Retirement Planning in Atlantic County, NJ

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Top Retirement Planners in Atlantic County, NJ

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Concierge Financial Planning, LLC
5 out of 5
Location 114 N Rumson Ave, Margate City, NJ 08402, USA
Phone (908) 543-4036
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TC Financial Management
Location 7811 Atlantic Ave, Margate City, NJ 08402, USA
Phone (609) 487-1805
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The NorthStar Advisory Group
Location 1555 Zion Rd Suite 203, Northfield, NJ 08225, USA
Phone (833) 226-0400
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Ryan M. Leek - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2020
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CRA Financial, LLC
5 out of 5
Location 332 Tilton Rd # 101, Northfield, NJ 08225, USA
Phone (609) 380-3500
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Brett Hina, CRPS, CIMA, CPWA - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2283
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Merrill Lynch Wealth Management
5 out of 5
Location 1900 Pacific Ave, Atlantic City, NJ 08401, USA
Phone (609) 418-0642
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Financial Center
SEC File# 801-68117
CRD# 110953
Location 3117 Atlantic Ave, Atlantic City, NJ 08401, USA
Phone (609) 345-8533
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Morgan Stanley Financial Advisors
1 out of 5
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
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Sean B. Thompson - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2265
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Jay Hurley - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2025
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Hammonton Financial
Location 446 Bella Vita Ct, Hammonton, NJ 08037, USA
Phone (856) 816-6525
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Master Legacy Planning
Location 650 New Rd suite b, Linwood, NJ 08221, USA
Phone (609) 601-0800
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Stephen Marchel - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2022
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Boenning & Scattergood
5 out of 5
Location 222 New Rd Suite 501, Linwood, NJ 08221, USA
Phone (866) 398-7900
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Dean Scarpa - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2244
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Retirement Planning in Atlantic County, NJ

About Atlantic County, NJ for Those Planning to Retire

Atlantic County, NJ is a vibrant and dynamic area that boasts numerous landmarks, top employers, major highways, and neighborhoods. From the iconic Atlantic City Boardwalk to the historic Absecon Lighthouse, the county is home to a diverse range of attractions that draw visitors from all over the world. Additionally, the county is home to several top employers, including Atlantic City Electric, Stockton University, and AtlantiCare, which provide ample job opportunities for residents. Major highways such as the Atlantic City Expressway and Garden State Parkway connect the county to other parts of the state, while bustling streets like Ventnor Avenue and Tilton Road provide easy access to local businesses and restaurants. Neighborhoods like Margate, Linwood, and Somers Point offer a variety of housing options for residents, from cozy bungalows to luxurious waterfront estates. Whether you're a tourist or a local, Atlantic County is a vibrant and exciting place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Atlantic County, NJ can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to those who are looking to purchase a home in Atlantic County, which has a median home value of $219,000. Secondly, a bank can offer loans to small businesses in the area, which can help stimulate the local economy and create job opportunities. Additionally, many banks offer online and mobile banking services, which can be particularly useful for residents of Atlantic County who may live in more rural areas and have limited access to physical bank branches. Furthermore, banks can provide financial education and resources to help residents manage their money effectively, which is especially important in a county where the poverty rate is 9.5%. Overall, a bank can be a valuable resource for residents of Atlantic County, NJ looking to improve their financial situation and achieve their long-term goals.

Insurance Broker

Residents of Atlantic County, NJ could greatly benefit from the services of an insurance broker. With its location along the Jersey Shore, Atlantic County is susceptible to natural disasters such as hurricanes and flooding. An insurance broker could help residents understand the intricacies of flood insurance and ensure they have adequate coverage in case of a natural disaster. In addition, Atlantic County is home to a large senior population, and an insurance broker could assist with navigating the complexities of Medicare and Medicare supplement plans. The broker could also help small business owners in Atlantic County find the right insurance coverage for their unique needs. With so many different insurance options available, an insurance broker can help residents of Atlantic County make informed decisions and find the best coverage for their individual situations.

Wealth Management

Residents of Atlantic County, NJ can benefit from the services of a wealth manager in a multitude of ways. With the county's proximity to the Atlantic Ocean, many residents may have investments in the tourism industry or real estate. A wealth manager can assist in diversifying these investments and developing a comprehensive financial plan that takes into account the potential risks and rewards of these industries. Additionally, Atlantic County has a significant aging population, and a wealth manager can help retirees navigate the complexities of Social Security, Medicare, and estate planning. Finally, with the county's close proximity to major metropolitan areas like Philadelphia and New York City, a wealth manager can provide guidance on tax planning and investment opportunities unique to the region.

Financial Advisor

Residents of Atlantic County, NJ can benefit from the guidance of a financial advisor in several ways. Given that Atlantic County has a high cost of living and a significant population of retirees, a financial advisor can assist in creating a budget that accommodates these factors. Additionally, a financial advisor can help residents navigate the complexities of estate planning, as Atlantic County has a high median age and a significant number of residents with substantial assets. A financial advisor can also provide investment advice to help residents grow their wealth, as Atlantic County has a diverse economy with opportunities for investment in various sectors. Moreover, a financial advisor can assist residents in preparing for unexpected events, such as natural disasters that are common in the coastal region of Atlantic County. In conclusion, residents of Atlantic County, NJ can benefit greatly from the services of a financial advisor in managing their finances and planning for their future.

Mortgage Loan Officer

Residents of Atlantic County, NJ can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Atlantic County has a diverse real estate market, and a mortgage loan officer can help residents navigate the complex landscape of home buying. With their knowledge of the local real estate market, a mortgage loan officer can provide residents with tailored advice on the best neighborhoods to buy in, as well as the most suitable mortgage products to fit their unique financial circumstances. Additionally, a mortgage loan officer can assist residents in securing competitive interest rates and favorable loan terms, which can significantly reduce the overall cost of homeownership. Overall, the guidance of a mortgage loan officer can be invaluable to residents of Atlantic County as they embark on the journey of purchasing a new home.

Tax Services

Residents of Atlantic County, NJ can benefit from the expertise of a tax advisor in a multitude of ways. Firstly, Atlantic County is home to a diverse range of industries, including tourism, healthcare, and education, which can make navigating the tax code complicated for individuals and businesses alike. A tax advisor can help residents of Atlantic County maximize their deductions and credits, ensuring they are not overpaying their taxes. Additionally, with the recent changes to the tax code, including the Tax Cuts and Jobs Act, a tax advisor can help Atlantic County residents understand the new laws and how they may impact their finances. Finally, a tax advisor can provide guidance on estate planning and wealth management, helping Atlantic County residents plan for their financial future and minimize their tax liability. With so many complexities in the tax code and unique industries in Atlantic County, a tax advisor can be an invaluable resource for residents.

Estate Planning Lawyer

Residents of Atlantic County, NJ can benefit from the services of an estate planning lawyer in a multitude of ways. With Atlantic County being a popular tourist destination, many residents may have properties that they rent out as vacation homes. An estate planning lawyer can assist in creating a comprehensive plan for these properties, ensuring that they are properly managed and passed down to future generations. Additionally, Atlantic County is home to many retirees, who may have specific needs when it comes to estate planning. An estate planning lawyer can help these individuals create a plan that addresses their unique needs, such as healthcare directives and long-term care planning. Furthermore, Atlantic County is known for its strong agricultural industry. An estate planning lawyer can assist farmers and landowners in creating plans for the transfer of their land and assets, ensuring that their legacy is protected and passed down to future generations. Overall, the services of an estate planning lawyer can greatly benefit residents of Atlantic County, NJ in a variety of ways.

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