Best Financial Advisors in Old Westbury, NY

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Old Westbury, NY Fiduciary Financial Advisors

Westbury Partners
Location 1400 Old Country Rd # 313, Westbury, NY 11590, USA
Phone (516) 333-0218
Edward Jones - Financial Advisor: Danilise Diaz, AAMS™
Location 400 Post Ave Suite 404, Westbury, NY 11590, USA
Phone (516) 333-1042
Statera Wealth Solutions
Location 25 Carle Rd, Westbury, NY 11590, USA
Phone (516) 334-4900 ext. 226
Financial Advisors in Old Westbury, NY

Where Certified Financial Advisors in Old Westbury, NY Serve

Old Westbury, NY is a historic town located in Nassau County, Long Island. It is home to the Old Westbury Gardens estate, which is a National Historic Landmark. Other notable landmarks in Old Westbury include the Old Westbury Post Office and the Temple Beth Sholom synagogue. The top employers in Old Westbury are the Old Westbury Gardens estate, the Nassau County government, and the Temple Beth Sholom synagogue. Major highways and streets in Old Westbury include Long Island Expressway (I-495), Northern State Parkway, and Jericho Turnpike. The neighborhoods in Old Westbury are North Street, South Street, and Centre Street.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

The Old Westbury, NY branch of the Bank of America provides a variety of services to its customers. These services include, but are not limited to: check cashing, wire transfers, and money orders. In addition, the bank also offers a number of different loans, including home equity lines of credit and personal loans. Finally, the Old Westbury location also has a number of different savings accounts and certificates of deposit available for customers.

Insurance Broker

If you live in Old Westbury, NY and are looking for insurance, you may want to consider working with a broker. Brokers can help you compare rates from different companies and find the best coverage for your needs. They can also help you file claims and provide other assistance if needed.

Retirement Planning

Financial advisors can help Old Westbury, NY residents with retirement planning in a number of ways. For example, they can help people to figure out how much money they will need to have saved in order to retire comfortably. They can also help people to invest their money in a way that will provide them with a steady income during retirement. Additionally, financial advisors can offer advice on how to reduce expenses in retirement and how to make the most of Social Security benefits.

Wealth Management

Many people in Old Westbury, NY are looking for a way to manage their wealth effectively. Wealth management can be a great option for those who want to make sure their money is working for them. A professional wealth manager can help you invest your money wisely and make the most of your resources.

Estate Planning Lawyer

If you're an Old Westbury, NY resident and need estate planning services, then you should contact a lawyer who specializes in this area of law. An estate planning lawyer can help you create a will or trust, designate beneficiaries, and more. They can also provide guidance on tax implications and other legal matters related to estate planning. Contacting an estate planning lawyer is the best way to ensure that your assets are distributed according to your wishes after your death.

Mortgage Loan Officer

Mortgage loan officers are in a unique position to help Old Westbury, NY residents. They can provide valuable insight into the mortgage process, and help people find the best mortgage products for their needs. They can also answer questions about the home buying process, and help people understand their options.

Tax Services

Residents of Old Westbury, NY can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money on their taxes and file their returns in a timely manner. Additionally, tax accountants can help residents understand complex tax laws and regulations.


FAQs About Personal Financial Advisors in Old Westbury, NY