Wealth Management in Sussex County, NJ

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List of Firms

Sussex County, NJ Wealth Management Firms

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Infinity Wealth Management, LLC
Location 45 Morgan Dr, Wantage, NJ 07461, USA
Phone (973) 875-5052
Directions
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Guarino Wealth Management
5 out of 5
Location 124 E Main St STE 101, Denville, NJ 07834, USA
Phone (973) 625-1112
Directions
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KT Wealth Management
5 out of 5
Location 56 Main St Suite 1&2, Warwick, NY 10990, USA
Phone (631) 389-3810
Directions
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Conway Wealth Group, LLC
5 out of 5
Location 4 Campus Dr, Parsippany, NJ 07054, USA
Phone (973) 285-3640
Directions
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David N Ames - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 13 Main St Ste 4, Sparta Township, NJ 07871, USA
Phone (973) 729-0077
Directions
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Biondo Investment Advisors
SEC File# 801-62775
CRD# 130105
5 out of 5
Location 540 US-209, Milford, PA 18337, USA
Phone (570) 296-5525
Directions
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Skylands Financial Advisors
Location 67 Spring St # A, Newton, NJ 07860, USA
Phone (973) 383-8890
Directions
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Richard Gopin CFP® | Concordia Financial Group, Inc
SEC File# 801-69919
CRD# 23224
Location 5676 Berkshire Valley Rd, Oak Ridge, NJ 07438, USA
Phone (973) 697-6300
Directions
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Merrill Lynch Wealth Management
Location 13A Main St, Sparta Township, NJ 07871, USA
Phone (973) 726-5801
Directions
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1792 Wealth Advisors
Location 360 Mt Kemble Ave 3rd floor, Morristown, NJ 07960, USA
Phone (973) 866-5270
Directions
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Elite Retirement Consultants
5 out of 5
Location 46 Wilson Dr, Sparta Township, NJ 07871, USA
Phone (973) 729-2489
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 46 Main St, Sparta Township, NJ 07871, USA
Phone (973) 729-0077
Directions
SEC File# 801-115012
CRD# 281761
Location 100 Enterprise Dr Suite 301, Rockaway, NJ 07866, USA
Directions
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LeRoy Wealth Management
Location 4 Campus Dr, Parsippany, NJ 07054, USA
Phone (973) 285-3666
Directions
Wealth Management in Sussex County, NJ

Where Wealth Management Advisors in Sussex County, NJ Serve

Sussex County, NJ is a picturesque region nestled in the northern part of the state. Known for its rolling hills and natural beauty, this area boasts a plethora of landmarks and attractions that draw visitors from far and wide. From the iconic High Point Monument to the historic Waterloo Village, there is no shortage of sights to see in Sussex County. In terms of employment, the top employers in the area include Newton Medical Center, Sussex County Community College, and Selective Insurance. These companies provide a range of job opportunities for local residents, from healthcare to education to finance. When it comes to transportation, Sussex County is well-connected to the rest of the state via major highways such as I-80 and US-206. Additionally, the region is home to several important streets and roads, including Route 23 and Route 94. Finally, Sussex County is comprised of a variety of unique and vibrant neighborhoods, each with its own character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sussex County, NJ can benefit from a bank in various ways. Firstly, banks can provide financial assistance to individuals and businesses in the county. Sussex County is known for its strong agricultural industry, and banks can offer loans and credit facilities to farmers and agribusinesses to help them grow and expand their operations. Additionally, banks can provide residents with access to safe and secure banking services, such as savings accounts, checking accounts, and credit cards. This is particularly important in Sussex County, where many residents live in rural areas and may not have easy access to banking services. Banks can also offer financial planning and investment advice to help residents achieve their long-term financial goals, such as saving for retirement or purchasing a home. Overall, the services provided by banks can help residents of Sussex County manage their finances, grow their businesses, and achieve financial stability.

Insurance Broker

Residents of Sussex County, NJ can greatly benefit from the services of an insurance broker. With its vast rural landscape and numerous small towns, Sussex County presents unique challenges for residents seeking insurance coverage. An experienced broker can help navigate the complexities of the local insurance market and find the best policies to fit individual needs. For example, Sussex County's high rate of seasonal homes and vacation properties requires specialized insurance coverage to protect against damage from harsh winter weather and potential break-ins during the off-season. Additionally, residents who work in neighboring states may need coverage that extends beyond New Jersey's borders. An insurance broker can provide valuable expertise to ensure that residents have the right coverage at the right price, giving them peace of mind and protecting their assets.

Retirement Planning

Residents of Sussex County, NJ can benefit greatly from the services of a retirement planner. With the county's aging population, it is crucial for individuals to have a solid plan in place to ensure financial stability during their retirement years. A retirement planner can assist in creating a personalized plan that takes into account the specific needs and goals of each client. This may include strategies for maximizing Social Security benefits, managing investments, and creating a budget for retirement expenses. Additionally, Sussex County has a unique landscape with a mix of urban and rural areas, which can impact retirement planning. A retirement planner can help navigate the complexities of property ownership, estate planning, and healthcare costs in this diverse region. Overall, working with a retirement planner can provide peace of mind and a clear path towards a secure and comfortable retirement for residents of Sussex County, NJ.

Financial Advisor

Residents of Sussex County, NJ can benefit from the services of a financial advisor in several ways. One of the most common ways is through retirement planning. With an aging population in Sussex County, many residents are approaching retirement and need guidance on how to maximize their retirement savings and income. A financial advisor can help them create a personalized retirement plan that takes into account their goals, risk tolerance, and current financial situation. Additionally, many residents in Sussex County own businesses or work in industries such as agriculture, manufacturing, and healthcare. A financial advisor can provide guidance on business planning, tax strategies, and employee benefits, helping these individuals and businesses to thrive in a competitive market. With the high cost of living in Sussex County, a financial advisor can also help residents with budgeting, debt management, and investment planning to ensure they are making the most of their hard-earned money.

Mortgage Loan Officer

Residents of Sussex County, NJ can benefit greatly from the services of a mortgage loan officer. With the county being home to a diverse population, ranging from young families to retirees, the mortgage needs of its residents are equally varied and complex. A mortgage loan officer can help residents navigate the intricacies of the home buying process, from pre-approval to closing, ensuring that they secure the best possible terms for their mortgage. Additionally, given the county's rural nature, many residents may be interested in purchasing homes with acreage or properties that require specialized financing. A mortgage loan officer can provide valuable guidance in securing these types of loans, which may not be readily available through traditional lenders. Ultimately, the expertise of a mortgage loan officer can help residents of Sussex County, NJ achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Sussex County, NJ could greatly benefit from the services of a tax advisor. With the county's diverse economy, which includes agriculture, tourism, and manufacturing, there are a variety of tax implications that residents may not be aware of. For example, farmers in Sussex County may be eligible for tax breaks and credits that are specific to their industry, but that the average resident may not know about. Additionally, the county's proximity to New York and Pennsylvania can create unique tax situations for residents who work across state lines. A tax advisor can provide guidance on how to navigate these complexities and ensure that residents are taking advantage of all available tax deductions and credits. Furthermore, with the recent changes to the tax code, a tax advisor can help residents understand the new rules and how they may impact their individual tax situations.

Estate Planning Lawyer

Residents of Sussex County, NJ can benefit from the services of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be of great assistance to residents of Sussex County is in the development of a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries after death. This is particularly important in Sussex County, where the population is aging rapidly, and many families have accumulated significant wealth over the years. An estate planning lawyer can help residents of Sussex County navigate complex tax laws and develop a plan that minimizes tax liabilities while maximizing the value of their estate. Additionally, an estate planning lawyer can assist with the creation of trusts, which can help protect assets from creditors and ensure that they are distributed according to the wishes of the deceased. Overall, residents of Sussex County can benefit greatly from the services of an estate planning lawyer, who can help them navigate the complex world of estate planning and ensure that their assets are protected for future generations.

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