Best Financial Advisors in Farmingdale, NY

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Farmingdale, NY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: James P Vafeas
SEC File# 801-3297
CRD# 250
Location 322 Main St, Farmingdale, NY 11735, USA
Phone (516) 454-0591
Financial Advisors in Farmingdale, NY

Where Certified Financial Advisors in Farmingdale, NY Serve

Farmingdale, NY is a vibrant and bustling town located in Nassau County on Long Island. This town is home to several landmarks that are worth mentioning, such as the Republic Airport, the Farmingdale State College, and the Adventureland Amusement Park. The town is also a hub for several top employers, including Telephonics Corporation, the Farmingdale School District, and the Estee Lauder Companies. Major highways such as the Long Island Expressway and the Southern State Parkway run through the town, making it easily accessible to nearby cities. Additionally, the town is comprised of several neighborhoods, including North Farmingdale, South Farmingdale, and Downtown Farmingdale, each with its own unique charm and character. Despite its small size, Farmingdale, NY has much to offer and is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Farmingdale, NY could greatly benefit from the guidance of a financial advisor. With its close proximity to New York City, many residents may be working in high-paying jobs but struggling to manage their finances effectively. A financial advisor can provide personalized advice on budgeting, investing, and retirement planning to help residents achieve their financial goals. Additionally, with the high cost of living in Long Island, a financial advisor can assist residents in finding ways to save money and make the most of their income. For example, they may recommend ways to reduce monthly expenses or suggest investment opportunities that align with the resident's financial objectives. Overall, a financial advisor can provide valuable support to residents of Farmingdale, NY in navigating the complex world of personal finance.

Insurance Broker

Residents of Farmingdale, NY can benefit greatly from the services of an insurance broker. With its proximity to major highways and the Long Island Rail Road, Farmingdale is a vibrant community that is home to many small businesses and families. An insurance broker can help residents find the best coverage for their needs, whether it's for their home, car, or business. They can also provide guidance on how to navigate the complex world of insurance, which can be especially helpful for those who are new to the area or have unique insurance needs. For example, an insurance broker can help a small business owner in Farmingdale find the right coverage for their specific industry, such as liability insurance for a restaurant or workers' compensation insurance for a construction company. By working with an insurance broker, residents of Farmingdale can have peace of mind knowing that they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Farmingdale, NY can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Farmingdale navigate the complex financial landscape of retirement planning. They can assist with creating a personalized retirement plan that takes into account factors such as income, expenses, and lifestyle goals. In addition, a retirement planner can provide guidance on tax-efficient investment strategies and help individuals maximize their retirement savings. With the high cost of living in Farmingdale, NY, it is crucial for residents to have a solid retirement plan in place to ensure a comfortable and secure future. A retirement planner can provide the expertise needed to make informed decisions and achieve financial peace of mind.

Wealth Management

Residents of Farmingdale, NY can benefit greatly from the services of a wealth manager. With its proximity to New York City and Long Island's affluent neighborhoods, Farmingdale has a diverse population with varying financial needs. A wealth manager can assist residents in creating a personalized financial plan that takes into account their unique circumstances, such as the high cost of living in the area. They can help with retirement planning, investment strategies, tax planning, and estate planning, among other services. For example, a wealth manager can help Farmingdale residents navigate the complexities of estate planning, particularly if they own property in the area, which can be subject to high property taxes. Overall, a wealth manager can provide valuable guidance and support to help residents of Farmingdale achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Farmingdale, NY can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents struggle to afford a home without assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. Additionally, Farmingdale is home to many small businesses, and a mortgage loan officer can assist these entrepreneurs in obtaining the financing they need to purchase commercial real estate or expand their operations. With the help of a knowledgeable and experienced mortgage loan officer, residents of Farmingdale can achieve their dreams of homeownership and business success.

Tax Services

Residents of Farmingdale, NY could greatly benefit from the expertise of a tax advisor. With the town's rapidly growing population and diverse economy, there are a multitude of tax implications that residents may not be aware of. For example, Farmingdale is home to many small businesses, which may require specialized tax planning and strategies. Additionally, the town's proximity to New York City can also impact residents' tax situations. A tax advisor can help individuals and businesses navigate these complexities and ensure they are taking advantage of all available deductions and credits. This can ultimately lead to significant savings and a greater peace of mind come tax season.

Estate Planning Lawyer

Residents of Farmingdale, NY can greatly benefit from the services of an estate planning lawyer. One specific way an estate planning lawyer can help is by ensuring that a resident's assets are distributed according to their wishes after they pass away. This is especially important in Farmingdale, NY, where many residents own businesses or have significant assets due to the town's proximity to major cities and transportation hubs. An estate planning lawyer can also assist with drafting wills, creating trusts, and establishing power of attorney, which can provide peace of mind for residents and their families. Overall, an estate planning lawyer can help Farmingdale residents protect their assets and ensure that their loved ones are taken care of in the event of their passing.


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