Wealth Management in Atlantic County, NJ

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List of Firms

Atlantic County, NJ Wealth Management Firms

The Boardwalk Group - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2000
Directions
Clear Choice Financial Solutions LLC
5 out of 5
Location 3121-D Fire Rd Suite 173, Egg Harbor Township, NJ 08234, USA
Phone (609) 359-0558
Directions
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
1 out of 5
Location 2021 New Rd # 12, Linwood, NJ 08221, USA
Phone (609) 653-2367
Directions
Ryan M. Leek - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2020
Directions
SGI Wealth Management LLC
5 out of 5
Location 2301 E Evesham Rd Suite 406, Voorhees Township, NJ 08043, USA
Phone (856) 240-1020
Directions
Preferred Financial Services
5 out of 5
Location 5429 Harding Hwy #202, Mays Landing, NJ 08330, USA
Phone (609) 837-2156
Directions
The Donovan Financial Group - UBS Financial Services Inc.
Location 1337 Tilton Rd, Northfield, NJ 08225, USA
Phone (609) 677-2279
Directions
TC Financial Management
Location 7811 Atlantic Ave, Margate City, NJ 08402, USA
Phone (609) 487-1805
Directions
Merrill Lynch Wealth Management Advisor Timothy S Greiner
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7153
Directions
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 1201 New Rd Suite 207, Linwood, NJ 08221, USA
Phone (609) 926-8600
Directions
Stephen Marchel - Morgan Stanley
Location 1601 New Road 1st Fl, Northfield, NJ 08225, USA
Phone (609) 383-2022
Directions
First Financial Services
Location 301 E Black Horse Pike, Williamstown, NJ 08094, USA
Phone (609) 481-2592
Directions
SHORE WEALTH MANAGEMENT LLC
5 out of 5
Location 903 NJ-50, Mays Landing, NJ 08330, USA
Phone (609) 852-2470
Directions
Wealth Management in Atlantic County, NJ

Where Wealth Management Advisors in Atlantic County, NJ Serve

Nestled in the heart of southern New Jersey lies Atlantic County, a vibrant and bustling community with a rich history and a bright future. From the iconic Atlantic City Boardwalk to the sprawling Pine Barrens, this county is home to a diverse array of landmarks and attractions that draw visitors from around the world. Top employers in Atlantic County include major healthcare providers like AtlantiCare and Shore Medical Center, as well as leading educational institutions like Stockton University and Atlantic Cape Community College. The county is also home to a thriving tourism industry, with world-class casinos and resorts lining the shores of the Atlantic Ocean. Major highways and streets in Atlantic County include the Atlantic City Expressway, which provides quick and easy access to Philadelphia and other major cities in the region. The Garden State Parkway also runs through the county, connecting its residents to the rest of New Jersey and beyond. Neighborhoods in Atlantic County range from quaint and charming small towns to bustling urban centers, with something to offer for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Atlantic County, NJ can benefit from the services provided by a bank in numerous ways. For instance, a bank can assist individuals in the county with their financial needs, such as opening a savings account or obtaining a loan to start a business. One specific way a bank can help residents of Atlantic County is by providing financial support for the local tourism industry. Atlantic County is home to many popular tourist destinations, including Atlantic City, which attracts millions of visitors each year. A bank can offer loans to small businesses in the tourism industry to help them expand and improve their services, ultimately benefiting the local economy. Additionally, banks can provide financial education and resources to help residents manage their finances and plan for their future. With the right banking services, residents of Atlantic County can achieve their financial goals and contribute to the growth and prosperity of their community.

Insurance Broker

Residents of Atlantic County, NJ can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help individuals and businesses in the county to navigate the complex world of insurance policies. With the vast array of insurance options available, it can be challenging to understand which policies are best suited to one's needs. Secondly, Atlantic County is known for its high risk of flooding, which can result in significant financial losses for homeowners and businesses. An insurance broker can help residents to obtain flood insurance policies that provide adequate coverage for their properties. Additionally, an insurance broker can assist individuals and businesses in the county to find affordable health insurance plans, which can be particularly challenging given the rising costs of healthcare. Lastly, an insurance broker can help residents of Atlantic County to mitigate risks associated with their businesses by providing them with liability insurance policies. Overall, an insurance broker can provide valuable assistance to residents of Atlantic County in navigating the complexities of insurance policies and protecting their assets.

Retirement Planning

Residents of Atlantic County, NJ could benefit from the expertise of a retirement planner in many ways. For example, a retirement planner could help residents of Atlantic County, NJ navigate the complexities of Social Security and Medicare. Atlantic County, NJ has a large population of retirees, many of whom may not fully understand the intricacies of these programs. A retirement planner could help residents of Atlantic County, NJ maximize their benefits and avoid common mistakes. Additionally, a retirement planner could help residents of Atlantic County, NJ create a comprehensive retirement plan that takes into account their unique financial situation and goals. This could include strategies for managing debt, investing for the future, and creating a sustainable income stream in retirement. Overall, a retirement planner could provide invaluable guidance to residents of Atlantic County, NJ as they navigate the complex and often confusing world of retirement planning.

Financial Advisor

Residents of Atlantic County, NJ can benefit greatly from the guidance of a financial advisor. With its proximity to the Atlantic Ocean, the county is home to a large number of retirees who have invested in real estate and other assets. A financial advisor can help these individuals manage their investments and create a retirement plan that will allow them to live comfortably for years to come. Additionally, the county is known for its thriving tourism industry, which can provide opportunities for entrepreneurs and small business owners. A financial advisor can assist these individuals with creating a business plan, securing funding, and managing cash flow. Furthermore, Atlantic County is home to a diverse population, including many individuals with unique financial needs. A financial advisor can provide tailored advice and support to help these individuals achieve their financial goals, whether that means saving for a child's education or planning for long-term care.

Mortgage Loan Officer

Residents of Atlantic County, NJ can benefit greatly from the expertise of a mortgage loan officer. With the county's proximity to the Atlantic Ocean, many residents may be interested in purchasing a home near the beach. However, the high cost of living in the area can make it difficult to secure a mortgage on their own. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including finding the best interest rates and loan options to fit their financial needs. Additionally, with the county's diverse population, a mortgage loan officer can provide specialized assistance to non-English speaking residents, ensuring that they fully understand the terms of their mortgage agreement. Overall, a mortgage loan officer can provide invaluable support to Atlantic County residents looking to achieve their dream of homeownership.

Tax Services

Residents of Atlantic County, NJ could benefit greatly from the expertise of a tax advisor. With the county's economy heavily reliant on the tourism industry, many residents may have unique tax situations related to rental income or self-employment in the hospitality sector. A tax advisor could provide guidance on deducting expenses related to rental properties or navigating the complexities of reporting income from various sources. Additionally, Atlantic County is home to a significant number of retirees, who may have questions about tax implications of Social Security benefits or required minimum distributions from retirement accounts. A tax advisor could assist in optimizing retirement income and minimizing tax liabilities. Overall, a tax advisor can provide invaluable assistance to Atlantic County residents in navigating the intricacies of the tax code and ensuring compliance with all applicable regulations.

Estate Planning Lawyer

Residents of Atlantic County, NJ can benefit greatly from the services of an estate planning lawyer. One specific way an estate planning lawyer can help Atlantic County residents is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Atlantic County, which is home to many retirees and seniors who have accumulated significant wealth over their lifetimes. An estate planning lawyer can help these individuals create a comprehensive plan that includes wills, trusts, and other legal documents that will protect their assets and ensure that their loved ones are taken care of after they are gone. Additionally, an estate planning lawyer can help Atlantic County residents navigate complex tax laws and minimize their estate tax liability, which can be a significant burden for those with large estates. Overall, an estate planning lawyer can provide invaluable guidance and support to Atlantic County residents as they plan for the future and protect their legacies.

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