Wealth Management in Roseland, NJ

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List of Firms

Roseland, NJ Wealth Management Firms

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Lifelong Investments
4 out of 5
Location 155 Passaic Ave, Fairfield, NJ 07004, USA
Phone (973) 317-2831
Language http://www.lifelonginvestments.com/contact
Directions
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RMR Wealth Builders, Inc.
SEC File# 801-80404
CRD# 169005
5 out of 5
Location 111 Grove St Suite 203, Montclair, NJ 07042, USA
Phone (888) 333-9898
Language http://www.rmrwealth.com/
Directions
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Merrill Lynch Wealth Management Advisor Drew Rosenfeld
Location 100 Campus Dr 3rd floor, Florham Park, NJ 07932, USA
Phone (973) 301-6349
Language https://fa.ml.com/new-jersey/florham-park-/the_harbor_group
Directions
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Locker Financial Services
SEC File# 801-118288
CRD# 120900
Location 3 Claridge Dr, Verona, NJ 07044, USA
Phone (973) 256-2555
Language http://www.lockerfinancial.com/
Directions
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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
5 out of 5
Location 5 Becker Farm Rd # 460, Roseland, NJ 07068, USA
Phone (973) 535-9577
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
Directions
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Cohn Wealth Managementservices Llc
Location 4 Becker Farm Rd, Roseland, NJ 07068, USA
Phone (973) 364-0001
Directions
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Empowered Retirement, Inc.
Location 101 Eisenhower Pkwy Suite 300, Roseland, NJ 07068, USA
Phone (973) 709-2244
Language https://www.empoweredretirement.com/
Directions
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LRP Wealth Management, LLC
Location 300 Broadacres Dr #4, Bloomfield, NJ 07003, USA
Phone (973) 893-8077
Language http://www.lpappasfinancial.com/
Directions
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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
Language http://www.ep-wm.com/
Directions
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Acorn Financial Services: Casey H. Pisano
1 out of 5
Location 290 W Mt Pleasant Ave, Livingston, NJ 07039, USA
Phone (973) 994-0100
Directions
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CJE Financial, LLC
5 out of 5
Location 363 US-46, Fairfield, NJ 07004, USA
Phone (866) 560-1800
Language http://cjefinancial.com/
Directions
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RWBaird
Location 7 Becker Farm Rd, Roseland, NJ 07068, USA
Language https://bol.rwbaird.com/Login?type=1
Directions
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Merrill Lynch Wealth Management Advisor Jacqueline Bond-Lasher
Location 51 John F Kennedy Pkwy 3rd Floor, Short Hills, NJ 07078, USA
Phone (973) 912-3073
Language https://fa.ml.com/new-jersey/short-hills/bondgroup
Directions
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Evoke Wealth Management
5 out of 5
Location 695 Bloomfield Ave 3rd Floor, Montclair, NJ 07042, USA
Phone (973) 891-5060
Language https://www.evokewm.com/
Directions
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Multi Generation Wealth Management - Ameriprise Financial Services, LLC
Location 200 Campus Dr Ste 150, Florham Park, NJ 07932, USA
Phone (973) 549-6711
Language https://www.ameripriseadvisors.com/team/multi-generation-wealth-management/contact?cid=IP_local_google
Directions
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Keating Meizoso Wealth Management Group
Location 200 Park Ave 2nd Floor, Florham Park, NJ 07932, USA
Phone (877) 890-6140
Language https://us.rbcwealthmanagement.com/keatingmeizosowmg?utm_source=GMB&utm_medium=Yext
Directions
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Baird Fixed Income Capital Markets
Location 3 Becker Farm Rd 4th Floor, Roseland, NJ 07068, USA
Phone (888) 792-0673
Language http://www.rwbaird.com/fixed-income/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=232
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Wealth Management in Roseland, NJ

Where Wealth Management Advisors in Roseland, NJ Serve

Roseland, NJ is a bustling town in Essex County, known for its picturesque landscapes and vibrant community. With a population of over 5,800 residents, Roseland boasts a plethora of landmarks, including the historic Roseland Free Public Library, the charming Roseland Historical Society Museum, and the scenic Becker Park. Top employers in Roseland include the renowned law firm Lowenstein Sandler, the innovative technology company ADP, and the leading insurance provider Prudential Financial. These companies provide ample job opportunities for the town's residents, making Roseland a hub for career growth and development. Major highways and streets in Roseland include the bustling Route 280, the scenic Eisenhower Parkway, and the charming Roseland Avenue. These thoroughfares connect Roseland to neighboring towns and cities, making it easy for residents to explore all that New Jersey has to offer. Roseland is comprised of several distinct neighborhoods, each with its own unique charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Roseland, NJ would greatly benefit from having a bank that caters to their specific needs. With its small-town charm and close-knit community, Roseland is a place where people value personal relationships and trust. A bank that understands this can provide services that are tailored to the unique needs of Roseland residents. For example, a bank could offer mortgage loans with low interest rates to help families purchase homes in the area. Additionally, it could provide small business loans to entrepreneurs looking to start or expand their businesses in Roseland. With its proximity to New York City, Roseland is also home to many commuters who would benefit from a bank that offers convenient online banking and mobile apps. By providing these services, a bank can help residents of Roseland achieve their financial goals and strengthen the local economy.

Insurance Broker

Residents of Roseland, NJ can benefit from the services of an insurance broker in a multitude of ways. One of the most common ways an insurance broker can help is by providing personalized guidance on selecting insurance policies that meet the specific needs of Roseland residents. Given that Roseland is home to many affluent families, a broker can help residents navigate complex policies that provide comprehensive coverage for high-value assets such as homes and vehicles. Additionally, an insurance broker can help residents understand the nuances of insurance policies related to natural disasters, such as flooding and hurricanes, which are particularly relevant in Roseland given its proximity to the coast. Brokers can also assist in finding healthcare policies that provide access to the best medical facilities in the area, such as Saint Barnabas Medical Center in nearby Livingston. Overall, an insurance broker can provide Roseland residents with peace of mind by ensuring that they are adequately protected against unforeseen events and that they have access to the best insurance policies available.

Retirement Planning

Residents of Roseland, NJ can greatly benefit from the services of a retirement planner. With its affluent population and high cost of living, Roseland presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by providing personalized advice on investment strategies, tax planning, and estate planning. For example, a retirement planner could help Roseland residents maximize their retirement savings by recommending tax-efficient investment vehicles such as Roth IRAs and 401(k) plans. They could also provide guidance on how to structure their estate plans to minimize taxes and ensure that their assets are distributed according to their wishes. Overall, a retirement planner can help Roseland residents achieve greater financial security and peace of mind during their golden years.

Financial Advisor

Residents of Roseland, NJ could benefit from the services of a financial advisor in a multitude of ways. With its high median household income of $152,500, many residents may be looking to invest their money wisely and plan for their financial future. A financial advisor could assist with creating a comprehensive investment portfolio tailored to the specific needs and goals of each individual client. Additionally, with Roseland's proximity to New York City, many residents may be subject to higher taxes and may require help with tax planning and preparation. Furthermore, with the cost of living in Roseland being 61% higher than the national average, a financial advisor could provide guidance on budgeting and managing expenses to ensure financial stability. Overall, a financial advisor could provide valuable assistance to the residents of Roseland, NJ in navigating the complexities of the financial world and achieving their long-term financial goals.

Mortgage Loan Officer

Residents of Roseland, NJ could greatly benefit from the services of a mortgage loan officer. With its prime location in Essex County, Roseland is known for its affluent neighborhoods and high cost of living. A mortgage loan officer could assist residents in securing a loan to purchase a home in the area, which would be a daunting task without professional guidance. The officer could also provide advice on refinancing options, helping residents to save money in the long run. With its proximity to major cities such as New York and Newark, Roseland is a popular destination for commuters. A mortgage loan officer could help these residents navigate the complex process of obtaining a mortgage while juggling the demands of a busy work schedule. Overall, the services of a mortgage loan officer would be invaluable to the residents of Roseland, NJ, allowing them to achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Roseland, NJ could benefit greatly from the expertise of a tax advisor. With the high cost of living in this affluent community, it is essential to have a clear understanding of tax laws in order to maximize deductions and minimize liabilities. A tax advisor can help Roseland residents navigate the complex world of tax codes and regulations, ensuring that they are in compliance with all applicable laws. Specific to Roseland, NJ, a tax advisor can provide guidance on state and local tax laws, which can vary significantly from other areas of the country. Additionally, with many Roseland residents owning their own businesses or working as independent contractors, a tax advisor can provide valuable advice on how to structure their businesses and manage their finances in a tax-efficient manner. Overall, a tax advisor can be an invaluable resource for residents of Roseland, NJ, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Roseland, NJ can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can assist Roseland residents in creating a will, which is a legal document that outlines how a person's assets will be distributed after their death. Additionally, an estate planning lawyer can help Roseland residents establish trusts, which can be used to protect assets from creditors and ensure that they are distributed according to the person's wishes. Furthermore, an estate planning lawyer can help Roseland residents with the complex process of estate tax planning, which is especially important given the high property values in the area. Overall, the expertise of an estate planning lawyer can be invaluable to residents of Roseland, NJ who want to ensure that their assets are protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Roseland, NJ can offer a wide range of wealth management services to clients. These services may include investment management, retirement planning, tax planning, estate planning, and more. One specific aspect of Roseland, NJ that a wealth manager may take into account is the town's proximity to major financial centers like New York City. This may impact investment strategies and tax planning for clients who work or have business interests in the city. Additionally, a wealth manager in Roseland may also consider the unique needs of the town's affluent population, which includes many successful business owners and executives. With burstiness and complexity, a wealth manager can tailor their services to meet the specific needs of each client and help them achieve their financial goals.

Roseland, New Jersey is an excellent place to find a wealth manager for several reasons. Firstly, the town is home to a plethora of financial institutions, including some of the most prestigious investment banks in the country. This makes it easy to find a wealth manager who is both experienced and knowledgeable about the financial industry. Additionally, Roseland is known for its affluent community, which means that many of the wealth managers in the area have experience working with high net worth individuals and families. This experience can be invaluable when it comes to managing complex financial portfolios and navigating the intricacies of estate planning. Lastly, Roseland's proximity to New York City means that many of the wealth managers in the area have access to the latest financial research and trends, allowing them to provide their clients with cutting-edge financial advice. Overall, Roseland, NJ is an ideal location for anyone looking for a wealth manager who can help them achieve their financial goals.