Wealth Management in Hunterdon County, NJ

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List of Firms

Hunterdon County, NJ Wealth Management Firms

SEC File# 801-78935
CRD# 169573
Location 23 Royal Rd #101, Flemington, NJ 08822, USA
Phone (908) 751-7090
Directions
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Guidance Wealth Advisors
Location 1225 NJ-31 Building C Suite 324, Lebanon, NJ 08833, USA
Phone (610) 750-9444
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Brighton Financial Planning
Location 1728 NJ-31, Clinton, NJ 08809, USA
Phone (908) 730-7000
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Dispenza Financial, LLC
5 out of 5
Location 7 Thomas St, High Bridge, NJ 08829, USA
Phone (877) 638-6556
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Michelle Heide & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 16 Leigh St Unit 1B & 1C, Clinton, NJ 08809, USA
Phone (908) 713-6600
Directions
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Stephen Reid Walker Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 24 Mine St Ste 201, Flemington, NJ 08822, USA
Phone (908) 782-7673
Directions
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Forever Wealth LLC
Location 54 Old Hwy 22 Suite 256, Clinton, NJ 08809, USA
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The Armstrong Group - Morgan Stanley
Location 200 NJ-31 N 2nd Floor, Flemington, NJ 08822, USA
Phone (908) 483-9525
Directions
Wealth Management in Hunterdon County, NJ

Where Wealth Management Advisors in Hunterdon County, NJ Serve

Hunterdon County, located in the heart of New Jersey, is a picturesque and historic region that boasts a rich cultural heritage and a thriving economy. From its rolling hills and verdant forests to its charming towns and villages, this county is a true gem of the Garden State. One of the most notable landmarks in Hunterdon County is the historic Flemington Courthouse, which played a pivotal role in the trial of the infamous Lindbergh baby kidnapper. Other notable landmarks include the Hunterdon Art Museum, the Red Mill Museum Village, and the Hunterdon County Arboretum. Top employers in the county include Johnson & Johnson, Merck & Co., and Hunterdon Healthcare. These companies provide a diverse range of jobs for residents, from healthcare and pharmaceuticals to manufacturing and technology. Major highways and streets in Hunterdon County include Interstate 78, Route 31, and Route 202. These thoroughfares provide easy access to nearby cities and towns, as well as to major airports and transportation hubs.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hunterdon County, NJ can benefit from a bank in several ways. Firstly, with a bank account, they can keep their money safe and secure, and have access to it at any time. Additionally, banks offer loans and mortgages to help residents finance their homes or businesses. Hunterdon County is known for its beautiful countryside and charming small towns, and a bank can help residents invest in their properties and maintain their homes. Moreover, banks offer financial planning services to help residents manage their finances and plan for their future. With the county's high median household income, residents can benefit from the expertise of a bank to help them make informed decisions about their money. Finally, banks can provide access to credit cards and other financial products that can help residents build their credit and improve their financial standing. Overall, a bank can be a valuable resource for residents of Hunterdon County, NJ, offering a variety of services to help them manage their finances and achieve their goals.

Insurance Broker

Residents of Hunterdon County, NJ can benefit greatly from the services of an insurance broker. With its rural landscape and proximity to major metropolitan areas, Hunterdon County presents unique insurance challenges. An experienced broker can help residents navigate the intricacies of policies for homes, farms, and businesses. Additionally, with the county's high median income, residents may have unique insurance needs, such as high-value possessions or extensive travel coverage. A broker can provide personalized advice and tailored policies to meet these needs. Moreover, with the county's aging population, long-term care insurance is becoming increasingly important. An insurance broker can help residents understand their options and select the best policy for their needs. Overall, an insurance broker can provide invaluable assistance to Hunterdon County residents, ensuring they have the coverage they need to protect their assets and their future.

Retirement Planning

Residents of Hunterdon County, NJ would greatly benefit from the services of a retirement planner. With an aging population and a median age of 44.4 years, many residents are approaching retirement age and need assistance in planning for their financial future. The retirement planner can help them navigate the complex world of retirement savings, including 401(k)s, IRAs, and pensions. Additionally, the planner can provide guidance on Social Security benefits, Medicare, and long-term care insurance. With the high cost of living in Hunterdon County, it is crucial for residents to have a comprehensive retirement plan in place to ensure financial security in their golden years. The retirement planner can also provide advice on estate planning, including wills and trusts, to ensure that their legacy is protected for future generations. Overall, the retirement planner can provide invaluable assistance to residents of Hunterdon County, NJ in achieving their retirement goals.

Financial Advisor

Residents of Hunterdon County, NJ can benefit from the services of a financial advisor in a multitude of ways. With its affluent population and high cost of living, Hunterdon County residents may require guidance on how to manage their finances effectively. A financial advisor can assist them in creating a comprehensive financial plan that takes into account their unique circumstances, such as the high property taxes in the area. Additionally, a financial advisor can help residents navigate the complexities of investing, including strategies for minimizing tax liabilities and maximizing returns. For those nearing retirement, a financial advisor can provide guidance on how to ensure a secure and comfortable retirement, taking into account the high cost of healthcare in the area. Overall, a financial advisor can play a crucial role in helping Hunterdon County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Hunterdon County, NJ can benefit from the services of a mortgage loan officer in a multitude of ways. The county is known for its high median household income and affluent communities, which can make it difficult for first-time homebuyers to navigate the housing market. A mortgage loan officer can help residents secure financing for their dream home, whether it's a single-family house or a luxurious estate. Additionally, Hunterdon County is home to many historic properties, which can come with unique challenges when it comes to financing. A knowledgeable mortgage loan officer can help residents navigate the intricacies of financing a historic property, including any special requirements or restrictions. Finally, Hunterdon County is a popular destination for retirees and empty nesters, who may be looking to downsize or relocate to a more manageable property. A mortgage loan officer can help these residents explore their options, including reverse mortgages and other financing options that cater to their specific needs.

Tax Services

Residents of Hunterdon County, NJ can benefit from the guidance of a tax advisor in several ways. Firstly, given the county's high property taxes, a tax advisor can help residents navigate the complex regulations and deductions related to property taxes. Additionally, Hunterdon County is home to many small business owners who can benefit from a tax advisor's expertise in maximizing deductions and minimizing tax liabilities. Furthermore, the county's affluent population may require specialized tax planning strategies, such as estate planning and wealth transfer, which a tax advisor can provide. In short, a tax advisor can help Hunterdon County residents optimize their tax situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Hunterdon County, NJ can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals in Hunterdon County, NJ to create a comprehensive estate plan that reflects their unique needs and goals. This is particularly important in Hunterdon County, NJ, which is known for its high median household income and property values. Secondly, an estate planning lawyer can assist with the creation of trusts, which can be used to protect assets and minimize taxes. This is especially important for residents of Hunterdon County, NJ, who may have significant assets that they wish to pass on to their loved ones. Finally, an estate planning lawyer can help individuals in Hunterdon County, NJ to navigate the complex probate process, which can be time-consuming and costly. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's wishes are carried out in the most efficient and effective manner possible.

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