Wealth Management in Passaic County, NJ

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List of Firms

Passaic County, NJ Wealth Management Firms

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Maltin Wealth Management, Inc.
Location 525 Cedar Hill Ave, Wyckoff, NJ 07481, USA
Phone (201) 215-3855
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The Stolarz Laporta Wealth Management Group - Morgan Stanley
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-3020
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Coast to Coast Wealth Management - Ameriprise Financial Services, LLC
Location 500 N Franklin Tpke Ste 312A, Ramsey, NJ 07446, USA
Phone (973) 750-0888
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JFL Total Wealth Management
Location 305 W Main St #1151, Boonton, NJ 07005, USA
Phone (973) 439-1190
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CRT Private Wealth Management
5 out of 5
Location 700 rout 46 east, Fairfield, NJ 07004, USA
Phone (973) 244-4154
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Family Wealth Management - UBS Financial Services Inc.
Location 61 South Paramus Road Mack Center IV, 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2755
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Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
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KS CAPITAL MANAGEMENT, INC.
Location 365 W Passaic St Ste #275, Rochelle Park, NJ 07662, USA
Phone (201) 845-7200
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Laurie Gross - Raymond James
Location 365 W Passaic St, Rochelle Park, NJ 07662, USA
Phone (201) 649-0230
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Merrill Lynch Wealth Management Advisor John M Cooney
Location 1700 NJ-23 Suite 200, Wayne, NJ 07470, USA
Phone (973) 305-3885
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Merrill Lynch Wealth Management Advisor Parker W Gundeck
Location 1700 NJ-23 Suite 200, Wayne, NJ 07470, USA
Phone (973) 233-2891
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Brewster Wealth Management Group - Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2709
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Wealth Management Advisors LLC
Location 165 Passaic Ave, Fairfield, NJ 07004, USA
Phone (973) 439-9900
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EP Wealth Management, LLC
5 out of 5
Location 55 Lane Rd Suite 425, Fairfield, NJ 07004, USA
Phone (973) 882-1937
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Merrill Lynch Wealth Management Advisor David Berntsen
Location 1700 NJ-23 Suite 200, Wayne, NJ 07470, USA
Phone (973) 305-3894
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Christopher M Rotella - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 73 Newark Pompton Turnpike Fl 2, Riverdale, NJ 07457, USA
Phone (973) 616-8020
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Merrill Lynch Wealth Management Advisor David Ramirez
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-2703
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Margel Wealth Management
Location 28 Farview Terrace, Paramus, NJ 07652, USA
Phone (201) 843-0088
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Clarke Wealth Management Group
Location 461 From Rd #385, Paramus, NJ 07652, USA
Phone (201) 839-0650
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Gariano Wealth Management
5 out of 5
Location 548 Franklin Ave suite a, Nutley, NJ 07110, USA
Phone (973) 661-5041
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UBS Financial Services Inc.
5 out of 5
Location 61 Paramus Rd, Paramus, NJ 07652, USA
Phone (201) 845-4415
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Wealth Management in Passaic County, NJ

Where Wealth Management Advisors in Passaic County, NJ Serve

Passaic County, NJ is a bustling hub of activity and culture, featuring a plethora of notable landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Paterson Great Falls National Historical Park to the sprawling Willowbrook Mall, Passaic County boasts a range of landmarks that reflect its rich history and vibrant present. Other notable landmarks include the Lambert Castle Museum, the Ringwood Manor House, and the Preakness Valley Golf Course. Top employers in Passaic County include St. Joseph's Health, Valley National Bank, and UPS, among many others. These companies, along with a host of others, contribute to the county's robust economy and thriving job market. Major highways and streets in Passaic County include the Garden State Parkway, Route 23, and Route 46, providing easy access to nearby cities and towns. Additionally, the county is home to a number of bustling neighborhoods, including Clifton, Wayne, and Paterson, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Passaic County, NJ can benefit from a bank in numerous ways. Firstly, the bank can provide financial assistance to those who may not have access to traditional loans or credit. This is particularly important in Passaic County, where the poverty rate is higher than the state average. Additionally, banks can offer financial education and resources to help individuals and families better manage their finances. In a county with a diverse population, including a large Hispanic community, this can be especially helpful in bridging language and cultural barriers. Furthermore, banks can provide safe and secure places for residents to store their money, protecting them from theft or loss. Finally, banks can help stimulate the local economy by providing loans to small businesses and entrepreneurs, creating jobs and supporting the community. Overall, banks can play a crucial role in improving the financial well-being of residents in Passaic County, NJ.

Insurance Broker

Residents of Passaic County, NJ can benefit greatly from the services of an insurance broker. With its diverse population and varied economic landscape, Passaic County presents a unique set of challenges that require a specialized approach to insurance. An insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best meets their needs and budget. For example, residents of Passaic County who work in the construction industry may require specialized insurance coverage due to the high-risk nature of their work. An insurance broker can help them find policies that provide comprehensive coverage for their specific needs, such as liability insurance and workers' compensation. Additionally, with the increasing frequency of extreme weather events in the region, insurance brokers can help residents find policies that provide protection against flood and wind damage, which are common occurrences in Passaic County. Overall, an insurance broker can provide invaluable assistance to residents of Passaic County, helping them find the right insurance policies to protect themselves and their assets.

Retirement Planning

Residents of Passaic County, NJ can benefit greatly from the expertise of a retirement planner. With a population of over 500,000, Passaic County is home to a diverse group of individuals with unique financial needs. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and estate planning. In particular, residents of Passaic County may face challenges related to the high cost of living in the area, as well as the impact of state and local taxes on their retirement income. A skilled retirement planner can help residents develop a comprehensive plan tailored to their specific needs and goals, ensuring that they can enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Passaic County, NJ can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique tax landscape of the county. Passaic County has a complex tax system with various local taxes that can be confusing for residents. A financial advisor can help individuals understand their tax obligations and work to minimize their tax burden. Additionally, a financial advisor can assist with retirement planning, estate planning, and investment management, all of which are crucial for securing a stable financial future. With the help of a financial advisor, residents of Passaic County can make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Passaic County, NJ can benefit from the expertise of a mortgage loan officer in several ways. With the county's diverse population, which includes a large number of immigrants, a loan officer can help navigate the complex lending process and ensure that residents have access to affordable housing. Furthermore, with Passaic County's proximity to New York City, many residents may be interested in purchasing a second home or investment property. A loan officer can provide guidance on the different types of loans available and help residents make informed decisions about their investments. Additionally, with the county's high property taxes, a loan officer can help residents find ways to reduce their monthly mortgage payments and save money in the long run. Overall, the expertise of a mortgage loan officer can be invaluable to Passaic County residents looking to achieve their homeownership goals.

Tax Services

Residents of Passaic County, NJ can greatly benefit from the services of a tax advisor. With its diverse population and bustling economy, the county presents a unique set of challenges when it comes to tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations that govern the county, ensuring that they are in compliance and minimizing their tax liability. For example, Passaic County has a large number of small businesses, and a tax advisor can help these businesses take advantage of tax breaks and deductions to reduce their tax burden. Additionally, many residents of Passaic County are immigrants or have family members who are undocumented, which can make tax planning even more complicated. A tax advisor can provide guidance on how to navigate these issues and ensure that everyone in the community is able to meet their tax obligations. Overall, a tax advisor can be an invaluable resource for residents of Passaic County, helping them to save money, avoid penalties, and stay on top of their tax responsibilities.

Estate Planning Lawyer

Residents of Passaic County, NJ can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help residents to create a comprehensive estate plan that takes into account their unique financial situation and family dynamics. This can include drafting wills and trusts, establishing powers of attorney, and creating healthcare directives. Additionally, estate planning lawyers can assist with minimizing taxes and avoiding probate, which can be particularly beneficial for residents of Passaic County, NJ due to the state's high estate tax rates. Furthermore, estate planning lawyers can provide guidance and support to families during difficult times, such as after the loss of a loved one, helping them to navigate the complex legal and financial issues that often arise. Overall, an estate planning lawyer can provide invaluable assistance to residents of Passaic County, NJ in protecting their assets and ensuring that their wishes are carried out after they pass away.

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