Wealth Management in Totowa, NJ

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List of Firms

Totowa, NJ Wealth Management Firms

Morris Merker & Co
5 out of 5
Location 999 Riverview Dr # 304, Totowa, NJ 07512, USA
Phone (862) 757-4300
Language http://www.mmccpanj.com/
Directions
Lampis Wealth Management
Location 785 Totowa Rd #108, Totowa, NJ 07512, USA
Phone (973) 389-0710
Language http://www.lampiswealth.com/
Directions
Michael Handzo - Financial Advisor, Ameriprise Financial Services, LLC
Location 999 Riverview Dr Ste 201, Totowa, NJ 07512, USA
Phone (973) 406-5248
Language https://www.ameripriseadvisors.com/michael.d.handzo/?cid=IP_local_google
Directions
Mary M. Deatherage
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-3015
Language http://www.morganstanleyfa.com/thedeatheragegroup/
Directions
The Silverman Group - Morgan Stanley
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-3891
Language https://advisor.morganstanley.com/the-silverman-group?y_source=1_MTA4Mjg5NzgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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EP Wealth Management, LLC
5 out of 5
Location 55 Lane Rd Suite 425, Fairfield, NJ 07004, USA
Phone (973) 882-1937
Language http://www.ep-wm.com/
Directions
Christopher J Parisi - Morgan Stanley
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-8065
Language https://advisor.morganstanley.com/christopher.parisi?y_source=1_MTEwODAwNzUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Wealth Management in Totowa, NJ

Where Wealth Management Advisors in Totowa, NJ Serve

Totowa, NJ is a vibrant and diverse community located in Passaic County. This bustling borough is home to a plethora of landmarks, including the iconic Great Falls National Historic Park, which offers breathtaking views of cascading waterfalls and natural beauty. Additionally, Totowa boasts a variety of top employers, such as the renowned St. Joseph's Regional Medical Center and the thriving manufacturing company, Becton Dickinson. Major highways and streets, including Route 46 and Route 80, make it easy to navigate the borough and access nearby cities. Totowa is also comprised of several unique neighborhoods, each with its own character and charm, such as the bustling Main Street and the peaceful residential area of Totowa Heights. With its rich history, diverse culture, and endless opportunities, Totowa is a must-visit destination for anyone seeking an unforgettable experience.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The residents of Totowa, NJ would greatly benefit from the services offered by a bank in various ways. For instance, a bank would provide them with a safe and secure place to store their money, as well as access to credit facilities and loans to help them achieve their financial goals. Moreover, the bank would offer them a wide range of financial products and services, including checking and savings accounts, investment opportunities, and retirement planning. In addition, a bank would provide the residents of Totowa, NJ with access to online banking services, making it easy for them to manage their finances from the comfort of their homes. With the town's proximity to major cities like New York and Newark, residents would also benefit from the bank's ability to facilitate international money transfers and currency exchange services. Overall, a bank in Totowa, NJ would be an invaluable resource for the community, providing them with the financial tools and resources they need to thrive in today's economy.

Insurance Broker

Residents of Totowa, NJ could greatly benefit from the expertise of an insurance broker. With the town's proximity to major highways and transportation hubs, residents may require specialized insurance coverage for their vehicles, homes, and businesses. Additionally, the town's location in a flood zone may require residents to have specific flood insurance policies. An insurance broker can assist in navigating these complexities and finding the best coverage options for each individual's unique needs. Furthermore, with the town's diverse population and range of industries, an insurance broker can help businesses find the right coverage for their specific risks and liabilities. Overall, the guidance and support of an insurance broker can provide peace of mind and protection for the residents of Totowa, NJ.

Retirement Planning

Residents of Totowa, NJ can benefit greatly from the guidance of a retirement planner. With a population of just over 10,000, Totowa is a small town with a diverse community of individuals who have varying financial goals and needs. A retirement planner can help residents navigate the complex world of retirement planning, including understanding social security benefits, creating a budget, and developing a comprehensive retirement plan that takes into account their unique circumstances. Additionally, a retirement planner can provide guidance on tax planning, estate planning, and investment strategies that can help residents maximize their retirement savings and achieve their long-term financial goals. With the help of a retirement planner, residents of Totowa can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Totowa, NJ can benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor can help them plan for their retirement by creating a personalized investment strategy that takes into consideration their current financial situation and future goals. They can also assist them in managing their debt, such as mortgages and student loans, by providing them with strategies to pay off their debts faster and more efficiently. In addition, a financial advisor can help residents of Totowa, NJ navigate the complexities of tax laws and regulations to minimize their tax liability. This is especially important for residents of Totowa, NJ, as they reside in a state with one of the highest tax burdens in the country. Lastly, a financial advisor can help residents of Totowa, NJ plan for unexpected life events, such as job loss or illness, by creating an emergency fund and insurance plan that can provide them with financial security during difficult times.

Mortgage Loan Officer

Residents of Totowa, NJ could greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or looking to upgrade to a larger property. One specific challenge that Totowa residents face is the high cost of living in the area. With a mortgage loan officer's expertise, residents can explore various financing options and find a loan that fits their budget. Additionally, these professionals can help residents navigate the complex process of applying for a mortgage, ensuring that they understand all the terms and conditions of their loan. By working with a mortgage loan officer, residents of Totowa can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of Totowa, NJ can greatly benefit from the services of a tax advisor in many ways. One of the most common ways is by receiving guidance on how to maximize tax deductions and credits. With the high cost of living in Totowa, NJ, residents often struggle to make ends meet, and every dollar counts. A tax advisor can help residents identify deductions and credits that they may have overlooked, such as those related to homeownership, education, or charitable contributions. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations that apply in Totowa, NJ, ensuring that they are in compliance and avoiding any potential penalties or fines. Overall, the expertise of a tax advisor can help residents of Totowa, NJ save money and reduce their tax burden, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Totowa, NJ can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will that ensures the distribution of assets according to the individual's wishes. This is especially important in Totowa, NJ, where the median home value is $389,600, which is higher than the national average. Secondly, estate planning lawyers can help residents plan for incapacity or disability by creating power of attorney documents that designate someone to make financial and medical decisions on their behalf. Additionally, estate planning lawyers can help minimize estate taxes and avoid probate, which can be time-consuming and costly. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Totowa, NJ have a comprehensive plan in place for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Totowa, NJ can provide a range of comprehensive wealth management services to clients seeking to build and preserve their wealth. These services may include investment management, retirement planning, estate planning, tax planning, risk management, and more. With a deep understanding of the local financial landscape, a wealth manager in Totowa, NJ can help clients navigate the complexities of the financial markets and create a customized investment strategy tailored to their unique goals and risk tolerance. Moreover, the wealth manager can leverage their knowledge of the local economy and demographics to identify emerging investment opportunities and mitigate potential risks. For instance, Totowa, NJ is home to a diverse range of industries, including healthcare, retail, and manufacturing, which can present both challenges and opportunities for investors. A skilled wealth manager can help clients stay ahead of the curve and make informed investment decisions that align with their long-term financial objectives.

Located in Passaic County, New Jersey, Totowa is a bustling suburban town that offers a plethora of financial opportunities for individuals seeking the services of a wealth manager. With its strategic location, Totowa provides easy access to major financial centers in the region, making it an ideal place for investors looking to grow their wealth. The town is also home to a diverse community of professionals, entrepreneurs, and retirees who have unique financial needs that require the expertise of a seasoned wealth manager. What's more, Totowa boasts a vibrant economy with a wide range of investment opportunities in various industries, including healthcare, technology, and real estate. With its bustling economy and strategic location, Totowa is undoubtedly the best place to get a wealth manager who can help you achieve your financial goals and secure your financial future.