Best Financial Advisors in Brewster, NY

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Brewster, NY Fiduciary Financial Advisors

Finesco Associates Inc.
5 out of 5
Location 38 Starr Ridge Rd, Brewster, NY 10509, USA
Phone (845) 278-8290
Integrated Financial Partners
Location 16 Mt Ebo Rd S, Brewster, NY 10509, USA
Phone (845) 289-0035
Financial Advisors in Brewster, NY

Where Certified Financial Advisors in Brewster, NY Serve

Brewster, New York is a town in the northeast corner of Putnam County. The population was 8,314 at the 2010 census. Brewster's top employers are Walmart, Chase Bank, and the Putnam Hospital Center. Brewster's major highways are Route 22 and Route 6N. Brewster's neighborhoods include the Hamlet of Brewster, which is the commercial center of the town, and Lake Carmel, which is a community on the shores of Carmel Lake.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Brewster, NY residents have a number of services that banks can provide them. These services include checking and savings accounts, mortgages, car loans, and more. In addition to these services, banks can also provide their customers with helpful advice on financial planning and investing. By choosing the right bank, Brewster residents can get the most out of their money.

Insurance Broker

Brewster, NY residents can benefit from the services of insurance brokers. These professionals can help residents compare and contrast the different policies available, and they can also help residents find the best rates possible. In addition, insurance brokers can assist residents with filing claims and with understanding their policy coverage.

Retirement Planning

Brewster, NY residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help people save for retirement and make the most of their money during this time in their life. Advisors can also provide guidance on investments and other money matters related to retirement.

Wealth Management

Brewster, NY residents looking to manage their wealth can benefit from working with a wealth management firm. Wealth management firms offer a variety of services that can help individuals and families grow their money and protect it from turbulence in the market. Services offered by wealth management firms include investment management, estate planning, risk assessment, and more. By working with a wealth management firm, Brewster residents can feel confident that they are taking the right steps to secure their financial future.

Estate Planning Lawyer

Brewster, NY residents who want to make sure their loved ones are taken care of after they die can work with an estate planning lawyer to create a will or trust. Estate planning lawyers can also help people set up guardianships for their children in case something happens to them, and can advise on tax implications of estate planning decisions.

Mortgage Loan Officer

Mortgage loan officers in Brewster, NY can help residents secure home loans and mortgages. By providing a range of services and working with a variety of lenders, these professionals can assist homeowners in finding the best deals on mortgages. In addition, mortgage loan officers can also provide advice on refinancing, home equity loans, and other types of financing.

Tax Services

Brewster, NY residents can gain a lot of benefits by working with tax accountants. These professionals can help residents understand complex tax laws, file their taxes properly, and maximize their refund potential. In addition, tax accountants can also provide valuable advice on how to save money on taxes throughout the year.


FAQs About Personal Financial Advisors in Brewster, NY