Wealth Management in Lewes, DE

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List of Firms

Lewes, DE Wealth Management Firms

John Li - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 102 2nd St, Lewes, DE 19958, USA
Phone (302) 200-9548
Edward Jones
SEC File# 801-3297
CRD# 250
Location 17021 Old Orchard Rd # D, Lewes, DE 19958, USA
Phone (302) 645-7710
Key Advisors Group, LLC
Location 33718 Wescoats Rd Suite C, Lewes, DE 19958, USA
Phone (302) 645-4530
Dean Ryle Asset Management, LLC
Location 16192 Coastal Hwy, Lewes, DE 19958, USA
Phone (631) 791-8314
Noble Virtue Wealth Management
5 out of 5
Location 33439 Calcutta Cove, Dagsboro, DE 19939, USA
Phone (302) 864-4111
Heirloom Wealth Advisors
Location 110 Anglers Rd #105a, Lewes, DE 19958, USA
Phone (302) 644-4431
Glen Eagle Advisors, LLC, Lewes, Delaware
Location 321 W Cape Shores Dr, Lewes, DE 19958, USA
Phone (973) 627-1219
Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 19266 Coastal Hwy #5, Rehoboth Beach, DE 19971, USA
Phone (302) 260-8731
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Wealth Management in Lewes, DE

Where Wealth Management Advisors in Lewes, DE Serve

Lewes, DE is a charming coastal town located in Sussex County, Delaware. It is home to numerous landmarks that attract visitors from all over the world, including Cape Henlopen State Park, Zwaanendael Museum, and the Lewes Historic District. The town's top employers include Beebe Healthcare, Cape Henlopen School District, and the City of Lewes. Major highways such as Route 1 and Route 9 make it easily accessible from nearby cities like Rehoboth Beach and Georgetown. The town's streets are lined with unique shops, restaurants, and galleries, and its neighborhoods offer a variety of housing options, from historic homes in the downtown area to newer developments on the outskirts of town. With its rich history, vibrant culture, and stunning natural beauty, Lewes, DE is truly a gem of the East Coast.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lewes, DE would be helped by a bank in various ways. One of the most common ways is through providing financial services such as checking and savings accounts, loans, and credit cards. These services can help individuals manage their finances and achieve their financial goals. Additionally, a bank can also offer investment and wealth management services to help residents grow their wealth over time. In particular, Lewes, DE residents can benefit from banks that offer specialized services for the local community, such as financing for small businesses and home mortgages for properties in the area. Furthermore, banks can also provide educational resources and financial advice to help residents make informed decisions about their money. Overall, a bank can play an important role in supporting the financial well-being of Lewes, DE residents.

Insurance Broker

Residents of Lewes, DE could greatly benefit from the expertise of an insurance broker. With the town's proximity to the coast, residents may face unique challenges when it comes to insuring their homes and properties against flooding and hurricane damage. An insurance broker can help navigate the complexities of flood insurance and ensure that residents have the proper coverage in place. Additionally, with the town's growing population of retirees, an insurance broker can assist in finding the best options for health and life insurance, as well as long-term care coverage. With the ever-changing landscape of insurance policies and regulations, having a knowledgeable and experienced insurance broker on their side can provide peace of mind for residents of Lewes, DE.

Retirement Planning

Residents of Lewes, DE could greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner could help Lewes residents is by assisting them in creating a comprehensive retirement plan that takes into account their specific financial goals and needs. With its charming downtown area, beautiful beaches, and proximity to major metropolitan areas, Lewes is a popular retirement destination. However, the cost of living in Lewes is higher than the national average, making it important for retirees to have a solid financial plan in place. A retirement planner can help residents of Lewes navigate the complexities of retirement planning, including managing retirement accounts, creating a budget, and planning for healthcare costs. Additionally, a retirement planner can help Lewes residents take advantage of unique retirement opportunities, such as tax breaks for retirees who choose to live in Delaware. With the help of a retirement planner, residents of Lewes can enjoy a comfortable and financially secure retirement.

Financial Advisor

Residents of Lewes, DE could greatly benefit from the expertise of a financial advisor in a multitude of ways. One specific example is the unique real estate market in Lewes, which is heavily influenced by the influx of retirees and vacationers. A financial advisor could provide valuable insight into the best investment strategies for purchasing and managing property in this market, as well as guiding residents through the complexities of estate planning and retirement savings. Additionally, with the town's proximity to the beach and outdoor recreation opportunities, a financial advisor could help residents prioritize their spending and savings goals to ensure they are able to enjoy all that Lewes has to offer without sacrificing their financial security. Overall, a financial advisor can provide invaluable support and guidance to residents of Lewes, helping them navigate the complexities of financial planning and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lewes, DE seeking to purchase a new home or refinance an existing mortgage would benefit greatly from the expertise of a mortgage loan officer. With the town's rich history and charming coastal atmosphere, there are a variety of unique factors that make Lewes a desirable place to live. A knowledgeable loan officer can help residents navigate the specific lending requirements and regulations of the area, such as the town's historic preservation guidelines and flood zone designations. Additionally, they can provide valuable insight into the local real estate market, including property values, trends, and potential investment opportunities. By working with a mortgage loan officer, residents of Lewes can ensure they are making informed decisions about their financial future and securing the best possible terms for their home loan.

Tax Services

Residents of Lewes, DE can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can help is with navigating the state's tax laws, which can be complex and confusing. For example, Delaware is one of the few states that does not have a sales tax, but it does have a gross receipts tax that can impact businesses and individuals alike. Additionally, Delaware has a number of tax credits and deductions that residents may be eligible for, such as the Senior School Property Tax Credit or the Sustainable Energy Utility Rebate. A tax advisor can help residents understand these tax laws and identify opportunities to minimize their tax burden or maximize their tax savings. Furthermore, a tax advisor can assist with tax planning, ensuring that residents are making strategic decisions throughout the year to minimize their tax liability come tax season. Overall, a tax advisor can be an invaluable resource for residents of Lewes, DE looking to navigate the state's tax landscape and make informed financial decisions.

Estate Planning Lawyer

Residents of Lewes, DE can greatly benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Lewes, DE, where the population is largely made up of retirees who have worked hard to accumulate wealth over their lifetimes. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be a lengthy and expensive process. They can also assist with the creation of trusts, which can be used to protect assets from creditors and ensure that beneficiaries receive their inheritance in a responsible and controlled manner. With the help of an estate planning lawyer, residents of Lewes, DE can have peace of mind knowing that their assets will be protected and distributed according to their wishes, even after they are gone.


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