Best Financial Advisors in Mahopac, NY

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Mahopac, NY Fiduciary Financial Advisors

Weiss Financial Group
SEC File# 801-72871
CRD# 159331
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
Language http://www.weiss-financial.com/
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
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Edward Jones - Financial Advisor: Tom Casey, ChFC®|CEPA®|AAMS™
SEC File# 801-3297
CRD# 250
Location 163 US-6, Mahopac, NY 10541, USA
Phone (845) 621-8647
Language https://www.edwardjones.com/us-en/financial-advisor/thomas-casey
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Spano Advisory Services, Inc.
5 out of 5
Location 960 US-6, Mahopac, NY 10541, USA
Phone (845) 621-1870
Language http://spanoadvisory.com/
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Financial Advisors in Mahopac, NY

Where Certified Financial Advisors in Mahopac, NY Serve

Mahopac, NY is a bustling town located in Putnam County, New York, that boasts a rich history and an array of landmarks that are worth exploring. The town is home to several top employers, including the Mahopac Central School District, Putnam Hospital Center, and the town government. Major highways and streets in the area include Route 6, Route 6N, and Route 52, providing easy access to neighboring towns and cities. The town is divided into several distinct neighborhoods, each with its own unique charm and character, including Lake Mahopac, Mahopac Falls, and Mahopac Point. Some of the most popular landmarks in the area include the Mahopac Public Library, the Putnam County Golf Course, and the Mahopac Marina. Whether you're a history buff, an outdoor enthusiast, or simply looking for a charming place to call home, Mahopac, NY has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mahopac, NY could benefit greatly from the guidance of a financial advisor. Mahopac is a tight-knit community that values family and community involvement. A financial advisor could assist residents in creating a personalized financial plan that aligns with their values and goals. For example, with the high cost of living in the area, a financial advisor could help families create a budget and savings plan that allows them to balance their expenses while still being able to participate in community events and activities. Additionally, with the prevalence of small businesses in Mahopac, a financial advisor could provide valuable insight on how to manage finances and grow their business. Overall, a financial advisor could provide residents of Mahopac with the tools and resources they need to achieve financial stability and success.

Insurance Broker

Residents of Mahopac, NY can benefit greatly from the services of an insurance broker. With its proximity to the city, Mahopac residents may face unique risks and challenges that require specialized insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their needs. For example, Mahopac is located near several bodies of water, which can increase the risk of flooding. An insurance broker can help residents find flood insurance to protect their homes and belongings. Additionally, with many residents commuting to work, an insurance broker can assist with finding affordable and comprehensive auto insurance. By working with an insurance broker, Mahopac residents can have peace of mind knowing they are protected in the event of unexpected accidents or disasters.

Retirement Planning

Residents of Mahopac, NY can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by developing a personalized retirement plan that takes into account their specific financial situation and retirement goals. With the cost of living in Mahopac being higher than the national average, it is important to have a retirement plan that accounts for this. A retirement planner can also help residents navigate the complex world of retirement savings options such as 401(k) plans and IRAs, and provide guidance on investment strategies that can help them achieve their retirement goals. Additionally, a retirement planner can help residents with estate planning, including creating a will and establishing trusts, to ensure that their assets are distributed according to their wishes. Overall, a retirement planner can provide invaluable assistance to residents of Mahopac, NY in planning for a financially secure retirement.

Wealth Management

Residents of Mahopac, NY could benefit from the expertise of a wealth manager in a variety of ways. For example, a wealth manager could help residents navigate the unique financial landscape of Mahopac, which is known for its high cost of living and affluent population. With their extensive knowledge of investment strategies and financial planning, a wealth manager could help residents make smart decisions about their money and maximize their wealth. Additionally, a wealth manager could provide valuable guidance on estate planning and tax strategies, helping residents to protect their assets and minimize their tax burden. Overall, a wealth manager could be an invaluable resource for residents of Mahopac looking to build and preserve their wealth for the long term.

Mortgage Loan Officer

Residents of Mahopac, NY can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without assistance. A loan officer can help residents navigate the complex process of obtaining a mortgage, from determining the best loan options to completing the necessary paperwork. In Mahopac, NY specifically, a loan officer can also provide valuable insight into the local real estate market and help residents find homes that fit their budget and lifestyle. Additionally, a loan officer can assist with refinancing existing mortgages, which can help residents save money on their monthly payments and free up funds for other expenses. Overall, a mortgage loan officer can be an invaluable resource for residents of Mahopac, NY looking to buy or refinance a home.

Tax Services

Residents of Mahopac, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is through tax planning, where the advisor can help them identify deductions and credits that can reduce their tax liability. Additionally, a tax advisor can assist residents with tax preparation, ensuring that they comply with all tax laws and regulations. This is especially important in Mahopac, NY, where residents may face unique tax challenges due to the town's location in Putnam County. A tax advisor can also provide guidance on estate planning and help residents minimize their tax burden when transferring assets to their heirs. Overall, a tax advisor can be an invaluable resource for Mahopac, NY residents looking to navigate the complex world of taxation.

Estate Planning Lawyer

Residents of Mahopac, NY can benefit greatly from the services of an estate planning lawyer. Mahopac is a small, tight-knit community where many families have lived for generations. As a result, there are often complex family dynamics and relationships that need to be taken into account when planning an estate. An estate planning lawyer can help residents of Mahopac navigate these complexities and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Mahopac minimize their tax liability and protect their assets from potential creditors. By working with an estate planning lawyer, residents of Mahopac can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Mahopac, NY

A financial advisor in Mahopac, NY can provide a range of financial advising services to individuals and businesses alike. Some of the specific services that they can offer include retirement planning, investment management, tax planning, estate planning, and risk management. With Mahopac's proximity to New York City, financial advisors in the area are well-versed in navigating complex financial markets and can help clients make informed decisions about their investments. Additionally, Mahopac is home to many small businesses, and financial advisors can provide valuable guidance on cash flow management, budgeting, and financing options. With the ever-changing financial landscape, having a trusted financial advisor in Mahopac, NY can provide peace of mind and help clients achieve their financial goals.

Mahopac, NY is undoubtedly the best place to get financial advising. This small town nestled in Putnam County boasts a thriving community of financial experts who are dedicated to providing top-notch services to their clients. One of the most remarkable things about Mahopac is its unique blend of modernity and tradition. While the town has embraced modern technologies and techniques in finance, it has also retained its traditional values, which are evident in the way its financial advisors interact with clients. The financial advisors in Mahopac are not just knowledgeable and experienced, but they also take the time to understand their clients' unique financial situations. They offer personalized advice and guidance, making sure that their clients have a clear understanding of their financial goals and how to achieve them. With its rich history, diverse community, and exceptional financial advisors, Mahopac, NY is undoubtedly the best place to get financial advising.