Best Financial Advisors in Passaic County, NJ

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List of Firms

Passaic County, NJ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jeffrey Spaldi
Location 500 Valley Rd Suite 108, Wayne, NJ 07470, USA
Phone (973) 587-8110
Language https://www.edwardjones.com/us-en/financial-advisor/jeffrey-spaldi
Directions
Zambito Financial Services Corp. / Matthew Zambito, CPA, CFP, MS
Location 165 Passaic Ave #310, Fairfield, NJ 07004, USA
Phone (973) 227-1645
Language http://www.zambitofinancial.com/team
Directions
US Financial Services, LLC
SEC File# 801-81192
CRD# 153132
5 out of 5
Location 375 Passaic Ave #100, Fairfield, NJ 07004, USA
Phone (973) 882-3600
Language http://www.usfsc.com/
Directions
Financial Principles
Location 310 Passaic Ave, Fairfield, NJ 07004, USA
Phone (973) 227-0442
Directions
James Kahrar - Financial Advisor, Ameriprise Financial Services, LLC
Location 350 Passaic Ave Ste 202, Passaic, NJ 07004, USA
Phone (973) 276-3290
Language https://www.ameripriseadvisors.com/James.Kahrar/?cid=IP_local_google
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Financial Advisors in Passaic County, NJ

Where Certified Financial Advisors in Passaic County, NJ Serve

Passaic County, NJ is a vibrant and diverse community nestled in the heart of the Garden State. Home to a plethora of landmarks, it boasts a rich history and a thriving economy. The Great Falls of the Passaic River is a must-see attraction, offering breathtaking views and a glimpse into the area's industrial past. Top employers in the county include St. Joseph's Health, Valley National Bank, and William Paterson University. Major highways such as Route 80 and the Garden State Parkway provide easy access to neighboring counties and beyond. The streets of Paterson, Clifton, and Passaic are bustling with activity, offering a diverse array of shops, restaurants, and entertainment options. Neighborhoods such as Wayne, Hawthorne, and Totowa offer a mix of suburban charm and urban convenience, making Passaic County an ideal place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Passaic County, NJ could benefit greatly from the services of a financial advisor. With a median household income of $67,000, many families in the county could use guidance on budgeting, saving, and investing. Additionally, Passaic County has a diverse population, with many immigrants and non-native English speakers. A financial advisor could help these individuals navigate the complexities of the American financial system and make informed decisions about their money. Furthermore, Passaic County has a high cost of living, with housing prices well above the national average. A financial advisor could assist residents in finding ways to save money on expenses and make their money work harder for them. Overall, a financial advisor could provide invaluable support to the residents of Passaic County as they work towards achieving their financial goals.

Insurance Broker

Residents of Passaic County, NJ can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents by finding affordable insurance options for their homes, cars, and businesses. Additionally, Passaic County is known for its diverse population, which can make finding insurance that fits specific cultural or linguistic needs difficult. An insurance broker can assist residents in finding insurance plans that cater to their unique needs and preferences. With the help of an insurance broker, residents of Passaic County can rest assured that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Passaic County, NJ can benefit greatly from the services of a retirement planner. With a population of over 500,000 people, many residents may be unsure of how to properly plan for their retirement. A retirement planner can help individuals create a personalized plan that takes into account their unique financial situation, goals, and needs. Additionally, Passaic County has a diverse population, with many different cultures and languages spoken. A retirement planner who is familiar with the area and its residents can provide valuable guidance and support in navigating the complex retirement planning process. Whether it's creating a budget, investing wisely, or planning for healthcare costs, a retirement planner can help residents of Passaic County feel more confident and secure in their financial future.

Wealth Management

Residents of Passaic County, NJ can benefit from the services of a wealth manager in many ways. One of the most common ways is through retirement planning. With a growing population of aging baby boomers in Passaic County, NJ, a wealth manager can help residents navigate the complexities of retirement planning, including determining the most effective investment strategies, minimizing tax liabilities, and ensuring a comfortable retirement lifestyle. Additionally, a wealth manager can assist residents in creating a comprehensive estate plan, which is especially important in Passaic County, NJ, where the median home value is higher than the national average. By working with a wealth manager, Passaic County residents can ensure their assets are protected and their financial future is secure.

Mortgage Loan Officer

Residents of Passaic County, NJ can benefit greatly from the assistance of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by providing guidance and support throughout the home buying process. This is especially important in Passaic County, NJ, where the housing market can be competitive and complex. A knowledgeable loan officer can help residents navigate the various loan options available to them, ensuring that they secure the best possible financing for their individual needs. Additionally, a mortgage loan officer can assist with pre-approvals, which can give residents an edge in a crowded market. With the help of a mortgage loan officer, residents of Passaic County, NJ can feel confident and informed as they embark on the exciting journey of homeownership.

Tax Services

Residents of Passaic County, NJ can benefit from the guidance and expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful in this county is with regards to property taxes. Passaic County has some of the highest property taxes in the state, which can be a significant financial burden for homeowners. A tax advisor can help residents navigate the complex system of property tax assessments and appeals, ensuring that they are not overpaying and potentially saving them thousands of dollars each year. Additionally, a tax advisor can provide guidance on how to maximize deductions and credits on their income taxes, ultimately helping residents keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Passaic County, NJ can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help Passaic County residents is by ensuring that their assets are distributed according to their wishes. Passaic County is a diverse community with a large population of immigrants, and it is important for residents to have a plan in place to ensure that their assets are distributed in a way that reflects their cultural and religious beliefs. An estate planning lawyer can also help residents minimize their tax liabilities and avoid probate court, which can be a lengthy and expensive process. By working with an estate planning lawyer, Passaic County residents can have peace of mind knowing that their assets will be distributed according to their wishes and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Passaic County, NJ

A financial advisor in Passaic County, NJ can provide a range of financial advising services to individuals, families, and businesses. With expertise in investment management, retirement planning, tax planning, and estate planning, a financial advisor can help clients navigate complex financial decisions and achieve their financial goals. In particular, Passaic County, NJ presents unique opportunities and challenges for financial planning due to its diverse population and economic landscape. With a large Hispanic population, for example, a financial advisor may need to provide bilingual services and cultural sensitivity in order to effectively serve clients. Additionally, Passaic County's proximity to New York City and its status as a transportation hub may require specialized knowledge of tax laws and investment opportunities in the region. Overall, a financial advisor in Passaic County, NJ can provide valuable guidance and support to clients seeking to build a secure financial future.

Located in the heart of New Jersey, Passaic County is a prime destination for those seeking financial advising services. With a diverse range of financial institutions and experts, Passaic County offers a unique blend of expertise and experience that is unmatched anywhere else in the state. One of the key factors that sets Passaic County apart is its vibrant economy, which is home to some of the most successful businesses in the region. This thriving business community has attracted some of the most talented financial advisors, who have honed their skills and expertise in a highly competitive and dynamic environment. Whether you are looking for investment advice, retirement planning, or wealth management, you can be sure that Passaic County has the resources and expertise to help you achieve your financial goals.