Best Financial Advisors in Hockessin, DE

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Hockessin, DE Fiduciary Financial Advisors

Mallard Advisors, LLC
SEC File# 801-113272
CRD# 168795

5 out of 5

Location 7234 Lancaster Pike #220a, Hockessin, DE 19707, USA
Phone (302) 239-1654
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Lisa A Primack
Location 2951 Centerville Rd, Wilmington, DE 19808, USA
Phone (302) 571-5162
Patrick Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6300 Limestone Rd Ste C, Hockessin, DE 19707, USA
Phone (302) 635-0063
Merrill Lynch Wealth Management Advisor Christopher John Hickey
Location 2951 Centerville Rd, Wilmington, DE 19808, USA
Phone (302) 571-5160
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About Hockessin, DE

Hockessin is located in Delaware and is home to around 10,000 people. Some of the major landmarks in the town include the Hockessin Memorial Park and the Hockessin Presbyterian Church. The top employers in the area include AstraZeneca, Novo Nordisk, and Barclays Bank. The major highways and streets in Hockessin include Lancaster Pike, Limestone Road, and Delaware Route 3. Some of the neighborhoods in the town include Flint Woods, The Preserve, and White Clay Creek Preserve.

Where Certified Financial Advisors in Hockessin, DE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Most people think of banks as places to deposit their money and withdraw cash when they need it. But banks offer a wide range of services that can be helpful to Hockessin, DE residents.For example, many banks offer free checking accounts with no minimum balance requirement. This can be helpful for people who don't want to worry about keeping track of how much money they have in their account. Banks also offer loans and mortgages, which can be helpful for buying a house or car.And finally, banks offer a variety of online services that make it easy to manage your finances from anywhere in the world. This can be helpful for people who travel frequently or who just want to keep an eye on their spending habits.

Insurance Broker

Hockessin, DE residents can benefit from the services of insurance brokers. Brokers can help people find the best rates on insurance and they can also help people find the right type of insurance for their needs. Insurance brokers are knowledgeable about the insurance industry and they can help people save money on their premiums.

Retirement Planning

Hockessin, DE residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help you create a plan that fits your unique needs and circumstances. They can help you make wise investment choices and manage your money in a way that will help you achieve your retirement goals.

Wealth Management

Hockessin, DE residents can greatly benefit from wealth management services. Wealth management is the process of organizing and managing a person's or family's assets. This includes investment planning, insurance analysis, tax planning, and estate planning. A wealth manager will work with you to create a plan that best suits your needs and helps you reach your financial goals. There are many benefits to working with a wealth manager. First, they can help you save money on taxes. They can also help you invest your money in the right places so that you can grow your net worth over time. Additionally, they can help protect your assets in case of an emergency. And finally, they can help ensure that your estate is properly taken care of when you die. If you're looking for a way to improve your financial situation, it's definitely worth considering hiring a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help Hockessin, DE residents in a number of ways. One of the most important services they provide is helping people create wills and trusts. A will is a document that states how you want your property distributed after you die. A trust is a legal arrangement in which one person, the trustee, holds legal title to property for another person, the beneficiary.

Mortgage Loan Officer

Mortgage loan officers in Hockessin, DE can help residents find the best mortgage products for their needs. They can also provide advice on how to get the best rates and terms, and how to avoid common pitfalls. Mortgage loan officers can also help residents understand the mortgage process, and they can answer questions about refinancing or home buying.

Tax Services

Residents of Hockessin, DE can benefit from the help of a tax accountant in order to make sure they are getting the most out of their return. A good tax accountant will be able to look at your individual situation and find deductions and credits that you may not have known about. They can also help you plan for the future, by setting up a retirement account or by finding other ways to reduce your taxable income.


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