Wealth Management in Salem County, NJ

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List of Firms

Salem County, NJ Wealth Management Firms

Frank Leonards & Frank LLC
5 out of 5
Location 63 East Ave, Woodstown, NJ 08098, USA
Phone (856) 769-5217
Language http://www.frankleonardsfrank.com/
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Masso Torrence Wealth Management
SEC File# 801-119843
CRD# 311097
Location 270 N Elmwood Rd Suite H-160, Marlton, NJ 08053, USA
Phone (856) 988-6664
Language https://massotorrence.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Swarthmore Financial Services
Location 15 Reads Way #210, New Castle, DE 19720, USA
Phone (302) 325-0700
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RiversEdge Advisors
SEC File# 801-113978
CRD# 298390
5 out of 5
Location 1 Avenue of the Arts Suite 2, Wilmington, DE 19801, USA
Phone (302) 573-6864
Language http://riversedgeadvisors.com/
Directions
CW Wealth Management Group - UBS Financial Services Inc.
Location 20 Montchanin Rd #170, Greenville, DE 19807, USA
Phone (302) 407-4730
Language https://advisors.ubs.com/cwwealthmanagement/?utm_source=Yext&utm_medium=GMB&utm_campaign=166756&y_source=1_MTg4ODc5OTQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Salem County Chamber of Commerce
5 out of 5
Location 174 E Broadway, Salem, NJ 08079, USA
Phone (856) 351-2245
Language http://www.salemcountychamber.com/
Directions
BMT Wealth Management
5 out of 5
Location 20 Montchanin Rd Suite 110, Greenville, DE 19807, USA
Phone (302) 792-5955
Language https://www.bmt.com/location/greenville-wealth-management/
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Wealth Management in Salem County, NJ

Where Wealth Management Advisors in Salem County, NJ Serve

Salem County, NJ is a charming and historic area with a variety of landmarks and attractions. From the stunning Old Salem County Courthouse to the picturesque Alloway Creek Gardens, there is no shortage of things to see and do in this beautiful part of the state. Top employers in Salem County include PSEG Nuclear, Mannington Mills, and the Salem County government. These companies provide a wide range of employment opportunities for residents and contribute to the local economy. Major highways and streets in Salem County include the New Jersey Turnpike, Route 295, and Route 45. These thoroughfares connect the county to other parts of the state and make it easy to get around. Neighborhoods in Salem County are diverse and unique, with each offering its own set of amenities and attractions. From the quaint town of Woodstown to the bustling city of Salem, there is something for everyone in this vibrant community. Overall, Salem County is a wonderful place to live, work, and visit.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Salem County, NJ would greatly benefit from the services provided by a bank. With a population of just over 62,000, Salem County is a rural area with limited access to financial resources. A bank would offer residents the opportunity to open checking and savings accounts, obtain loans for homes and businesses, and access investment options to grow their wealth. Additionally, a bank could provide financial education and resources to help residents make informed decisions about their money. With a median household income of just over $68,000, many residents in Salem County could benefit from financial assistance and guidance. A bank could provide a crucial lifeline to those in need, helping to build a stronger and more financially stable community.

Insurance Broker

Residents of Salem County, NJ can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents of Salem County, NJ navigate the complexities of the state's insurance regulations and requirements. Salem County, NJ is known for its unique insurance market, which can be challenging for residents to navigate without the help of an expert. Secondly, an insurance broker can help residents of Salem County, NJ find the best insurance policies that meet their specific needs and budget. This is particularly important in Salem County, NJ, where the cost of living is relatively high, and residents need to make sure they are getting the most value for their money. Lastly, an insurance broker can provide residents of Salem County, NJ with personalized advice and support, helping them to make informed decisions about their insurance coverage and ensuring that they are adequately protected in the event of an unexpected event.

Retirement Planning

Residents of Salem County, NJ can benefit greatly from the services of a retirement planner. With an aging population and a high poverty rate, many individuals in Salem County may not have the financial knowledge or resources to adequately plan for their retirement. A retirement planner can assist with creating a personalized plan that takes into account their unique circumstances and goals. For example, the planner can help navigate the complex world of Social Security and Medicare, which can be especially confusing for those living in rural areas like Salem County. Additionally, the planner can advise on investment strategies and tax planning, which can help maximize retirement savings and minimize taxes owed. With the help of a retirement planner, residents of Salem County can feel confident that they are on track to achieving a comfortable and secure retirement.

Financial Advisor

Residents of Salem County, NJ can benefit from the expertise of a financial advisor in several ways. With a median household income of $65,000, many families in Salem County are looking for ways to save for their children's education, plan for retirement, and manage their debt. A financial advisor can help these families create a customized financial plan that takes into account their unique goals and challenges. For example, the advisor may recommend investing in tax-advantaged college savings plans, such as 529 plans, to help families pay for their children's education. Additionally, the advisor may suggest strategies to help residents manage their debt, such as consolidating high-interest credit card debt into a lower-interest loan. Overall, a financial advisor can provide invaluable guidance and support to residents of Salem County, helping them achieve their financial goals and build a more secure future for themselves and their families.

Mortgage Loan Officer

Residents of Salem County, NJ can benefit greatly from the services of a mortgage loan officer. With a population of just over 62,000 people, Salem County is a rural area with a strong agricultural industry. Many residents own farms or have homes with large plots of land. A mortgage loan officer can assist these residents in securing financing for their properties, whether it be for purchasing additional land, making improvements to their homes, or refinancing their current mortgages. Additionally, the loan officer can provide guidance and support throughout the entire mortgage process, from pre-approval to closing. With the help of a knowledgeable and experienced mortgage loan officer, residents of Salem County can achieve their homeownership goals and improve their quality of life.

Tax Services

Salem County, NJ residents can greatly benefit from the expertise of a tax advisor. With the county's economy heavily reliant on agriculture and manufacturing, tax advisors can help farmers and business owners navigate the complex tax laws and regulations specific to these industries. Additionally, the county has a high percentage of elderly residents, many of whom may not be aware of the tax breaks and credits available to them. A tax advisor can assist in maximizing these benefits and ensuring that they are not overpaying on taxes. Furthermore, Salem County has a significant number of military veterans, and a tax advisor can provide guidance on the various tax benefits and deductions available to them. Overall, a tax advisor can provide invaluable assistance to Salem County residents in navigating the intricacies of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Salem County, NJ can benefit greatly from the assistance of an estate planning lawyer. This is especially true given the county's unique demographic makeup, which includes a high proportion of elderly residents. An estate planning lawyer can help these individuals ensure that their assets are distributed according to their wishes, while also minimizing tax liabilities and avoiding probate court. Additionally, an estate planning lawyer can assist with the creation of trusts, which are particularly useful for those who wish to provide for family members with special needs or who want to protect their assets from creditors. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for residents of Salem County, NJ.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Salem County, NJ can provide a range of services to help clients manage their finances and investments. These may include investment planning, retirement planning, estate planning, tax planning, and more. With a deep understanding of the local market and economic conditions in Salem County, a wealth manager can help clients make informed decisions about their investments and financial goals. For example, they may advise clients on opportunities in the local real estate market, or help them navigate complex tax laws specific to the state of New Jersey. By working closely with clients to understand their unique needs and objectives, a wealth manager in Salem County can provide tailored solutions to help them achieve financial success and security for the long term.

Salem County, NJ is the optimal destination for those seeking a proficient wealth manager. With its rich history and diverse community, the county offers a unique blend of opportunities and challenges that require a skilled and experienced financial advisor to navigate. The county's economic landscape is characterized by a mix of industries, including agriculture, manufacturing, and healthcare, which requires a comprehensive understanding of the intricacies of each sector. Moreover, the county's proximity to major cities like Philadelphia and New York City makes it an attractive location for investors looking to diversify their portfolios. A top-notch wealth manager in Salem County, NJ should possess a deep understanding of the local market, an extensive network of contacts, and a proven track record of success. With these qualities, they can help clients achieve their financial goals and secure their future.