Cape May County, NJ Financial Advisors and Resources

Financial Advisor Firms in Cape May County, NJ



(609) 390-9050

1314 Route 9
Po Box 170
Ocean View, NJ 8230

SEC#: 801-80075
Years in Business: 7 years

How Retirement-Friendly is Cape May County, NJ?

  • Population: 93,086
  • % of Population 62 Years and Over: 31.5%
  • Average Home Value: $294,100
  • Average Monthly Housing Cost: $1,334
  • Average Household Income: $93,847
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)

Cape May County, NJ Financial Advisor FAQs

A financial advisor assesses your current financial situation, maps out a plan to help you reach your goals, and helps you work toward those goals.
Yes. A financial advisor is someone who knows about money and the rules that govern it—tax law, retirement account distributions, market fluctuations, employment changes—and can advice on all these things as they come up in your life.
Always have a clear picture of how the financial advisor prefers to be compensated. Along with this, have a clear idea of the services he/she can offer to you.
Financial advisors usually get paid by charging a percentage fee off of the assets they manage. Sometimes called an AUM charge, advisors typically accumulate their fees monthly by taking a certain percentage of the fund's market value that is then invested back into the fund.