Retirement Planning in Bergen County, NJ

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Top Retirement Planners in Bergen County, NJ

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Nationwide Planning Associates, Inc.
5 out of 5
Location 115 W Century Rd # 360, Paramus, NJ 07652, USA
Phone (201) 476-0029
Directions
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Cassa Wealth Management, P.C.
Location 461 From Rd 3rd floor suite 385, Paramus, NJ 07652, USA
Phone (201) 355-1788
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Watters Financial Services LLC
4 out of 5
Location 16 Arcadian Way, Paramus, NJ 07652, USA
Phone (201) 843-0044
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SEC File# 801-10970
CRD# 6413
Location 650 From Rd, Paramus, NJ 07652, USA
Phone (201) 939-6644
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
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Baron Financial Group, LLC
5 out of 5
Location 16-00 NJ-208, Fair Lawn, NJ 07410, USA
Phone (201) 791-6408
Directions
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Dan Kane - Financial Advisor, Ameriprise Financial Services, LLC
Location 250 Pehle Ave Ste 500, Saddle Brook, NJ 07663, USA
Phone (201) 221-2742
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Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services
Location 15 E Central Ave, Pearl River, NY 10965, USA
Phone (845) 920-1600
Directions
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The Laviano Group - Morgan Stanley
Location Mack Center Iv, S, 61 Paramus Rd, Paramus, NJ 07652, USA
Phone (201) 712-4037
Directions
Retirement Planning in Bergen County, NJ

About Bergen County, NJ for Those Planning to Retire

Bergen County, NJ is a bustling hub of activity with a plethora of landmarks and attractions. From the iconic George Washington Bridge to the historic Bergen County Courthouse, this county is a treasure trove of history and culture. The top employers in the area include major corporations such as Quest Diagnostics and Stryker, as well as healthcare giants like Valley Health System. Major highways like the Garden State Parkway and the New Jersey Turnpike provide easy access to neighboring towns and cities. Streets like Route 4 and Route 17 are lined with shopping centers, restaurants, and entertainment venues. Neighborhoods like Ridgewood and Tenafly are known for their picturesque streets and charming homes, while Hackensack and Teaneck offer a more urban feel. With so much to offer, Bergen County truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bergen County, NJ can benefit from a bank in numerous ways. For instance, a bank can provide them with easy access to financial services such as savings accounts, checking accounts, and loans. With Bergen County being one of the most populous counties in New Jersey, banks can also offer residents a wide range of investment options to help them grow their wealth. Additionally, banks can help residents manage their finances by providing them with financial advice and tools to track their spending. Furthermore, with Bergen County being home to many businesses and corporations, banks can offer business owners a variety of services such as business loans, merchant services, and payroll services. In conclusion, a bank can be a valuable resource for residents of Bergen County, NJ, helping them achieve financial stability and success.

Insurance Broker

Residents of Bergen County, NJ could benefit greatly from the services of an insurance broker. With its proximity to New York City and the high cost of living in the area, finding affordable insurance options can be a daunting task. An experienced insurance broker can help residents navigate the complex world of insurance and find policies that fit their unique needs and budget. For example, many residents of Bergen County work in industries such as finance or healthcare, which may require specialized insurance coverage. Additionally, the area is prone to extreme weather events such as hurricanes and flooding, making it crucial for residents to have adequate insurance coverage for their homes and property. An insurance broker can help residents understand the intricacies of these policies and ensure that they have the right coverage in place to protect themselves and their families.

Wealth Management

Residents of Bergen County, NJ can benefit greatly from the services of a wealth manager. With its high median household income and property values, Bergen County is one of the wealthiest counties in the country. However, this affluence can also bring about unique financial challenges. A wealth manager can help residents navigate these challenges by providing tailored financial advice and investment strategies. For example, a wealth manager can assist with estate planning, tax optimization, and risk management. Additionally, Bergen County residents may have complex financial needs due to their involvement in industries such as healthcare, pharmaceuticals, and finance. A wealth manager can provide specialized expertise in these areas to help residents achieve their financial goals. Overall, a wealth manager can be a valuable asset to the residents of Bergen County, NJ, providing them with the tools and knowledge necessary to manage their wealth effectively.

Financial Advisor

Residents of Bergen County, NJ could benefit greatly from the expertise of a financial advisor. With its reputation as one of the wealthiest counties in the United States, Bergen County residents face unique financial challenges and opportunities. A financial advisor can assist with investment strategies tailored to the county's high-income population, as well as provide guidance on estate planning and tax optimization. Additionally, with the county's proximity to New York City, residents may have complex financial situations that require specialized knowledge, such as navigating the intricacies of stock options and restricted stock units. A financial advisor can also provide guidance on retirement planning, including maximizing contributions to tax-advantaged accounts and developing a withdrawal strategy that aligns with the county's high cost of living. Overall, a financial advisor can help Bergen County residents make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Bergen County, NJ can benefit from the services of a mortgage loan officer in a plethora of ways. One of the most common ways is by helping them secure a mortgage loan to purchase a home in the county. Bergen County is known for its high standard of living, excellent schools, and proximity to New York City. However, the cost of living in the county is also high, making it challenging for many residents to afford a home without financing. A mortgage loan officer can assist residents in finding the best mortgage rates and terms, which can help them achieve their dream of homeownership. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, which can lower their monthly payments and save them money in the long run. With the help of a mortgage loan officer, residents of Bergen County can navigate the complex world of home financing and achieve their financial goals.

Tax Services

Residents of Bergen County, NJ can benefit from the expertise of a tax advisor in a variety of ways. With its high property values and affluent population, Bergen County presents unique tax challenges that require expert guidance. Tax advisors can help residents navigate the complexities of New Jersey's tax laws and regulations, including the state's high income tax rates and property taxes. They can also provide advice on investment strategies, estate planning, and retirement planning. Additionally, tax advisors can help residents take advantage of tax breaks and deductions that are specific to Bergen County, such as the state's Homestead Benefit program, which provides property tax relief to eligible homeowners. Overall, a skilled tax advisor can help Bergen County residents maximize their tax savings and achieve their financial goals.

Estate Planning Lawyer

Residents of Bergen County, NJ can benefit greatly from the expertise of an estate planning lawyer. With the county's high median income, many residents have accumulated significant assets that require careful planning to ensure they are distributed according to their wishes. An estate planning lawyer can help residents create wills, trusts, and other legal documents that protect their assets and provide for their loved ones after they pass away. Additionally, Bergen County's diverse population includes many families with unique needs, such as blended families or those with special needs children. An estate planning lawyer can help these families navigate complex legal issues and create customized plans that meet their specific needs. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Bergen County, NJ.

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