Best Financial Advisors in Port Washington, NY

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Port Washington, NY Fiduciary Financial Advisors

Heritage Financial Planning
SEC File# 801-80348
CRD# 131525
Location 45 Sandy Hollow Rd, Port Washington, NY 11050, USA
Phone (516) 767-8177
Kleinman Financial Services Inc
SEC File# 801-79273
CRD# 125950
Location 127 Soundview Dr, Port Washington, NY 11050, USA
Phone (516) 944-3643
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About Port Washington, NY

Welcome to Port Washington, NY! This charming seaside community is located on the north shore of Long Island and is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. Some of the most notable landmarks in Port Washington include the Manhasset Bay Marina, the Regatta Plaza, and the Sunset Park. The town is also home to several major employers, including Northwell Health, Cablevision Systems Corporation, and Pfizer. The town's major highways and streets include Route 107 and Main Street. And finally, the town's neighborhoods include Munsey Park, Sands Point, and Manorhaven.

Where Certified Financial Advisors in Port Washington, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Port Washington, NY have a number of banking services available to them. Banks offer a variety of services that cater to the needs of their customers. Some banks have more features than others, so it is important for residents to do their research before signing up for a bank account. Below are some of the most common services offered by banks.

Insurance Broker

If you live in Port Washington, NY and are looking for insurance, you may want to consider working with a broker. Brokers can help residents find the right type of coverage at the best possible price. They can also provide advice on what policies make the most sense for your needs. If you're not sure where to start, a broker can be a great resource.

Retirement Planning

Financial advisors in Port Washington, NY can help residents with a variety of retirement planning needs. In some cases, an advisor may work with the resident to create a retirement plan that meets their specific needs. In other cases, an advisor may help the resident stick to a pre-existing retirement plan. Regardless of the situation, financial advisors can be a great resource for Port Washington residents when it comes to retirement planning.

Wealth Management

As the saying goes, money can't buy happiness. But it can certainly help to make life a lot more comfortable. If you're looking for ways to improve your quality of life in Port Washington, NY, then wealth management may be a good option for you. Wealth management is all about ensuring that your money is working as hard for you as possible. This can include everything from tax planning and estate planning to investment advice and retirement planning.

Estate Planning Lawyer

Estate planning lawyers can help Port Washington, NY residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help you make sure your property is distributed in the way you want, and that your loved ones are taken care of financially if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Port Washington, NY can help residents with a wide variety of services related to mortgages. They can help residents find the best mortgage rates, compare different types of mortgages, and work through the application process. Mortgage loan officers can also help residents refinance their mortgages and get advice on home buying.

Tax Services

If you live in Port Washington, NY and are looking for help with your taxes, you may want to consider hiring a tax accountant. Tax accountants can help you understand complex tax laws, file your taxes correctly, and claim all the deductions and credits to which you are entitled. They can also represent you before the IRS if you get audited.If you're looking for a qualified tax accountant in Port Washington, NY, please call our office today. We would be happy to discuss your needs and recommend an accountant who would be a good fit for you.


FAQs About Personal Financial Advisors in Port Washington, NY