Wealth Management in Newark, NJ

We did the hard work of finding trustworthy partners in Newark, NJ. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Newark, NJ Wealth Management Firms

Prestige Wealth Management Group
SEC File# 801-72627
CRD# 127381
Location 374 Millburn Ave, Millburn, NJ 07041, USA
Phone (973) 532-6770
Language http://www.prestigewmg.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Patino & Associates LLC
5 out of 5
Location 124 Polk St Suite 1, Newark, NJ 07105, USA
Phone (973) 757-8133
Directions
Campania Wealth Management, LLC
Location 847 Broadway, Bayonne, NJ 07002, USA
Phone (973) 988-1215
Language http://campaniawealth.com/
Directions
William McCaskill - TIAA Wealth Management Advisor
Location 5 Becker Farm Rd Suite 140, Roseland, NJ 07068, USA
Phone (866) 842-2047
Language https://locations.tiaa.org/advisors/william-mccaskill
Directions
Sebastian Wealth Management LLC
Location 18 Bank St, Summit, NJ 07901, USA
Phone (908) 608-9800
Language http://www.physicianswealth.com/
Directions
LRP Wealth Management, LLC
Location 300 Broadacres Dr #4, Bloomfield, NJ 07003, USA
Phone (973) 893-8077
Language http://www.lpappasfinancial.com/
Directions
Kevin Peters - Thrivent
Location 1037 Raymond Blvd, Newark, NJ 07102, USA
Phone (973) 792-8531
Language https://connect.thrivent.com/kevin-peters?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4Nzc0MzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Beacon Wealth
SEC File# 801-120334
CRD# 312556
Location 1020 Galloping Hill Rd Suite 202, Union, NJ 07083, USA
Phone (973) 335-0100
Language https://www.bwmglp.com/
Directions
Pfs Wealth Management Group
Location 25 W 8th St, Bayonne, NJ 07002, USA
Phone (888) 331-2821
Language https://www.pfswealthgroup.com/
Directions
Merrill Lynch Wealth Management Advisor David M Kraus
Location 101 Hudson St 9th Floor, Jersey City, NJ 07302, USA
Phone (201) 946-4042
Language https://fa.ml.com/new-jersey/jersey-city/relucioassociates
Directions
Merrill Lynch Wealth Management Advisor Pasqualino Ruffa
Location 101 Hudson St 6th Floor, Jersey City, NJ 07302, USA
Phone (201) 946-4035
Language https://fa.ml.com/new-jersey/jersey-city/pasqualino.ruffa
Directions
Wealth Management in Newark, NJ

Where Wealth Management Advisors in Newark, NJ Serve

Newark, NJ is a bustling city filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Prudential Center to the historic Newark Museum, there is no shortage of sights to see. The city is home to major employers such as Prudential Financial, Rutgers University, and the New Jersey Institute of Technology. Major highways like the Garden State Parkway and Interstate 78 run through the city, connecting it to other parts of the state and beyond. The streets of Newark are lined with diverse neighborhoods, each with their own unique character and charm, from the Ironbound district to the Central Ward. With so much to offer, Newark is a city that never fails to impress.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Newark, NJ can benefit from a bank in various ways. Firstly, a bank can provide access to financial services such as savings accounts, checking accounts, and loans. This is particularly important in Newark, where the poverty rate is higher than the national average. A bank can also assist residents in building their credit scores, which can lead to better interest rates and financial opportunities in the future. Additionally, a bank can offer financial education to residents, which is crucial in a city where many residents may not have had access to such resources in the past. By providing financial literacy, a bank can empower Newark residents to make informed decisions about their money and improve their financial standing. Overall, a bank can play a vital role in helping Newark residents achieve financial stability and success.

Insurance Broker

Residents of Newark, NJ can greatly benefit from the services of an insurance broker. The city is known for its high crime rates, which can result in property damage and personal injury. An insurance broker can help residents find policies that cover the costs of repairs and medical bills in case of such incidents. Additionally, Newark is located in an area that is prone to severe weather, including hurricanes and floods. An insurance broker can assist residents in finding policies that provide coverage for damages caused by these natural disasters. With the help of an insurance broker, Newark residents can have peace of mind knowing that they are protected in case of unexpected events.

Retirement Planning

Residents of Newark, NJ can benefit greatly from the services of a retirement planner. With a population of over 280,000 people, Newark is the largest city in New Jersey and is home to a diverse community. A retirement planner can help residents navigate the complex world of retirement planning and ensure that they have a secure financial future. One specific challenge that residents of Newark face is the high cost of living. A retirement planner can help residents create a budget and develop a plan to save for retirement while also addressing their current financial needs. Additionally, many residents of Newark work in industries with unstable job markets, such as transportation and manufacturing. A retirement planner can help these individuals create a plan that takes into account their job security and ensures that they are prepared for any unexpected changes in their employment status. Overall, a retirement planner can provide invaluable support to the residents of Newark, helping them to achieve financial security and peace of mind.

Financial Advisor

Residents of Newark, NJ can benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor can help Newark residents create a personalized budget that takes into account their unique financial situation and the high cost of living in the city. Additionally, a financial advisor can assist residents in identifying investment opportunities that align with their long-term financial goals, such as purchasing property in the city's revitalized downtown area. Furthermore, a financial advisor can provide valuable advice on navigating the complex tax laws and regulations that impact Newark residents, particularly those who own small businesses. In a city with a poverty rate higher than the national average, a financial advisor can be an invaluable resource for Newark residents seeking to achieve financial stability and security.

Mortgage Loan Officer

Residents of Newark, NJ can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, a loan officer can assist residents in navigating the complex and often confusing process of securing a mortgage. This is especially important in Newark, where the real estate market is highly competitive and prices can fluctuate rapidly. Additionally, loan officers can help residents understand the various types of mortgages available to them and help them choose the best option for their unique financial situation. Furthermore, loan officers can provide guidance on how to improve credit scores and increase the chances of being approved for a mortgage. In a city like Newark, where many residents may face financial challenges, this guidance can be invaluable in helping them achieve their dream of homeownership.

Tax Services

Residents of Newark, NJ can benefit from the services of a tax advisor in a variety of ways. One of the most common ways is by seeking advice on how to navigate the complex tax laws and regulations that apply to their specific situation. This is especially important in Newark, which has a unique tax structure that includes a city payroll tax, an income tax, and a property tax. A tax advisor can help residents understand their tax obligations and identify ways to minimize their tax liability. They can also provide guidance on how to take advantage of tax credits and deductions that are available to Newark residents, such as the Earned Income Tax Credit and the Homestead Benefit program. Additionally, a tax advisor can assist residents with tax planning and preparation, ensuring that they are in compliance with all applicable tax laws and regulations. Overall, the expertise of a tax advisor can be invaluable to residents of Newark, NJ, helping them to navigate the complex world of taxation and achieve their financial goals.

Estate Planning Lawyer

Residents of Newark, NJ can benefit from the services of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help Newark residents create a will, which is a legal document that outlines how their assets will be distributed after their death. This is especially important in Newark, which has a higher crime rate than the national average and a higher poverty rate than the state average. Secondly, an estate planning lawyer can help Newark residents create a trust, which is a legal arrangement where assets are held by a trustee for the benefit of the beneficiaries. This can be particularly useful for Newark residents who want to ensure that their assets are protected from creditors or other legal issues. Additionally, an estate planning lawyer can help Newark residents create a power of attorney, which is a legal document that allows someone else to make decisions on their behalf if they become incapacitated. This is important in Newark, which has a higher than average rate of residents with disabilities.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Newark, NJ are multifaceted and tailored to meet the unique needs of each client. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The wealth manager in Newark, NJ can also provide specialized services such as philanthropic planning, business succession planning, and family office services. With its diverse population and rich cultural heritage, Newark, NJ presents unique challenges and opportunities for wealth management. The wealth manager must navigate the complex tax laws, regulations, and investment opportunities in the area to help clients achieve their financial goals. Additionally, the wealth manager must understand the unique needs and preferences of clients from different backgrounds and cultures to provide personalized and effective wealth management services.

Newark, NJ is a bustling city that is home to a diverse range of individuals, businesses, and institutions. This vibrant community offers a wealth of opportunities for those seeking financial guidance and management. One of the most compelling reasons to choose Newark as your destination for wealth management is its thriving financial sector. With a robust economy and a wealth of financial resources at your disposal, Newark is the ideal place to find a wealth manager who can help you achieve your financial goals. Whether you are looking to invest in real estate, stocks, or other assets, Newark's wealth managers have the expertise and experience necessary to help you make informed decisions and achieve success. So if you are looking for a place to get the best financial advice and management, look no further than Newark, NJ.