TOP 10 Estate planning strategies in Cape May, New Jersey
20 results found
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Jersey Cape Realty Inc
● ClosedJersey Cape Realty Inc is a versatile institution located at 739 Washington Street in Cape May, New Jersey. As a general contractor, real estate agency, and travel agency all in one, they offer a wide range of services to cater to their clients' needs. Whether you are looking to buy or sell a property, plan a vacation, or renovate your home, Jersey Cape Realty Inc has the expertise and resources to assist you every step of the way. With a team of experienced professionals and a commitment to customer satisfaction, they are your go-to destination for all your real estate and travel needs in the Cape May area.
739 Washington St, Cape May, NJ 08204, United States -
The Mid-Atlantic Financial Group
● ClosedThe Mid-Atlantic Financial Group is a comprehensive financial institution located at 3846 Bayshore Road in Cape May, New Jersey. Our services range from accounting and banking to finance, health, and insurance agency. With a team of experienced professionals, we are dedicated to providing personalized and tailored financial solutions to meet our clients' needs. Whether you are looking to manage your finances, protect your health, or secure your assets, The Mid-Atlantic Financial Group is here to help you achieve your goals. Visit us today to learn more about how we can assist you in reaching financial success.
3846 Bayshore Rd, Cape May, NJ 08204, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious financial institution located at 211 North Main Street in Middle Township, New Jersey. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch has a team of experienced professionals ready to assist you. Visit their location in Middle Township or use their convenient ATM services to access your funds easily. Experience the difference with Merrill Lynch Wealth Management.
211 N Main St, Cape May Court House, NJ 08210, United States -
Sturdy Financial Services
● ClosedSturdy Financial Services is a trusted finance institution located at 103 North Main Street in Middle Township, New Jersey, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and reliable financial solutions to our clients. Whether you need assistance with investments, retirement planning, or insurance, Sturdy Financial Services is here to help. Visit us today to learn more about how we can help you secure your financial future.
103 N Main St, Cape May Court House, NJ 08210, United States -
First Command Financial
● OpenFirst Command Financial is a finance institution located at 601 U.S. 9, Middle Township, New Jersey, United States. They specialize in providing financial advice and services to military personnel, veterans, and their families. With a focus on helping clients become financially disciplined and confident, First Command offers assistance from the start of a military career to retirement and beyond. They are dedicated to supporting the well-being of military families and are recognized as a Military Friendly® Brand. Additionally, First Command partners with U.S. Service Academies to sponsor athletic programs and supports various organizations that contribute to the financial and overall well-being of military families. The institution also offers opportunities for individuals with military experience or connections to become Financial Advisors in offices across the country. Please note that securities are not FDIC insured and may lose value, and a financial plan alone cannot guarantee the achievement of retirement or other financial goals. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd, a subsidiary of First Command Financial Services, Inc. The First Command Educational Foundation is a separate 501(c)(3) public charity that is not affiliated with First Command Financial Services, Inc. Sentient Decision Science was commissioned by First Command to compile the Financial Behaviors Index®.
601 US-9, Cape May Court House, NJ 08210, United States -
Spinnaker Investment Management - Ameriprise Financial Services, LLC
● OpenSpinnaker Investment Management - Ameriprise Financial Services, LLC, located at 3800 Bayshore Road in Cape May, New Jersey, is a finance institution that offers personalized investment and financial planning services. Their team of experienced advisors works with clients to establish goals such as retirement, education, or major purchases, and create tailored investment strategies based on individual risk tolerance. Regular meetings are held to review progress and make adjustments as needed. Clients can access their accounts and track their progress online securely. The institution offers complimentary initial consultations to discuss financial planning concepts, with a focus on helping clients achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and adheres to strict privacy and security regulations. Clients can refer friends and family members to the institution for financial guidance, with the assurance that they will receive the same high level of service and expertise.
3800 Bayshore Rd Ste B, Cape May, NJ 08204, United States -
Kevin Farrell - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKevin Farrell - Financial Advisor at Ameriprise Financial Services, LLC, located at 3800 Bayshore Road in Cape May, New Jersey, offers a range of financial services to help clients achieve their financial goals. With a focus on providing personalized advice and guidance, Kevin Farrell is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, save for college, or invest for the future, Kevin Farrell can help. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Kevin Farrell today. Background and qualification information is available on FINRA's BrokerCheck website, and Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also provided.
3800 Bayshore Rd Ste B, Cape May, NJ 08204, United States -
Tradewinds Financial Services, LLC
● ClosedTradewinds Financial Services, LLC is a finance institution located at 650 Town Bank Road in Lower Township, New Jersey, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
650 Town Bank Rd #103, North Cape May, NJ 08204, United States -
Edward Jones - Financial Advisor: Allison K Kruse
● OpenEdward Jones - Financial Advisor: Allison K Kruse is a reputable finance institution located at 7 East Shell Bay Avenue in Middle Township, New Jersey, United States. Allison K Kruse is a knowledgeable and experienced financial advisor who is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Allison K Kruse can provide personalized guidance and strategies to help you reach your financial objectives. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Allison K Kruse is committed to providing top-notch financial services to clients in the Middle Township area.
7 E Shell Bay Ave #1, Cape May Court House, NJ 08210, United States -
Michael D De Marco - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael D De Marco is a financial advisor at Ameriprise Financial Services, LLC located at 211 South Main Street, Middle Township, New Jersey, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, estate planning, retirement planning, and investment strategies. Michael is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continuous education ensures that he stays up-to-date with the latest trends and strategies in the financial industry. Whether you are looking for advice on investments, insurance products, estate planning, or retirement planning, Michael D De Marco is ready to help you achieve your financial goals.
211 S Main St Ste 302A, Cape May Court House, NJ 08210, United States -
Edward Jones - Financial Advisor: Donna L Ferren
● ClosedEdward Jones - Financial Advisor: Donna L Ferren is a reputable financial institution located at 605 Route 9 South in Middle Township, New Jersey, United States. As a dedicated financial advisor, Donna L Ferren provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Donna L Ferren and the team at Edward Jones are here to help you every step of the way.
605 Rte 9 S Ste 2, Cape May Court House, NJ 08210, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 211 Bayberry Drive in Middle Township, New Jersey, United States. Specializing in finance, Wells Fargo Advisors offers a wide range of services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Wells Fargo Advisors is here to provide personalized guidance and support every step of the way.
211 Bayberry Dr Suite 2D, Cape May Court House, NJ 08210, United States -
Keating Weinberger CPA
● ClosedKeating Weinberger CPA is a reputable accounting and finance institution located at 1078 Seashore Road in Cape May, New Jersey, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of services including tax preparation, financial planning, and auditing. Our dedication to excellence and client satisfaction sets us apart in the industry. Whether you are an individual or a business in need of financial guidance, Keating Weinberger CPA is here to help you achieve your goals.
1078 Seashore Rd, Cape May, NJ 08204, United States -
Divij H. Dave, LLC
● OpenDivij H. Dave, LLC is a reputable law firm located at 106 North Main Street in Middle Township, New Jersey. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury, real estate transactions, or business law, our firm is here to help. Trust Divij H. Dave, LLC to handle your legal needs with professionalism and expertise.
106 N Main St Unit D, Cape May Court House, NJ 08210, United States -
CRISTAL LAW CENTER
● OpenCRISTAL LAW CENTER is a reputable law firm located at 3305 Bayshore Road in Lower Township, New Jersey. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of expert advice and representation. Specializing in a variety of legal areas, including criminal defense, family law, and personal injury, we are committed to achieving the best possible outcomes for our clients. With a strong track record of success and a client-focused approach, CRISTAL LAW CENTER is the go-to institution for all your legal needs in the United States.
3305 Bayshore Rd SUITE 1, North Cape May, NJ 08204, United States -
Legal Service
● OpenLegal Service is a professional institution located at 1261 U.S. 9, Middle Township, New Jersey, United States. Our team of experienced attorneys and legal experts are dedicated to providing high-quality legal assistance to individuals and businesses in need. Whether you are facing a legal issue related to family law, real estate, criminal defense, or any other area of law, our team is here to help. With a commitment to excellence and a passion for justice, Legal Service is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and take the first step towards resolving your legal matters.
1261 US-9 #2, Cape May Court House, NJ 08210, United States -
Appel Law Group
● OpenAppel Law Group is a reputable law firm located in Middle Township, New Jersey. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced attorneys at Appel Law Group are dedicated to providing top-notch legal representation to their clients. With a focus on personalized service and achieving the best possible outcomes for their clients, Appel Law Group is a trusted name in the legal community. Visit their office at 11 Court House South Dennis Road to discuss your legal needs with their team of skilled lawyers.
11 Court House South Dennis Rd, Cape May Court House, NJ 08210, United States -
KingBarnes, LLC
● ClosedKingBarnes, LLC is a progressive law firm located at 664 Washington Street in Cape May, New Jersey. Our team of experienced attorneys specializes in Estate, Commercial, and Real Estate Law, providing honest and competent legal services to clients in the Cape May, Atlantic, and Ocean Counties. We take the time to listen to our clients' needs and work together to find solutions, always going above and beyond to ensure clear communication and responsiveness. With offices in Northfield, North Wildwood, and Cape May, we offer cutting-edge legal technology to interact efficiently and securely with our clients, courts, and colleagues. Whether you need assistance with Estate Planning, Real Estate Transactions, or Business Entity Formation, our firm is dedicated to providing personalized attention and achieving favorable outcomes for our clients. Contact us today to request a consultation with our skilled attorneys at KingBarnes, LLC.
664 Washington St #1FL, Cape May, NJ 08204, United States -
New Jersey Vacation Rental Management by Hyatus
● OpenWelcome to New Jersey Vacation Rental Management by Hyatus, your premier partner for stress-free and profitable vacation rental management located at 9 Arnett Avenue, Lambertville, New Jersey. Our business seamlessly combines the expertise of a finance, real estate, and travel agency to offer a comprehensive service that meets all your property management needs. At Hyatus, we specialize in transforming your short-term rental investment into a lucrative venture without the hassle. Our dedicated team of local experts provides personalized service backed by the resources and advanced technology of a nationwide network. This unique approach ensures your property is managed with unparalleled attention to detail and professionalism.
9 Arnett Avenue, Lambertville, New Jersey 08530, United States -
Ambit Realty Group
● OpenWelcome to Ambit Realty Group, your trusted partner in real estate located at 409 Route 70 West, Cherry Hill, New Jersey. As a proud affiliate of Keller Williams Realty, we make real estate a breeze by offering a full spectrum of professional services tailored to meet your needs. Founded by Andrew Wood, a seasoned expert with over 20 years of experience in residential architecture, our agency brings a unique blend of design and real estate expertise. Andrew's architectural prowess has not only graced the pages of “From House to Home” and “Philadelphia Magazine,” but also earned him the prestigious Jersey Shore Intern Architect of The Year award in 2015. His deep understanding of design gives him an edge in helping clients buy, sell, or rent homes, ensuring every transaction is handled with utmost care and precision.
409 Route 70 West, Cherry Hill, New Jersey 08034, United States
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