Wealth Management in Union County, NJ

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List of Firms

Union County, NJ Wealth Management Firms

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Sebastian Wealth Management LLC
Location 18 Bank St, Summit, NJ 07901, USA
Phone (908) 608-9800
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Essential Wealth Partners - UBS Financial Services Inc.
Location 51 John F Kennedy Pkwy Suite 240, Short Hills, NJ 07078, USA
Phone (973) 360-4385
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The Hakim Team - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, 109 N Ave W, Westfield, NJ 07090, USA
Phone (908) 789-6166
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The Bell Team - Morgan Stanley
Location 150 John F Kennedy Pkwy 2nd Floor, Short Hills, NJ 07078, USA
Phone (973) 921-6503
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Beacon Wealth
SEC File# 801-120334
CRD# 312556
Location 1020 Galloping Hill Rd Suite 202, Union, NJ 07083, USA
Phone (973) 335-0100
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Merrill Lynch Wealth Management
5 out of 5
Location 1 Deforest Ave, Summit, NJ 07901, USA
Phone (908) 522-3335
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OneTeam Financial
Location 21 Commerce Dr, Cranford, NJ 07016, USA
Phone (844) 451-8326
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Merrill Lynch Wealth Management Advisor Michael D. Laitman
5 out of 5
Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4331
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Merrill Lynch Wealth Management Advisor John Mills-Pierre
Location 173 Elm St, Westfield, NJ 07090, USA
Phone (908) 301-2631
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Wealth Shield Financial
Location 45 River Rd Suite 3, Summit, NJ 07901, USA
Phone (973) 323-1700
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The DellaVecchia Group
Location 184 N Ave E, Cranford, NJ 07016, USA
Phone (908) 272-9000
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Robert Shaffer Wealth Management
Location 133 Prospect St, Westfield, NJ 07090, USA
Phone (908) 389-8161
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Garretson Financial
Location 44 S 21st St b, Kenilworth, NJ 07033, USA
Phone (908) 276-9140
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C E Financial
Location 333 Stoughton Ave, Cranford, NJ 07016, USA
Phone (908) 931-9400
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S F Ehrlich Associates Inc
Location 15 Alden St Suite 12, Cranford, NJ 07016, USA
Phone (908) 789-1100
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Wealth Management in Union County, NJ

Where Wealth Management Advisors in Union County, NJ Serve

Union County, NJ is a vibrant and diverse county located in the heart of New Jersey. It is home to numerous landmarks, including the Watchung Reservation, the Union County Performing Arts Center, and the Union County Courthouse. The county also boasts a thriving economy, with top employers such as Merck, FedEx, and Siemens. Major highways and streets in Union County include the Garden State Parkway, Route 22, and the New Jersey Turnpike. The county is comprised of several distinct neighborhoods, each with its own unique character and charm. From the bustling city of Elizabeth to the quaint town of Westfield, Union County offers something for everyone. Whether you're a resident or a visitor, there's always something new and exciting to discover in Union County.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Union County, NJ can benefit from banks in numerous ways. One of the most common ways is through the availability of loans and mortgages that can help individuals purchase homes, start businesses, or finance other important ventures. Banks in the area can also provide residents with access to savings and checking accounts, which can help them manage their finances more effectively. Additionally, many banks offer investment opportunities and financial planning services that can help residents grow their wealth over time. Union County, NJ is a diverse area with a wide range of economic needs, so banks that can tailor their services to meet the unique needs of local residents are particularly valuable. By providing personalized financial solutions that are tailored to the needs of the community, banks can help Union County residents achieve their financial goals and build a brighter future for themselves and their families.

Insurance Broker

Residents of Union County, NJ can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents of Union County navigate the complex and ever-changing healthcare landscape, ensuring that they have access to the best medical care available. Additionally, an insurance broker can help residents of Union County find affordable insurance policies that meet their unique needs and circumstances. This is particularly important in Union County, where the cost of living is higher than the national average, making it essential for residents to have access to affordable insurance options. Furthermore, an insurance broker can help residents of Union County understand the various insurance policies available to them, including home, auto, and life insurance, and help them choose the best policies to protect themselves and their families. Overall, the services of an insurance broker can be invaluable to residents of Union County, NJ, and can help them navigate the complex and often confusing world of insurance with ease and confidence.

Retirement Planning

Residents of Union County, NJ can benefit greatly from the assistance of a retirement planner. With an aging population and a high cost of living, it can be difficult for many to plan for a comfortable retirement. A retirement planner can help individuals navigate the complex world of retirement planning, including investments, social security, and healthcare costs. Specifically in Union County, NJ, where the median home value is $404,000, a retirement planner can help residents plan for the high cost of housing and property taxes in retirement. Additionally, with a diverse population, a retirement planner can help individuals navigate cultural and language barriers when it comes to retirement planning. By working with a retirement planner, residents of Union County, NJ can feel confident in their retirement plan and enjoy their golden years without financial stress.

Financial Advisor

Residents of Union County, NJ would benefit greatly from the expertise of a financial advisor in navigating the complex financial landscape of the region. With a median household income of $83,000, Union County is one of the wealthiest counties in New Jersey. However, this wealth is not evenly distributed, with pockets of poverty and income inequality present throughout the county. A financial advisor can help residents in Union County create a personalized financial plan that takes into account their unique circumstances and goals, whether it be saving for retirement, paying off debt, or investing in the local real estate market. Additionally, with the high cost of living in the region, a financial advisor can provide guidance on budgeting, managing expenses, and maximizing income streams. With their knowledge and expertise, a financial advisor can help residents of Union County achieve financial stability and security, regardless of their current financial situation.

Mortgage Loan Officer

Residents of Union County, NJ can greatly benefit from the expertise of a mortgage loan officer. With the county being one of the most affluent in the state, it is not uncommon for residents to require larger loan amounts to purchase their dream homes. A mortgage loan officer can assist with navigating the complex process of securing a loan, ensuring that residents are able to obtain the best possible rates and terms. Additionally, with the county being situated in close proximity to New York City, many residents may be self-employed or have non-traditional income streams. A mortgage loan officer can help these individuals navigate the unique challenges of securing a loan with non-traditional income sources. With the assistance of a knowledgeable mortgage loan officer, residents of Union County can achieve their homeownership goals with confidence and ease.

Tax Services

Residents of Union County, NJ can benefit greatly from the services of a tax advisor in numerous ways. Firstly, tax advisors can provide expert advice on how to minimize tax liabilities and maximize deductions, which can result in significant savings for individuals and businesses alike. Additionally, tax advisors can assist with tax planning and preparation, ensuring that all necessary forms and documents are filed accurately and on time. Furthermore, residents of Union County, NJ can benefit from the expertise of a tax advisor when it comes to navigating the complex tax laws and regulations specific to the state of New Jersey. For instance, tax advisors can provide guidance on property tax assessments, which can be particularly challenging in Union County, where property values can vary widely depending on the municipality. Overall, the services of a tax advisor can be invaluable for residents of Union County, NJ, helping them to navigate the complex world of taxation and achieve their financial goals.

Estate Planning Lawyer

Residents of Union County, NJ can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help residents of Union County to create a comprehensive estate plan that takes into account their unique financial and family circumstances. This includes setting up trusts, drafting wills, and creating powers of attorney. Additionally, an estate planning lawyer can help residents of Union County to navigate the complex laws and regulations surrounding estate planning in New Jersey, which can be particularly challenging given the state's high property values and tax rates. Furthermore, an estate planning lawyer can assist Union County residents with probate and estate administration, ensuring that their loved ones are able to smoothly and efficiently settle their affairs after they pass away. Overall, an estate planning lawyer can provide invaluable assistance to residents of Union County, helping them to protect their assets and ensure that their wishes are carried out in the event of their death.

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