Wealth Management in Englewood, NJ

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List of Firms

Englewood, NJ Wealth Management Firms

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Godolphin Capital Management, LLC
Location 560 Sylvan Ave, Englewood Cliffs, NJ 07632, USA
Phone (201) 328-0647
Directions
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RightBridge Financial Group
Location 15 Engle St Suite 101, Edgewater, NJ 07631, USA
Phone (855) 500-7234
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Genesis Wealth Management, LLC
Location 55C Lakeview Ave, Leonia, NJ 07605, USA
Phone (201) 783-5877
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RBC Wealth Management Branch - Paramus
5 out of 5
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
Directions
SEC File# 801-48908
CRD# 106146
Location 300 Frank W Burr Blvd #7, Teaneck, NJ 07666, USA
Phone (201) 928-1982
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Gargoyle Asset Management LLC
Location 285 Grand Ave, Englewood, NJ 07631, USA
Phone (201) 227-2200
Directions
SEC File# 801-79530
CRD# 165336
Location 285 Grand Ave, Englewood, NJ 07631, USA
Phone (201) 266-7984
Directions
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Merrill Lynch Wealth Management Advisor William F Bressler
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3818
Directions
SEC File# 801-48401
CRD# 104581
Location 1 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone (201) 585-7733
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Merrill Lynch Wealth Management Advisor Edgar Rosas
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3826
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Uni World Wide Financial Marketing
Location 65 Challenger Rd #150, Ridgefield Park, NJ 07660, USA
Phone (201) 608-5217
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Merrill Lynch Wealth Management Advisor Ofer Ouriel
Location 2200 Fletcher Ave, Fort Lee, NJ 07024, USA
Phone (201) 592-3849
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Parks Wealth Management
5 out of 5
Location 148 Prospect St 2nd Floor, Ridgewood, NJ 07450, USA
Phone (201) 689-2020
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Real Estate Management Group
1 out of 5
Location 155 N Dean St, Englewood, NJ 07631, USA
Phone (201) 308-5324
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Merrill Lynch Wealth Management Advisor Linda M Godfrey
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-4842
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Traphagen CPAs & Wealth Advisors
5 out of 5
Location 234 Kinderkamack Rd, Oradell, NJ 07649, USA
Phone (201) 262-1040
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Wealth Management in Englewood, NJ

Where Wealth Management Advisors in Englewood, NJ Serve

Englewood, NJ is a vibrant city located in Bergen County, New Jersey. It is known for its rich history, diverse culture, and plethora of landmarks. Some of the most notable landmarks in Englewood include the Bergen Performing Arts Center, the Flat Rock Brook Nature Center, and the Englewood Hospital and Medical Center. The city is also home to several top employers, including the Englewood Public School District, the Englewood Hospital and Medical Center, and the Unilever North America headquarters. These employers provide numerous job opportunities for the city's residents and contribute to the local economy. Englewood is conveniently located near several major highways, including the Garden State Parkway, the New Jersey Turnpike, and Route 4. This makes it easy for residents and visitors to travel to and from the city. The city is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Englewood, NJ would greatly benefit from the services provided by a bank. Englewood is a diverse community with a mix of both residential and commercial properties. Many residents own small businesses, and a bank could provide them with the necessary loans and financial support to expand and grow their businesses. Additionally, Englewood is home to a large number of families, and a bank could offer them financial education and resources to help them manage their finances and plan for their future. With the rising cost of living in New Jersey, a bank could also provide residents with affordable housing loans and mortgages to help them purchase their dream homes. Overall, a bank would be a valuable resource for the residents of Englewood, NJ, providing them with the financial tools and support they need to thrive in their community.

Insurance Broker

Residents of Englewood, NJ can benefit greatly from the services of an insurance broker. With the city's diverse population and unique mix of residential and commercial properties, an insurance broker can provide expert guidance on the most appropriate insurance policies for each individual or business. For instance, with the city's location in a flood-prone area, an insurance broker can help residents obtain flood insurance, which is often excluded from standard homeowners' policies. Additionally, with the city's high cost of living, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. Furthermore, with the city's thriving business community, an insurance broker can help business owners secure comprehensive liability coverage and protect their assets from potential lawsuits. Overall, an insurance broker can provide invaluable assistance to residents of Englewood, NJ by helping them navigate the complex world of insurance and ensuring that they are adequately protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Englewood, NJ can benefit greatly from the expertise of a retirement planner. With a population of over 28,000 people, Englewood is a diverse and vibrant community that is home to many retirees and soon-to-be retirees. A retirement planner can help residents navigate the complexities of retirement planning, including issues such as Social Security, Medicare, and tax planning. For example, Englewood has a high cost of living, which can make it challenging for retirees to make their savings last. A retirement planner can help residents create a comprehensive retirement plan that takes into account their unique needs and goals, including strategies for managing expenses and generating income in retirement. Additionally, Englewood is home to many small business owners and entrepreneurs, who may have unique retirement planning needs. A retirement planner can help these individuals create a retirement plan that takes into account their business assets and long-term goals.

Financial Advisor

Englewood, NJ is a bustling city with a diverse population, and residents can benefit from the guidance of a financial advisor in various ways. Firstly, a financial advisor can assist with creating a budget that is tailored to the specific needs of Englewood residents. With the city's high cost of living, it can be challenging to manage expenses, especially for those with families. Secondly, a financial advisor can help residents invest their money wisely, taking into account the unique opportunities and risks that come with living in Englewood. For instance, the city's proximity to New York City makes it an attractive location for real estate investment. However, residents may need guidance on how to navigate the competitive market and make informed decisions. Lastly, a financial advisor can provide guidance on estate planning, a crucial consideration for Englewood residents, given the city's high property values.

Mortgage Loan Officer

Residents of Englewood, NJ would greatly benefit from the expertise of a mortgage loan officer. With the city's high median home value of $518,000, many residents may struggle to secure a loan on their own. A loan officer can guide them through the process of finding the right loan for their financial situation, whether it be a conventional loan, FHA loan, or VA loan. Additionally, Englewood has a diverse population with a mix of homeowners and renters. A loan officer can help renters become homeowners by assisting them in finding the right loan program and down payment assistance programs. Furthermore, Englewood has a strong real estate market with many properties for sale. A loan officer can help residents navigate the competitive market and secure a loan for their dream home. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Englewood, NJ looking to purchase a home.

Tax Services

Residents of Englewood, NJ can benefit from the expertise of a tax advisor in numerous ways. One specific example is navigating the complex tax laws surrounding property taxes in the city. Englewood has a unique property tax system that includes a municipal tax, county tax, and school tax, all of which can vary based on the individual property's assessed value. A tax advisor can help residents understand their property tax bills and identify any potential deductions or exemptions they may be eligible for. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are maximizing their tax savings and avoiding any potential penalties or audits. With the help of a knowledgeable tax advisor, residents of Englewood can feel confident in their financial decisions and secure in their tax compliance.

Estate Planning Lawyer

Residents of Englewood, NJ can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting wills and trusts that will ensure that the assets of the residents are distributed according to their wishes after their death. This is particularly important in Englewood, NJ, where the cost of living is higher than the national average, and residents may have a significant amount of assets that need to be protected. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and ensure that their loved ones are not burdened with unnecessary taxes. Finally, an estate planning lawyer can also help residents plan for incapacity by drafting powers of attorney and healthcare directives that will ensure that their wishes are respected if they become unable to make decisions for themselves.

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