Wealth Management in Chatham, NJ

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List of Firms

Chatham, NJ Wealth Management Firms

Marquis Wealth Advisors
Location 70 Main St, Chatham, NJ 07928, USA
Phone (973) 701-9700
SEC File# 801-58135
CRD# 111987
Location 10 Town Square #100, Chatham, NJ 07928, USA
Phone (800) 472-8086
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 – 5:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-111823
CRD# 289886
5 out of 5
Location One Main St Suite 202, Chatham, NJ 07928, USA
Phone (973) 635-7374
Wealth Management in Chatham, NJ

Where Wealth Management Advisors in Chatham, NJ Serve

Chatham, NJ is a charming town located in Morris County, New Jersey, with a population of approximately 9,000 residents. The town is known for its picturesque tree-lined streets, historic homes, and quaint downtown area. Chatham is home to several notable landmarks, such as the historic Chatham Train Station, which dates back to the 1800s, and the Chatham Borough Firehouse, which is listed on the National Register of Historic Places. The town is also home to several top employers, including Atlantic Health System, which operates Overlook Medical Center, one of the largest hospitals in the state. Other major employers in the area include Chatham Township Public Schools, the Chatham Borough Police Department, and the Chatham Borough Department of Public Works. Chatham is conveniently located near several major highways and streets, including Route 24, Route 124, and Interstate 78. This makes it easy for residents to commute to nearby cities, such as Newark and New York City.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Chatham, NJ could benefit from a bank in a multitude of ways. Firstly, a bank could provide access to loans for those looking to buy homes in the area. Chatham is known for its beautiful, historic homes and a bank could help residents finance their dream home. Additionally, a bank could offer investment opportunities for those looking to grow their wealth. Chatham is located in a prime location for commuters, and a bank could provide financial planning services for those looking to retire comfortably. Furthermore, Chatham is home to many small businesses, and a bank could offer business loans and financial advice to help these businesses thrive. Overall, a bank in Chatham, NJ could provide a range of financial services to help residents achieve their financial goals.

Insurance Broker

As a resident of Chatham, NJ, there are a plethora of ways in which an insurance broker can be of assistance. For one, an insurance broker can help residents navigate the complex world of insurance policies and coverage options, ensuring that they are adequately protected in the event of unforeseen circumstances. Additionally, an insurance broker can provide personalized recommendations that take into account the unique needs and circumstances of Chatham residents, such as the prevalence of severe weather events and the high cost of living in the area. With their expertise and knowledge, insurance brokers can help Chatham residents find the right coverage at the right price, providing peace of mind and financial security for themselves and their families.

Retirement Planning

Residents of Chatham, NJ would benefit from the expertise of a retirement planner in many ways. For example, a retirement planner can help residents navigate the complexities of social security benefits, which can be especially challenging in a town where the median household income is higher than the national average. Additionally, a retirement planner can assist residents in creating a comprehensive retirement plan that takes into account Chatham's unique real estate market, which is characterized by high property values and a competitive rental market. With the help of a retirement planner, residents can ensure that they are making the most of their retirement savings and investments, and that they are well-prepared for the financial challenges of retirement.

Financial Advisor

Residents of Chatham, NJ could benefit from the services of a financial advisor in several ways. One of the most common ways is by helping them to create a personalized financial plan that takes into account their unique circumstances and goals. This might involve analyzing their current income, expenses, and investments, as well as identifying areas where they could potentially save money or earn more. Additionally, a financial advisor could help Chatham residents navigate the complex world of taxes and estate planning, ensuring that they are taking advantage of all available deductions and minimizing their tax liability. Furthermore, given Chatham's high cost of living and affluent population, a financial advisor could provide valuable guidance on managing debt, investing in real estate, and planning for retirement. Overall, a financial advisor can help residents of Chatham, NJ make informed decisions about their money and achieve long-term financial security.

Mortgage Loan Officer

Residents of Chatham, NJ can benefit from the expertise of a mortgage loan officer in numerous ways. The loan officer can assist residents in securing a mortgage for a new home or refinancing an existing one. They can also provide guidance on the best mortgage options available, such as fixed or adjustable rates, and help residents understand the financial implications of each choice. Additionally, the loan officer can offer advice on how to improve credit scores and provide support throughout the entire mortgage application process. Chatham, NJ is a town known for its affluent neighborhoods and high property values, so having a knowledgeable and experienced mortgage loan officer can be particularly helpful for residents looking to make a significant investment in their homes.

Tax Services

Residents of Chatham, NJ would greatly benefit from the expertise of a tax advisor. With the town's high median income and property values, residents may face complex tax situations that require specialized knowledge. For example, Chatham has a large number of residents who work in New York City and may be subject to both New Jersey and New York state taxes. Additionally, Chatham is home to many small business owners who may need guidance on tax planning and compliance. A tax advisor can provide valuable assistance in navigating these complexities and ensuring that residents are maximizing their tax savings while remaining in compliance with all applicable laws and regulations. Overall, a tax advisor can help Chatham residents make informed decisions about their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Chatham, NJ can benefit from the expertise of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist with drafting wills and trusts, which are essential documents for ensuring that assets are distributed according to the wishes of the deceased. Additionally, an estate planning lawyer can provide guidance on tax planning, which is especially important in Chatham, NJ where the tax rates are relatively high. They can also help with creating powers of attorney and healthcare directives, which can be crucial in the event of incapacitation. Furthermore, an estate planning lawyer can advise on the best way to protect assets from creditors and potential lawsuits, which is particularly relevant in Chatham, NJ where there is a high concentration of affluent residents. Ultimately, the guidance of an estate planning lawyer can provide peace of mind for Chatham, NJ residents, knowing that their affairs are in order and their loved ones will be taken care of.


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