Best Financial Advisors in Manhasset, NY

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List of Firms

Manhasset, NY Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Tom Linker
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3427
Wellbeing Financial
Location 55 Knickerbocker Rd, Manhasset, NY 11030, USA
Phone (866) 221-6099
Ameriprise Financial
Location 1433 Old Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 723-9801
Morgan Stanley Smith Barney

5 out of 5

Location 600 Northern Blvd # 212, Great Neck, NY 11021, USA
Phone (888) 454-3965
Quan-Vest Consultants Inc
Location 390 Plandome Rd, Manhasset, NY 11030, USA
Phone (516) 365-4619
Ginsberg Wealth Management LLC
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
Phone (516) 466-7462
Bank of America (with Drive-thru ATM)

1 out of 5

Location 240 Plandome Rd, Manhasset, NY 11030, USA
Phone (516) 627-7840
RGA Investment Advisors LLC
SEC File# 801-121126
CRD# 149171
Location 185 Great Neck Rd Suite 306, Great Neck, NY 11021, USA
Phone (516) 665-1945
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About Manhasset, NY

Manhasset is a hamlet and census-designated place located in Nassau County, New York. As of the 2010 census, the population was 8,012. The top employers in Manhasset are Northwell Health, Syosset Central School District, and Catholic Health Services of Long Island. The major highways and streets in Manhasset are the Long Island Expressway, Northern State Parkway, and Jericho Turnpike. The neighborhoods in Manhasset are Plandome Heights, Plandome Manor, Munsey Park, North Hills, Roslyn Estates, Roslyn Harbor, and East Hills.

Where Certified Financial Advisors in Manhasset, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Manhasset, NY residents are no exception. Some of the most popular services banks offer include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. Residents of Manhasset can choose from a variety of banks to find the one that best meets their needs.

Insurance Broker

Residents of Manhasset, NY have a lot to worry about. Between the cold winters and hot summers, it's hard to keep your home comfortable without spending a fortune on energy bills. And that's not to mention the risk of property damage from storms or accidents.That's where insurance brokers come in. They can help you find the right homeowners insurance policy to protect your home and belongings, as well as liability coverage in case someone is injured on your property.

Retirement Planning

Most people in Manhasset, NY know that they need to save for retirement, but many don't know how to go about it or where to start. That's where financial advisors come in. Financial advisors can help Manhasset residents create a retirement plan that fits their needs and their budget. They can also help residents stay on track with their retirement savings goals, and make adjustments as needed along the way.

Wealth Management

Residents of Manhasset, NY can greatly benefit from wealth management services. Wealth management is the process of organizing and managing a family's financial affairs. A wealth manager will help you save money, grow your investments, and protect your assets. If you're looking for a way to secure your financial future, contact a wealth manager today. They can help you create a plan that fits your unique needs and goals.

Estate Planning Lawyer

If you're a Manhasset, NY resident and you haven't yet created an estate plan, you should strongly consider doing so with the help of an estate planning lawyer. Even if you think your net worth is too low to make estate planning worthwhile, or if you don't have any heirs who will inherit your assets when you die, there are still plenty of reasons to create an estate plan. An estate planning lawyer can help Manhasset residents with tasks like creating wills, setting up trusts, and making decisions about medical care in the event that they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Manhasset, NY can help residents by providing them with the best mortgage rates and products available. By working with a loan officer, residents can ensure they are getting the best deal on their mortgage, and can avoid any surprises down the road. Loan officers can also help residents understand all of their mortgage options, so they can make the best decision for their family.

Tax Services

Residents of Manhasset, NY can benefit from the help of a tax accountant in order to make sure they are getting the most out of their tax return. A good tax accountant will be able to guide taxpayers through the complicated process of filing taxes, and will also be up-to-date on all the latest changes to the tax code. Taxpayers who are looking for assistance with their taxes should consider contacting a local tax accountant in Manhasset, NY.


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