Wealth Management in Manasquan, NJ

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List of Firms

Manasquan, NJ Wealth Management Firms

Merrill Lynch Wealth Management
Location 2421 Atlantic Ave, Manasquan, NJ 08736, USA
Phone (732) 528-2700
SEC File# 801-111823
CRD# 289886
Location 229 E Main St, Manasquan, NJ 08736, USA
Phone (732) 223-5505
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Asset Management Group Inc
SEC File# 801-55461
CRD# 110116
Location 200 Atlantic Ave # H, Manasquan, NJ 08736, USA
Phone (732) 223-1388
SEC File# 801-120441
CRD# 296848
5 out of 5
Location 402 Higgins Ave, Brielle, NJ 08730, USA
Phone (732) 876-3777
The McGrady Group
Location 200 Atlantic Ave, Manasquan, NJ 08736, USA
Phone (732) 223-0223
Wealth Management in Manasquan, NJ

Where Wealth Management Advisors in Manasquan, NJ Serve

Manasquan, NJ is a charming coastal town located in Monmouth County, known for its beautiful beaches and lively boardwalk. The town is home to several landmarks, including the Manasquan Inlet and the Algonquin Arts Theatre, which showcases a variety of performances throughout the year. The top employers in the area include the Manasquan School District, Jersey Shore University Medical Center, and the Borough of Manasquan. Major highways and streets in the area include Route 35, Route 71, and Main Street, which is lined with quaint shops and restaurants. The town is divided into several neighborhoods, each with its own unique character and charm, including the downtown area, the beachfront, and the historic district. Whether you're looking for a relaxing day at the beach or a night out on the town, Manasquan has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Manasquan, NJ can benefit from a bank in a variety of ways. Firstly, with its close proximity to the beach, many residents may require financing for beachfront properties. A bank can assist with mortgage loans and provide guidance on the best options available. Additionally, Manasquan is a small town with a tight-knit community, and a local bank can provide personalized service and build relationships with its customers. The bank can also offer investment opportunities, such as retirement savings plans, to help residents plan for their future. Furthermore, Manasquan has a vibrant local economy, with many small businesses and entrepreneurs. A bank can provide business loans and financial advice to help these businesses grow and thrive. Overall, a bank can be a valuable resource for the residents of Manasquan, NJ, offering a range of services to support their financial needs and goals.

Insurance Broker

Manasquan, NJ is a coastal town that is prone to natural disasters such as hurricanes, floods, and storms. An insurance broker can help residents of Manasquan by providing them with the right insurance coverage that can protect their homes and properties from these disasters. The broker can also help residents find affordable insurance policies that fit their budget and needs. Additionally, the broker can assist residents in understanding the complex insurance policies and legal terms that are often difficult to comprehend. With their expertise and knowledge, insurance brokers can help residents of Manasquan navigate the complicated insurance market and make informed decisions about their coverage. This can provide peace of mind to the residents, knowing that they are protected in the event of an unexpected disaster.

Retirement Planning

Residents of Manasquan, NJ can benefit greatly from the expertise of a retirement planner. With its picturesque beaches and small-town charm, Manasquan is a popular destination for retirees looking to settle down in a peaceful community. However, navigating the complexities of retirement planning can be overwhelming for many. A retirement planner can help residents of Manasquan assess their financial situation, create a retirement budget, and develop a plan to achieve their retirement goals. Additionally, with the high cost of living in New Jersey, a retirement planner can help residents of Manasquan make the most of their retirement savings and ensure they have enough money to enjoy their golden years. Whether it's developing a comprehensive retirement plan or making adjustments to an existing plan, a retirement planner can provide the guidance and support needed to ensure a comfortable retirement for residents of Manasquan.

Financial Advisor

Residents of Manasquan, NJ can benefit greatly from the guidance of a financial advisor. With its prime location along the Jersey Shore, Manasquan is a popular destination for tourists and vacationers, which can create unique financial opportunities and challenges for its residents. A financial advisor can assist with managing income from short-term rentals, creating a budget that accounts for seasonal fluctuations in income, and developing a long-term investment strategy that takes into account the cyclical nature of the local economy. Additionally, Manasquan is home to many small business owners who may require assistance with financial planning and tax strategies. A financial advisor can help these entrepreneurs navigate the complexities of running a business and plan for future growth and expansion. With the right guidance, residents of Manasquan can achieve financial stability and security, even in the face of unpredictable economic conditions.

Mortgage Loan Officer

Residents of Manasquan, NJ can greatly benefit from the assistance of a mortgage loan officer. These professionals specialize in helping individuals secure the funding they need to purchase a home or refinance an existing mortgage. Specifically, residents of Manasquan may need the help of a loan officer due to the area's high cost of living and competitive real estate market. With the help of a loan officer, residents can navigate the complex process of securing a mortgage and ensure they are getting the best possible rates and terms. Additionally, a loan officer can provide valuable advice on the local housing market and help residents find properties that meet their specific needs and budget. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for residents of Manasquan looking to achieve their homeownership goals.

Tax Services

Residents of Manasquan, NJ could benefit from the expertise of a tax advisor in a multitude of ways. One specific example is the impact of property taxes on homeowners in the area. Manasquan has a relatively high median home value of $625,000, resulting in property taxes that can be a significant financial burden for many residents. A tax advisor could assist in identifying potential deductions and credits related to property taxes, as well as advising on strategies for reducing tax liability. Additionally, with the recent changes to federal tax laws, a tax advisor could help residents navigate new regulations and ensure compliance with all necessary filings. Overall, a tax advisor can provide valuable guidance and support for individuals and families in Manasquan seeking to minimize their tax burden and maximize their financial well-being.

Estate Planning Lawyer

Residents of Manasquan, NJ can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific way that an estate planning lawyer can assist Manasquan residents is by helping them navigate the state's inheritance tax laws. New Jersey is one of only a few states that imposes an inheritance tax on certain assets passed down to heirs. The tax rate varies depending on the relationship between the deceased and the beneficiary, making it a complex and confusing process for many. An estate planning lawyer can help Manasquan residents understand their tax obligations and develop a plan to minimize the impact of the inheritance tax on their loved ones. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that their clients' assets are distributed according to their wishes.


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