Best Financial Advisors in Putnam County, NY

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Putnam County, NY Fiduciary Financial Advisors

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

Where Certified Financial Advisors in Putnam County, NY Serve

Putnam County, NY is a picturesque region situated in the Hudson Valley, known for its natural beauty and rich history. The county is home to several landmarks, including the majestic Bear Mountain State Park, the historic Boscobel House and Gardens, and the scenic Hudson Highlands State Park. In terms of top employers, Putnam County boasts a diverse range of businesses, from healthcare providers like Putnam Hospital Center and Hudson Valley Cerebral Palsy Association, to manufacturing companies like Kobayashi Healthcare of America and Standard Iron Works. Major highways and streets that run through Putnam County include the Taconic State Parkway, Route 6, and Route 9, providing easy access to neighboring counties and cities. Putnam County is divided into several neighborhoods, each with its own unique charm and character. These include the charming village of Cold Spring, the bustling town of Carmel, and the idyllic hamlet of Brewster.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Putnam County, NY could greatly benefit from the guidance of a financial advisor. With the county's close proximity to New York City, many residents work in high-paying industries such as finance and healthcare. However, the cost of living in Putnam County can also be quite high, making it crucial for residents to make smart financial decisions. A financial advisor can help residents create a personalized budget, invest in the right stocks or mutual funds, and plan for retirement. Additionally, with many residents owning vacation homes or rental properties in the area, a financial advisor can provide guidance on managing these assets and maximizing their returns. Overall, a financial advisor can provide invaluable assistance to residents of Putnam County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Putnam County, NY can benefit from the services of an insurance broker in a number of ways. One of the most common is by helping them navigate the complex world of health insurance. With the rising cost of healthcare, it can be difficult for many residents to find affordable coverage that meets their needs. An insurance broker can help them compare policies from different providers and find one that fits their budget and provides the coverage they need. Additionally, Putnam County is home to many small businesses, and an insurance broker can help them find the right coverage for their employees. With so many options available, it can be overwhelming to choose the right policy, but an insurance broker can simplify the process and ensure that businesses are protected in the event of an accident or other unforeseen event.

Retirement Planning

Residents of Putnam County, NY can benefit greatly from the services of a retirement planner. With a population of over 98,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, with the high cost of living in Putnam County, NY, a retirement planner can assist residents in creating a comprehensive plan that takes into account their unique financial situation and goals. This may include strategies for managing and maximizing retirement savings, minimizing taxes, and ensuring a steady stream of income in retirement. By working with a retirement planner, residents of Putnam County, NY can feel confident that they are on track to achieve their retirement goals and enjoy a secure financial future.

Wealth Management

Residents of Putnam County, NY could benefit from a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that aligns with their goals and objectives. This is especially important in Putnam County, where the cost of living is relatively high compared to other parts of New York State. A wealth manager can help residents manage their expenses and investments to ensure they are making the most of their money. Secondly, a wealth manager can help residents navigate the complex tax laws in New York State. This is particularly important in Putnam County, where property taxes are among the highest in the country. A wealth manager can help residents minimize their tax burden and maximize their savings. Finally, a wealth manager can provide residents with peace of mind by helping them plan for their future. This includes creating a retirement plan, setting up a trust, and preparing for unexpected events such as medical emergencies or job loss.

Mortgage Loan Officer

Residents of Putnam County, NY can benefit greatly from the services of a mortgage loan officer. These professionals can provide guidance and assistance to those looking to purchase a home in the area, which is known for its beautiful scenery and close proximity to New York City. With the help of a mortgage loan officer, residents can navigate the complex process of securing a mortgage, and ensure that they are getting the best possible terms and rates. Additionally, a mortgage loan officer can help residents understand the unique housing market in Putnam County, which can be quite competitive and challenging for first-time homebuyers. Overall, the expertise and support of a mortgage loan officer can make a significant difference for those looking to buy a home in Putnam County, NY.

Tax Services

Residents of Putnam County, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. For example, residents of Putnam County who own property may be eligible for the STAR exemption, which can result in significant savings on their property taxes. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to New York State, such as the recently implemented SALT deduction cap. By working with a tax advisor, residents of Putnam County can feel confident that they are making informed decisions and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Putnam County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Putnam County, which has a higher than average median home value and a significant number of retirees. An estate planning lawyer can also help residents with other important tasks such as drafting a will, setting up trusts, and planning for incapacity. With the help of a skilled estate planning lawyer, residents of Putnam County can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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FAQs About Personal Financial Advisors in Putnam County, NY