Retirement Planning in Farmingdale, NJ

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List of Firms

Top Retirement Planners in Farmingdale, NJ

Asset & Income Management, Inc: Stephen B. Leitzell
Location 104 Peskin Rd, Farmingdale, NJ 07727, USA
Phone (908) 704-7000
Coastal Financial Advisors, Inc.
5 out of 5
Location 503 Casino Dr, Farmingdale, NJ 07727, USA
Phone (732) 683-2330
SEC File# 801-120528
CRD# 124242
5 out of 5
Location 3349 NJ-138 A, Wall Township, NJ 07719, USA
Phone (732) 280-7550
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
Financial Alternatives LLC
5 out of 5
Location 1433 Hooper Ave #314a, Toms River, NJ 08753, USA
Phone (609) 693-3800
The Lynch Financial Group
Location 6 Drummond Pl, Red Bank, NJ 07701, USA
Phone (732) 212-1311
Foresight Financial Partners, LLC
5 out of 5
Location 4814 Outlook Dr #104, Wall Township, NJ 07753, USA
Phone (732) 825-6500
Angelo & Associates Financial Planning Group
5 out of 5
Location 18 Brant Ave, Clark, NJ 07066, USA
Phone (732) 382-2272
Total Financial Concepts Inc
Location 106 Apple St #204, Tinton Falls, NJ 07724, USA
Phone (732) 225-7404
Retirement Planning in Farmingdale, NJ

About Farmingdale, NJ for Those Planning to Retire

Farmingdale, NJ is a quaint town nestled in Monmouth County, known for its rich history and charming landmarks. From the historic Allaire State Park to the iconic St. Catherine of Siena Church, this town is full of unique attractions that draw visitors from far and wide. As for top employers, Farmingdale is home to a diverse mix of businesses, ranging from small mom-and-pop shops to larger corporations. Some of the major employers in the area include Monmouth Medical Center, The Home Depot, and the Monmouth County Vocational School District. When it comes to transportation, Farmingdale is conveniently located near several major highways, including the Garden State Parkway, Route 33, and Route 34. This makes it easy for residents and visitors alike to travel to nearby towns and cities. As for neighborhoods, Farmingdale is divided into several distinct areas, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Farmingdale, NJ could benefit from a bank in numerous ways. For instance, a bank could offer financial assistance to farmers in the area who are struggling to make ends meet due to the unpredictable weather patterns that often disrupt their crop yields. Additionally, a bank could provide loans to small business owners in the town who are looking to expand their operations and create more jobs for local residents. Furthermore, a bank could offer educational resources to the community, such as financial literacy classes and workshops, to help residents better manage their money and plan for their future. In a town like Farmingdale, where the economy is heavily reliant on agriculture and small businesses, a bank can play a crucial role in supporting the growth and prosperity of the community.

Insurance Broker

Residents of Farmingdale, NJ can greatly benefit from the expertise of an insurance broker. With the town's proximity to the coast, homeowners may require specialized coverage for flood and hurricane damage. Furthermore, the town's rural setting means that many residents own farms or businesses that require unique insurance solutions. An insurance broker can help residents navigate the complexities of these policies and ensure that they have the coverage they need to protect their livelihoods. Additionally, with the town's growing population, residents may require health insurance or life insurance policies. An insurance broker can assist with finding the best policies for their individual needs and budgets. Overall, an insurance broker can provide invaluable assistance to residents of Farmingdale, NJ, helping them to protect their homes, businesses, and families from unexpected events.

Wealth Management

Residents of Farmingdale, NJ can benefit from a wealth manager in numerous ways. One of the most common ways is through proper financial planning and investment strategies. Given the town's proximity to the Jersey Shore, a wealth manager can help residents navigate the complexities of owning and managing coastal properties, including flood insurance and hurricane preparedness. Additionally, a wealth manager can assist residents in maximizing their retirement savings and minimizing their tax liabilities, which can be especially important for those who own small businesses or work in industries with fluctuating incomes. With a wealth manager's guidance, residents can achieve their long-term financial goals and protect their assets, ensuring a secure future for themselves and their families.

Financial Advisor

Residents of Farmingdale, NJ could greatly benefit from the guidance of a financial advisor in various ways. With the town's proximity to the Jersey Shore, many residents may have investments in the real estate market or own vacation homes that require strategic financial planning. Additionally, the town's small business community may require assistance with cash flow management and tax planning. Furthermore, with the high cost of living in Monmouth County, many families may need help with budgeting and saving for their children's education or retirement. A financial advisor can also provide guidance on estate planning and insurance options to ensure that residents are prepared for unexpected events. Overall, the expertise and guidance of a financial advisor can help residents of Farmingdale, NJ achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Farmingdale, NJ can benefit greatly from the expertise of a mortgage loan officer. With its proximity to the Jersey Shore and easy access to major highways, Farmingdale is a desirable location for homeownership. However, navigating the complex world of mortgages can be daunting for many residents. A mortgage loan officer can provide guidance on the best loan options for each individual's unique financial situation. They can also assist with the pre-approval process, which is especially important in a competitive housing market like Farmingdale's. Additionally, a mortgage loan officer can help residents understand the various fees and closing costs associated with a mortgage, ensuring that they are fully aware of the financial commitment they are making. With the help of a mortgage loan officer, residents of Farmingdale can confidently navigate the home buying process and achieve their dream of homeownership.

Tax Services

Residents of Farmingdale, NJ could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding farming and agriculture. As a rural community with a rich history of farming, many residents of Farmingdale rely on agriculture as a source of income. However, the tax laws surrounding farming can be confusing and difficult to understand. A tax advisor can help farmers navigate these laws, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist farmers in planning for the future, helping them to make strategic decisions that will minimize their tax burden and maximize their profitability. With the help of a tax advisor, residents of Farmingdale can rest assured that they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Farmingdale, NJ can benefit from the expertise of an estate planning lawyer in several ways. One specific area that stands out is the high number of small businesses in the area. An estate planning lawyer can assist these business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire or pass away. Additionally, an estate planning lawyer can help residents navigate the complex laws surrounding Medicaid and long-term care planning, which can be especially important for the elderly population in Farmingdale. With their knowledge of estate tax laws, an estate planning lawyer can also help residents minimize the tax burden on their heirs and ensure that their assets are distributed according to their wishes. Overall, an estate planning lawyer can provide invaluable assistance to residents of Farmingdale in securing their financial futures and protecting their legacies.


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