Best Financial Advisors in New Castle County, DE

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New Castle County, DE Fiduciary Financial Advisors

Kathy J Bauers - Financial Advisor, Ameriprise Financial Services, LLC
Location 5195 W Woodmill Dr Ste 27, Wilmington, DE 19808, USA
Phone (302) 995-7526
Thayer Street Financial, LLC | Registered Investment Advisor
Location 134 Tuckahoe Ln, Bear, DE 19701, USA
Phone (302) 836-1266
Blue Rock Financial Group - Financial Planning
SEC File# 801-117998
CRD# 298558

5 out of 5

Location 112 French St Suite 105A, Wilmington, DE 19801, USA
Phone (302) 752-6637
Swarthmore Financial Services
Location 15 Reads Way #210, New Castle, DE 19720, USA
Phone (302) 325-0700
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About New Castle County, DE

New Castle County is located in the north-central part of the state of Delaware. It is home to Wilmington, the state's largest city. Other major communities in New Castle County include Newark, Middletown, and Hockessin. New Castle County is known for its many historic landmarks, including the Hagley Museum, Winterthur Museum, and Rockwood Mansion. The county also has a thriving economy, thanks in part to its many top employers, including JP Morgan Chase, AstraZeneca, and Bank of America. The major highways and streets in New Castle County include Interstate 95, Delaware Route 1, and Delaware Route 202. The county's neighborhoods are diverse and include everything from affluent suburbs to working-class neighborhoods.

Where Certified Financial Advisors in New Castle County, DE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of the community, providing many essential services to residents. In New Castle County, DE, there are several banks that offer a variety of services to customers. Some banks focus on consumer banking, providing products such as checking and savings accounts, home and car loans, and credit cards. Others specialize in business banking, offering products such as commercial loans, lines of credit, and merchant processing services. Many banks also offer other services such as online banking, mobile banking, and 24/7 customer support. This allows customers to access their accounts and conduct transactions whenever it is most convenient for them.

Insurance Broker

Residents of New Castle County, DE can find help and advice when it comes to insurance brokers. These professionals are there to help people find the best possible rates and coverage for their needs. In addition, insurance brokers can also provide valuable insights into what policies are available and how to make the most of them.

Retirement Planning

New Castle County, DE residents can receive help with their retirement planning from financial advisors. These professionals can provide guidance on how to save for retirement, choose the right investments, and plan for income during retirement. Advisors can also help New Castle County residents adjust their investment portfolio as they near retirement age, in order to ensure a comfortable retirement.

Wealth Management

New Castle County, DE is a great place to live, with plenty of opportunities for growth and prosperity. However, managing wealth can be tricky, and it's important to have the right resources in order to make the most of your money. That's where a wealth management firm comes in. A good wealth management firm can help you make smart financial decisions that will benefit you and your family for years to come.

Estate Planning Lawyer

New Castle County, DE residents can benefit from the services of estate planning lawyers to help them with a wide variety of legal issues related to estate planning. These attorneys can help residents create wills and trusts, as well as other legal documents related to estate planning. They can also provide guidance on tax implications and other important factors related to estate planning.

Mortgage Loan Officer

Mortgage loan officers in New Castle County, DE can help residents by providing them with the best mortgage products and services available. They can also advise residents on the best way to secure a mortgage, and how to maintain their mortgage over time. In addition, mortgage loan officers can help residents understand all of the terms of their mortgage agreement, and work with them to ensure that they are able to afford their monthly payments.

Tax Services

Residents of New Castle County, DE can benefit from the help of a tax accountant. A good tax accountant can help you understand your taxes and make sure you are getting the best possible return on your investment. They can also help you plan for the future and make sure you are taking advantage of all the tax breaks available to you.


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