Best Financial Advisors in Cumberland County, NJ

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List of Firms

Cumberland County, NJ Fiduciary Financial Advisors

Charles Schwab
Location 2184 N 2nd St, Millville, NJ 08332, USA
Phone (856) 506-3412
RKB Wealth Management Ltd Powered by LPL Financial
Location Main Road Commons, 1318 South Main Road Bldg 5 Suite B, Vineland, NJ 08360, USA
Phone (856) 692-0555
Edward Jones - Financial Advisor: Carol A Sumoski
Location 207 Bogden Blvd Suite J, Millville, NJ 08332, USA
Phone (856) 506-8914
Location 207 Bogden Blvd, Millville, NJ 08332, USA
Phone (856) 765-7071
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About Cumberland County, NJ

Cumberland County is located in central New Jersey and is the state's third-largest county. The county seat is Bridgeton and the largest city is Vineland. Cumberland County is made up of six municipalities: Bridgeton, Commercial Township, Deerfield Township, Downe Township, Greenwich Township, and Lawrence Township. Some of Cumberland County's landmarks include the Cumberland County Courthouse, the Millville Army Air Field Museum, and the Wheaton Arts and Cultural Center. The county's top employers are Campbell Soup Company, the State of New Jersey, Diageo North America, Perdue Farms, Inc., and Walmart. Major highways and streets in Cumberland County include Route 55, Route 56, and Route 47. Some of the county's neighborhoods include Maurice River Township, Upper Deerfield Township, and Vineland.

Where Certified Financial Advisors in Cumberland County, NJ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a valuable resource for residents of Cumberland County, NJ. Not only do they offer checking and savings accounts, but banks also provide a variety of other services that can be helpful to residents. These services include mortgage loans, car loans, and home equity loans. They also offer credit cards and investment advice. In addition, banks can help you manage your money by providing online banking and bill pay services.

Insurance Broker

Cumberland County, NJ residents can benefit from the services of insurance brokers.An insurance broker is a professional who can help you find the best insurance policy for your needs. They know the market inside out, and can recommend policies that are tailored to your specific requirements.Insurance brokers can also help you save money on your premiums. They have access to special deals and discounts that are not available to the general public. And because they represent a number of different insurers, they can compare rates and find the best deal for you.

Retirement Planning

Most people in Cumberland County, NJ don't think about retirement until it's too late. Financial advisors can help change that.A good financial advisor can help you create a retirement plan that will work for you. They will help you figure out how much money you will need to save each month in order to have enough money to retire comfortably. They can also help you invest your money so that it grows over time.

Wealth Management

Cumberland County, NJ is a rural area with many residents living below the poverty line. Wealth management can help by providing financial education and advice to help these residents save money and make sound investments. This will not only improve their quality of life, but also help to stimulate the local economy.

Estate Planning Lawyer

Estate planning lawyers can help Cumberland County, NJ residents create wills and trusts that will protect their assets and ensure that their wishes are carried out after they die. They can also help estate owners plan for the possibility of incapacity, by creating documents that will allow them to make decisions about their care even if they are unable to communicate themselves. And if someone dies without a will, the estate planning lawyer can help the heirs sort through all of the legal red tape and claim what is rightfully theirs.

Mortgage Loan Officer

Mortgage loan officers in Cumberland County, NJ can help residents by providing them with the best possible rates on their mortgages. By working with a variety of lenders, mortgage loan officers can find the best deal for each individual and family. They can also provide advice on choosing the right type of mortgage and on ways to save money on interest payments. In addition, mortgage loan officers can help residents apply for government-backed loans that offer low interest rates and other benefits.

Tax Services

Residents of Cumberland County, NJ can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money and avoid penalties by filing on time and accurately. In addition, tax accountants can offer advice on how to reduce taxable income.


FAQs About Personal Financial Advisors in Cumberland County, NJ