New Castle County, DE Financial Advisors and Resources



Financial Advisor Firms in New Castle County, DE


N1 ADVISORS

Website

(302) 731-1326

131 Continental Drive
Suite 206
Newark, DE 19713

SEC#: 801-69525
Years in Business: 13 years

MALLARD FINANCIAL PARTNERS INC

Website

(302) 737-4546

750 Barksdale Road
Suite 3
Newark, DE 19711

SEC#: 801-78580
Years in Business: 8 years

J.P. MORGAN INVESTMENT MANAGEMENT INC.

Website

(130) 263-5173

500 Stanton Christiana Road
Ncc2
Newark, DE 19713

SEC#: 801-21011
Years in Business: 37 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

200 Continental Drive
Suite 401
Newark, DE 19713

SEC#: 801-96223
Years in Business: 6 years

J.P. MORGAN INVESTMENT MANAGEMENT INC.

Website

(130) 263-5173

500 Stanton Christiana Road
Ncc2
Newark, DE 19713

SEC#: 801-21011
Years in Business: 37 years

J.P. MORGAN SECURITIES LLC

Website

(302) 634-5751

500 Stanton Christiana Road

Newark, DE 19713

SEC#: 801-3702
Years in Business: 56 years

SECURIAN FINANCIAL SERVICES, INC.

Website

(302) 366-0366

121 Continental Drive
Suite 110
Newark, DE 19713

SEC#: 801-45152
Years in Business: 27 years

BLUESPHERE ADVISORS LLC

Website

(302) 250-4740

630 Churchmans Road
Suite 109
Newark, DE 19702

SEC#: 801-117413
Years in Business: 2 years

J.P. MORGAN SECURITIES LLC

Website

(302) 634-5751

500 Stanton Christiana Road

Newark, DE 19713

SEC#: 801-3702
Years in Business: 56 years


How Retirement-Friendly is New Castle County, DE?

  • Population: 556,165
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $264,200
  • Average Monthly Housing Cost: $1,246
  • Average Household Income: $97,068
  • Delaware Total Tax Burden: 6.21% (4th Lowest in U.S.)
  • Delaware Property Tax: 1.77% (4th Lowest in U.S.)
  • Delaware Individual Income Tax: 3.25% (8th Highest in U.S.)
  • Delaware Sales and Excise Tax: 1.19% (2nd Lowest in U.S.)


New Castle County, DE Financial Advisor FAQs

In the simplest terms, a financial advisor is a professional who you hire to help you with your personal finance. With their knowledge of investment opportunities and plan strategies for saving, they can help you progress financially in a healthy direction.
The goal of finding a financial advisor should be to find someone who will listen, care for your wellbeing, and provide honest counsel with no sugarcoating or expectations about future returns.
A financial advisor helps you set financial goals, review your priorities and how much risk you are willing to take on, assess your ability to satisfy those needs according to the time horizon you think is appropriate.
Financial advisors typically charge based on the amount of assets that they manage for a client. Asset Management fees can be flat, tiered or based on a percentage, and range from 25bps to 2%.