Best Financial Advisors in Northfield, NJ

We did the hard work of finding trustworthy partners in Northfield, NJ. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Northfield, NJ Fiduciary Financial Advisors

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 1201 New Rd #207, Linwood, NJ 08221, USA
Phone (609) 926-8600
Language https://home.wellsfargoadvisors.com/001_PNJ2?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01148921
Directions
Morgan Stanley Financial Advisors
1 out of 5
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Language https://advisor.morganstanley.com/atlantic-city-branch?y_source=1_MjM2MTY4NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
American Express Financial
Location 2021 New Rd # 12, Linwood, NJ 08221, USA
Phone (609) 653-1489
Directions
Lawrence Van Ollefen - Financial Advisor, Ameriprise Financial Services, LLC
Location 2021 New Rd, Linwood, NJ 08221, USA
Phone (609) 653-0052
Language https://www.ameripriseadvisors.com/larry.x.vanollefen/?cid=IP_local_google
Directions
Quantum Capital Management, LLC
SEC File# 801-57840
CRD# 111083
Location 105 E Mill Rd, Northfield, NJ 08225, USA
Phone (609) 677-4949
Language https://www.quantumadv.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
John Nardone - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2024
Language https://advisor.morganstanley.com/john.nardone?y_source=1_MTA4MjQwMDItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Merrill Lynch Wealth Management Advisor Paul J Dulac
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7135
Language https://fa.ml.com/new-jersey/egg-harbor-township/p_dulac
Directions
Financial Advisors in Northfield, NJ

Where Certified Financial Advisors in Northfield, NJ Serve

Northfield, NJ is a bustling city located in Atlantic County, New Jersey, known for its vibrant neighborhoods, top employers, and major highways. The city is home to several landmarks, including the Birch Grove Park, Northfield City Hall, and the Atlantic County Institute of Technology. The top employers in the city include the Northfield Community School, the Atlantic County Utilities Authority, and the Tilton Fitness Center. Major highways in the area include the Garden State Parkway and Route 9. The city is divided into several neighborhoods, including the Northfield Estates, the Sutton Woods, and the Oak Grove. With its rich history, diverse culture, and thriving economy, Northfield, NJ is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Northfield, NJ could greatly benefit from the services of a financial advisor. One of the most common ways a financial advisor could help Northfield residents is by providing guidance on retirement planning. With a median age of 44.1 years, many Northfield residents are likely starting to think about their retirement and may need help creating a plan to ensure they have enough savings to support themselves throughout their golden years. A financial advisor could provide personalized advice on investment strategies, tax planning, and budgeting to help Northfield residents reach their retirement goals. Additionally, with a median household income of $80,000, many Northfield residents may also need help managing their wealth and making informed decisions about investments, insurance, and estate planning. A financial advisor could provide valuable insights and recommendations to help Northfield residents make the most of their financial resources and achieve long-term financial security.

Insurance Broker

Residents of Northfield, NJ can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents navigate the complex world of health insurance, finding the best coverage for their unique needs and budget. Additionally, a broker can help homeowners in Northfield find the right coverage for their homes and belongings, protecting them from unexpected events like fires or floods. One specific aspect of Northfield that an insurance broker can assist with is the town's susceptibility to hurricanes and other severe weather events. Brokers can help residents find insurance policies that provide adequate coverage for these types of natural disasters, giving them peace of mind and financial protection in the event of a catastrophe.

Retirement Planning

Residents of Northfield, NJ can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial and lifestyle needs of each individual. This is especially important for Northfield residents, as the cost of living in the area is higher than the national average. A retirement planner can help residents navigate the complexities of retirement planning, such as managing investments, minimizing taxes, and maximizing Social Security benefits. By working with a retirement planner, Northfield residents can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Northfield, NJ could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help Northfield residents is by creating a personalized financial plan that takes into account their unique goals and needs. For example, Northfield is home to many retirees who may be looking to maximize their retirement income while also preserving their wealth for future generations. A wealth manager could help these individuals create a retirement income plan that balances their desire for income with their need for long-term growth. Additionally, Northfield is located in Atlantic County, which has experienced significant economic growth in recent years. A wealth manager could help residents take advantage of this growth by identifying investment opportunities that are specific to the area. Overall, a wealth manager could provide Northfield residents with the peace of mind that comes from knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Northfield, NJ can benefit from the services of a mortgage loan officer in many ways. For example, a loan officer can help residents secure a mortgage loan to purchase a home in Northfield, a city known for its excellent schools and family-friendly neighborhoods. Additionally, a loan officer can assist residents in refinancing their existing mortgages to take advantage of lower interest rates or to access equity in their homes. With the help of a loan officer, residents of Northfield can navigate the complex world of mortgages and find the best loan products to fit their unique needs and financial situations.

Tax Services

Residents of Northfield, NJ can benefit from the assistance of a tax advisor in a variety of ways. One of the most common is navigating the complex tax laws and regulations that are unique to the state of New Jersey. For example, Northfield residents may need help understanding the state's property tax system, which can be particularly confusing for those who are new to the area or have recently purchased a home. A tax advisor can also help residents take advantage of tax credits and deductions that are available to them, such as the Homestead Benefit Program or the Senior Freeze Program. Additionally, a tax advisor can provide guidance on estate planning and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can help Northfield residents save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Northfield, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Northfield residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Northfield, which has a higher than average median home value compared to the rest of the state. An estate planning lawyer can also assist with drafting wills, trusts, and powers of attorney, which can help protect Northfield residents and their families in the event of incapacity or death. Additionally, an estate planning lawyer can help with minimizing estate taxes and avoiding probate, which can save Northfield families time and money in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Northfield, NJ

Financial advising services in Northfield, NJ can offer a range of services to help individuals and businesses manage their finances effectively. A financial advisor in Northfield can provide investment advice, retirement planning, estate planning, and tax planning services. They can also help clients with budgeting and debt management, as well as providing guidance on insurance and risk management. Northfield, NJ is a suburban town located in Atlantic County, New Jersey, with a population of approximately 8,000 residents. The town is home to a number of small businesses, including restaurants, shops, and professional services. A financial advisor in Northfield can help business owners navigate the complex financial landscape and make informed decisions about their finances. With burstiness and complexity, a financial advisor can provide tailored financial advice that meets the unique needs of each client, taking into account their financial goals, risk tolerance, and personal circumstances.

Northfield, NJ is undoubtedly the best place to receive financial advising. The town boasts a plethora of experienced and knowledgeable financial advisors who are well-equipped to cater to the diverse needs of their clients. One of the unique factors that sets Northfield apart from other towns is its proximity to Atlantic City. As a result, many financial advisors in Northfield have extensive experience in dealing with clients who work in the casino and hospitality industry. They understand the specific financial challenges that come with working in these fields and are adept at providing tailored advice to their clients. Furthermore, Northfield's financial advisors are well-versed in a variety of financial products and services, including retirement planning, investment management, and tax planning. They are committed to helping their clients achieve their financial goals and are always available to provide guidance and support. With its experienced advisors and unique expertise, Northfield, NJ is undoubtedly the best place to receive financial advising.