Estate Planning Attorneys in Montvale, NJ

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List of Firms

Top Montvale, NJ Estate Planning Law Firms

John Chakan, Attorney
Location 210 Summit Ave, Montvale, NJ 07645, USA
Phone (201) 391-7000
Meyerson Fox Mancinelli & Conte, P.A.
5 out of 5
Location 1 Paragon Dr Suite 240, Montvale, NJ 07645, USA
Phone (201) 802-9202
Kantrowitz, Goldhamer & Graifman, P.C.
5 out of 5
Location 135 Chestnut Ridge Rd Suite 200, Montvale, NJ 07645, USA
Phone (201) 371-5411
Estate Planning Lawyers in Montvale, NJ

Where Estate Planners in Montvale, NJ Serve

Montvale, NJ, a quaint borough in Bergen County, is a hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The borough is home to the iconic Mercedes-Benz USA headquarters, which is one of the top employers in the area. Other notable employers include The Great Atlantic & Pacific Tea Company, KPMG, and Sony. Montvale is also conveniently located near major highways such as the Garden State Parkway and the New York State Thruway, making transportation a breeze. The borough is divided into several neighborhoods, including the affluent Chestnut Ridge and Montvale Center. Landmarks in Montvale include the historic Pascack Reformed Church, which dates back to the 18th century, and the Van Riper House, a historic home that has been converted into a museum. With its blend of history, commerce, and natural beauty, Montvale is a must-visit destination for anyone seeking a unique and vibrant experience.

Financial Services Related to Estate Planning in Montvale, NJ

Banks and Credit Unions

Residents of Montvale, NJ can benefit from a bank in a number of ways. One of the most common is through access to financial products and services, such as checking and savings accounts, loans, and credit cards. This can help individuals and families manage their money more effectively, save for the future, and achieve their financial goals. Additionally, banks can provide assistance with financial planning, investment advice, and other resources to help residents make informed decisions about their finances. For example, Montvale is a growing community with a number of small businesses, and a bank can provide support and guidance to entrepreneurs looking to start or expand their ventures. Overall, a bank can be a valuable resource for residents of Montvale, NJ, helping them to achieve financial stability and security.

Insurance Broker

Residents of Montvale, NJ can benefit greatly from the expertise of an insurance broker. With the town's close proximity to major highways and its high median income, many residents own valuable assets such as homes, cars, and businesses that require adequate insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. Additionally, with Montvale's location in a flood-prone area, an insurance broker can provide valuable guidance on obtaining flood insurance to protect against potential damages. Overall, an insurance broker can provide peace of mind and financial security to residents of Montvale, NJ.

Retirement Planning

Residents of Montvale, NJ can benefit greatly from the services of a retirement planner. One specific way that a retirement planner can help is by providing guidance on how to maximize retirement savings while living in an area with a high cost of living. Montvale, NJ is known for its affluent community and high property values, which can make it challenging for residents to save for retirement while also meeting their current financial obligations. A retirement planner can work with residents to create a personalized financial plan that takes into account their unique circumstances and helps them achieve their retirement goals. This may include strategies for reducing debt, increasing savings, and investing in tax-efficient retirement accounts. By working with a retirement planner, residents of Montvale, NJ can feel confident that they are on track to achieve a comfortable and secure retirement.

Wealth Management

Residents of Montvale, NJ can benefit greatly from the guidance and expertise of a wealth manager. One of the most common ways a wealth manager can assist is by helping individuals and families plan for their retirement. With Montvale being a suburb of New York City, many residents work in high-paying jobs and have the potential to accumulate significant wealth over their careers. However, navigating the complex world of investing and financial planning can be overwhelming, especially when trying to balance short-term goals with long-term objectives like retirement. A wealth manager can provide personalized advice on how to invest and save for retirement, taking into account factors like risk tolerance, time horizon, and tax implications. By working with a wealth manager, Montvale residents can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of Montvale, NJ could greatly benefit from the guidance of a financial advisor. With a median household income of $141,000, Montvale is a relatively affluent community, but that doesn't mean its residents don't face financial challenges. A financial advisor could help Montvale residents with a range of issues, from managing debt and saving for retirement, to investing wisely and planning for their children's education. With the cost of living in Bergen County among the highest in the nation, it's important that Montvale residents make the most of their money. A financial advisor can provide personalized advice and strategies to help them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Montvale, NJ can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting in a town like Montvale where the housing market is highly competitive. A mortgage loan officer can assist residents in finding the best mortgage rates and terms, as well as help them understand the various types of mortgages available to them. Additionally, they can provide guidance on the home buying process from start to finish, including pre-approval, home inspections, and closing. With the help of a mortgage loan officer, residents of Montvale can feel confident in their ability to make informed decisions about their home purchase and secure a loan that meets their unique needs.

Tax Services

Residents of Montvale, NJ can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. For example, Montvale residents who own businesses or work in certain industries may be eligible for tax credits or deductions that they are not aware of. A tax advisor can help them identify these opportunities and ensure that they are taking full advantage of them. Additionally, Montvale is known for its high property taxes, and a tax advisor can help residents understand how to minimize their tax liability and potentially save thousands of dollars each year. Overall, a tax advisor can provide invaluable guidance and support to Montvale residents, helping them to make informed decisions and achieve their financial goals.


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