Wealth Management in Totowa, NJ

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List of Firms

Totowa, NJ Wealth Management Firms

Lampis Wealth Management
Location 785 Totowa Rd #108, Totowa, NJ 07512, USA
Phone (973) 389-0710
The Silverman Group - Morgan Stanley
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-3891
Michael Handzo - Financial Advisor, Ameriprise Financial Services, LLC
Location 999 Riverview Dr Ste 201, Totowa, NJ 07512, USA
Phone (973) 406-5248
Mary M. Deatherage
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-3015
EP Wealth Management, LLC
5 out of 5
Location 55 Lane Rd Suite 425, Fairfield, NJ 07004, USA
Phone (973) 882-1937
Morris Merker & Co
5 out of 5
Location 999 Riverview Dr # 304, Totowa, NJ 07512, USA
Phone (862) 757-4300
Christopher J Parisi - Morgan Stanley
Location 150 Clove Rd, Little Falls, NJ 07424, USA
Phone (973) 890-8065
Wealth Management in Totowa, NJ

Where Wealth Management Advisors in Totowa, NJ Serve

Totowa is located in Passaic County, New Jersey. The borough was incorporated in 1898 and has a population of approximately 11,000 people. Some of Totowa's landmarks include the Totowa Recreation Complex and the Totowa Public Library. The top employers in Totowa are Saint Joseph's Regional Medical Center and Walmart. Major highways and streets in Totowa include Route 46 and Union Boulevard. The neighborhoods in Totowa are the Heights, the Manor, and West Side.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Totowa, NJ offer a variety of services to their customers. These include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services, such as online banking and bill payment. They also provide investment advice and insurance products.

Retirement Planning

If you're nearing retirement age, it's time to start planning for it. Retirement planning in Totowa, NJ can seem daunting, but if you break it down into smaller steps, it's not so bad. The first step is to figure out how much money you'll need to live comfortably in retirement. To do this, you'll need to estimate your monthly expenses and multiply that by the number of months you expect to live in retirement. The next step is to save for retirement. You can do this by contributing to a 401k or IRA account, or by investing in stocks or mutual funds. Whatever route you choose, make sure you're regularly contributing enough money to cover your estimated expenses. Lastly, don't forget about health care costs. These can be surprisingly high, so make sure you have a plan in place to cover them.

Tax Services

A tax accountant in Totowa, NJ can help individuals and businesses with their tax needs. They can help you understand your taxes, file your taxes, and even represent you before the IRS if needed. If you are looking for help with your taxes, a tax accountant in Totowa, NJ is a great option.

Financial Advisor

A financial advisor in Totowa, NJ helps people save and invest their money. They provide guidance on what investments to make and help people stay on track with their financial goals. Financial advisors can work for a bank or investment firm, or they may own their own business.

Insurance Broker

An insurance broker in Totowa, NJ helps people find the best insurance policies for their needs. They work with a variety of companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complicated world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Totowa, NJ help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Totowa, NJ can help you create a will and estate plan that meets your specific needs. They can also help you with trusts, power of attorney, and other legal matters related to estate planning. If you're looking for someone to help you protect your assets and provide for your loved ones after you die, an estate planning lawyer is a great option.


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