Best Financial Advisors in Hicksville, NY

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List of Firms

Hicksville, NY Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 161 Levittown Pkwy, Hicksville, NY 11801, USA
Phone (516) 605-2500
Directions
Beacon Financial
Location 911 Police Plaza, Second Floor, Hicksville, NY 11801, USA
Phone (888) 610-2239
Directions
S M Kobin Ltd
Location 50 Walter Ave, Hicksville, NY 11801, USA
Phone (516) 938-1320
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Reynolds Consulting Services Llc
Location 25 Newbridge Rd, Hicksville, NY 11801, USA
Phone (212) 742-1616
Directions
Superior Financial Mgt
Location 181 W Old Country Rd, Hicksville, NY 11801, USA
Phone (516) 938-7780
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PareShah Partners
Location 960 S Broadway suite 115-B, Hicksville, NY 11801, USA
Phone (516) 268-3446
Directions
Financial Associates LLC
Location 500 N Broadway # 107, Jericho, NY 11753, USA
Phone (516) 719-0151
Directions
NASIR FAIZI,CPA PLLC.
5 out of 5
Location 217 Bethpage Rd, Hicksville, NY 11801, USA
Phone (718) 421-3999
Directions
Todd M Stepniewski - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 500 N Broadway Ste 144, Jericho, NY 11753, USA
Phone (516) 797-7590
Directions
A & M Financial Services, LLC
Location 792 Carman Ave, Westbury, NY 11590, USA
Phone (516) 938-5616
Directions
G & G Financial Group
Location 14 George Ave, Hicksville, NY 11801, USA
Phone (516) 605-2190
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Meetee Corporation
5 out of 5
Location 29 Peachtree Ln, Hicksville, NY 11801, USA
Phone (516) 937-0600
Directions
Focus Business Capital
Location 76 N Broadway, Hicksville, NY 11801, USA
Phone (844) 282-8600
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Bristol Financial Services, Inc.
Location 500 N Broadway #238, Jericho, NY 11753, USA
Phone (516) 349-5555
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Virmani CPA
Location 51 N Broadway, Hicksville, NY 11801, USA
Phone (516) 404-2590
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Parliament Financial
Location 366 N Broadway, Jericho, NY 11753, USA
Phone (516) 942-4213
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Parness Financial Services
SEC File# 801-54859
CRD# 23131
Location 380 N Broadway #206, Jericho, NY 11753, USA
Phone (516) 719-6390
Directions
Clearmark Partners, LLC
Location 25 Newbridge Rd #202, Hicksville, NY 11801, USA
Phone (516) 644-5007
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Shastri Advisors, LLC
Location 195 W Nicholai St, Hicksville, NY 11801, USA
Phone (917) 291-5070
Directions
Braj Aggarwal, CPA, P.C. - Tax Accountant & CPA Firm Long Island
5 out of 5
Location 115 N Broadway, Hicksville, NY 11801, USA
Phone (718) 426-4661
Directions
Jason Rogoff - Thrivent
Location 1400 Old Country Rd Ste 413, Westbury, NY 11590, USA
Phone (516) 221-6616
Directions
Robert Bird - RBC Wealth Management Financial Advisor
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2024
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Strategies for Wealth
Location 50 Jericho Quadrangle Ste 301, Jericho, NY 11753, USA
Phone (516) 682-2500
Directions
SBS Wealth Consulting - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-1884
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Executive Financing Group
Location 100 W Nicholai St C, Hicksville, NY 11801, USA
Phone (516) 986-5491
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New York Brokerage Inc
Location 258 S Broadway, Hicksville, NY 11801, USA
Phone (516) 827-5600
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Sk Scans Inc
Location 404 Jerusalem Ave, Hicksville, NY 11801, USA
Phone (516) 390-8951
Directions
Superior Financial Management
Location 410 Jericho Turnpike #203, Jericho, NY 11753, USA
Phone (516) 939-2789
Directions
Financial Advisors in Hicksville, NY

Where Certified Financial Advisors in Hicksville, NY Serve

Hicksville, NY is a bustling suburban town located in Nassau County on Long Island. It is home to a variety of landmarks, including the Broadway Mall, which offers a plethora of shopping and dining options, and the iconic Hicksville Gregory Museum, which showcases the town's rich history. The top employers in the area include the Hicksville Public School District, Nassau University Medical Center, and the New York State Department of Transportation. Major highways and streets, such as the Long Island Expressway and Old Country Road, make it easy to navigate the town and surrounding areas. Hicksville is divided into several neighborhoods, each with its own unique charm and character, including Newbridge Gardens, Woodbury Estates, and Old Bethpage Village. With its convenient location, diverse community, and rich history, Hicksville is a wonderful place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hicksville, NY can benefit greatly from the guidance of a financial advisor. With the cost of living in Nassau County being significantly higher than the national average, many Hicksville residents struggle to make ends meet. A financial advisor can provide assistance with budgeting, debt management, and investment strategies to help residents achieve their financial goals. Additionally, with the high property taxes in Hicksville, a financial advisor can help homeowners navigate the complexities of property tax assessments and appeals. By working with a financial advisor, residents of Hicksville can gain the knowledge and tools they need to secure their financial future in a challenging economic environment.

Insurance Broker

Residents of Hicksville, NY could benefit from an insurance broker in many ways. For starters, an insurance broker can help residents navigate the confusing world of insurance policies, ensuring that they get the coverage they need at a price they can afford. Additionally, an insurance broker can help residents understand the unique risks associated with living in Hicksville, such as flooding and hurricane damage, and recommend policies that provide adequate protection. Furthermore, an insurance broker can assist residents in finding policies that cover specific needs, such as car insurance for those who commute to New York City for work. Overall, an insurance broker can be an invaluable resource for residents of Hicksville, NY, helping them to find the right insurance policies to meet their individual needs and protect them from the unexpected.

Retirement Planning

Residents of Hicksville, NY would greatly benefit from the services of a retirement planner. With a population of over 41,000, many individuals in Hicksville may not have a clear understanding of how to save for retirement or how to invest their money wisely. A retirement planner can help residents create a personalized retirement plan that takes into account their specific financial goals and needs. In addition, a retirement planner can provide guidance on how to navigate the complex world of retirement accounts, such as 401(k)s and IRAs. Given that Hicksville is a suburban community with a mix of blue-collar and white-collar workers, a retirement planner can help individuals from all walks of life prepare for a comfortable retirement.

Wealth Management

Residents of Hicksville, NY can benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager can help them create a comprehensive financial plan that aligns with their long-term goals and objectives. They can also assist in managing their investments, minimizing tax liabilities, and planning for retirement. One specific challenge that residents of Hicksville, NY face is the high cost of living in the area. A wealth manager can help them navigate this challenge by identifying investment opportunities that can generate higher returns, reducing unnecessary expenses, and developing a budget that allows them to maintain their lifestyle while saving for the future. By working with a wealth manager, residents of Hicksville, NY can have peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Hicksville, NY would greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by providing assistance with the home buying process. With the high cost of living in Hicksville, many residents may struggle to afford a home without the help of a mortgage loan. A loan officer can help residents navigate the complex process of securing a mortgage, including finding the best rates and terms for their specific financial situation. Additionally, a loan officer can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the option that best fits their needs. With the help of a mortgage loan officer, residents of Hicksville can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Hicksville, NY can benefit greatly from the services of a tax advisor. With a population of over 41,000 people, many individuals and families in Hicksville may have complex tax situations that require expert guidance. Additionally, the town's proximity to New York City and its high cost of living can make tax planning and preparation even more important. A tax advisor can help residents navigate the various tax laws and regulations, identify deductions and credits, and minimize tax liability. They can also provide advice on retirement planning, estate planning, and other financial matters that can have a significant impact on one's tax situation. Overall, a tax advisor can be a valuable resource for anyone in Hicksville looking to optimize their tax strategy and achieve their financial goals.

Estate Planning Lawyer

Residents of Hicksville, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Hicksville residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important for residents of Hicksville, which is a densely populated area in Nassau County with a high cost of living. An estate plan can help protect their assets from creditors and ensure that their loved ones are taken care of financially. Additionally, an estate planning lawyer can assist Hicksville residents with creating a living will, establishing trusts, and minimizing estate taxes. These services can provide peace of mind and financial security for Hicksville residents and their families.

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