Sussex County, DE Financial Advisors and Resources



Financial Advisor Firms in Sussex County, DE


BELL ROCK CAPITAL, LLC

Website

(302) 227-7608

35568 Airport Road

Rehoboth Beach, DE 19971

SEC#: 801-65934
Years in Business: 15 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

38399 George Street

Rehoboth Beach, DE 19971

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

LIPPER ADVISORY SERVICES INC

Website

(908) 273-2454

5 Fairway Drive

Rehoboth Beach, DE 19971

SEC#: 801-39851
Years in Business: 30 years

DRAVO BAY LLC

Website

(302) 660-3350

20245 Bay Vista Road
Suite 103
Rehoboth Beach, DE 19971

SEC#: 801-117998
Years in Business: 1 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

38399 George Street

Rehoboth Beach, DE 19971

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

INTEGRATED WEALTH ADVISORS, LLC

Website

(302) 644-3540

20245 Bay Vista Road
Unit No. 202
Rehoboth Beach, DE 19971

SEC#: 801-113842
Years in Business: 3 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

38399 George Street

Rehoboth Beach, DE 19971

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


How Retirement-Friendly is Sussex County, DE?

  • Population: 224,384
  • % of Population 62 Years and Over: 32.3%
  • Average Home Value: $268,700
  • Average Monthly Housing Cost: $1,002
  • Average Household Income: $84,849
  • 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.)


Sussex County, DE Financial Advisor FAQs

Financial advisors are people who work with clients one on one to provide comprehensive assistance with their financial situation--from helping them save money to paying off debt or saving for retirement.
When selecting a financial advisor, you should look for someone with the following qualities, skills, and experience: understands your personal situation, licensed with the state, has experience in dealing with similar situations relevant to yours, and expertise in the area where you need assistance.
Financial advisors provide advice and guidance for clients on a range of financial issues, including investments and saving for retirement. They may also help with wills and inheritance planning.
Some receive a percentage of the assets they manage. These advisors tend to have a narrower focus on particular types of portfolios. Others are broker-dealers where they charge commission based on trading activity rates or, if chosen as fiduciaries, are compensated through commissions paid by brokerage firms.