Best Financial Advisors in Kings Park, NY

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List of Firms

Kings Park, NY Fiduciary Financial Advisors

Atlantic Financial Group, LLC
SEC File# 801-77304
CRD# 164395
Location 58 New St, Huntington, NY 11743, USA
Phone (631) 425-2500
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 249-6269
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
Main Street Financial Group
5 out of 5
Location 80 E Main St, Kings Park, NY 11754, USA
Phone (631) 269-2300
Financial Advisors in Kings Park, NY

Where Certified Financial Advisors in Kings Park, NY Serve

Kings Park, NY is a charming hamlet located in the heart of Long Island, boasting a rich history and a plethora of landmarks. One of the most notable landmarks is the Kings Park Psychiatric Center, a former mental institution that has since been repurposed as a park and wildlife preserve. The hamlet is also home to the Nissequogue River State Park, which offers stunning views of the Long Island Sound and a variety of outdoor activities. In terms of top employers, Kings Park is home to several major companies, including the Kings Park Central School District, St. Johnland Nursing Center, and the New York State Office of Mental Health. These employers provide job opportunities for residents and contribute to the local economy. Major highways and streets in Kings Park include the Long Island Expressway, Sunken Meadow Parkway, and Main Street. These thoroughfares provide easy access to neighboring towns and cities, making Kings Park a convenient location for commuters.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kings Park, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help residents of Kings Park is by providing guidance on retirement planning. With an aging population in the area, many individuals are looking for ways to ensure that they have enough money to live comfortably in their golden years. A financial advisor can assist with creating a retirement plan that takes into account the unique circumstances of each individual, such as their current assets, income, and expenses. They can also provide advice on investment strategies and help clients navigate the often complex world of retirement accounts and benefits. By working with a financial advisor, residents of Kings Park can feel more confident in their financial future and have peace of mind knowing that they are taking steps to secure their retirement.

Insurance Broker

Residents of Kings Park, NY can benefit from the expertise of an insurance broker in a multitude of ways. For example, an insurance broker can help residents navigate the complex and often confusing world of health insurance, ensuring they have the coverage they need at a price they can afford. Additionally, an insurance broker can help residents protect their homes and personal property by finding the right homeowners or renters insurance policy. In Kings Park, NY, where severe weather events such as hurricanes and Nor'easters are not uncommon, having the right insurance coverage can make all the difference in the aftermath of a natural disaster. Overall, an insurance broker can provide valuable guidance and support to Kings Park residents as they navigate the world of insurance and protect themselves and their families from unforeseen events.

Retirement Planning

Residents of Kings Park, NY could greatly benefit from the assistance of a retirement planner in a number of ways. For example, a retirement planner could help residents navigate the complex world of retirement savings and investments, ensuring that they are making the most of their money and securing their financial future. Additionally, a retirement planner could help residents plan for healthcare costs, which can be particularly high in Kings Park, NY due to the area's relatively high cost of living. By working with a retirement planner, residents could gain peace of mind knowing that they are prepared for whatever the future may bring.

Wealth Management

Residents of Kings Park, NY could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning, which can be especially important for a community with a higher-than-average median age. A wealth manager can help individuals assess their current financial situation, identify their retirement goals, and create a customized plan to achieve those goals. Additionally, Kings Park residents may have unique financial needs related to the area's high cost of living and proximity to New York City. A wealth manager can provide guidance on managing expenses, investing wisely, and protecting assets in the face of potential market volatility. Overall, a wealth manager can help Kings Park residents achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Kings Park, NY would greatly benefit from the assistance of a mortgage loan officer in several ways. Firstly, they can help residents secure a mortgage for their dream home in Kings Park, which is known for its beautiful parks and excellent schools. Additionally, a mortgage loan officer can provide guidance on the different types of mortgages available and help residents choose the best one for their financial situation. They can also assist with refinancing existing mortgages to help residents save money on their monthly payments. With the help of a mortgage loan officer, residents of Kings Park can navigate the complex world of mortgages and make informed decisions about their financial future.

Tax Services

Residents of Kings Park, NY could benefit greatly from the expertise of a tax advisor. One specific way that a tax advisor could help is by providing guidance on local tax laws and regulations. Kings Park is located in the Town of Smithtown, which has its own set of tax laws and procedures that differ from neighboring towns. A tax advisor could assist residents in navigating these unique regulations and ensure that they are in compliance with all local tax requirements. Additionally, a tax advisor could provide assistance with tax planning, preparation, and filing, which can be a daunting task for many individuals. By working with a tax advisor, Kings Park residents can feel confident that they are maximizing their tax benefits and avoiding any potential penalties or fines.

Estate Planning Lawyer

Residents of Kings Park, NY can benefit greatly from the guidance and expertise of an estate planning lawyer. With its close-knit community and strong family values, Kings Park residents understand the importance of securing their assets and planning for the future. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that their clients' wishes are carried out after their passing. Additionally, an estate planning lawyer can help navigate the complex tax laws and regulations that may impact their clients' estates. In a town like Kings Park, where many families have deep roots and strong ties to the community, having a solid estate plan can provide peace of mind and ensure that their legacy is preserved for future generations.


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