Wealth Management in Kent County, DE

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List of Firms

Kent County, DE Wealth Management Firms

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GUGNIR & PARTNERS
Location 8 The Green A, Dover, DE 19901, USA
Language http://gugnirandpartners.com/
Directions
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Black Diamond Financial Solutions
5 out of 5
Location 19409 Plantation Rd Building 2 Unit 1, Rehoboth Beach, DE 19971, USA
Phone (302) 265-2236
Language https://blackdiamondfs.com/
Directions
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Crypto Chamber of Commerce, Inc.
5 out of 5
Location 8 The Green Suite 12250, Dover, DE 19901, USA
Phone (302) 276-8052
Language https://www.cryptochamber.com/
Directions
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Kent County Finance Department
Location 555 S Bay Rd, Dover, DE 19901, USA
Phone (302) 744-2386
Language http://www.co.kent.de.us/finance.aspx
Directions
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OneMain Financial
4 out of 5
Location 1057 N Dupont Hwy, Dover, DE 19901, USA
Phone (302) 674-3900
Language https://www.onemainfinancial.com/branches/DE/Dover/19901/4329?utm_source=google&utm_medium=local&utm_campaign=google-local
Directions
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Select Financial Group
Location Dover, DE 19901, USA
Phone (302) 424-7777
Language https://www.selectfinancial.com/
Directions
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Affinity Wealth Management LLC
SEC File# 801-112231
CRD# 290735
5 out of 5
Location 2961 Centerville Rd Suite 310, Wilmington, DE 19808, USA
Phone (302) 652-6767
Language http://www.affinitywealth.com/
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Brooke Grimes - RBC Wealth Management Financial Advisor
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 316-5364
Language https://us.rbcwealthmanagement.com/millergrimeswpg?utm_source=GMB&utm_medium=Yext
Directions
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Velan Bookkeeping Services
4 out of 5
Location 8 The Green #4539, Dover, DE 19901, USA
Phone (860) 215-4997
Language https://velan-bookkeeping-services.business.site/?utm_source=gmb&utm_medium=referral
Directions
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Raymond Book & Associates: Brown Scott R CPA
Location 220 Beiser Blvd, Dover, DE 19904, USA
Phone (302) 734-5826
Language http://www.rfbookcpas.com/
Directions
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eWealthmax
Location 16192 Coastal Hwy, Lewes, DE 19958, USA
Phone (703) 468-1139
Language https://ewealthmax.com/pg/aboutus.php
Directions
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Wealth Management Group, LLC
SEC File# 801-78772
CRD# 169274
Location 220 Beiser Blvd, Dover, DE 19904, USA
Phone (302) 734-5826
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Wealth Management Group Llc
SEC File# 801-121877
CRD# 297087
Location US-9, Lewes, DE 19958, USA
Directions
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Midas Invest
Location 8 The Green Suite 11777, Dover, DE 19901, USA
Phone (302) 330-8975
Language http://midasinvest.net/
Directions
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WSFS Bank Dover Learning Center
1 out of 5
Location 160 Greentree Dr 2nd Floor, Dover, DE 19904, USA
Phone (302) 792-6000
Language http://wsfsbank.com/
Directions
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Covenant Wealth Strategies
5 out of 5
Location 15 Middleton Dr, Wilmington, DE 19808, USA
Phone (302) 234-5655
Language http://www.covenantwealthstrategies.com/
Directions
Wealth Management in Kent County, DE

Where Wealth Management Advisors in Kent County, DE Serve

Kent County, Delaware is a vibrant and bustling community with a rich history and diverse culture. From the historic sites and landmarks to the thriving business community, there is always something exciting happening in this dynamic area. Some of the most notable landmarks in Kent County include the Delaware Agricultural Museum and Village, the John Dickinson Plantation, and the Air Mobility Command Museum. These attractions offer visitors a glimpse into the region's past, showcasing the agricultural and military heritage that has shaped the area over the years. When it comes to top employers, Kent County has a diverse range of industries, including healthcare, education, and government. Some of the largest employers in the area include Bayhealth Medical Center, Dover Air Force Base, and Delaware State University. In terms of transportation, Kent County is well-connected to the rest of the state and beyond, with major highways like Route 1 and Route 13 running through the area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kent County, DE can benefit from a bank in a multitude of ways. Firstly, a bank can provide access to financial resources such as loans and credit cards. This can be especially helpful for small business owners in Kent County who may need funding to expand their operations. Additionally, banks can offer financial education and guidance to residents who may not have a strong understanding of personal finance. This is particularly important in Kent County, where the poverty rate is higher than the state average. Furthermore, banks can provide a safe place for residents to store their money and protect their assets. This is especially crucial in Kent County, which has a higher crime rate than the national average. Overall, a bank can be a valuable resource for residents of Kent County, DE, providing financial resources, education, and security.

Insurance Broker

Residents of Kent County, DE can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can assist residents in finding the most suitable insurance policies for their unique needs. This is particularly important in Kent County, DE, where the population is diverse and has varying insurance requirements. Secondly, an insurance broker can provide expert advice on insurance matters, such as coverage options, premium costs, and claims procedures. This is especially helpful for residents who may not have a good understanding of insurance policies and regulations. Lastly, an insurance broker can negotiate with insurance companies on behalf of residents to get the best possible rates and terms. This is particularly beneficial in Kent County, DE, where the cost of living is relatively high, and residents need to save money on insurance costs.

Retirement Planning

Residents of Kent County, DE can benefit greatly from the services of a retirement planner. Specifically, with its large population of retirees, the county offers a unique set of challenges that require a skilled professional to navigate. A retirement planner can help residents identify their financial goals and develop a plan to achieve them. They can also provide guidance on tax-efficient investment strategies, estate planning, and long-term care options. With the rising cost of healthcare in the county, a retirement planner can help residents prepare for potential medical expenses and ensure they have adequate insurance coverage. Additionally, a planner can assist in maximizing Social Security benefits and navigating the complex rules surrounding retirement accounts. Overall, a retirement planner can provide invaluable assistance to residents of Kent County, DE in planning for a secure and comfortable retirement.

Financial Advisor

Residents of Kent County, DE can benefit from a financial advisor in numerous ways. One of the most common ways a financial advisor can assist Kent County residents is by helping them create a comprehensive financial plan. This plan takes into account their current financial situation, future goals, and any potential obstacles they may face. For example, residents of Kent County may have unique financial challenges due to the county's location. Kent County is situated in the heart of Delaware's agricultural region, which can lead to unpredictable income streams for farmers and other agricultural workers. A financial advisor can help these residents navigate these challenges by providing strategies to diversify their income sources and manage their expenses more effectively. Additionally, Kent County is home to a growing number of retirees who may require specialized retirement planning services. A financial advisor can help these individuals create a retirement income plan that ensures they have enough money to cover their expenses throughout their retirement years.

Mortgage Loan Officer

Residents of Kent County, DE would be helped by a mortgage loan officer in a multitude of ways. For instance, the officer could assist them in securing financing for their dream home or refinancing an existing mortgage to obtain a lower interest rate. In Kent County, DE, where the median home value is $212,000, having a mortgage loan officer who can navigate the lending process is vital. Additionally, the officer could provide guidance on the various loan programs available, such as FHA, VA, and USDA loans, which may be particularly beneficial for residents of Kent County, DE, where a significant portion of the population lives in rural areas. Moreover, the officer could help residents with credit issues, which is particularly relevant given that Kent County, DE, has a poverty rate of 11.6%, which is higher than the national average. Overall, a mortgage loan officer would be an invaluable resource for residents of Kent County, DE, looking to achieve their homeownership goals.

Tax Services

Residents of Kent County, DE can benefit from the expertise of a tax advisor in various ways. First and foremost, a tax advisor can help individuals and businesses in Kent County navigate the complex tax laws and regulations that are specific to the state of Delaware. For instance, Delaware has a unique tax structure that includes a state income tax, a gross receipts tax, and a franchise tax, among others. A tax advisor can help residents of Kent County understand how these taxes apply to their specific situation and provide guidance on how to minimize their tax liability. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents of Kent County are taking advantage of all available deductions and credits. With the help of a tax advisor, residents of Kent County can save money, avoid penalties, and achieve greater financial stability.

Estate Planning Lawyer

Residents of Kent County, DE can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can assist in drafting wills and trusts, which can help residents ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate the complex legal landscape of estate taxation, which can be particularly challenging in Kent County, DE due to its unique tax laws. Furthermore, an estate planning lawyer can provide guidance on healthcare and end-of-life decisions, helping residents ensure that their wishes are respected even if they are unable to communicate them. Overall, an estate planning lawyer can be a valuable resource for residents of Kent County, DE looking to protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Kent County, DE can provide a range of comprehensive wealth management services that cater to the unique needs and goals of high-net-worth individuals and families. With a deep understanding of the local economic landscape and tax laws, a wealth manager can help clients navigate the complexities of wealth management, from investment planning and asset allocation to estate planning and risk management. In Kent County, DE, where the economy is largely driven by agriculture, tourism, and healthcare, a wealth manager can also provide specialized advice on managing wealth in these industries. For instance, a wealth manager can help farmers and agribusiness owners develop strategies to maximize their returns on investment, while also mitigating risks associated with weather events and market fluctuations. Similarly, a wealth manager can help healthcare professionals navigate the complex regulations and financial challenges of the industry, while also optimizing their investment portfolios. With their expertise and experience, a wealth manager in Kent County, DE can help clients achieve their financial goals and secure their financial future.

Kent County, DE offers a plethora of reasons why it is the best place to get a wealth manager. First and foremost, the county boasts a robust economy that is constantly growing and evolving. With a diverse range of industries, including healthcare, finance, and education, Kent County offers a wealth of investment opportunities for those seeking to maximize their wealth. Additionally, the county has a rich history and culture that is reflected in its architecture, museums, and festivals, providing a unique perspective on the world of finance. Moreover, Kent County is home to a highly educated and experienced workforce, including many wealth managers who are well-versed in the latest investment strategies and financial products. With its dynamic economy, rich culture, and talented workforce, Kent County is the ideal place to find a wealth manager who can help you achieve your financial goals.