Best Financial Advisors in Sussex County, DE

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List of Firms

Sussex County, DE Fiduciary Financial Advisors

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
Guardian Investments

5 out of 5

Location 28371 Dupont Blvd Suite 3, Millsboro, DE 19966, USA
Phone (877) 712-8087
Morgan & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 19470 Coastal Hwy Unit 8, Rehoboth Beach, DE 19971, USA
Phone (302) 727-5677
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
Edward Jones - Financial Advisor: Lance Rogers
SEC File# 801-3297
CRD# 250
Location 24077 Country Living Rd Suite 5, Millsboro, DE 19966, USA
Phone (302) 934-7624
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 28587 Dupont Blvd #2, Millsboro, DE 19966, USA
Dedicated Financial Services
SEC File# 801-96223
CRD# 158023
Location 17527 Nassau Commons Blvd, Lewes, DE 19958, USA
Phone (302) 500-2242
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
Edward Jones - Financial Advisor: Kevin Thompson
SEC File# 801-3297
CRD# 250
Location 24077 Country Living Rd Suite 5, Millsboro, DE 19966, USA
Phone (302) 934-8451
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
Compass Investment Advisors
Location 32828 Reba Rd Ste B, Millville, DE 19967, USA
Phone (302) 526-2565
Morgan Stanley Financial Advisors

4 out of 5

Location 55 Cascade Ln, Rehoboth Beach, DE 19971, USA
Phone (302) 644-6600
Edward Jones - Financial Advisor: Derek R Clifton, AAMS™
SEC File# 801-3297
CRD# 250
Location 17577 Nassau Commons Blvd Suite 101, Lewes, DE 19958, USA
Phone (302) 645-6208
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 21623 Graves Dr, Lewes, DE 19958, USA
Phone (302) 373-5280
InFocus Financial Advisors Inc.
Location 25 Chestnut St, Georgetown, DE 19947, USA
Phone (410) 677-4848
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About Sussex County, DE

Sussex County, Delaware is located in the heart of the Delmarva Peninsula. The county is made up of rural and suburban areas, and its largest city is Georgetown. Some of the landmarks in Sussex County include Cape Henlopen State Park, Lewes Beach, and Slaughter Beach. The top employers in Sussex County are Beebe Healthcare, Mountaire Farms, and Nanticoke Memorial Hospital. Major highways and streets in Sussex County include Route 9, Route 1, and Route 404. Some of the neighborhoods in Sussex County include Greenwood, Harbeson, and Milton.

Where Certified Financial Advisors in Sussex County, DE Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Sussex County, Delaware residents have a variety of banking services to choose from. Banks offer products and services such as checking and savings accounts, loans, mortgages, and credit cards. They also provide online banking, mobile banking, and ATM services. Residents can also use banks to pay their bills and to save for the future.

Insurance Broker

Residents of Sussex County, DE can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on how to make sure that residents are fully protected. In addition, insurance brokers can help residents save money on their premiums.

Retirement Planning

Sussex County, Delaware is a great place to retire. The cost of living is low, the weather is mild, and there are plenty of activities to keep you busy. However, before you can retire in Sussex County, DE, you need to plan for retirement. That's where financial advisors come in. Financial advisors can help Sussex County residents create a retirement plan that meets their needs and budget. They can also help retirees stay on track with their retirement savings goals. If you're thinking about retiring in Sussex County, DE, it's important to talk to a financial advisor about your retirement planning options.

Wealth Management

Sussex County, DE is a great place to live, with a rich history and plenty of natural beauty. But like all counties, Sussex County has its share of financial challenges. Wealth management can help Sussex County residents meet these challenges and maintain their quality of life.Wealth management is the process of organizing and managing your finances in order to achieve your financial goals. This includes creating a budget, investing money wisely, and protecting your assets from unexpected events. Wealth management can help Sussex County residents save money, invest for the future, and plan for retirement.If you are looking for a way to secure your financial future, wealth management may be the solution you need. Contact us today to learn more about how we can help you reach your goals.

Estate Planning Lawyer

Estate planning lawyers in Sussex County, DE can help residents protect their property and finances in the event of an unexpected death or illness. By creating a will or trust, residents can ensure that their loved ones are taken care of after they're gone. In addition, estate planning attorneys can help residents reduce or avoid estate taxes, which can be significant sums of money.

Mortgage Loan Officer

Mortgage loan officers can help Sussex County, DE residents in a number of ways. They can provide guidance on the best mortgage products for each individual, and work with homeowners to ensure they get the best rates possible. They can also help people who are struggling to make their monthly payments, and may be able to work out a payment plan that helps them keep their home. In addition, mortgage loan officers can offer advice on refinancing options, and how to get the most out of a home equity line of credit.

Tax Services

Sussex County, DE residents can benefit from the help of tax accountants to maximize their tax deductions and minimize their taxable income. Tax accountants are experts in helping people navigate the complex tax code and claim all the deductions to which they are entitled. They can also help taxpayers plan their finances so that they pay the least amount of taxes possible. In addition, tax accountants can provide valuable advice on how to invest money so as to reduce one's overall tax burden.

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FAQs About Personal Financial Advisors in Sussex County, DE