Banks & Credit Unions in Lake Success, NY

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List of Firms

Bank Branches and ATMs in Lake Success, NY

Roslyn Savings Bank, a division of New York Community Bank
Location 1280 Union Tpke, New Hyde Park, NY 11040, USA
Phone (516) 358-7600
Directions
Roslyn Savings Bank, a division of New York Community Bank
3 out of 5
Location 1114 Jericho Turnpike, New Hyde Park, NY 11040, USA
Phone (516) 327-4695
Directions
Roslyn Savings Bank, a division of New York Community Bank
4 out of 5
Location Located within ShopRite, 2335 New Hyde Park Rd, New Hyde Park, NY 11040, USA
Phone (516) 326-0006
Directions
Citi
3 out of 5
Location 27206 Union Tpke No, Queens, NY 11040, USA
Phone (347) 632-1152
Directions
Citibank
4 out of 5
Location 1524 Union Tpke, New Hyde Park, NY 11040, USA
Phone (516) 209-4541
Directions
Directions
Chase Bank
5 out of 5
Location 2335 New Hyde Park Rd, New Hyde Park, NY 11042, USA
Phone (516) 355-2670
Directions
Maspeth Federal Savings Bank
Location 801 Jericho Turnpike, New Hyde Park, NY 11040, USA
Phone (516) 437-5000
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 1981 Marcus Ave, New Hyde Park, NY 11042, USA
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 5 Dakota Dr, New Hyde Park, NY 11042, USA
Directions
Chase Bank
3 out of 5
Location 410 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 466-1687
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 218 Lakeville Rd, Great Neck, NY 11020, USA
Directions
Jovia Financial Credit Union
4 out of 5
Location 1636 Marcus Ave, New Hyde Park, NY 11040, USA
Phone (516) 561-0030
Directions
Flushing Bank
4 out of 5
Location 661 Hillside Avenue, New Hyde Park, NY 11040, USA
Phone (516) 488-6400
Directions
MKB Associate
Location 1979 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (516) 622-2259
Directions
HSBC Bank
2 out of 5
Location 1572 Union Tpke, New Hyde Park, NY 11040, USA
Phone (516) 328-6237
Directions
Santander Bank Branch
4 out of 5
Location 1420 Northern Blvd, Manhasset, NY 11030, USA
Phone (516) 627-9300
Directions
Nationwide
SEC File# 801-111055
CRD# 158043
Location New Hyde Park, NY 11040, USA
Directions
The First National Bank of Long Island
5 out of 5
Location 3000 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (516) 775-3133
Directions
American Community Bank
5 out of 5
Location 799 Hillside Avenue, New Hyde Park, NY 11040, USA
Phone (516) 502-6611
Directions
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location 645 Jericho Turnpike, New Hyde Park, NY 11040, USA
Phone (516) 328-7525
Directions
Reliable Mortgage Bank
Location 1999 Marcus Ave # 212, New Hyde Park, NY 11042, USA
Phone (516) 216-1380
Directions
The First National Bank of Long Island
5 out of 5
Location 536 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 482-6666
Directions
Bank of America Financial Center
2 out of 5
Location 1600 Hillside Avenue, New Hyde Park, NY 11040, USA
Phone (516) 328-7262
Directions
Valley Bank
3 out of 5
Location 699 Hillside Avenue, New Hyde Park, NY 11040, USA
Phone (516) 437-1000
Directions
Banks in Lake Success, NY

Where Lake Success, NY Banks & Credit Unions Serve

Lake Success, NY is a bustling suburban town located in Nassau County, Long Island. The town is home to a variety of landmarks, including the prestigious North Shore University Hospital, the luxurious Lake Success Shopping Center, and the picturesque Lake Success Golf Club. Top employers in the area include Canon USA, DealerTrack Technologies, and Broadridge Financial Solutions, providing ample job opportunities for residents. Commuting is made easy with access to major highways such as the Long Island Expressway and Northern State Parkway. The town is divided into several distinct neighborhoods, each with its own unique charm and character. The Lake Success Estates, for example, boasts grand homes and lush greenery, while the Lake Success Business Park is home to a variety of commercial and industrial businesses. Overall, Lake Success, NY is a vibrant and thriving community that offers residents a high quality of life and plenty of opportunities for work and play.

Lake Success, NY Banking Related Services

Insurance Broker

Residents of Lake Success, NY could be helped by an insurance broker in a variety of ways. One of the most common ways is by assisting them in finding the right insurance coverage for their needs. This is especially important in Lake Success, as it is a community with a high cost of living and many affluent residents who may require specialized insurance policies. An insurance broker can help residents navigate the complex world of insurance and find policies that provide adequate coverage at a reasonable price. Additionally, an insurance broker can help residents understand the terms and conditions of their policies, and provide guidance in the event of a claim or other insurance-related issue. Overall, an insurance broker can be a valuable resource for residents of Lake Success, NY who want to protect their assets and ensure their financial security.

Retirement Planning

Residents of Lake Success, NY could greatly benefit from the expertise of a retirement planner. With a median age of 47 years old, many residents are approaching retirement age and may have questions about their financial future. A retirement planner can help them navigate the complex world of retirement planning, including creating a budget, maximizing Social Security benefits, and investing wisely. Additionally, Lake Success is known for its high cost of living, so a retirement planner can help residents ensure they have enough saved to maintain their lifestyle in retirement. Overall, a retirement planner can provide peace of mind and a clear path to a comfortable retirement for residents of Lake Success, NY.

Wealth Management

Residents of Lake Success, NY would greatly benefit from the guidance and expertise of a wealth manager. With the high cost of living in the area, many individuals and families struggle to manage their finances and plan for the future. A wealth manager can assist with creating a personalized financial plan that takes into account the unique needs and goals of each client. They can help with investment strategies, retirement planning, tax planning, and estate planning. Additionally, with the abundance of successful businesses and entrepreneurs in Lake Success, a wealth manager can provide valuable advice on business succession planning and wealth transfer. Overall, a wealth manager can provide the peace of mind and financial security that residents of Lake Success, NY need to thrive in a competitive and expensive environment.

Financial Advisor

Residents of Lake Success, NY could greatly benefit from the guidance of a financial advisor in a number of ways. For one, with the cost of living in this affluent area being higher than the national average, a financial advisor could help residents budget and manage their finances effectively. Additionally, with many Lake Success residents working in high-paying jobs and owning businesses, a financial advisor could assist in creating investment strategies to grow their wealth. Furthermore, with the recent changes in tax laws, a financial advisor could help residents optimize their tax planning and ensure they are taking advantage of all available deductions. Overall, a financial advisor could provide invaluable support to Lake Success residents in navigating the complex world of personal finance and achieving their financial goals.

Mortgage Loan Officer

Residents of Lake Success, NY can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in securing a mortgage loan to purchase a home in Lake Success, which is a highly sought-after neighborhood due to its proximity to New York City and its excellent schools. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. Furthermore, a mortgage loan officer can provide guidance and advice on the various types of mortgage loans available and help residents choose the best option for their unique financial situation. With the help of a mortgage loan officer, residents of Lake Success can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Lake Success, NY can greatly benefit from the services of a tax advisor in a number of ways. For one, a tax advisor can help them navigate the complex tax laws and regulations in New York State and ensure that they are in compliance with all applicable tax codes. Additionally, a tax advisor can help residents of Lake Success maximize their tax savings by identifying deductions and credits they may be eligible for. For example, Lake Success residents who own property may be eligible for certain property tax exemptions that a tax advisor can help them take advantage of. Finally, a tax advisor can provide valuable advice and guidance on financial planning and investment strategies to help residents of Lake Success achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Lake Success, NY can greatly benefit from the services of an estate planning lawyer. With a high median household income and property values, many residents have significant assets that need to be protected and distributed according to their wishes. An estate planning lawyer can help residents create a comprehensive plan that includes wills, trusts, and other legal documents to ensure that their assets are distributed as intended. Additionally, with the diverse population in Lake Success, an estate planning lawyer can help navigate any unique cultural or religious considerations that may impact the planning process. Overall, an estate planning lawyer can provide peace of mind for residents of Lake Success, knowing that their assets and wishes will be protected and honored.

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