Long Valley, NJ · Primary NJ Office · SEC-Registered Fiduciary
Retirement Planning Advisor
Long Valley, New Jersey
Doug Robb Jr. is an SEC-registered fiduciary with a primary New Jersey office at 24 Ridgeline Drive, Long Valley, NJ 07853. He works with pre-retirees and retirees throughout Morris County and surrounding areas, specializing in IRA rollovers, Social Security timing, ROTH conversions, and retirement income planning.
The Short Answer
Long Valley is a community in Washington Township, Morris County, NJ — and the location of ABC Wealth's primary New Jersey office. Doug Robb Jr. serves clients throughout Morris County, Warren County, Somerset County, and surrounding areas from this office. The practice focuses on pre-retirees and retirees with $250,000 or more in investable assets who need a clear, tax-efficient plan for the retirement transition.
Retirement Planning Services for Long Valley Residents
Doug Robb Jr. serves clients throughout Long Valley and the surrounding area from the Bronx office at 4102 E Tremont Ave and the Long Valley, NJ office.
How does retirement planning help Long Valley residents?
Primary NJ Office
The Long Valley office at 24 Ridgeline Drive is the primary New Jersey location for ABC Wealth. Doug meets with Morris County, Warren County, and Somerset County clients here. The office is accessible from Route 24, I-78, and Route 206.
Morris County Retirement Profile
Morris County has one of the highest median household incomes in New Jersey and a large population of pre-retirees and retirees with significant 401(k) and IRA balances. Many Morris County residents are former corporate employees from the pharmaceutical, financial services, and technology sectors.
New Jersey Tax Environment
New Jersey does not tax Social Security benefits and provides exclusions on pension and IRA income for qualifying retirees. The state income tax rates are moderate compared to New York. Doug builds retirement income plans that take full advantage of New Jersey's tax treatment.
Former NYC Commuters
Many Long Valley and Morris County residents spent their careers commuting to New York City and have 401(k)s, deferred compensation plans, or NYC pension income. Doug handles the cross-state tax implications and rollover decisions for this profile.
Frequently Asked Questions — Long Valley Retirement Planning
Serving Long Valley, NJ
Doug Robb Jr. works with pre-retirees and retirees throughout Long Valley and the surrounding area. The initial consultation is free and there is no obligation.
4102 E Tremont Ave, Bronx, NY 10465 · SEC-Registered Investment Adviser · CRD# 2384553