Best Financial Advisors in Lewes, DE

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List of Firms

Lewes, DE Fiduciary Financial Advisors

Boenning & Scattergood
Location 212 Savannah Rd, Lewes, DE 19958, USA
Phone (302) 644-0900
John Li - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 102 2nd St, Lewes, DE 19958, USA
Phone (302) 200-9548
Edward Jones - Financial Advisor: Karen M Wearden, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 17723 Coastal Hwy Unit 4, Lewes, DE 19958, USA
Phone (302) 200-9821
CHAPIN Associates Ltd.
Location 17024 Cadbury Cir #139, Lewes, DE 19958, USA
Phone (302) 645-1546
PKS & Company, P.A.
SEC File# 801-96235
CRD# 110147

5 out of 5

Location 1143 Savannah Rd Suite 1, Lewes, DE 19958, USA
Phone (302) 645-5757
PNC Private Bank
Location 17725 Coastal Hwy, Lewes, DE 19958, USA
Phone (302) 645-6049
Ishango Capital Partners
Location 16192 Coastal Hwy, Lewes, DE 19958, USA
Charles Schwab

5 out of 5

Location 19266 Coastal Hwy #5, Rehoboth Beach, DE 19971, USA
Phone (302) 260-8731
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Bell Rock Capital
SEC File# 801-65934
CRD# 139163

2 out of 5

Location 35568 Airport Rd, Rehoboth Beach, DE 19971, USA
Phone (302) 227-7608
Joseph Baker CPA, CFP® Ballast Financial Advisors
SEC File# 801-117158
CRD# 304430
Location 33 The Cir, Georgetown, DE 19947, USA
Phone (302) 253-8437
InFocus Financial Advisors Inc.
Location 25 Chestnut St, Georgetown, DE 19947, USA
Phone (410) 677-4848
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About Lewes, DE

Lewes is a town in Delaware that is known for its beautiful beaches and rich history. Some of the most notable landmarks in Lewes include the Lewes Historical Society Museum, Cape Henlopen State Park, and the Lightship Overfalls. The top employers in Lewes include Beebe Healthcare, the Delaware Department of Transportation, and the Delaware Division of Fish and Wildlife. Major highways and streets in Lewes include Route 1 and Route 9. Some of the most popular neighborhoods in Lewes include The Pointe, Canal Corkran, and Breakwater Estates.

Where Certified Financial Advisors in Lewes, DE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lewes, DE residents are in luck when it comes to banking services. The town has a wide range of banks, each offering its own unique set of products and services. Residents can find just about any type of bank they're looking for, from small community banks to large national chains. This gives Lewes residents plenty of options when it comes to choosing a bank that's right for them. Plus, most banks offer a variety of services beyond just traditional banking products like checking and savings accounts. Many banks now offer products like home loans, car loans, and credit cards. They also offer a variety of online and mobile banking options that make it easy for residents to do their banking from anywhere at any time.

Insurance Broker

Residents of Lewes, DE can rely on insurance brokers to help them find the best rates and coverage for their needs. Brokers work with a variety of companies, so they can compare rates and find the best deal for their clients. They also know the ins and outs of insurance policies, so they can help people choose the right coverage for their needs.

Retirement Planning

Residents of Lewes, DE can benefit greatly from retirement planning with the help of a financial advisor. A financial advisor can help you assess your current financial situation and plan for the future. They can help you save for retirement, make wise investment choices, and protect your assets. If you are nearing retirement age, it is important to start planning now to ensure a comfortable future. A financial advisor can guide you through the process and help you make the best decisions for your needs.

Wealth Management

Lewes, DE residents can find a wealth of resources available to them when it comes to financial planning and investment management. By working with a qualified wealth manager, families and individuals in Lewes can create a plan that is tailored specifically to their needs and goals. A wealth manager can help navigate the complex world of investments, helping clients make informed decisions about where to put their money. This can be an important step in securing the future for you and your loved ones.

Estate Planning Lawyer

Estate planning lawyers in Lewes, DE can help residents protect their assets and plan for the future. Estate planning is the process of organizing your finances and property in order to make it easier for your loved ones to manage after you die. This includes setting up trusts, wills, and other legal documents that will ensure your wishes are carried out. If you live in Lewes, DE, it is important to work with an estate planning lawyer who understands the local laws and regulations. They can help you create a plan that meets all the requirements of Delaware law and protects your interests.

Mortgage Loan Officer

Mortgage loan officers in Lewes, DE can help residents by providing them with the best home loans available. They can also advise residents on the best way to secure a mortgage, and how to avoid common mistakes made during the home-buying process. Mortgage loan officers can also help residents find the right property for their needs, and provide guidance on what to look for when inspecting a potential home.

Tax Services

Tax accountants in Lewes, DE can help residents save money on their taxes. The tax code is complex, and it can be difficult to understand all the deductions and credits that are available. A tax accountant can help you take advantage of every deduction and credit to minimize your tax liability. They can also help you plan for the future, so you know how much tax you will owe each year and can make adjustments to your budget accordingly.


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