Best Financial Advisors in Holbrook, NY

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List of Firms

Holbrook, NY Fiduciary Financial Advisors

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Paragon Financial Group
5 out of 5
Location 4250 Veterans Memorial Hwy #420e, Holbrook, NY 11741, USA
Phone (631) 425-1111
Directions
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Public Financial Management
Location 1 Corporate Dr # 101, Bohemia, NY 11716, USA
Phone (631) 467-0200
Directions
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ING Financial Partners
Location 1121 Lincoln Ave #27, Holbrook, NY 11741, USA
Phone (631) 750-5018
Directions
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Ehli & Associates Wealth Management
Location 640 Johnson Ave Ste 202, Bohemia, NY 11716, USA
Phone (631) 319-6777
Directions
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Donna Heiserer - Thrivent
Location 30 David Ln, Lake Ronkonkoma, NY 11779, USA
Phone (631) 467-5640
Directions
Financial Advisors in Holbrook, NY

Where Certified Financial Advisors in Holbrook, NY Serve

Holbrook, NY is a vibrant town in Suffolk County, Long Island, that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Holbrook Country Club to the bustling Sunrise Highway, this town is full of life and energy. Some of the top employers in the area include the Brookhaven Memorial Hospital Medical Center, the Sachem Central School District, and the Hauppauge Industrial Park. Major highways such as the Long Island Expressway and the Southern State Parkway run through the town, making it easy to get around. Neighborhoods in Holbrook include the beautiful and serene Holbrook Estates, the family-friendly Waverly Park, and the lively and bustling Ronkonkoma Avenue. With so much to see and do, Holbrook is the perfect place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Holbrook, NY can benefit from the expertise of a financial advisor in numerous ways. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that aligns with their clients' goals and objectives. This is especially important in Holbrook, NY, where the cost of living is higher than the national average, making it essential for residents to have a solid financial plan in place. A financial advisor can also provide guidance on retirement planning, investment strategies, tax planning, and estate planning. By working with a financial advisor, residents of Holbrook, NY can gain peace of mind knowing that their financial future is secure, and they have a roadmap to achieve their financial goals.

Insurance Broker

Residents of Holbrook, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for their clients. In Holbrook, NY, where the population is primarily made up of families and middle-aged individuals, an insurance broker can help find policies that cater to their specific needs. For example, they can help find affordable health insurance plans that cover pre-existing conditions and offer comprehensive coverage for families. Additionally, an insurance broker can help residents of Holbrook, NY navigate the complex world of insurance by explaining the different types of policies and coverage options available to them. By doing so, they can help residents make informed decisions about their insurance needs and ensure they are adequately covered in case of an emergency.

Retirement Planning

Residents of Holbrook, NY would greatly benefit from the services of a retirement planner. With a median age of 43 and a median household income of $97,000, many individuals and families in Holbrook are likely beginning to plan for their retirement years. A retirement planner can assist in creating a personalized financial plan that takes into account their unique circumstances, such as their current savings, investments, and anticipated expenses. Additionally, a retirement planner can provide guidance on tax strategies, estate planning, and Social Security benefits. With the help of a retirement planner, residents of Holbrook can feel confident and prepared for their future financial needs.

Wealth Management

Residents of Holbrook, NY could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. With Holbrook being a small town on Long Island, many residents may have similar financial concerns, such as saving for retirement or paying for their children's education. A wealth manager can provide guidance on investment strategies, tax planning, and risk management to help residents achieve their financial goals and secure their financial future. Additionally, a wealth manager can provide ongoing support and advice to help residents navigate any financial challenges that may arise.

Mortgage Loan Officer

Residents of Holbrook, NY would greatly benefit from the services of a mortgage loan officer. One specific way that a loan officer could help is by assisting residents in finding a mortgage that fits their unique financial situation. With the median home value in Holbrook being $416,000, many residents may require a mortgage to purchase a home. A loan officer can help residents navigate the often confusing and complex world of mortgages, ensuring that they understand the terms and conditions of their loan. Additionally, a loan officer can help residents secure the best possible interest rate, potentially saving them thousands of dollars over the course of their loan. Overall, a mortgage loan officer can be a valuable resource for residents of Holbrook, NY looking to purchase a home.

Tax Services

Residents of Holbrook, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This is especially important in Holbrook, NY where there are many small businesses and self-employed individuals who may need guidance on how to minimize their tax liabilities and maximize their deductions. Additionally, with the high cost of living in Holbrook, NY, a tax advisor can help residents navigate the complex tax laws and ensure that they are taking full advantage of any available tax credits or deductions. Overall, a tax advisor can provide invaluable advice and support to residents of Holbrook, NY, helping them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Holbrook, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Holbrook, a tight-knit community where families often have deep roots and close relationships. An estate planning lawyer can also help residents with other important tasks, such as creating a power of attorney, establishing a trust, and minimizing tax liabilities. By working with a knowledgeable and experienced attorney, residents of Holbrook can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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