Wealth Management in Westwood, NJ

We did the hard work of finding trustworthy partners in Westwood, NJ. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Westwood, NJ Wealth Management Firms

generic_business-71
Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
Directions
generic_business-71
D'Angelis Wealth Management
Location 461 From Rd, Paramus, NJ 07652, USA
Phone (201) 839-0370
Directions
SEC File# 801-108825
CRD# 284213
Location 50 Tice Blvd Suite A32 Suite 1204, Woodcliff Lake, NJ 07677, USA
Phone (347) 331-0648
Directions
generic_business-71
Montagna Wealth Management
Location 50 Tice Blvd Suite 340, Woodcliff Lake, NJ 07677, USA
Phone (201) 364-4703
Directions
generic_business-71
Modera Financial Advisors & Financial Planners
Location 56 Jefferson Ave, Westwood, NJ 07675, USA
Phone (201) 768-4600
Directions
generic_business-71
Michael Weinstein - RBC Wealth Management Financial Advisor
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
Directions
generic_business-71
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 115 W Century Rd #125, Paramus, NJ 07652, USA
Phone (201) 639-0644
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Irwin D. Wolf III
Location 115 W Century Rd, Paramus, NJ 07652, USA
Phone (201) 967-3761
Directions
generic_business-71
RBC Wealth Management Branch - Paramus
5 out of 5
Location 650 From Rd Suite 225, Paramus, NJ 07652, USA
Phone (201) 634-8000
Directions
generic_business-71
Wilson Peak Wealth Management, Inc.
Location 600 E Crescent Ave Suite 202, Upper Saddle River, NJ 07458, USA
Phone (201) 730-1900
Directions
Wealth Management in Westwood, NJ

Where Wealth Management Advisors in Westwood, NJ Serve

Nestled in Bergen County, New Jersey, Westwood is a vibrant town that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Westwood Train Station to the picturesque Veteran's Memorial Park, Westwood has something for everyone. The town's top employers include Hackensack Meridian Health, Pascack Valley Medical Center, and the Westwood Regional School District. Major highways and streets such as Route 17, the Garden State Parkway, and Westwood Avenue provide easy access to nearby towns and cities. Westwood is also home to several neighborhoods, including the sought-after Old Hook area and the charming Westwood Hills. With its rich history and dynamic community, Westwood is a place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Westwood, NJ can benefit from a bank in various ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, loans, and credit cards. With these services, residents can easily manage their finances and access credit facilities to fund their businesses or personal projects. Additionally, banks in Westwood, NJ can provide investment advice and services to help residents grow their wealth over time. This is particularly important in a town like Westwood, which has a thriving business community and a growing population. Furthermore, banks can offer financial education and resources to help residents make informed decisions about their money. With the right financial education, residents can develop healthy spending habits and build a strong financial foundation for their future. Overall, banks play a critical role in supporting the financial wellbeing of Westwood, NJ residents.

Insurance Broker

Residents of Westwood, NJ can benefit from the expertise and guidance of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex and often confusing world of insurance policies and coverage options. This is particularly important in Westwood, NJ, where residents face unique risks and challenges due to the town's location in a high-risk flood zone. An insurance broker can help residents assess their risk and find appropriate coverage for their homes and personal property. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important given the high cost of healthcare in New Jersey. Overall, the services of an insurance broker can help Westwood, NJ residents protect their assets, manage risk, and achieve greater peace of mind.

Retirement Planning

Residents of Westwood, NJ can benefit greatly from the services of a retirement planner. A retirement planner can help residents assess their current financial situation and develop a comprehensive plan to ensure their financial stability in retirement. Westwood, NJ is a town with a high cost of living, and many residents may struggle to save enough money for retirement. A retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents identify and take advantage of opportunities to maximize their retirement savings, such as employer-sponsored retirement plans and individual retirement accounts. With the help of a retirement planner, residents of Westwood, NJ can achieve their retirement goals and enjoy financial security in their golden years.

Financial Advisor

Residents of Westwood, NJ can benefit from the guidance of a financial advisor in a multitude of ways. One specific area of concern for Westwood residents is the high cost of living in the area. A financial advisor can assist in creating a budget that takes into account the high cost of housing, transportation, and other expenses unique to the region. Additionally, a financial advisor can help residents navigate the complexities of investing in the local real estate market, which can be a lucrative but challenging endeavor. They can also provide guidance on retirement planning, helping residents to ensure that they are saving enough to maintain their standard of living in their golden years. With their expertise and knowledge, a financial advisor can help Westwood residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Westwood, NJ can benefit from the expertise of a mortgage loan officer in various ways. They can assist in finding the best mortgage rates available in the area, and help residents secure a loan that fits their specific financial needs. With Westwood's proximity to New York City, many residents may be interested in purchasing a second home or investment property, and a loan officer can guide them through the process. Additionally, Westwood is known for its historic homes and properties, which may require specialized financing options. A knowledgeable loan officer can provide residents with the necessary information and resources to make informed decisions about their home financing. Overall, a mortgage loan officer can be a valuable asset to residents of Westwood, NJ who are navigating the complex world of home financing.

Tax Services

Residents of Westwood, NJ can greatly benefit from the services of a tax advisor. One specific way that a tax advisor can assist Westwood residents is by helping them navigate the state and local tax laws. Due to the high property values in Westwood, residents may be subject to higher property taxes than in other areas. A tax advisor can help residents understand their tax obligations and identify any potential deductions or credits that may be available to them. Additionally, with the recent changes to federal tax laws, a tax advisor can provide valuable guidance on how to optimize deductions and minimize tax liability. Overall, a tax advisor can provide Westwood residents with the expertise and support needed to navigate the complex world of taxes and ensure they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Westwood, NJ can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help them create a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. This is particularly important in Westwood, NJ, where the median home value is $479,000, and many residents have significant assets that they want to pass on to their loved ones. Additionally, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a lengthy and expensive process. They can also help with Medicaid planning, which is crucial for seniors who may need long-term care in the future. Overall, an estate planning lawyer can provide Westwood, NJ residents with peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs