Banks & Credit Unions in Briarcliff Manor, NY

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List of Firms

Bank Branches and ATMs in Briarcliff Manor, NY

Chase Mortgage
Location 1946 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 941-2900
Language https://www.chase.com/
Directions
Jeffrey W. Fitz - Raymond James
Location 127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510, USA
Phone (914) 902-5450
Language https://www.raymondjames.com/jeffreyfitz
Directions
Chase Bank
1 out of 5
Location 1100 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-7130
Language https://locator.chase.com/ny/briarcliff/1100-pleasantville-rd?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjA0MzA0OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Chase Bank
5 out of 5
Location 1946 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 941-2900
Language https://locator.chase.com/ny/briarcliff/1946-pleasantville-rd?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjA0MzA2Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
ATM (Trustco Bank)
Location 75 N State Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-7133
Language http://www.trustcobank.com/
Directions
Chase Bank
2 out of 5
Location 21 Spring St, Ossining, NY 10562, USA
Phone (914) 941-3700
Language https://locator.chase.com/ny/ossining/21-spring-st?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjA0MzA2OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
The Westchester Bank
5 out of 5
Location 994 Broadway, Thornwood, NY 10594, USA
Phone (914) 984-5446
Language http://www.thewestchesterbank.com/
Directions
Banks in Briarcliff Manor, NY

Where Briarcliff Manor, NY Banks & Credit Unions Serve

Nestled in the leafy environs of Westchester County, Briarcliff Manor, NY is a picturesque hamlet that boasts of a rich history and a vibrant community. The town is peppered with landmarks that capture its unique character and charm, including the Sleepy Hollow Cemetery, the Briarcliff Manor Public Library, and the Briarcliff Congregational Church. In terms of top employers, Briarcliff Manor is home to a diverse range of businesses and organizations, such as the Briarcliff Manor School District, the Trump National Golf Club, and the Hudson Valley Hospital Center. These employers provide a steady stream of job opportunities for residents and contribute to the town's economic growth. Major highways and streets that run through Briarcliff Manor include the Taconic State Parkway, Route 9A, and Pleasantville Road. These thoroughfares provide easy access to neighboring towns and cities, making Briarcliff Manor an ideal location for commuters.

Briarcliff Manor, NY Banking Related Services

Insurance Broker

Residents of Briarcliff Manor, NY can benefit greatly from the services of an insurance broker. A broker can assist in finding the best insurance policies for individuals and families in the area, including coverage for homes, cars, and health. Briarcliff Manor is known for its high home values and expensive real estate market, so having adequate homeowners insurance is crucial. Additionally, with the proximity to New York City, many residents commute and may need specialized auto insurance coverage. An insurance broker can navigate the complex insurance market and find policies that fit the specific needs of Briarcliff Manor residents, giving them peace of mind and financial protection.

Retirement Planning

Residents of Briarcliff Manor, NY could greatly benefit from the assistance of a retirement planner. With a population that is predominantly made up of older adults, retirement planning is a crucial aspect of financial security. A retirement planner can help residents of Briarcliff Manor navigate the complexities of retirement savings, such as 401(k) plans, IRAs, and Social Security benefits. They can also provide guidance on investment strategies, estate planning, and tax implications. Additionally, a retirement planner can help residents of Briarcliff Manor plan for long-term care and medical expenses, which can be especially important given the high cost of healthcare in the area. Overall, a retirement planner can provide valuable support and peace of mind for residents of Briarcliff Manor as they plan for their future.

Wealth Management

Residents of Briarcliff Manor, NY can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can assist residents is by providing personalized financial planning and investment advice. Briarcliff Manor is known for its affluent community, and with that comes a unique set of financial challenges and opportunities. A wealth manager can help residents navigate complex tax laws, optimize their investment portfolio, and create a comprehensive financial plan that aligns with their long-term goals. Additionally, a wealth manager can provide guidance on estate planning and wealth transfer, which is especially important for residents who have accumulated significant assets over their lifetime. With the help of a skilled wealth manager, residents of Briarcliff Manor can achieve financial security and peace of mind for themselves and their families.

Financial Advisor

Residents of Briarcliff Manor, NY could greatly benefit from the guidance of a financial advisor in a number of ways. One specific aspect of Briarcliff Manor that a financial advisor could assist with is the high cost of living. With a median home value of $914,000 and a high cost of living index, residents may struggle to manage their finances effectively. A financial advisor could help residents create a budget, invest wisely, and plan for retirement. Additionally, a financial advisor could provide guidance on estate planning and tax strategies, which are especially important in a high-income area like Briarcliff Manor. Overall, a financial advisor could help residents of Briarcliff Manor navigate the complex world of personal finance and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of Briarcliff Manor, NY can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home or refinancing an existing one. In Briarcliff Manor, where the median home value is around $800,000, a mortgage loan officer can help residents navigate the competitive housing market and find the best rates and terms for their specific situation. Additionally, they can provide guidance on the various types of mortgages available, such as fixed-rate, adjustable-rate, and government-backed loans. With their expertise and support, residents of Briarcliff Manor can achieve their homeownership goals and secure a stable financial future.

Tax Services

Residents of Briarcliff Manor, NY can benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, a tax advisor can help residents navigate the complex tax laws and regulations to ensure they are maximizing their deductions and minimizing their tax liability. Additionally, Briarcliff Manor is home to many small business owners who can benefit from the guidance of a tax advisor in managing their business finances and taxes. A tax advisor can also provide valuable advice on estate planning and help residents ensure their assets are protected and distributed according to their wishes. Overall, a tax advisor can provide peace of mind and financial security for residents of Briarcliff Manor, NY.

Estate Planning Lawyer

Residents of Briarcliff Manor, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust. This is especially important for residents of Briarcliff Manor, NY, where the median home value is over $700,000. With such valuable assets, it is crucial to have a plan in place to ensure that loved ones are taken care of after passing. An estate planning lawyer can also assist with establishing power of attorney and healthcare directives, which can provide peace of mind in the event of incapacitation. Additionally, for those with complex financial portfolios, an estate planning lawyer can offer guidance on tax planning and minimizing estate taxes. Overall, residents of Briarcliff Manor, NY can greatly benefit from the expertise of an estate planning lawyer to ensure their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Briarcliff Manor, NY is a town that boasts a variety of popular banking services to meet the needs of its residents. From traditional brick-and-mortar banks to online banking options, there are a plethora of choices available. One particular standout is the community-focused Briarcliff Manor Bank. This local bank offers personalized services and a commitment to supporting the town's businesses and residents. Additionally, the bank's unique location in the historic Briarcliff Manor train station adds to its charm and appeal. For those who prefer online banking, options such as Chase and Bank of America are also available, providing convenient access to financial services from the comfort of home. With such a diverse range of banking options available, residents of Briarcliff Manor can rest easy knowing their financial needs are well taken care of.

Nestled in the heart of Westchester County, Briarcliff Manor, NY offers a plethora of options for those seeking banking services. Its proximity to major highways and public transportation makes it a convenient location for residents and commuters alike. However, what truly sets Briarcliff Manor apart is its commitment to community banking. The local banks and credit unions prioritize personalized service and building relationships with their customers. They understand the unique needs of the community and offer tailored solutions to meet them. From small business loans to personal checking accounts, Briarcliff Manor's banking institutions offer a wide range of services with competitive rates and fees. Additionally, the town's strong sense of community fosters a culture of trust and accountability between the banks and their customers. In Briarcliff Manor, banking is not just a transaction, but a partnership built on mutual respect and understanding.