Wealth Management in Cape May County, NJ

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List of Firms

Cape May County, NJ Wealth Management Firms

TC Financial Management
Location 7811 Atlantic Ave, Margate City, NJ 08402, USA
Phone (609) 487-1805
Language http://tcfinancialmgmt.com/our-team/
Directions
Edward Jones - Financial Advisor: Donna L Ferren
4 out of 5
Location 605 S Rte 9 Ste 2, Cape May Court House, NJ 08210, USA
Phone (609) 463-8282
Language https://www.edwardjones.com/us-en/financial-advisor/donna-ferren
Directions
Compass Financial - Ameriprise Financial Services, LLC
Location 3800 Bayshore Rd Ste B, Cape May, NJ 08204, USA
Phone (609) 445-4553
Language https://www.ameripriseadvisors.com/team/compass-financial/?cid=IP_local_google
Directions
Cape Investment Management
Location 139 N, Broadway, Cape May, NJ 08204, USA
Phone (410) 654-0605
Language http://www.capeim.com/
Directions
Hanlon Investment Management
SEC File# 801-60889
CRD# 118851
3 out of 5
Location 3393 Bargaintown Rd, Egg Harbor Township, NJ 08234, USA
Phone (609) 601-1200
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 211 Bayberry Dr Suite 2D, Cape May Court House, NJ 08210, USA
Phone (609) 463-6755
Language https://home.wellsfargoadvisors.com/001_A732?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01755631
Directions
Crest Savings Bank
Location 315 Ocean St Unit 5, Cape May, NJ 08204, USA
Phone (609) 770-2256
Language https://www.crestsavings.bank/
Directions
Merrill Lynch Wealth Management Advisor Corey Fisher
Location 3100 Hingston Ave, Egg Harbor Township, NJ 08234, USA
Phone (609) 484-7104
Language https://fa.ml.com/new-jersey/egg-harbor-township/mwj
Directions
Merrill Lynch Wealth Management
Location 211 N Main St, Cape May Court House, NJ 08210, USA
Phone (609) 465-1500
Language https://www.ml.com/
Directions
Sturdy Financial Services
5 out of 5
Location 103 N Main St, Cape May Court House, NJ 08210, USA
Phone (609) 463-1062
Language https://www.sturdyonline.com/Sturdy-Financial-Services.aspx
Directions
Pashley Financial Services
Location 1314 Shore Rd, Marmora, NJ 08223, USA
Phone (609) 390-9050
Language https://www.pfscapitalmanagement.com/
Directions
Wealth Management in Cape May County, NJ

Where Wealth Management Advisors in Cape May County, NJ Serve

Nestled in the southernmost part of New Jersey, Cape May County is a charming area known for its stunning beaches, historic landmarks, and vibrant communities. From the iconic Cape May Lighthouse to the bustling Wildwood Boardwalk, this county is full of unique attractions that draw visitors from all over the world. In terms of employment, Cape May County boasts a diverse range of top employers, including the Cape May-Lewes Ferry, Cape Regional Medical Center, and the United States Coast Guard Training Center. These organizations provide a wide range of career opportunities for residents and contribute to the county's thriving economy. When it comes to transportation, Cape May County is easily accessible via major highways such as the Garden State Parkway and Route 9. Additionally, the county is home to several notable streets and avenues, including Ocean Drive, Washington Street Mall, and Sunset Boulevard. Finally, Cape May County is comprised of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cape May County, NJ have a diverse range of financial needs that can be addressed by a bank. For starters, the county is a popular tourist destination, which means that many residents rely on seasonal employment. A bank can offer assistance in managing finances during the off-season and provide access to credit to help bridge the gap. Additionally, Cape May County is home to many retirees who may require specialized financial products and services, such as retirement accounts and estate planning. Furthermore, the county has a significant agricultural industry, which may require loans for equipment purchases and crop production. With the help of a bank, residents of Cape May County can navigate the unique financial challenges of their community and achieve their financial goals.

Insurance Broker

Residents of Cape May County, NJ can greatly benefit from the services of an insurance broker, particularly in navigating the complexities of insurance policies and finding the best coverage for their unique needs. With its vast coastline and proximity to the Atlantic Ocean, Cape May County is particularly vulnerable to natural disasters such as hurricanes and flooding. An insurance broker can help residents in this area find policies that specifically address these risks, as well as provide guidance on other types of coverage such as home, auto, and health insurance. Additionally, an insurance broker can assist residents in understanding the nuances of insurance policies, such as deductibles, premiums, and exclusions, and help them make informed decisions about their coverage. In a county where the potential for unexpected events is high, the guidance and expertise of an insurance broker can provide invaluable peace of mind.

Retirement Planning

Residents of Cape May County, NJ can greatly benefit from the services of a retirement planner in a multitude of ways. For example, a retirement planner can help residents navigate the unique challenges that come with living in a coastal community, such as the potential impact of severe weather events on their retirement savings. Additionally, a retirement planner can help residents make informed decisions about their healthcare options, given the high concentration of retirees in the area and the unique healthcare needs that come with aging. Furthermore, a retirement planner can provide guidance on tax planning and estate planning, which can be especially complex in a state like New Jersey with its own set of tax laws and regulations. By working with a retirement planner, residents of Cape May County can ensure that they are making the most of their retirement years and achieving their financial goals.

Financial Advisor

Residents of Cape May County, NJ can benefit from the expertise of a financial advisor in many ways. With its bustling tourism industry, many residents may find themselves working in seasonal jobs that require careful budgeting and planning for the off-season. Additionally, the county's high cost of living, particularly in coastal towns, can be a challenge for many families. A financial advisor can help residents navigate these challenges by creating a personalized financial plan that takes into account their unique circumstances and goals. They can provide guidance on everything from saving for retirement to managing debt to investing in real estate. By working with a financial advisor, residents of Cape May County can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Cape May County, NJ could greatly benefit from the expertise of a mortgage loan officer in a variety of ways. With its picturesque beaches and thriving tourism industry, Cape May County is a popular destination for both visitors and residents alike. However, the high cost of living and competitive housing market can make it difficult for individuals to secure affordable housing. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, providing guidance on everything from credit scores to down payments. Additionally, with the recent influx of remote workers seeking to relocate to more affordable areas, a mortgage loan officer can assist with securing financing for both primary residences and investment properties. With their deep understanding of the local real estate market and lending options, a mortgage loan officer can help residents of Cape May County achieve their dream of homeownership.

Tax Services

Residents of Cape May County, NJ can benefit greatly from the services of a tax advisor. With the county's thriving tourism industry and high property values, tax planning and preparation can be complex and overwhelming for many individuals. A tax advisor can assist with navigating the intricacies of state and local tax laws, including deductions and credits specific to Cape May County. For example, residents may be eligible for property tax relief programs, such as the Senior Freeze and Homestead Benefit, which a tax advisor can help them apply for and maximize. Additionally, with the recent changes to federal tax laws, a tax advisor can provide guidance on how to minimize tax liability and take advantage of new deductions and credits. Overall, a tax advisor can provide invaluable assistance to residents of Cape May County in achieving financial stability and peace of mind.

Estate Planning Lawyer

Residents of Cape May County, NJ can benefit greatly from the services of an estate planning lawyer. With a population of over 92,000 people, the county is home to many retirees and vacation homeowners who may have complex assets and varied family structures. An estate planning lawyer can assist in creating wills and trusts that protect assets and provide for loved ones after death. This is especially important in Cape May County, which has a high percentage of second homes and investment properties. Additionally, an estate planning lawyer can help with issues related to Medicaid planning and long-term care, which are particularly relevant in a county with a large elderly population. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' wishes are carried out in the event of incapacitation or death.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Cape May County, NJ can provide a range of wealth management services to help clients achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. One specific aspect of Cape May County that a wealth manager may take into consideration is the area's high concentration of retirees and vacation homeowners. With its picturesque beaches and charming towns, Cape May County attracts many individuals seeking a relaxed retirement lifestyle or a second home. A wealth manager may work with these clients to develop a retirement income plan that takes into account their unique needs and goals, such as preserving wealth for future generations or funding travel and leisure activities. Additionally, a wealth manager may help clients navigate the complexities of owning property in multiple states and managing the tax implications of such arrangements. Overall, a wealth manager in Cape May County, NJ can provide tailored financial advice and guidance to help clients achieve financial security and peace of mind.

Cape May County, NJ is undoubtedly the best place to get a wealth manager. With its serene beaches, historic landmarks, and diverse economy, the county is home to a plethora of financial experts who can help you manage your wealth with precision and efficiency. Whether you are a seasoned investor or a first-time saver, the wealth managers in this county have the expertise and experience to guide you towards your financial goals. Moreover, Cape May County's unique blend of urban and rural areas makes it an ideal location for wealth management services. From the bustling towns of Ocean City and Wildwood to the tranquil countryside of Dennis and Upper, there is no shortage of opportunities to grow your wealth. So if you want to secure your financial future, look no further than Cape May County, NJ – the ultimate destination for wealth management services.