Best Financial Advisors in Putnam County, NY

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Putnam County, 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
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
Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC
Location 568 N Main St Ste 204, Brewster, NY 10509, USA
Phone (845) 363-1666
Edward Jones - Financial Advisor: Tom Casey, ChFC®|CEPA®|AAMS™
Location 163 US-6, Mahopac, NY 10541, USA
Phone (845) 621-8647
Edward Jones - Financial Advisor: Liang Wang
Location 163 US-6, Mahopac, NY 10541, USA
Phone (845) 621-8647
The Birch Lange Group of Raymond James
Location 341 US-202, Somers, NY 10589, USA
Phone (914) 276-2475
Magnolia Capital Management Ltd
Location 145 Main St, Cold Spring, NY 10516, USA
Phone (845) 809-5259
Edward Jones - Financial Advisor: Michael O'Donovan
5 out of 5
Location 247 NY-100 Suite 200, Somers, NY 10589, USA
Phone (914) 401-9218
First Command Financial Advisor - Mike Regan
Location 273 Main St, Highland Falls, NY 10928, USA
Phone (845) 534-9568
John Maceranka - The Windmill Group Inc
Location 253 US-202, Somers, NY 10589, USA
Phone (914) 277-2700
Focused Wealth Management
SEC File# 801-71860
CRD# 154828
5 out of 5
Location 11 Old Balmville Rd, Newburgh, NY 12550, USA
Phone (845) 691-4035
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 259 NY-52, Carmel Hamlet, NY 10512, USA
Phone (845) 225-1822
Northern Westchester Financial Services
Location 2649 Strang Blvd # 104, Yorktown Heights, NY 10598, USA
Phone (914) 514-5000
Cetera Investors
Location 60 Merritt Blvd #201, Fishkill, NY 12524, USA
Phone (845) 561-3489
Financial Advisors in Putnam County, NY

Where Certified Financial Advisors in Putnam County, NY Serve

Putnam County is a county located in the U.S. state of New York. The county has a population of 97,716 as of the 2010 census. The county seat is Carmel. Some major landmarks in Putnam County include the Philipse Manor Hall, the Garrison Art Center, and the Anthony Wayne Statue. The top employers in Putnam County are IBM, PepsiCo, and Mastercard. Major highways and streets in Putnam County include Route 6, Route 52, and Route 301. Some neighborhoods in Putnam County include Kent Cliffs, Philipse Manor, and Mahopac.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Putnam County, NY offer a wide variety of services to their customers. Some of these services include checking and savings accounts, home mortgages, car loans, and credit cards. Many banks also offer online banking and mobile banking, which allow customers to access their account information from anywhere at any time. Banks in Putnam County are also equipped to handle a wide variety of transactions, including wire transfers, cash advances, and foreign currency exchanges.

Insurance Broker

Residents of Putnam County, NY can rely on insurance brokers to help them find the best possible policies for their needs. Insurance brokers are knowledgeable about the different types of insurance available, and they can help residents compare rates and choose the right policy. Additionally, insurance brokers can assist residents in filing claims and helping them to understand their policies.

Retirement Planning

Putnam County, NY residents who are looking for help with retirement planning can find a wealth of resources and financial advisors available to them. Financial advisors can help residents create a plan that will allow them to retire with the income they need and the lifestyle they desire. In addition, by working with a financial advisor, Putnam County residents can be sure that their money is invested in a way that will provide them with the greatest return on their investment.

Wealth Management

Putnam County, NY residents looking for ways to grow their wealth and protect their assets can benefit from working with a wealth management firm. Wealth management firms offer a variety of services, including investment planning, estate planning, and retirement planning. They can help you make the most of your money and ensure that your finances are in order no matter what happens in the market.

Estate Planning Lawyer

Estate planning lawyers can help Putnam County, 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 lawyers can help make the process of transferring property much easier for survivors. Additionally, estate planning lawyers can advise clients on how to reduce their tax liability and plan for long-term care needs.

Mortgage Loan Officer

Mortgage loan officers in Putnam County, NY can help residents by providing them with the best possible rates and terms for their home loans. They can also offer advice on which type of mortgage is best for each individual, and they can help residents to understand all the paperwork involved in getting a mortgage. In addition, mortgage loan officers can assist residents who are having difficulty making their monthly payments, and they can work with them to find a solution that will keep them in their homes.

Tax Services

Putnam County, NY residents can benefit from the services of a tax accountant in many ways. For one, tax accountants can help residents stay up to date on changes to the tax code and how they may impact their personal finances. In addition, tax accountants can help residents file their taxes accurately and on time, ensuring that they receive all of the deductions and credits to which they are entitled. Finally, tax accountants can offer advice on ways to reduce one's taxable income, saving money on taxes.


FAQs About Personal Financial Advisors in Putnam County, NY