Banks & Credit Unions in Katonah, NY

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Bank Branches and ATMs in Katonah, NY

Location 105 Bedford Rd, Katonah, NY 10536, USA
Community Center of Northern Westchester

5 out of 5

Location 84 Bedford Rd, Katonah, NY 10536, USA
Phone (914) 232-6572
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About Katonah, NY

Katonah is a village in Westchester County, New York. The population was 6,483 at the 2010 census. It is located in the town of Bedford. Some notable landmarks in Katonah include the John Jay Homestead (a National Historic Site), the Katonah Museum of Art, and the Scarsdale Golf Club. The top employers in Katonah are PepsiCo, IBM, and AT&T. Major highways and streets in Katonah include U.S. Route 22, New York State Route 35, and New York State Route 117. The neighborhoods in Katonah include Katonah Village, Bedford Hills, Goldens Bridge, and North Salem.

Where Katonah, NY Banks & Credit Unions Serve

Katonah, NY Banking Related Services

Estate Planning Lawyer

Estate planning lawyers can help Katonah, NY residents protect their assets and plan for the future. Estate planning is the process of organizing your finances and making decisions about what will happen to your money and property after you die. It's something that everyone should do, but many people put it off until it's too late. An estate planning lawyer can help you get started on the process, and make sure that everything is handled properly. They can also advise you on how to reduce your taxes, and ensure that your loved ones are taken care of after you're gone.

Insurance Broker

Katonah, NY is a small town in the suburbs of New York City. It's known for its quiet streets, picturesque scenery, and well-educated residents. Despite its small size, Katonah is home to a number of businesses, including insurance brokers. These brokers provide a valuable service to the community by helping residents find the right insurance policies for their needs. Insurance brokers are important because they can help people save money on their premiums. They can also recommend policies that offer the best coverage in case of an emergency. If you're looking for quality insurance coverage, be sure to talk to an insurance broker in your area. They'll be able to help you find the right policy at the right price.

Retirement Planning

Financial advisors can help Katonah, NY residents with retirement planning in a number of ways. For example, they can help people figure out how much money they will need to have saved up in order to retire comfortably. They can also help people invest their money wisely so that it will grow over time. Additionally, financial advisors can provide advice on when to start withdrawing money from retirement accounts and how much to withdraw each year. Finally, they can help people plan for unexpected expenses that may arise during retirement.

Wealth Management

Wealth management is a process that helps individuals and families organize, grow, and protect their wealth. It can provide peace of mind by helping you make informed financial decisions and by taking the emotion out of investing. A wealth manager will work with you to develop a personalized plan based on your unique needs and goals. Wealth management services are available to residents of Katonah, NY through Morgan Stanley. They have a team of experienced professionals who can help you achieve your financial goals.

Financial Advisor

In Katonah, NY, residents are largely affluent and enjoy a high quality of life. Residents often work hard to maintain their current lifestyle and do not want to worry about money. Financial advisors can help Katonah residents by providing sound financial advice that will allow them to live without stress and keep their money safe. Advisors can also help residents invest their money in a way that will provide them with the most long-term stability possible.

Mortgage Loan Officer

Mortgage loan officers can help Katonah, NY residents in a few ways. They can help people find the best mortgage rates and terms, they can help people understand the mortgage process, and they can help people get pre-approved for a mortgage. In addition, mortgage loan officers can also help people find the right home to buy and they can provide guidance on what to look for when buying a home.

Tax Services

Tax accountants can help Katonah, NY residents in a few ways. They can ensure that residents are taking advantage of all available tax deductions and credits, help with tax planning to minimize taxes owed, and represent taxpayers during audits. Tax accountants can also help business owners in Katonah manage their businesses' finances and taxes.


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