Best Financial Advisors in Medford, NY

We did the hard work of finding trustworthy partners in Medford, NY. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Medford, NY Fiduciary Financial Advisors

A & W Tax Services
Location 59 Apple Ln, Medford, NY 11763, USA
Phone (631) 475-2365
Mark J. Snyder Financial Services, Inc.
SEC File# 801-38888
CRD# 106425
5 out of 5
Location 1733 N Ocean Ave Ste B, Medford, NY 11763, USA
Phone (631) 289-4224
Thomas Pekar
Location 9 Arden Ln, Farmingville, NY 11738, USA
Phone (631) 676-3486
TDC Capital
SEC File# 801-121287
CRD# 117769
Location 8 Alloy Ct, Holtsville, NY 11742, USA
Phone (631) 730-1155
Nuccio Wealth Strategies - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Hendel Wealth Management Group
5 out of 5
Location 95 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 239-3000
david rey financial group
Location 4250 Veterans Memorial Hwy, Holbrook, NY 11741, USA
Phone (800) 717-0604 ext. 110
Financial Advisors in Medford, NY

Where Certified Financial Advisors in Medford, NY Serve

Medford, NY is a suburban town in the greater New York City area. It is located on Long Island, and is bordered by the towns of Patchogue, Brookhaven, Shirley, and Mastic. Major highways in the area include the Long Island Expressway (Interstate 495) and Sunrise Highway. Some of the town's most notable landmarks include the William Floyd Estate (a National Historic Landmark), the Medford Railroad Museum, and the St. John Nepomucene Roman Catholic Church. The town's largest employers are Brookhaven National Lab and Stony Brook University Hospital. The predominant neighborhoods in Medford are Oakdale, Shirley, and Mastic Beach.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Medford, NY can avail a number of services from local banks. These services include savings and checking accounts, mortgages, car loans, and various types of insurance. In addition to these services, many banks offer their customers online banking and mobile banking options. This allows customers to conduct transactions and check account balances from anywhere at any time.

Insurance Broker

Residents of Medford, NY can find great help and advice when it comes to insurance brokers. These professionals can work with you to find the best possible rates and coverage for your needs, whether you are a business or an individual. They will take the time to understand your unique situation and recommend options that fit both your budget and your needs. Plus, by working with a broker, you have someone on your side who is looking out for your best interests, which can be especially important when it comes to something as important as insurance.

Retirement Planning

Financial advisors can help Medford, NY residents with retirement planning in a number of ways. For example, they can help people save for retirement by creating a budget and investment plan that meets the individual's needs. Advisors can also help retirees make the most of their money by finding tax breaks and other financial opportunities specific to retirees. In addition, advisors can provide advice on when to start taking Social Security payments and how to draw down assets in a way that minimizes taxes and maximizes income.

Wealth Management

Medford, NY residents can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest for the future, and protect their assets. In addition, wealth management can help people achieve their financial goals more quickly and easily.

Estate Planning Lawyer

If you're a Medford, NY resident and you're not sure what to do about estate planning, you should contact an estate planning lawyer. Estate planning lawyers can help residents of Medford, NY by creating wills and trusts that will make the process of transferring property after death much easier for loved ones. In addition, estate planning lawyers can also help residents of Medford, NY protect their assets from taxes and creditors.

Mortgage Loan Officer

Mortgage loan officers are in a unique position to help Medford, NY residents get the best home loans possible. There are many different types of mortgages, and each one has its own set of pros and cons. It can be difficult for people who are not familiar with the mortgage industry to understand all of their options and make the best decision for their needs. Mortgage loan officers have the training and experience to help borrowers find the right mortgage for them. They can explain all of the different options, answer any questions borrowers may have, and help them get the best deal possible. Borrowers who work with a mortgage loan officer can be confident that they are making a smart financial decision that will save them money in the long run.

Tax Services

Residents of Medford, NY can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and ensure that they are in compliance with all applicable tax laws. Residents who are looking for a good tax accountant should consider contacting the professionals at ABC Tax Services. ABC Tax Services has years of experience helping taxpayers in Medford, NY file their taxes and claim all available deductions and credits.


FAQs About Personal Financial Advisors in Medford, NY