Best Financial Advisors in New Castle, DE

The highest-rated Financial Planning & Wealth Management companies out of 186 vetted & reviewed in the New Castle area.

Parrish Money Management

Parrish Money Management

“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”
In Business Since 2017
4600 New Linden Hill Rd, Wilmington, DE
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Wx Risk Global

Wx Risk Global

“Wx Risk Global is a global weather risk solutions company that provides weather and natural peril risk mitigation products and services to individuals, organizations, cities, and nations world-wide, that have the greatest potential of falling victim ...”
In Business Since 2013
919 N Market St #950, Wilmington, DE
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Dan White & Associates

Dan White & Associates

(48)
  • Retirement
  • Future
  • Market
“Just the BEST move with My Finances I have ever made , im so confident in there Financial Education n understanding how Finances REALLY WORK, that in March im pulling the Rest of my 401K n turning it over To Dan he is a God Send n knows what's Simply...”
In Business Since 2008
Free Initial Consultation
Serving New Castle Area
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Qwest Credit Enhancement

Qwest Credit Enhancement

(39)
  • Company
  • Phone Call
  • Home
“Curtis did a fantastic job he's very knowledgeable and answering all my questions he hit the nail on the head on the time that it would take to get my problems resolved I would highly recommend Him and his company to everybody thank you Curtis for t...”
In Business Since 2008
Licensed, BBB Accredited
918 N Clayton St, Wilmington, DE
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AKA Advisory

AKA Advisory

(2)
Services For Individuals, Business Services, Tax Services
“Equally important is their customer service and as we all know, putting the customer first is uncommon these days.”
In Business Since 1996
Licensed, BBB Rating: A+
Family Business
Transparent Fees & Pricing
1701 Shallcross Ave suite d, Wilmington, DE
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Comprehensive Business Services

Comprehensive Business Services

(6)
  • Accounting
  • Tax
“The service I have received is beyond professional, courteous, cost effective, and always has my needs in mind.”
In Business Since 1983
Licensed, BBB Rating: A+
Transparent Fees & Pricing
112 Capitol Tr, Newark, DE
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Nichols & Associates PA

Nichols & Associates PA

(1)
Tax Services, Business Services, Quickbooks Services
“I would give 6 stars if I could, I own small businesses and he always keeps me on the right path and informed.”
In Business Since 1998
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
2300 W Newport Pike, Wilmington, DE
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Riversedge Advisors

Riversedge Advisors

(24)
Wealth Management, Business Planning, Corporate Retirement Plans
“They have a far more contemporary approach, today's technology allows for greater forecasting, they use a conservative approach, and the plan is highly prescriptive - meaning what are your goals and you develop the plan together.”
In Business Since 2018
600 N King St Suite 200, Wilmington, DE
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Bassett, Dawson & Foy

Bassett, Dawson & Foy

“Bassett, Dawson & Foy, Inc. is an independent practice established in 1985distinctly qualified to provide you with all of your financial planning needs. In addition, unlike many other financial planning companies, we have an attorney on staffready to...”
In Business Since 1990
Licensed, BBB Rating: A+
Remote Consultations Available
Accepts All Major Credit Cards
1011 Centre Rd #110, Wilmington, DE
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Onpoint Partners

Onpoint Partners

(1)
“Very professional & very positive.”
In Business Since 2014
Licensed, BBB Rating: A+
Remote Consultations Available
Free Initial Consultation
18 Germay Dr Suite 2A, Wilmington, DE
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Van Buren Financial Group

Van Buren Financial Group

(1)
Financial Services, Individual & Business Taxes, Accounting & Payroll Services
“Rick and his team are hands down the best financial advisors and tax consultants.”
In Business Since 2011
Licensed, BBB Rating: A+
615 W 18th St, Wilmington, DE
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BCM Wealth Management

BCM Wealth Management

(21)
Financial Planning, Investment Management, BCM Launch
“As this was my first experience with setting up a 401k plan, I really appreciated the time they took to explain the different options to me and their openness to questions and meeting again.”
In Business Since 2008
CEFEX Certified
5807 Kennett Pike, Wilmington, DE
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N1 Advisors

N1 Advisors

Wealth Management, Retirement Plans
“That's why we don't settle for simply managing your investment portfolio behind the scenes, leaving you to wonder whether it's supporting your long-range goals. It's why with our corporate clients we don't just sell a retirement plan and move on, lea...”
In Business Since 2003
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
131 Continental Dr, Newark, DE
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Metro Payment Technologies

Metro Payment Technologies

(13)
  • Credit Card
  • Company
  • Merchant Services
“It has been a pleasure dealing with them and I have the security of knowing that my credit card processing is always taken care of efficiently with a focus on what is financially best for my company.”
In Business Since 2020
EMV Certified
Remote Consultations Available
Free Initial Consultation
510 Century Blvd, Wilmington, DE
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Patria Wealth Group

Patria Wealth Group

(13)
Retirement Financial Planning, Life Insurance, Medicare
“I am very satisfied that my Local was able to link up with the Patria Group and look forward to many years of working together and having them walk me into my retirement with ease of mind when the time comes.”
In Business Since 2021
NPN #16762706
501 Silverside Rd #31, Wilmington, DE
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O'Donnell & Co

O'Donnell & Co

(6)
Services For Individuals, Business Services, Tax Services
“This year, the LC's final return was very complicated and was completed taking full advantage of the experience and skills of the company's CP As.”
In Business Since 1983
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
Serving New Castle Area
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Global Connect Pro Financial

Global Connect Pro Financial

(1)
Accounting Services, Payroll Accounting Services, Credit Card Processing
“They explained various financing options and guided me in getting best option for my business.”
In Business Since 2017
Transparent Fees & Pricing
Offers Financing Options
1201 Orange St, Wilmington, DE
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Raymond James & Associates

Raymond James & Associates

Services, Services
“The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you thr...”
In Business Since 2020
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
200 Bellevue Pkwy #425, Wilmington, DE
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Navigate Financial Aid

Navigate Financial Aid

(11)
  • College
“Rob and the NFA team take the worry out of the entire financial aid process, from the creation of the annual FAFSA, guiding us through any unique institutional requirements or questions, to presenting numerous scholarship opportunities for my son and...”
In Business Since 2012
1708 Lovering Ave, Wilmington, DE
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Affinity Wealth Management

Affinity Wealth Management

Estate Planning, Tax Preparation, Investment Services
“Is your life busy or full? Since in 1974, Affinity has helped clients create life experiences that match their personal and financial goals. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, b...”
In Business Since 1976
Licensed
Accepts All Major Credit Cards
2961 Centerville Rd # 310, Wilmington, DE
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Covenant Wealth Strategies

Covenant Wealth Strategies

(10)
  • Management
  • Team
  • Advisor
“Thanks to Covenant's wisdom, knowledge, and excellent management of our retirement accounts, we were able to take early retirements sixteen years ago and we continue to be grateful every day for this wonderful season of our lives.”
In Business Since 2006
15 Middleton Dr, Wilmington, DE
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Cayden Financial Group

Cayden Financial Group

(1)
Business Tax Returns, Bookkeeping, Tax Planning
“As a long time client I'm very pleased with the professionalism and informative service provided by Cayden Financial.”
In Business Since 2007
Remote Consultations Available
1201 Orange St Suite 7195, Wilmington, DE
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Midatlantic Retirement Planning Specialists

Midatlantic Retirement Planning Specialists

(9)
“The helpful planners and entire staff made me feel like family and that they had my best interest at heart.”
In Business Since 2001
1415 Foulk Rd # 202, Wilmington, DE
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Donald W Nicholson & Associates

Donald W Nicholson & Associates

(1)
Services, Financial Planning Process, Investment Methodology
“Personal service, trusted advisors, Integrity, faith combine to provide financial peace mind.”
In Business Since 2000
Family Business
1403 Silverside Rd # B, Wilmington, DE
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Retirement Planning and Investment Management Services in New Castle, DE Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 310 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 310 cost profiles.

Why these companies made our list

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