Wealth Management in Secaucus, NJ

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List of Firms

Secaucus, NJ Wealth Management Firms

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Citadel Investments Group
Location 755 Secaucus Rd, Secaucus, NJ 07094, USA
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Mass Mutual Financial Professionals
Location 300 Lighting Way Suite 320, Secaucus, NJ 07094, USA
Phone (201) 520-9440
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Merrill Lynch Wealth Management
5 out of 5
Location 300 Boulevard E, Weehawken, NJ 07086, USA
Phone (201) 864-1504
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Florens Asset Management USA Limited
Location 100 Lighting Way, Secaucus, NJ 07094, USA
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Reese Wealth Management - UBS Financial Services Inc.
Location 61 S Paramus Rd 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2767
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Park West Wealth Management - Ameriprise Financial Services, LLC
Location 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006, USA
Phone (201) 221-7373
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Kreshpane Wealth Management - UBS Financial Services Inc.
Location 61 South Paramus Road 4th Floor, Paramus, NJ 07652, USA
Phone (201) 678-2302
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shivamsmittal
Location 500 Plaza Dr 2nd Floor, Secaucus, NJ 07094, USA
Phone (732) 772-5234
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Activ Financial
Location 333 Meadowlands Pkwy, Secaucus, NJ 07094, USA
Phone (201) 223-6473
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Atherean Wealth Management, LLC
Location 101 Hudson St 21st Floor, Jersey City, NJ 07302, USA
Phone (347) 409-1499
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Soteria Wealth Management - UBS Financial Services Inc.
Location 61 South Paramus Road Mack Center IV, 4th Floor, Paramus, NJ 07652, USA
Phone (201) 587-2759
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Fortress Financial
SEC File# 801-122032
CRD# 315329
5 out of 5
Location 609 Franklin Ave, Nutley, NJ 07110, USA
Phone (973) 661-3898
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Morristown Wealth Management
5 out of 5
Location 130 Washington St, Morristown, NJ 07960, USA
Phone (973) 971-0202
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NRIA (National Realty Investment Advisors)
4 out of 5
Location 1 Harmon Plaza Floor 9, Secaucus, NJ 07094, USA
Phone (800) 800-1414
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NRIA Exchange
Location 1 Harmon Plaza Floor 9, Secaucus, NJ 07094, USA
Phone (201) 210-2727
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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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FFP Wealth Management, Inc
5 out of 5
Location 847 Broadway, Bayonne, NJ 07002, USA
Phone (201) 823-1030
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Wealth Management in Secaucus, NJ

Where Wealth Management Advisors in Secaucus, NJ Serve

Secaucus, NJ is a bustling city with a rich history and a diverse population. It is home to several landmarks, including the Meadowlands Sports Complex, which hosts major sporting events and concerts throughout the year. The town also boasts several parks and nature trails, such as Mill Creek Marsh and Laurel Hill Park, that offer stunning views of the surrounding area. In terms of employment, Secaucus is a hub for logistics and transportation companies, with major employers including UPS, FedEx, and DHL. The town is also home to several retail and hospitality businesses, such as the Harmon Meadow shopping center and the Embassy Suites hotel. Navigating Secaucus is easy thanks to its proximity to major highways such as the New Jersey Turnpike, Route 3, and Route 17. The town is also served by several major streets, including Paterson Plank Road, Meadowlands Parkway, and County Avenue. Secaucus is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Secaucus, NJ would benefit from a bank in a multitude of ways. Firstly, a bank would provide a safe and secure place for residents to store their money, protecting them from potential theft or loss. Additionally, a bank would offer various financial services such as loans, mortgages, and credit cards, enabling residents to make important purchases or investments. Furthermore, Secaucus is a bustling town with a diverse population, and a bank could cater to the unique financial needs of its residents, such as offering bilingual services for Spanish-speaking customers. Lastly, with the recent growth of businesses in Secaucus, a bank could provide essential financial support to entrepreneurs and small business owners, helping to stimulate the local economy and create jobs.

Insurance Broker

Residents of Secaucus, NJ can benefit from the services of an insurance broker in several ways. An insurance broker can help residents navigate the complex and ever-changing insurance market, ensuring that they have the coverage they need at a price they can afford. Specifically, in Secaucus, NJ, an insurance broker can help residents understand the unique risks associated with living in a flood-prone area. With the Hackensack River running through the town, flooding can be a significant concern for residents. An insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings in the event of a flood. Additionally, an insurance broker can help residents understand the nuances of New Jersey's auto insurance requirements, ensuring that they have the coverage they need to stay protected on the road. Overall, an insurance broker can provide invaluable support and guidance to residents of Secaucus, NJ, helping them navigate the complex world of insurance with ease.

Retirement Planning

Residents of Secaucus, NJ could benefit from the services of a retirement planner in a multitude of ways. One specific aspect of Secaucus that could be addressed by a retirement planner is the high cost of living in the area. With a median home price of over $500,000, many residents may struggle to save enough for retirement. A retirement planner could assist with budgeting and investing strategies to maximize savings potential. Additionally, with the population of Secaucus being predominantly middle-aged and older, a retirement planner could provide guidance on navigating the unique challenges of retirement in this community, such as potential healthcare costs and the need for long-term care. Overall, a retirement planner could provide valuable support and expertise to help Secaucus residents achieve their retirement goals despite the challenges of living in a high-cost area.

Financial Advisor

Residents of Secaucus, NJ can benefit from the guidance of a financial advisor in a multitude of ways. With its close proximity to New York City, many Secaucus residents may have high-paying jobs but struggle to manage their finances effectively due to the high cost of living in the area. A financial advisor can help these individuals create a budget, manage debt, and plan for long-term financial goals such as retirement. Additionally, Secaucus is a diverse community with a significant immigrant population. A financial advisor can assist these individuals in navigating the complexities of the American financial system, including taxes, investments, and estate planning. With the recent growth of the Secaucus business district, small business owners in the area may also benefit from the expertise of a financial advisor in managing cash flow, creating a business plan, and securing funding. Overall, a financial advisor can provide valuable guidance and support to residents of Secaucus, NJ in achieving their financial goals.

Mortgage Loan Officer

Residents of Secaucus, NJ stand to benefit from a mortgage loan officer in a myriad of ways. Firstly, the officer can help them navigate the complex and often confusing process of obtaining a mortgage. This is especially important in Secaucus, where the real estate market is highly competitive and there are often multiple offers on properties. Additionally, a mortgage loan officer can help residents of Secaucus find the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. Furthermore, the officer can assist residents in understanding the various types of mortgages available to them, such as fixed-rate, adjustable-rate, and FHA loans. With the help of a mortgage loan officer, residents of Secaucus can make informed decisions about their home financing and ultimately achieve their dream of homeownership.

Tax Services

Residents of Secaucus, NJ could benefit from the expertise of a tax advisor in a variety of ways. One specific aspect that a tax advisor could assist with is navigating the complex tax laws surrounding the many businesses in Secaucus. With a bustling commercial district, including the popular Secaucus Outlets, there are many small business owners who could use guidance on tax planning, deductions, and compliance. Additionally, Secaucus residents who work in neighboring states may face unique tax challenges, such as double taxation. A tax advisor could help these individuals understand their tax obligations and potentially save them money. Overall, a tax advisor can provide valuable assistance to Secaucus residents in maximizing their tax benefits and minimizing their liabilities.

Estate Planning Lawyer

Residents of Secaucus, NJ can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents of Secaucus, NJ to create a comprehensive estate plan that reflects their unique situation and goals. This is particularly important in Secaucus, NJ, where the population is diverse and there is a wide range of assets and properties. Secondly, an estate planning lawyer can assist residents of Secaucus, NJ in minimizing the tax implications of their estate. This is especially important in Secaucus, NJ, where the tax laws are complex and can have a significant impact on the value of an estate. Thirdly, an estate planning lawyer can help residents of Secaucus, NJ to protect their assets from creditors and other potential liabilities. This is particularly important in Secaucus, NJ, where there is a high concentration of businesses and commercial activity, which can expose individuals to various legal risks.

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