Banks & Credit Unions in Lakewood, NJ

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Bank Branches and ATMs in Lakewood, NJ

Wells Fargo Bank
4 out of 5
Location 425 W Kennedy Blvd, Lakewood, NJ 08701, USA
Phone (732) 905-4213
Language https://www.wellsfargo.com/locator/bank/425__W__KENNEDY__BLVD_LAKEWOOD_NJ_08701/?utm_campaign=Local_Listings&utm_source=Google&group=Community_Bank&loc=AC25896
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Chase Bank
4 out of 5
Location 1700 Madison Ave Ste 30, Lakewood, NJ 08701, USA
Phone (732) 370-3218
Language https://locator.chase.com/nj/lakewood/1700-madison-ave?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjA0MTk0NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Banks in Lakewood, NJ

Where Lakewood, NJ Banks & Credit Unions Serve

Lakewood, NJ is a vibrant and bustling town located in Ocean County, New Jersey. It is home to a plethora of notable landmarks, including the Lakewood BlueClaws Stadium, the Strand Theater, and the Georgian Court University. The town is also known for its top employers, which include the Lakewood School District, Georgian Court University, and the Monmouth Medical Center Southern Campus. Major highways and streets in the area include the Garden State Parkway, Route 70, and County Line Road. Lakewood is divided into several distinct neighborhoods, each with its own unique character and charm, including the Lakewood Industrial Park, the Four Seasons at Lakewood, and the Pine River Estates. With its rich history, diverse population, and thriving business community, Lakewood is a town that truly has something for everyone.

Lakewood, NJ Banking Related Services

Insurance Broker

Residents of Lakewood, NJ can benefit greatly from the services of an insurance broker. With the town's growing population and diverse demographics, an insurance broker can help individuals and businesses find the best coverage options that fit their unique needs and budgets. For example, with a large Orthodox Jewish community in Lakewood, an insurance broker can assist with finding insurance plans that include coverage for religious observances and customs, such as maternity care and kosher food requirements. Additionally, an insurance broker can help navigate the complex healthcare system and find affordable health insurance plans, which is especially important given the rising healthcare costs in the United States. Overall, an insurance broker can provide valuable guidance and support to the residents of Lakewood, NJ in securing the best insurance coverage for their specific needs.

Retirement Planning

Residents of Lakewood, NJ could greatly benefit from the assistance of a retirement planner. With a large population of Orthodox Jewish residents in the area, a retirement planner could provide specialized guidance on how to navigate the unique financial challenges faced by this community. For example, many Orthodox families prioritize education and may have large families, which can impact their retirement savings. A retirement planner could help these families create a plan that takes into account their specific needs and goals, such as funding education expenses and providing for multiple generations. Additionally, a retirement planner could help residents of Lakewood, NJ understand the tax implications of their retirement accounts and investments, as well as provide guidance on how to maximize Social Security benefits. Overall, a retirement planner could provide valuable support and peace of mind to residents of Lakewood, NJ as they plan for their future.

Wealth Management

Residents of Lakewood, NJ can benefit greatly from the services of a wealth manager. With a large population of Orthodox Jews, many families in Lakewood prioritize education and charitable giving. A wealth manager can help these families plan for the high cost of private school tuition and navigate the complexities of charitable giving, such as setting up a donor-advised fund. Additionally, Lakewood has a growing real estate market, and a wealth manager can assist residents in making informed decisions about buying or selling property. Overall, a wealth manager can provide valuable guidance and support to help residents of Lakewood achieve their financial goals and secure a stable future for themselves and their families.

Financial Advisor

Residents of Lakewood, NJ could benefit from a financial advisor in various ways. One of the most common ways a financial advisor could help is by creating a personalized financial plan that aligns with their clients' goals and aspirations. In Lakewood, NJ, where the cost of living is relatively high, a financial advisor could assist residents in managing their expenses, budgeting, and saving for the future. Additionally, a financial advisor could provide guidance on investment opportunities that align with their clients' financial goals. With a diverse population in Lakewood, NJ, a financial advisor could also help clients navigate the complexities of tax planning and estate planning. Overall, a financial advisor could provide invaluable assistance to residents of Lakewood, NJ in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Lakewood, NJ would greatly benefit from the services of a mortgage loan officer. With a high population density and limited housing supply, finding affordable housing in Lakewood can be a challenge. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, from pre-approval to closing. They can also provide valuable advice on available loan options and help residents find the best rates and terms for their unique financial situation. Additionally, with a large Orthodox Jewish community in Lakewood, a mortgage loan officer who understands the unique needs and customs of this community can be particularly helpful in ensuring that residents can secure a mortgage that meets their needs.

Tax Services

Residents of Lakewood, NJ can benefit greatly from the expertise of a tax advisor. With the town's large population of Orthodox Jews, tax advisors can help navigate the complexities of tax laws related to religious practices, such as charitable giving and education expenses. Additionally, tax advisors can assist with maximizing deductions for the many small business owners in Lakewood, as well as helping families with estate planning and minimizing tax liabilities. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Lakewood, NJ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. In Lakewood, where the population is largely made up of Orthodox Jews, an estate planning lawyer can also assist with creating a halakhic will that adheres to Jewish law. Additionally, an estate planning lawyer can help with planning for long-term care and medical decisions, as well as minimizing tax liabilities. With the help of an estate planning lawyer, residents of Lakewood can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Lakewood, NJ offers a plethora of popular banking services that cater to the diverse needs of its residents. From traditional savings and checking accounts to online banking and mobile deposits, Lakewood's banking institutions provide a range of options for their customers. One unique aspect of banking in Lakewood is the prevalence of interest-free loans within the local Orthodox Jewish community. These loans, known as "gemachs," are often established by community members to provide financial assistance to those in need without accruing interest. This practice is deeply rooted in Jewish tradition and has become a significant part of the banking culture in Lakewood, highlighting the community's commitment to helping one another in times of financial hardship.

Lakewood, NJ is an ideal location to avail banking services due to its diverse financial institutions that cater to the unique needs of its residents. With a population of over 100,000, the town boasts a plethora of banks, credit unions, and financial institutions that offer a wide range of products and services. From traditional banking options to advanced digital banking solutions, Lakewood, NJ has it all. Moreover, the town's financial institutions are known for their exceptional customer service and personalized approach to banking. Whether you are a small business owner or an individual looking for a reliable banking partner, Lakewood, NJ has something to offer. Additionally, the town's proximity to major cities and transportation hubs makes it an easily accessible destination for those seeking banking services. Overall, Lakewood, NJ's robust banking infrastructure, coupled with its commitment to customer satisfaction, makes it the best place to avail banking services.