Best Financial Advisors in Lake Placid, NY

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Lake Placid, NY Fiduciary Financial Advisors

Keyes Financial Services
SEC File# 801-111055
CRD# 158043
Location 12 Morningside Dr, Lake Placid, NY 12946, USA
Fiorile Financial Advisory Group
Location 126 Kiwassa Rd, Saranac Lake, NY 12983, USA
Phone (518) 891-3290
Long Run Wealth Advisors , LLC
SEC File# 801-119953
CRD# 311415

5 out of 5

Location 55 Barn Rd, Lake Placid, NY 12946, USA
Phone (518) 523-8050
Legacy Wealth Planning Group - Ameriprise Financial Services, LLC
Location 13036 NYS, State Hwy 9N, Jay, NY 12941, USA
Phone (518) 280-4867
Raymond James Financial Services
Location 43 Durkee St, Plattsburgh, NY 12901, USA
Phone (518) 563-7537
Lomanto Provost Financial Advisors

5 out of 5

Location 121 Bridge St Suite 101, Plattsburgh, NY 12901, USA
Phone (518) 324-3005
West Bay Financial Group LLC
Location 53 Court St, Plattsburgh, NY 12901, USA
Phone (518) 561-9674
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About Lake Placid, NY

Lake Placid is a village in the Adirondack Park, located in Essex County, New York. The village was named after the lake that lies partially within its boundaries. As of the 2010 census, the population was 2,521. Major employers in Lake Placid include the United States Olympic Committee and Whiteface Mountain ski resort. The two main highways in Lake Placid are NY-186 and NY-73; major streets include Main Street, Mirror Lake Drive, and River Road. There are several neighborhoods in Lake Placid, including North Elba, Downtown, Olympic Village, and West End.

Where Certified Financial Advisors in Lake Placid, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lake Placid, NY can avail a range of banking services from their local banks. These services include savings and checking accounts, loans, mortgages, and other investment options. In addition to these basic services, many banks also offer online banking and mobile banking for convenience. Residents can also visit their local branches to take care of transactions in person.

Insurance Broker

Lake Placid, NY residents can find help and advice on insurance policies from local brokers. These professionals are licensed and experienced in helping people find the right coverage for their needs. They can also provide support and assistance when it comes to making a claim.

Retirement Planning

Lake Placid, NY residents looking for financial help with their retirement planning can find assistance from local financial advisors. These professionals can work with individuals and families to create a plan that will meet their needs both now and in the future. Financial advisors can provide advice on saving for retirement, investing for retirement, and other money-related topics. Residents of Lake Placid should consider meeting with a financial advisor to discuss their options and get started on the path to a secure retirement.

Wealth Management

Lake Placid, NY is a popular tourist destination, known for its natural beauty and as the home of the 1932 and 1980 Winter Olympic Games. The village also has a thriving local economy, with businesses in retail, hospitality, real estate and construction.But like all small towns, Lake Placid is vulnerable to economic downturns. A recent study by the National Bureau of Economic Research found that when a county's median income falls below $75,000 per year, it can expect a significant decline in entrepreneurship.That's where wealth management comes in. Wealth management is a process that helps people make the most of their money by developing and implementing a personalized plan that meets their unique needs. It can help Lake Placid residents protect their assets during difficult times and ensure they have enough money to live comfortably no matter what happens.

Estate Planning Lawyer

Lake Placid, NY residents can benefit from the help of an estate planning lawyer in order to make sure their assets are distributed in the way they want after they die. An estate planning lawyer can also help residents create a will and set up trusts, both of which can be helpful in ensuring that your loved ones are taken care of after you're gone. If you're interested in learning more about how an estate planning lawyer can help you, please contact us today.

Mortgage Loan Officer

Mortgage loan officers can help Lake Placid, NY residents by providing them with the best mortgage products and services available. They can also advise residents on the right time to refinance their mortgages, and can help them find the best deals on home loans. In addition, mortgage loan officers can provide information on government-sponsored programs that offer assistance to homeowners in need.

Tax Services

Residents of Lake Placid, NY can benefit from the expertise of tax accountants to help them save money on their taxes. Tax accountants are knowledgeable in the latest tax laws and can help residents take advantage of all the deductions and credits available to them. In addition, tax accountants can help taxpayers file their returns accurately and on time, which can prevent costly penalties and interest payments.


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