can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This is especially important in Middlesex County, NJ, which has a diverse population and a high concentration of small businesses. A bank can offer small business loans to help these businesses grow and thrive, contributing to the local economy. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. This can be particularly helpful in Middlesex County, NJ, which has a large immigrant population that may be unfamiliar with the American banking system. Overall, a bank can play a crucial role in supporting the financial well-being of Middlesex County residents.

Insurance Broker

Residents of Middlesex County, NJ can benefit from the services of an insurance broker in various ways. With the county's population of over 825,000 people, an insurance broker can help individuals and families find the right insurance coverage that meets their specific needs. Middlesex County is known for its diverse population, and an insurance broker can assist non-English speaking residents in navigating the complex insurance market. Furthermore, with the county being a hub for transportation and logistics, an insurance broker can help businesses in the area find the right coverage for their commercial vehicles and cargo. With the high cost of living in the county, an insurance broker can also help residents find affordable health insurance plans that provide adequate coverage. Overall, an insurance broker can provide Middlesex County residents with personalized and comprehensive insurance solutions that meet their unique needs and circumstances.

Retirement Planning

Residents of Middlesex County, NJ can benefit from the services of a retirement planner in various ways. Firstly, a retirement planner can assist in creating a comprehensive retirement plan that is tailored to their specific needs and goals. This may include investment strategies, tax planning, and risk management. Furthermore, a retirement planner can help residents navigate the complex retirement landscape, which can be especially daunting in Middlesex County, NJ due to the high cost of living and the competitive job market. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and other retirement income sources, as well as how to plan for potential healthcare expenses. With the help of a retirement planner, residents of Middlesex County, NJ can feel more confident and secure in their retirement planning, knowing that they have a solid plan in place to achieve their financial goals.

Financial Advisor

Residents of Middlesex County, NJ may require the assistance of a financial advisor to manage their finances and achieve their financial goals. With the county being home to a diverse population, financial advisors can provide tailored advice to individuals from different backgrounds and income levels. For instance, a financial advisor can help residents navigate the high cost of living in the county by creating a budget and identifying ways to save money. Additionally, with Middlesex County being a hub for technology and pharmaceutical companies, financial advisors can assist individuals in managing their employee stock options, retirement plans, and investments. They can also provide guidance on tax planning, estate planning, and insurance to ensure that residents are financially secure in the long run. Overall, a financial advisor can provide valuable insights and strategies to help residents of Middlesex County, NJ achieve their financial objectives and improve their financial well-being.

Mortgage Loan Officer

Residents of Middlesex County, NJ can benefit greatly from the services of a mortgage loan officer. With the county's population of over 800,000 people, there is a high demand for housing and mortgage loans. A mortgage loan officer can assist residents in navigating the complex process of applying for a mortgage, including helping them understand the various types of mortgages available and the requirements for each. Additionally, the loan officer can provide guidance on how to improve credit scores and increase the chances of approval for a mortgage. With the county's diverse population, including a significant number of immigrants, the loan officer can also provide language assistance and cultural sensitivity to ensure that all residents have equal access to mortgage services. Overall, the services of a mortgage loan officer can greatly benefit residents of Middlesex County, NJ in achieving their dream of homeownership.

Tax Services

Residents of Middlesex County, NJ can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving assistance in preparing and filing their tax returns. Middlesex County is home to several large corporations and small businesses, and many residents work in fields such as healthcare, education, and technology. As a result, tax laws can be complex and confusing, and a tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and investment strategies, which can be particularly important for residents who are nearing retirement age or have significant assets. With the help of a tax advisor, residents of Middlesex County can make informed decisions about their finances and ensure they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Middlesex County, NJ can greatly benefit from the services of an estate planning lawyer. With its diverse population and bustling economy, Middlesex County presents unique challenges and opportunities in the realm of estate planning. An experienced lawyer can help individuals and families navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. From drafting wills and trusts to minimizing tax liabilities and addressing healthcare concerns, an estate planning lawyer can provide valuable guidance and support. Additionally, Middlesex County's proximity to major metropolitan areas and its status as a hub of innovation and entrepreneurship make it an ideal location for individuals with complex financial situations or unique estate planning needs. By working with an estate planning lawyer, residents of Middlesex County can secure their financial future and provide for their loved ones with confidence and peace of mind.

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