Wealth Management in Sussex County, DE

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List of Firms

Sussex County, DE Wealth Management Firms

Edward Jones
SEC File# 801-3297
CRD# 250
Location 17021 Old Orchard Rd # D, Lewes, DE 19958, USA
Phone (302) 645-7710
Integrated Wealth Management, LLC
Location 20245 Bay Vista Road Unit No. 202, Rehoboth Beach, DE 19971, USA
Phone (302) 442-4233
Morgan & Associates - Ameriprise Financial Services, LLC
Location 19470 Coastal Hwy Unit 8, Rehoboth Beach, DE 19971, USA
Phone (302) 727-5677
SmartPro Financial Delaware
Location 11222 Coon Den Rd, Greenwood, DE 19950, USA
Phone (302) 531-6777
Black Diamond Financial Solutions
5 out of 5
Location 19409 Plantation Rd Building 2 Unit 1, Rehoboth Beach, DE 19971, USA
Phone (302) 265-2236
Wealth Management in Sussex County, DE

Where Wealth Management Advisors in Sussex County, DE Serve

Sussex County is located in the central part of Delaware. The county has a number of landmarks, including the Indian River Inlet Bridge, the Delaware Seashore State Park, and the Lewes and Rehoboth Canal. Major employers in Sussex County include Walmart, Target, and the Beebe Healthcare system. The major highways and streets in Sussex County include Delaware Route 1, Delaware Route 9, and Delaware Route 404. Some of the neighborhoods in Sussex County include Georgetown, Lewes, Rehoboth Beach, and Milton.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Sussex County, DE banks provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and other banking products and services. In addition to these products and services, many Sussex County banks offer online banking and mobile banking options for their customers. This allows customers to access their bank accounts from anywhere at any time.

Retirement Planning

Retirement planning in Sussex County, DE is a process that helps individuals save for their retirement. There are a number of different ways to save for retirement, and each method has its own benefits and drawbacks. It is important to understand the options available to you so that you can make the best decision for your needs.

Tax Services

Tax accountants in Sussex County, DE perform a variety of services for their clients. They help businesses and individuals file their tax returns, they provide advice on how to reduce taxes, and they represent clients during audits. In addition, many tax accountants also offer bookkeeping and financial consulting services. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Sussex County, DE helps people save and invest money. They offer advice on what investments to make, how to save for retirement, and how to plan for other expenses. Financial advisors can also help people with their taxes and insurance.

Insurance Broker

An insurance broker in Sussex County, DE is a professional who helps people find the best insurance policy for their needs. They work with a variety of different insurance companies to find the perfect policy for each individual or business. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Sussex County, DE work with borrowers to help them get mortgages. They work with a variety of lenders to find the best mortgage for the borrower, and they also work with the borrower to make sure they understand the terms of the mortgage. Mortgage loan officers in Sussex County, DE can also help borrowers refinance their mortgages if they need to.

Estate Planning Lawyer

An estate planning lawyer in Sussex County, DE helps people to create documents which will dictate how their property is distributed after they die. This can include a will, a trust, and other legal instruments. The lawyer can also help to set up powers of attorney and healthcare directives.


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