Best Financial Advisors in Sussex County, NJ

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List of Firms

Sussex County, NJ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Timothy M Dalton
Location 202 US-206 Suite B, Branchville, NJ 07826, USA
Phone (973) 948-9700
Directions
The Grace Financial Group
Location 128 Seneca Lake Rd, Sparta Township, NJ 07871, USA
Phone (973) 729-9861
Directions
Merrill Lynch Wealth Management Advisor Douglas Sheroff
Location 13A Main St, Sparta Township, NJ 07871, USA
Phone (973) 301-7665
Directions
JWS Financial LLC
Location 6 Kelly Pl, Stanhope, NJ 07874, USA
Phone (973) 347-4788
Directions
Merrill Lynch Wealth Management
Location 13A Main St, Sparta Township, NJ 07871, USA
Phone (973) 726-5801
Directions
Edward Jones - Financial Advisor: Thomas J Feely
5 out of 5
Location 1A Main St, Sparta Township, NJ 07871, USA
Phone (973) 726-4253
Directions
Wealth Transition Advisors
Location 350 Clark Dr Suite 320, Budd Lake, NJ 07828, USA
Phone (973) 529-2191
Directions
KT Wealth Group
5 out of 5
Location 351 S Sparta Ave, Sparta Township, NJ 07871, USA
Phone (973) 726-4600
Directions
Steffens & Steffens LLC
Location Byram Trail, Byram Township, NJ 07821, USA
Phone (973) 786-3696
Directions
David N Ames - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 13 Main St Ste 4, Sparta Township, NJ 07871, USA
Phone (973) 729-0077
Directions
Infinity Wealth Management, LLC
Location 45 Morgan Dr, Wantage, NJ 07461, USA
Phone (973) 875-5052
Directions
John Gallagher - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 31 Henry Rd, Greendell, NJ 07839, USA
Phone (973) 300-4842
Directions
Vincent Troiano: Primerica - Financial Services
Location 93 Spring St STE 503, Newton, NJ 07860, USA
Phone (732) 562-1333
Directions
Financial Advisors in Sussex County, NJ

Where Certified Financial Advisors in Sussex County, NJ Serve

Sussex County, NJ is a picturesque region located in the northwestern part of the state, characterized by rolling hills, lush forests, and sparkling lakes. This area is home to a number of landmarks that showcase its rich history, including the Old Mine Road, the Franklin Mineral Museum, and the Waterloo Village Historic Site. Some of the top employers in the area include Newton Medical Center, Thorlabs, and Selective Insurance. Major highways and streets that run through the county include Route 206, Route 15, and Route 23, providing easy access to nearby cities and towns. Sussex County is comprised of several unique neighborhoods, each with its own distinct character and charm, such as Lake Mohawk, Sparta, and Vernon. Whether you're looking to explore the great outdoors, immerse yourself in local culture, or simply enjoy the beauty of this scenic region, Sussex County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sussex County, NJ can benefit greatly from the guidance of a financial advisor. With a median household income of $85,000, many families in the area have significant financial goals such as saving for college or retirement. A financial advisor can help residents create a personalized financial plan that takes into account their specific needs and goals. Additionally, Sussex County has a high property tax rate compared to the rest of the state, so a financial advisor can help homeowners navigate the tax system and find ways to reduce their tax burden. With the help of a financial advisor, residents of Sussex County can achieve financial stability and peace of mind for their future.

Insurance Broker

Residents of Sussex County, NJ can benefit greatly from the services of an insurance broker. With the county's rural landscape and varied population, an insurance broker can assist in finding the right coverage for each individual's unique needs. For example, those living in the more remote areas may require coverage for natural disasters such as floods or wildfires, while those in the more populated areas may need coverage for theft or liability. Additionally, an insurance broker can help navigate the complex world of healthcare coverage, which can be especially important for the county's aging population. Overall, an insurance broker can provide personalized guidance and support to ensure that residents of Sussex County, NJ have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Sussex County, NJ could greatly benefit from the services of a retirement planner. With a population that is predominantly older than the national average, many residents are likely concerned about ensuring they have enough money to live comfortably in retirement. A retirement planner can help them create a customized plan that takes into account their current financial situation, future goals, and any unique challenges they may face. For example, Sussex County is known for its high property taxes, which can be a significant burden for retirees on a fixed income. A retirement planner can help residents navigate this challenge and find ways to minimize their tax burden. Additionally, they can provide guidance on investment strategies, estate planning, and other important financial matters to help ensure a secure retirement.

Wealth Management

Residents of Sussex County, NJ can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing guidance on investment strategies that align with the unique needs and goals of Sussex County residents. With its diverse economy and natural beauty, Sussex County presents a variety of investment opportunities that require a deep understanding of the local market. A wealth manager can help residents navigate these opportunities and make informed decisions that will help them achieve their financial objectives. Additionally, a wealth manager can provide advice on tax planning, estate planning, and other financial matters that are essential for building and preserving wealth over the long term. By working with a wealth manager, residents of Sussex County can gain the peace of mind that comes with knowing their financial future is in good hands.

Mortgage Loan Officer

Residents of Sussex County, NJ can benefit greatly from the services of a mortgage loan officer. These professionals can assist in a variety of ways, including helping residents secure financing for a new home or refinancing their current mortgage. One specific way that a mortgage loan officer can help in Sussex County is by providing guidance on the unique challenges of purchasing a home in a rural area. With many properties in Sussex County located in remote areas, a mortgage loan officer can help residents navigate the process of obtaining financing for a property that may be considered unconventional by traditional lenders. Additionally, a mortgage loan officer can provide valuable insight into local real estate trends and market conditions, helping residents make informed decisions about their home financing options.

Tax Services

Residents of Sussex County, NJ could greatly benefit from the assistance of a tax advisor in a multitude of ways. One of the most common ways a tax advisor could help is by providing guidance on how to maximize deductions and credits on their tax returns. This is particularly important for Sussex County residents, as the area has a relatively high cost of living compared to other parts of New Jersey. Additionally, a tax advisor can provide advice on retirement planning and investment strategies, which is crucial for those looking to secure their financial future in a county with a high percentage of retirees. Overall, a tax advisor can provide invaluable assistance to Sussex County residents in navigating the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Sussex County, NJ can benefit from the assistance of an estate planning lawyer in many ways. One of the most common ways is by helping them create a comprehensive estate plan that includes a will, power of attorney, and healthcare proxy. This can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help Sussex County residents navigate the complex probate process, which can be particularly challenging in New Jersey. By working with an experienced lawyer, residents can ensure that their estate is settled efficiently and effectively, minimizing stress and complications for their loved ones.

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