Wealth Management in Northfield, NJ

We did the hard work of finding trustworthy partners in Northfield, NJ. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Northfield, NJ Wealth Management Firms

generic_business-71
Sage Wealth Management - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2278
Directions
generic_business-71
The Malamut Group - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2010
Directions
generic_business-71
Alexander Clark - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2274
Directions
generic_business-71
Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 811 Tilton Rd, Northfield, NJ 08225, USA
Phone (855) 765-2659
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
James Hinnegan - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2247
Directions
generic_business-71
Morgan Stanley Financial Advisors
1 out of 5
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Directions
generic_business-71
RFK Wealth Partners
Location 1001 Tilton Rd, Northfield, NJ 08225, USA
Phone (800) 451-9205
Directions
generic_business-71
The Boardwalk Group - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Directions
SEC File# 801-47765
CRD# 106304
Location 1750 Zion Rd #201, Northfield, NJ 08225, USA
Phone (877) 863-9726
Directions
generic_business-71
Edward Jones - Financial Advisor: Tracy J Johnson
Location 199 New Rd Suite 69, Linwood, NJ 08221, USA
Phone (609) 601-9420
Directions
Wealth Management in Northfield, NJ

Where Wealth Management Advisors in Northfield, NJ Serve

Northfield, NJ is a vibrant community located in Atlantic County, New Jersey. It is home to several landmarks that have become synonymous with the town's rich history, including the Northfield Community School and the Birch Grove Park. The town is also known for its top employers, which include the Atlantic County Utilities Authority and the Atlantic City Electric Company. Major highways and streets that run through Northfield include Route 9 and the Garden State Parkway, making it easily accessible to nearby cities and towns. The town is divided into several neighborhoods, each with its own unique charm and character. From the tree-lined streets of the Northfield Historic District to the bustling commercial district along Tilton Road, Northfield has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Northfield, NJ can benefit from the services offered by a bank in a number of ways. For example, a bank can provide residents with access to financial products such as loans and credit cards, which can help them to make purchases and investments. Additionally, a bank can help residents to save money by providing them with savings accounts and other investment options. For instance, Northfield is home to a large number of small businesses, and a bank can provide these businesses with the financing they need to grow and expand. Furthermore, a bank can help residents to manage their finances more effectively by offering budgeting tools and financial planning services. In a town like Northfield, where the population is diverse and includes people from many different income levels, a bank can play an important role in helping residents to achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Northfield, NJ can benefit from the services of an insurance broker in several ways. For instance, the broker can help them navigate the complex world of insurance and find the best policies to suit their needs and budget. In a town like Northfield, where the population is primarily made up of families and retirees, an insurance broker can help residents find policies that cover their unique needs, such as long-term care, disability, and life insurance. Additionally, with the town's proximity to the coast, residents may require specialized insurance coverage for flood or hurricane damage. An insurance broker can help residents understand their options and choose the right policies to protect their homes and assets. With the help of an insurance broker, residents of Northfield, NJ can have peace of mind knowing they are adequately protected against unforeseen events.

Retirement Planning

Residents of Northfield, NJ can benefit from the expertise of a retirement planner in various ways. One specific area where a planner can offer assistance is in navigating the complex tax laws that apply to retirement savings. In Northfield, NJ, the state income tax rate ranges from 1.4% to 10.75%, and retirement income is subject to taxation. A retirement planner can help residents understand the tax implications of their retirement savings and develop strategies to minimize their tax burden. Additionally, a planner can help residents plan for unexpected health care costs, which can be particularly significant in Northfield, NJ, where the cost of living is higher than the national average. By working with a retirement planner, Northfield residents can ensure that they have a comprehensive plan in place to achieve their retirement goals and maintain their standard of living throughout their golden years.

Financial Advisor

Residents of Northfield, NJ can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique economic landscape of Northfield. With its proximity to Atlantic City and the tourism industry, residents may have different investment opportunities than those in other parts of the state. Additionally, a financial advisor can help residents navigate the complexities of estate planning, which can be especially important for the older population in Northfield. With the high cost of living in the area, a financial advisor can also assist with budgeting and debt management, helping residents achieve their financial goals and secure their financial future. Overall, the guidance of a financial advisor can be invaluable in ensuring that Northfield residents are making informed financial decisions and taking advantage of all available opportunities.

Mortgage Loan Officer

Residents of Northfield, NJ can benefit from the assistance of a mortgage loan officer in various ways. Firstly, a mortgage loan officer can help residents to navigate the complex process of obtaining a mortgage loan. With the housing market in Northfield being highly competitive, it's important for residents to have a knowledgeable and experienced loan officer to guide them through the process. Additionally, a loan officer can help residents to secure the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their loan. Furthermore, with Northfield being a rapidly growing community, a loan officer can help residents to identify and secure financing for new construction projects or home renovations. With the help of a mortgage loan officer, residents of Northfield can achieve their homeownership goals and build a strong financial future.

Tax Services

Residents of Northfield, NJ could benefit from the expertise of a tax advisor in a variety of ways. Specifically, given that Northfield is located in Atlantic County, which has some of the highest property taxes in the state, a tax advisor could help residents navigate the complexities of property tax laws and identify potential savings opportunities. Additionally, a tax advisor could assist residents in maximizing deductions for state and local taxes, as well as identifying other deductions and credits for which they may be eligible. With the recent changes to federal tax laws, a tax advisor could also help residents understand how these changes impact their tax liability and identify strategies to minimize their tax burden. Overall, the guidance of a tax advisor could be invaluable to Northfield residents looking to optimize their tax situation and keep more money in their pockets.

Estate Planning Lawyer

Residents of Northfield, NJ could benefit from the services of an estate planning lawyer in a multitude of ways. With its rapidly growing population and diverse demographic, Northfield presents unique challenges and opportunities for estate planning. An experienced lawyer can help residents navigate the complexities of probate and estate administration, ensuring that their assets are distributed according to their wishes and in compliance with state and federal laws. Additionally, an estate planning lawyer can assist with the creation of wills and trusts, as well as provide guidance on tax planning and asset protection strategies. With its proximity to Atlantic City and the Jersey Shore, Northfield residents may also require specialized assistance with estate planning for vacation homes and rental properties. Overall, an estate planning lawyer can provide invaluable support and peace of mind to residents of Northfield, NJ as they plan for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs