Best Financial Advisors in Atlantic County, NJ

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Atlantic County, NJ Fiduciary Financial Advisors

SEC File# 801-118179
CRD# 306850
Location 1555 Zion Rd Suite 203, Northfield, NJ 08225, USA
Phone (833) 226-0400
Directions
SEC File# 801-121549
CRD# 299248
5 out of 5
Location 117 Royal St George Court, Mays Landing, NJ 08330, USA
Phone (609) 369-3173
Directions
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Financial Center
Location 3117 Atlantic Ave, Atlantic City, NJ 08401, USA
Phone (609) 345-8533
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 1900 Pacific Ave, Atlantic City, NJ 08401, USA
Phone (609) 418-0642
Directions
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Hanlon Investment Management
SEC File# 801-60889
CRD# 118851
3 out of 5
Location 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 601-1200
Directions
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Cetkowski Henry
Location 776 White Horse Pike, Absecon, NJ 08201, USA
Phone (609) 641-3008
Directions
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Merrill Lynch Wealth Management Advisor Jay M Weiner
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7191
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7113
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 2021 New Rd # 12, Linwood, NJ 08221, USA
Phone (609) 653-2367
Directions
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Edward Jones - Financial Advisor: Zachary Hammond
SEC File# 801-3297
CRD# 250
Location 3069 English Creek Ave Ste 223, Egg Harbor Township, NJ 08234, USA
Phone (609) 641-4113
Directions
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Edward Jones - Financial Advisor: Dana C Palma, AAMS™
SEC File# 801-3297
CRD# 250
Location 3137 Fire Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 677-8943
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Billie Jo Davey-Salter
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7124
Directions
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Zainab Bilgrami - TD Wealth Financial Advisor
Location 3002 English Creek Ave, Egg Harbor Township, NJ 08234, USA
Phone (732) 267-9145
Directions
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Merrill Lynch Wealth Management Advisor David R Finkel
1 out of 5
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7105
Directions
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TC Financial Management
Location 7811 Atlantic Ave, Margate City, NJ 08402, USA
Phone (609) 487-1805
Directions
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South Jersey Financial Group
Location 1413 Cantillon Blvd, Mays Landing, NJ 08330, USA
Phone (609) 909-0740
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CRA Financial, LLC
5 out of 5
Location 332 Tilton Rd # 101, Northfield, NJ 08225, USA
Phone (609) 380-3500
Directions
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Robert F. Kernan, Jr. CFP®
Location 1555 Zion Rd Suite 203, Northfield, NJ 08225, USA
Phone (833) 226-0400
Directions
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Frank Faverzani - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Directions
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Morgan Stanley Financial Advisors
1 out of 5
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Directions
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Merrill Lynch Wealth Management Advisor Roger R. Mussa
5 out of 5
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7116
Directions
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Daniel Walsh - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8009 Atlantic Ave, Margate City, NJ 08402, USA
Phone (609) 317-4825
Directions
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Stephen A Grimmie - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Directions
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Networth Financial Planning
Location 9400 Atlantic Ave #416, Margate City, NJ 08402, USA
Phone (732) 504-3622
Directions
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Alexander Sawickij - TD Wealth Financial Advisor
Location 15 N Pennsylvania Ave, Atlantic City, NJ 08401, USA
Phone (609) 350-9378
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Concierge Financial Planning, LLC
5 out of 5
Location 114 N Rumson Ave, Margate City, NJ 08402, USA
Phone (908) 543-4036
Directions
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Edward Jones - Financial Advisor: Dennis Pelaez-Robles
SEC File# 801-3297
CRD# 250
Location 3069 English Creek Ave Ste 223, Egg Harbor Township, NJ 08234, USA
Phone (609) 641-4113
Directions
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SHORE WEALTH MANAGEMENT LLC
5 out of 5
Location 903 NJ-50, Mays Landing, NJ 08330, USA
Phone (609) 852-2470
Directions
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Cammisa Financial Services LLC
Location 3203 Atlantic Ave, Atlantic City, NJ 08401, USA
Phone (732) 528-4848
Directions
Financial Advisors in Atlantic County, NJ

Where Certified Financial Advisors in Atlantic County, NJ Serve

Atlantic County, NJ is a vibrant area that boasts a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the picturesque Atlantic City Boardwalk, to the historic Absecon Lighthouse, there is no shortage of must-see destinations. Additionally, the county is home to top employers such as AtlantiCare, the FAA's William J. Hughes Technical Center, and Stockton University. Major highways such as the Atlantic City Expressway and Garden State Parkway make transportation a breeze, while bustling streets like Tilton Road and Black Horse Pike offer a variety of shopping and dining options. From the charming suburb of Linwood to the bustling city of Atlantic City, there is a neighborhood to suit every taste. Atlantic County truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Atlantic County, NJ could greatly benefit from the guidance of a financial advisor in a number of ways. For example, many residents in this area may be struggling with the high cost of living and limited job opportunities, making it difficult to save for the future. A financial advisor can help these individuals create a budget, prioritize their expenses, and develop a savings plan that will help them achieve their financial goals. Additionally, with the recent devastation caused by Hurricane Sandy, many residents may be struggling to rebuild their homes and businesses. A financial advisor can provide guidance on insurance claims, disaster relief programs, and other financial resources that may be available to help them recover and rebuild. Overall, a financial advisor can be a valuable resource for anyone in Atlantic County looking to improve their financial situation and secure a brighter future.

Insurance Broker

Residents of Atlantic County, NJ can benefit greatly from the services of an insurance broker. With the county's proximity to the Atlantic Ocean, residents may require specialized insurance coverage for their homes and properties to protect against flood damage. An insurance broker can help residents navigate the complex world of flood insurance and find the best policy to fit their needs and budget. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a county with a high population of retirees. Overall, an insurance broker can provide valuable guidance and support to Atlantic County residents in securing the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Atlantic County, NJ could greatly benefit from the expertise of a retirement planner. With a high population of retirees in the area, a retirement planner can help individuals navigate the complex world of retirement planning, from maximizing social security benefits to creating a personalized investment strategy. Additionally, Atlantic County is home to a large number of military veterans, many of whom may be eligible for specific retirement benefits. A retirement planner can help these veterans understand their options and make informed decisions about their financial future. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Atlantic County as they enter their golden years.

Wealth Management

Residents of Atlantic County, NJ would greatly benefit from the services of a wealth manager in several ways. With the high cost of living in the area, a wealth manager can assist individuals in creating a financial plan that helps them save and invest wisely to meet their long-term financial goals. Additionally, Atlantic County is home to many retirees, and a wealth manager can help them manage their retirement savings and create a plan for a comfortable retirement. Furthermore, with the county's proximity to the shore, many residents may have unique financial needs related to owning a second home or investment property. A wealth manager can provide guidance on how to manage these assets effectively. Overall, a wealth manager can provide valuable financial advice and support to residents of Atlantic County, NJ, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Atlantic County, NJ may benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure a mortgage for their dream home, refinance an existing mortgage, or obtain a home equity loan. Atlantic County, NJ is home to many beautiful beach towns, such as Atlantic City, Ventnor, and Margate, which can be expensive to purchase a home in. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and finding the right loan for their financial situation. Additionally, many residents of Atlantic County, NJ may be looking to invest in rental properties or vacation homes in the area. A mortgage loan officer can provide guidance on the best financing options for these types of properties. With the help of a mortgage loan officer, residents of Atlantic County, NJ can achieve their homeownership and investment goals with confidence.

Tax Services

Residents of Atlantic County, NJ would greatly benefit from the expertise of a tax advisor. With the county being a popular tourist destination, many residents may have income from short-term rentals or other tourism-related businesses that require specialized tax knowledge. Additionally, the county has a large retired population who may need assistance with tax planning for their retirement income. A tax advisor can also help residents navigate the complex tax laws and regulations of New Jersey, ensuring they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable guidance and support to Atlantic County residents, helping them maximize their financial well-being.

Estate Planning Lawyer

Residents of Atlantic County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of Atlantic County is by helping them create a comprehensive estate plan that addresses their unique needs and goals. This may include drafting a will, establishing trusts, and designating beneficiaries for various assets. Additionally, an estate planning lawyer can help residents of Atlantic County navigate complex legal issues related to probate and estate administration. With its diverse population and thriving economy, Atlantic County presents a unique set of challenges when it comes to estate planning. An experienced lawyer can provide invaluable guidance and support to help residents protect their assets and ensure their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Atlantic County, NJ