Best Financial Advisors in Cold Spring Harbor, NY

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Cold Spring Harbor, NY Fiduciary Financial Advisors

SEC File# 801-73638
CRD# 157053
Location 434 New York Ave, Huntington, NY 11743, USA
Phone (631) 549-4500
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-54859
CRD# 23131
Location 1 Rochester Ct, Huntington, NY 11743, USA
Phone (631) 423-9490
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Beacon Hill Private Wealth Management
SEC File# 801-68893
CRD# 127216
Location 150 Woodbury Rd, Woodbury, NY 11797, USA
Phone (845) 278-8638
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Taglich Brothers, Inc.
SEC File# 801-68376
CRD# 29102
Location 37 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 757-1500
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Agc Financial Services
Location 116 Hillwood Dr, Huntington Station, NY 11746, USA
Phone (631) 421-0797
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Anthony Fusaro - Financial Advisor, Ameriprise Financial Services, LLC
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7353
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Arena Group
Location 23 Green St, Huntington, NY 11743, USA
Phone (631) 673-6653
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Stein Financial Services
Location 50 New York Ave, Huntington, NY 11743, USA
Phone (631) 271-1231
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Apex Financial
Location 22 Oakwood Rd, Huntington, NY 11743, USA
Phone (631) 470-9494
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APB Financial
Location Huntington, NY 11743, USA
Phone (631) 351-0788
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RMP Capital
Location 126 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 926-8703
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Christopher Kuber - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7353
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 33 Walt Whitman Rd, Huntington Station, NY 11746, USA
Phone (631) 547-0500
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Douglas Cerrato - Financial Advisor, Ameriprise Financial Services, LLC
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7354
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Center For Wealth Preservation, LLC
5 out of 5
Location 6800 Jericho Turnpike Suite 202W, Syosset, NY 11791, USA
Phone (516) 364-4203
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Merrill Lynch Wealth Management Advisor Rob Madden
Location 1305 Walt Whitman Rd, Melville, NY 11747, USA
Phone (631) 351-5029
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Financial Advisors in Cold Spring Harbor, NY

Where Certified Financial Advisors in Cold Spring Harbor, NY Serve

Cold Spring Harbor, NY is a quaint village located on the North Shore of Long Island, known for its picturesque scenery and rich history. The village is home to several landmarks, including the Cold Spring Harbor Fish Hatchery and Aquarium, the Whaling Museum, and the Cold Spring Harbor Laboratory, a world-renowned research institution. The top employers in Cold Spring Harbor include the aforementioned Cold Spring Harbor Laboratory, as well as the Cold Spring Harbor School District and various local businesses. Major highways such as the Northern State Parkway and the Long Island Expressway provide easy access to the village, while scenic streets like Main Street and Woodbury Road offer a charming glimpse into the town's history. Cold Spring Harbor is divided into several neighborhoods, each with its own unique character and charm. The Harbor Road area boasts beautiful waterfront properties, while the Village Center is home to quaint shops and restaurants. Other neighborhoods include West Hills, Eagle Dock, and Lloyd Neck, each offering their own distinct lifestyle and amenities.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cold Spring Harbor, NY would greatly benefit from the services of a financial advisor. With its affluent population and high cost of living, many residents may struggle with managing their finances effectively. A financial advisor can provide guidance on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, with the prevalence of waterfront properties in Cold Spring Harbor, a financial advisor can offer expertise on the unique challenges and opportunities that come with owning and managing waterfront real estate. Overall, a financial advisor can provide valuable support and guidance to help residents of Cold Spring Harbor navigate the complexities of their financial lives.

Insurance Broker

Residents of Cold Spring Harbor, NY can greatly benefit from the services of an insurance broker. With its proximity to the water, many residents in this coastal town may be interested in obtaining flood insurance to protect their homes and belongings. An insurance broker can help residents navigate the complex world of flood insurance and find the policy that best suits their needs. Additionally, with the high cost of living in the area, an insurance broker can help residents find affordable health insurance plans and ensure that they are adequately covered in case of a medical emergency. Overall, an insurance broker can provide valuable guidance and support to residents of Cold Spring Harbor, NY in protecting their homes, health, and financial well-being.

Retirement Planning

Residents of Cold Spring Harbor, NY could greatly benefit from the services of a retirement planner in many ways. For example, with the high cost of living in the area, a retirement planner can help residents create a budget and investment plan that will allow them to maintain their standard of living in retirement. Additionally, with many residents working in industries such as finance and healthcare, a retirement planner can provide specialized knowledge and guidance on retirement plans and benefits unique to these fields. Furthermore, with the town's close proximity to New York City, a retirement planner can help residents navigate the complexities of Social Security, Medicare, and other government programs that may be affected by living in a high-cost area. Overall, a retirement planner can provide invaluable assistance to Cold Spring Harbor residents in preparing for a financially secure and comfortable retirement.

Wealth Management

Residents of Cold Spring Harbor, NY could benefit from the assistance of a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. Additionally, a wealth manager can help residents navigate complex financial situations such as estate planning and tax management. In Cold Spring Harbor, where the median home value is over $1 million, a wealth manager can also provide guidance on real estate investments and other high-value assets. Overall, a wealth manager can provide peace of mind and help residents achieve their financial objectives, which is especially important in a community as affluent as Cold Spring Harbor.

Mortgage Loan Officer

Residents of Cold Spring Harbor, NY would greatly benefit from the expertise of a mortgage loan officer. With the town's high property values and desirable location on the North Shore of Long Island, navigating the mortgage process can be daunting. A knowledgeable loan officer can help residents understand their options and find the best mortgage for their unique financial situation. Additionally, with Cold Spring Harbor's proximity to New York City, many residents may be looking to purchase a second home or investment property. A loan officer can assist in securing financing for these types of purchases as well. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Cold Spring Harbor, NY as they navigate the often complex world of home financing.

Tax Services

Residents of Cold Spring Harbor, NY can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help residents of Cold Spring Harbor is by providing guidance on how to navigate the complex tax laws and regulations in New York State. Additionally, a tax advisor can assist residents in maximizing their deductions and minimizing their tax liabilities. For example, residents of Cold Spring Harbor who own waterfront property may be eligible for certain tax breaks related to conservation efforts, and a tax advisor can help them take advantage of these opportunities. Overall, a tax advisor can provide invaluable support and advice to residents of Cold Spring Harbor, helping them to reduce their tax burden and achieve financial stability.

Estate Planning Lawyer

Residents of Cold Spring Harbor, NY can greatly benefit from the services of an estate planning lawyer. Estate planning lawyers can help residents create wills and trusts to ensure their assets are distributed according to their wishes after they pass away. They can also assist with setting up powers of attorney and healthcare directives to ensure that individuals' wishes are respected if they become incapacitated. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Cold Spring Harbor, NY, which can be particularly challenging for high net worth individuals. With the help of an estate planning lawyer, residents of Cold Spring Harbor, NY can have peace of mind knowing that their assets and wishes are protected.

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