Best Financial Advisors in Cumberland County, NJ

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List of Firms

Cumberland County, NJ Fiduciary Financial Advisors

BGM LLC
Location 207 Bogden Blvd, Millville, NJ 08332, USA
Phone (856) 765-7071
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Charles Schwab
SEC File# 801-35905
CRD# 106753
Location 2184 N 2nd St, Millville, NJ 08332, USA
Phone (856) 506-3412
Language http://www.schwab.com/vineland-millville?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1957
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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
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Edward Jones - Financial Advisor: Carol A Sumoski
Location 207 Bogden Blvd Suite J, Millville, NJ 08332, USA
Phone (856) 506-8914
Language https://www.edwardjones.com/us-en/financial-advisor/carol-sumoski?y_source=1_Mjk1MjY2OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Financial Advisors in Cumberland County, NJ

Where Certified Financial Advisors in Cumberland County, NJ Serve

Cumberland County, NJ is a bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Wheaton Arts and Cultural Center to the sprawling Bridgeton City Park, there's no shortage of places to explore. The county is also home to several top employers, such as Inspira Health Network and Cumberland County College. Major highways like Route 55 and Route 47 make it easy to get around, while neighborhoods like Vineland and Millville offer a diverse range of housing options. Whether you're looking for a quiet suburban community or a bustling downtown area, Cumberland County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cumberland County, NJ can benefit from the guidance of a financial advisor in a variety of ways. With a median household income of $54,000, many residents may struggle with managing their finances and planning for the future. A financial advisor can assist in creating a budget and developing a savings plan to help residents reach their financial goals. Additionally, Cumberland County has a high poverty rate of 14.7%, and a financial advisor can provide resources and strategies to help those in need of financial assistance. Whether it's planning for retirement, managing debt, or investing in the local community, a financial advisor can provide valuable advice and support to help Cumberland County residents achieve financial stability and success.

Insurance Broker

Residents of Cumberland County, NJ can benefit greatly from the services of an insurance broker. With its diverse population and unique economic landscape, Cumberland County presents a range of challenges when it comes to securing the right insurance coverage. An experienced broker can help residents navigate the complex world of insurance, whether they are looking for health insurance, auto insurance, or homeowners insurance. They can provide expert guidance on the best policies to suit their needs and budget, and help them understand the various options available to them. For example, a broker may be able to help a small business owner in Bridgeton find affordable liability insurance, or assist a family in Vineland in choosing the right life insurance policy. Whatever the need, an insurance broker can provide invaluable support to residents of Cumberland County, helping them to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Cumberland County, NJ could benefit greatly from the services of a retirement planner. With a median age of 40.5 years old, many residents are likely starting to think about their retirement and how to plan for it. A retirement planner can help them navigate the complex world of retirement savings, investment options, and social security benefits. Additionally, Cumberland County has a relatively high poverty rate of 13.5%, which means that many residents may not have access to the same financial resources as others. A retirement planner can work with these individuals to create a personalized retirement plan that takes into account their unique financial situation and helps them achieve their retirement goals. Overall, a retirement planner can provide invaluable guidance and support to residents of Cumberland County as they prepare for their golden years.

Wealth Management

Residents of Cumberland County, NJ could greatly benefit from the assistance of a wealth manager in a number of ways. One specific challenge faced by many in this area is the need to plan for retirement while also managing the costs associated with healthcare. A skilled wealth manager could help residents navigate the complex landscape of insurance options and investment strategies to ensure that they are able to meet their financial goals without sacrificing their health and wellbeing. Additionally, a wealth manager could provide guidance on estate planning and tax strategies, helping residents to pass on their wealth to future generations while minimizing their tax burden. Overall, the expertise of a wealth manager could be a valuable asset to anyone looking to secure their financial future in Cumberland County and beyond.

Mortgage Loan Officer

Residents of Cumberland County, NJ can benefit greatly from the services of a mortgage loan officer. With the county's median home value being significantly lower than the state average, many residents may struggle to find affordable housing. A mortgage loan officer can help potential homebuyers navigate the complex process of obtaining a mortgage and finding a home that fits their budget. Additionally, Cumberland County has a significant agricultural industry, and farmers may require specialized loans to purchase or maintain their properties. A mortgage loan officer can provide guidance on these types of loans and help farmers secure the funding they need to keep their businesses thriving. Overall, a mortgage loan officer can be a valuable resource for Cumberland County residents looking to achieve their homeownership or agricultural goals.

Tax Services

Residents of Cumberland County, NJ can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits specific to the area. For example, Cumberland County residents may be eligible for deductions related to agricultural or fishing income, as the county has a strong agricultural and fishing industry. Additionally, a tax advisor can assist with navigating the complex tax laws and regulations, ensuring that residents are not overpaying or making costly mistakes on their tax returns. With the help of a tax advisor, residents of Cumberland County can maximize their tax savings and avoid potential penalties or audits.

Estate Planning Lawyer

Residents of Cumberland County, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their passing. This is particularly important in Cumberland County, where many residents are farmers or own agricultural land. An estate planning lawyer can help ensure that these assets are passed down to future generations in a way that is both fair and beneficial to all parties involved. In addition to creating an estate plan, a lawyer can also help with tasks such as drafting a will, setting up trusts, and navigating the probate process. Overall, an estate planning lawyer can provide invaluable assistance to residents of Cumberland County who want to protect their assets and ensure that their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cumberland County, NJ

A financial advisor in Cumberland County, NJ can offer a range of financial advising services to help clients achieve their financial goals. These services may include investment management, retirement planning, tax planning, estate planning, and more. One specific aspect of Cumberland County that a financial advisor may take into consideration is the impact of the area's agricultural industry on clients' finances. With a significant portion of the county's economy dependent on agriculture, a financial advisor may need to consider factors such as crop yields, commodity prices, and government subsidies when developing a client's financial plan. Additionally, a financial advisor in Cumberland County may be well-versed in the unique tax implications and estate planning considerations that come with owning and operating a farm or other agricultural business. By taking into account the specific needs of clients in Cumberland County, a financial advisor can provide tailored advice and guidance to help them achieve financial success.

Cumberland County, NJ is an excellent place to seek financial advising due to its abundance of experienced and knowledgeable financial professionals. With a diverse economy and a thriving business community, Cumberland County presents a unique set of financial challenges that require specialized expertise. The county's proximity to major financial centers such as Philadelphia and New York City also makes it an attractive destination for financial advisors looking to serve a diverse clientele. Additionally, Cumberland County has a rich history of agriculture and farming, which has led to the development of a strong network of agricultural lenders and advisors. These professionals possess an in-depth understanding of the unique financial needs and challenges faced by farmers and other rural businesses. Overall, Cumberland County's dynamic economy and rich history make it an ideal location for anyone seeking top-notch financial advice and guidance.