Accord Properties LLC

Accord Properties LLC Financial planner in Newark
4142 Ogletown Stanton Rd, Newark, DE 19713

Accord Properties LLC is a reputable financial planning service located at 4142 Ogletown Stanton Rd, Newark, DE 19713. They offer expert financial planning services to help clients achieve their financial goals, whether it's saving for retirement, managing investments, or planning an estate. Their office hours are Monday through Thursday from 10 AM to 6 PM, with extended hours on Wednesday until 7 PM, and Friday from 10 AM to 4 PM. The office remains closed on weekends. Clients in the Newark area can rely on Accord Properties LLC for personalized and professional financial advice.

Services Offered

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Strategy
• Insurance Needs Assessment

Cost Ranges

Financial planning services can vary widely in cost. Basic consultations may start around $100 to $200 per hour, while comprehensive financial planning packages can range from $1,000 to $3,000 or more, depending on complexity and breadth of services provided.

Local Tips

• Consider scheduling an appointment on Wednesdays if you need later office hours.
• The office is conveniently located near major roads, making it easily accessible for Newark and surrounding area residents.

FAQs

Do I need to bring any documents to my first meeting?

Yes, it’s recommended to bring financial statements, tax returns, and any documents related to your financial goals.

How often should I review my financial plan?

It’s a good idea to review your financial plan annually or whenever you experience a significant life change, such as marriage, birth of a child, or a new job.

Can Accord Properties LLC assist with online investment management?

Yes, they offer guidance on both traditional and online investment strategies, adapting to the client's preferences and technological comfort levels.

Monday: 10AM-6PM | Tuesday: 10AM-6PM | Wednesday: 11AM-7PM | Thursday: 10AM-6PM | Friday: 10AM-4PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
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