Wealth Management in Westfield, NJ

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Westfield, NJ Wealth Management Firms

Merrill Lynch Wealth Management
Location 173 Elm St, Westfield, NJ 07090, USA
Phone (908) 301-2607
Merrill Lynch Wealth Management Advisor Darwin Noel

5 out of 5

Location 530 S Ave W, Westfield, NJ 07090, USA
Phone (908) 789-4316
DSP Wealth Management Group - UBS Financial Services Inc.
Location 109 North Avenue 2nd Floor, Westfield, NJ 07090, USA
Phone (908) 789-3174
Robert Shaffer Wealth Management
Location 133 Prospect St, Westfield, NJ 07090, USA
Phone (908) 389-8161
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About Westfield, NJ

Westfield, NJ is a town located in Union County, New Jersey. The town was incorporated in 1899 and is home to over 30,000 residents. Some of the landmarks in Westfield include the Westfield Train Station, the Westfield Memorial Library, and the Westfield Shopping Center. The top employers in Westfield are Union County, Merrill Lynch, and Johnson & Johnson. Major highways and streets in Westfield include Route 24 and Springfield Avenue. Some of the neighborhoods in Westfield include North End, Central Ward, and South End.

Where Wealth Management Advisors in Westfield, NJ Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Westfield, NJ provide a variety of services to their customers. These services can include depositing and withdrawing money, cashing checks, and taking out loans. In addition, banks can offer other services such as online banking and bill pay. Customers may also be able to purchase financial products, such as life insurance or mortgages, through their bank.

Retirement Planning

Westfield, NJ is a great place to retire. The town has a population of just over 30,000 and is located in Union County in the northeastern part of the state. It's considered an affluent suburb of New York City and is known for its high-end shopping and restaurants. Westfield offers a wide range of retirement living options, from independent living to assisted living to nursing homes. The town also has a large number of recreational facilities, including parks, golf courses, and swimming pools. And for those who want to stay active after they retire, there are plenty of opportunities for volunteering and socializing with friends.

Tax Services

A tax accountant in Westfield, NJ is responsible for preparing and filing taxes for individuals and businesses. They must be knowledgeable in all areas of taxation, including federal, state, and local taxes. In addition to preparing and filing taxes, a tax accountant may also provide consulting services to their clients.

Financial Advisor

A financial advisor in Westfield, NJ, helps people save for the future and manage their money. They can provide advice on everything from retirement planning to insurance to investing. Financial advisors may work for a bank or investment firm, or they may be self-employed. Some specialize in certain areas, like estate planning or retirement savings, while others are generalists.

Insurance Broker

An insurance broker in Westfield, NJ helps people find the best insurance policies for their needs and budget. They work with a variety of carriers to find the best rates and coverage for their clients. They also help people file claims and answer any questions they may have about their policy.

Mortgage Loan Officer

A mortgage loan officer in Westfield, NJ is responsible for helping people get mortgages. They help people find the best mortgage for their needs, and work with them to get the loan approved. They also help people understand the terms of their mortgage, and answer any questions they may have.

Estate Planning Lawyer

An estate planning lawyer in Westfield, NJ helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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