Wealth Management in Lebanon, NJ

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List of Firms

Lebanon, NJ Wealth Management Firms

Artisan Wealth Management
5 out of 5
Location 100 Corporate Dr #101, Lebanon, NJ 08833, USA
Phone (844) 212-9459
David Salisbury - Prudential Financial
1 out of 5
Location 1271 US-22 #12, Lebanon, NJ 08833, USA
Phone (908) 840-4170
Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 3 Werner Way, Lebanon, NJ 08833, USA
Phone (908) 849-4832
Philip F. Rongo, ChFC
Location 3 Werner Way Suite 204, Lebanon, NJ 08833, USA
Phone (973) 538-7030
Wealth Management in Lebanon, NJ

Where Wealth Management Advisors in Lebanon, NJ Serve

Lebanon, NJ is a charming borough located in Hunterdon County, New Jersey. This picturesque town is home to several notable landmarks, such as the historic Voorhees State Park and the scenic Round Valley Reservoir. The town is also known for its thriving economy, with top employers including the Hunterdon Healthcare System and the Lebanon Township School District. Major highways and streets in the area include Interstate 78, Route 31, and Route 22, making it easy for residents to commute to nearby cities. Lebanon is also home to several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban retreat or a bustling urban center, Lebanon has something to offer for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lebanon, NJ can benefit from a bank in various ways. For instance, a bank can offer personal loans to residents who need financial assistance in paying for unexpected expenses such as medical bills or home repairs. Additionally, banks can provide residents with mortgages to purchase homes in Lebanon, NJ, which is known for its picturesque landscapes and charming small-town feel. Banks can also offer savings accounts and investment opportunities to help residents save for their future or plan for retirement. Furthermore, Lebanon, NJ is a community that values its local businesses, and banks can provide business loans to help entrepreneurs start or grow their businesses. Overall, a bank can be a valuable resource for residents of Lebanon, NJ, providing them with financial solutions to meet their unique needs.

Insurance Broker

Residents of Lebanon, NJ can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the best insurance policies that suit their unique needs. This is particularly important in Lebanon, NJ where the weather can be unpredictable and severe. An insurance broker can help residents find the right coverage for their homes and businesses to protect them from damages caused by natural disasters such as floods, hurricanes, and tornadoes. Additionally, an insurance broker can provide guidance on health insurance plans, life insurance policies, and auto insurance coverage. With the help of an insurance broker, residents of Lebanon, NJ can make informed decisions about their insurance needs and ensure that they are adequately protected.

Retirement Planning

Residents of Lebanon, NJ can benefit from the services of a retirement planner in a multitude of ways. For example, Lebanon is a small town with a high cost of living, and many residents may not have enough savings to retire comfortably. A retirement planner can help residents create a personalized retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, Lebanon is located in a state with high taxes, and a retirement planner can help residents navigate tax laws and maximize their retirement income. Furthermore, Lebanon has a diverse population with varying income levels and retirement goals, and a retirement planner can provide customized advice that meets the unique needs of each individual. Overall, a retirement planner can provide invaluable assistance to residents of Lebanon, NJ in achieving their retirement goals and securing their financial future.

Financial Advisor

Residents of Lebanon, NJ could benefit from the guidance of a financial advisor in a variety of ways. For instance, a financial advisor could help individuals create a personalized budget that takes into account the high cost of living in the state of New Jersey. With the average cost of living index for Lebanon being 121.5, compared to the national average of 100, it is crucial for residents to have a solid financial plan in place. Additionally, a financial advisor could assist in setting up retirement accounts, such as IRAs or 401(k)s, to ensure residents are prepared for their future. They could also provide guidance on investing in the stock market or real estate, which are popular investment options in Lebanon due to its proximity to New York City. Overall, a financial advisor could provide invaluable assistance to residents of Lebanon, NJ in navigating the complex world of personal finance.

Mortgage Loan Officer

Residents of Lebanon, NJ can benefit greatly from the expertise of a mortgage loan officer. With the town's prime location for commuters, a mortgage loan officer can assist in finding the best loan options for those looking to purchase a home in Lebanon. Additionally, with the town's diverse population, a loan officer can provide guidance on loan programs that cater to specific needs, such as first-time homebuyers or veterans. The loan officer can also educate residents on the different types of loans available and the benefits and drawbacks of each option. Furthermore, with Lebanon's growing real estate market, a loan officer can help residents navigate the competitive market and secure financing for their dream home. Overall, a mortgage loan officer can provide invaluable assistance to residents of Lebanon, NJ looking to purchase a home.

Tax Services

Residents of Lebanon, NJ can benefit greatly from the expertise of a tax advisor. With the town's proximity to New York City, many residents may have complex tax situations, such as owning property in multiple states or receiving income from out-of-state sources. A tax advisor can provide guidance on how to navigate these situations and ensure compliance with both federal and state tax laws. Additionally, Lebanon, NJ has a growing population of small business owners, who may need assistance with tax planning and preparation. A tax advisor can help these entrepreneurs maximize deductions and credits, as well as navigate the ever-changing tax code. Overall, a tax advisor can provide valuable support to residents of Lebanon, NJ in managing their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Lebanon, NJ can greatly benefit from the services of an estate planning lawyer. With a population of just over 6,000, Lebanon is a small community with a rich history. An estate planning lawyer can assist residents in creating a comprehensive plan for their assets and property, ensuring that their wishes are carried out after their passing. This can include drafting wills, trusts, and powers of attorney. Additionally, an estate planning lawyer can help with the probate process, which can be complex and time-consuming. With their expertise, residents can navigate the legal system with ease and ensure that their loved ones are taken care of in the future. Overall, an estate planning lawyer can provide peace of mind and security for residents of Lebanon, NJ.


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