Wealth Management in Egg Harbor City, NJ

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List of Firms

Egg Harbor City, NJ Wealth Management Firms

SEC File# 801-10970
CRD# 6413
Location 6654 E Black Horse Pike, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-8885
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7113
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 1900 Pacific Ave, Atlantic City, NJ 08401, USA
Phone (609) 418-0642
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Ocean City Financial Group
5 out of 5
Location 801 Asbury Ave, Ocean City, NJ 08226, USA
Phone (609) 814-1100
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Cifelli Wealth Management - Ameriprise Financial Services, LLC
Location 1000 Rogers Walk Ste 400, Mt Laurel Township, NJ 08054, USA
Phone (856) 359-9854
Directions
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The NorthStar Advisory Group
Location 1555 Zion Rd Suite 203, Northfield, NJ 08225, USA
Phone (833) 226-0400
Directions
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Paul A Tropea - RBC Wealth Management Financial Advisor
Location 3000 Atrium Way Suite 500, Mt Laurel Township, NJ 08054, USA
Phone (856) 840-6663
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SHORE WEALTH MANAGEMENT LLC
5 out of 5
Location 903 NJ-50, Mays Landing, NJ 08330, USA
Phone (609) 852-2470
Directions
SEC File# 801-72137
CRD# 25853
5 out of 5
Location 501 Scarborough Dr, Egg Harbor Township, NJ 08234, USA
Phone (609) 645-8700
Directions
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John Martin Kelley - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2011
Directions
SEC File# 801-47765
CRD# 106304
Location 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone (877) 863-9726
Directions
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Merrill Lynch Wealth Management Advisor Jeffrey George
5 out of 5
Location 1200 Rogers Walk 3rd Floor, Mt Laurel Township, NJ 08054, USA
Phone (856) 231-5646
Directions
Wealth Management in Egg Harbor City, NJ

Where Wealth Management Advisors in Egg Harbor City, NJ Serve

Egg Harbor City, nestled in the heart of Atlantic County, New Jersey, boasts a rich history and a vibrant community. The city is home to several landmarks, including the historic Roundhouse Museum, the Egg Harbor City Lake, and the Atlantic County Veterans Cemetery. Top employers in the area include the Egg Harbor City School District, the Atlantic County Utilities Authority, and the Shore Medical Center. Major highways and streets running through the city include the Atlantic City Expressway, Philadelphia Avenue, and White Horse Pike. Egg Harbor City is also home to several neighborhoods, including the downtown area, Cedar Creek Estates, and the Westside. With its unique blend of history, community, and commerce, Egg Harbor City is a truly special place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Egg Harbor City, NJ could benefit from a bank in several ways. Firstly, a bank could provide financial assistance to local businesses, which could potentially boost the economy of the city. Secondly, a bank could offer various types of loans to residents, such as mortgages and personal loans, which could help them achieve their financial goals. Additionally, a bank could provide convenient banking services, such as online banking and mobile banking, which could save residents time and make their banking experience more efficient. Furthermore, a bank could offer financial education and resources to residents, which could help them make informed financial decisions. Egg Harbor City, NJ is a growing city with a diverse population, and a bank could play a vital role in supporting the financial needs of its residents.

Insurance Broker

Residents of Egg Harbor City, NJ can benefit from an insurance broker in a variety of ways. One specific way is by helping them navigate the unique risks associated with living in a coastal community. With its proximity to the Atlantic Ocean, Egg Harbor City is prone to flooding and other weather-related hazards. An insurance broker can help residents understand their coverage options for these types of events, as well as provide guidance on how to mitigate their risk. Additionally, an insurance broker can assist residents in finding affordable and comprehensive coverage for their homes, vehicles, and other assets. By working with an insurance broker, residents of Egg Harbor City can feel confident that they have the protection they need to weather any storm.

Retirement Planning

Residents of Egg Harbor City, NJ could benefit greatly from the services of a retirement planner. With a population of over 4,200 people, the city has a diverse mix of individuals with varying financial backgrounds and retirement goals. A retirement planner can help these residents navigate the complexities of retirement planning, including managing their investments, creating a retirement income plan, and ensuring they have enough savings to last throughout their retirement years. Additionally, Egg Harbor City has a large senior population, with over 17% of residents aged 65 and older. A retirement planner can help these seniors navigate the unique challenges they may face, such as healthcare costs and long-term care planning. By working with a retirement planner, residents of Egg Harbor City can feel confident in their retirement plans and have peace of mind knowing they are prepared for the future.

Financial Advisor

Residents of Egg Harbor City, NJ can benefit from the services of a financial advisor in a multitude of ways. One of the most common ways is by helping individuals plan for retirement. With the median age of Egg Harbor City residents being 38.5 years old, it is essential to start planning for retirement early. A financial advisor can assist in creating a personalized retirement plan, taking into account factors such as current income, expenses, and future goals. Additionally, Egg Harbor City is located in Atlantic County, which has a poverty rate of 12.9%. A financial advisor can also help residents create a budget and manage their finances to avoid falling into financial hardship. Furthermore, Egg Harbor City is home to several small businesses, and a financial advisor can provide guidance on managing finances and investments for these businesses. Overall, a financial advisor can provide valuable support to residents of Egg Harbor City in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Egg Harbor City, NJ could greatly benefit from the expertise of a mortgage loan officer. With a population of just over 4,000, many residents may be first-time homebuyers or in need of refinancing options. The loan officer could assist with navigating the complex and ever-changing housing market, as well as identifying available loan programs and grants specific to the area. Furthermore, Egg Harbor City is located in Atlantic County, an area that was hit hard by the 2008 housing crisis and still faces economic challenges. A knowledgeable loan officer could provide guidance on how to secure affordable financing options and avoid predatory lending practices. Overall, a mortgage loan officer could be an invaluable resource for residents of Egg Harbor City looking to achieve their homeownership dreams while also protecting their financial well-being.

Tax Services

Residents of Egg Harbor City, NJ would greatly benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Egg Harbor City. This includes understanding the tax implications of living in a city that is home to a number of small businesses, as well as the tax incentives available to homeowners and businesses in the area. A tax advisor can also provide guidance on how to maximize deductions and credits, such as the Homestead Benefit Program, which is available to eligible homeowners in Egg Harbor City. Additionally, a tax advisor can assist residents with tax planning and preparation, ensuring that they are in compliance with all applicable tax laws and regulations and minimizing their tax liability. Overall, the expertise of a tax advisor can be invaluable to residents of Egg Harbor City, NJ, helping them to navigate the complex tax landscape and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Egg Harbor City, NJ can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is particularly important in Egg Harbor City, NJ, where the population is aging rapidly, and many residents may have complex family structures. Secondly, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. This is especially crucial in Egg Harbor City, NJ, where property values are high, and residents may be at risk of losing their assets due to legal disputes or financial difficulties. Finally, an estate planning lawyer can provide guidance and support to residents who are dealing with probate and other legal issues related to the administration of an estate. Overall, an estate planning lawyer can help residents of Egg Harbor City, NJ protect their assets, ensure their wishes are carried out, and provide peace of mind for themselves and their families.

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