Best Financial Advisors in Roslyn Heights, NY

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List of Firms

Roslyn Heights, NY Fiduciary Financial Advisors

Ginsberg Wealth Management LLC
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
Phone (516) 466-7462
Language http://www.ginsbergwealth.com/
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Pathways To Wealth LLC
1 out of 5
Location 106 Schoolhouse Ln, Roslyn Heights, NY 11577, USA
Phone (516) 626-2403
Language http://pathwaystowealth.com/
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Financial Advisors in Roslyn Heights, NY

Where Certified Financial Advisors in Roslyn Heights, NY Serve

Roslyn Heights, NY is a charming suburban community located in Nassau County, Long Island. The town is known for its picturesque streets lined with beautiful homes and lush greenery. One of the most notable landmarks in Roslyn Heights is the historic Bryant Library, which has been serving the community since 1905. Top employers in the area include the North Shore-Long Island Jewish Health System, which operates several hospitals and medical facilities in the region, and the Roslyn Union Free School District, which provides education to local students. Major highways that run through Roslyn Heights include the Long Island Expressway (I-495) and the Northern State Parkway, providing easy access to nearby cities like New York and Brooklyn. The town is also serviced by several major streets, including Roslyn Road and Mineola Avenue. Roslyn Heights is comprised of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Roslyn Heights, NY can benefit greatly from the guidance of a financial advisor. With a median household income of over $135,000, many families in the area have the means to invest and save for the future, but may not have the knowledge or expertise to do so effectively. A financial advisor can help residents create a personalized plan for their financial goals, whether it be saving for retirement, paying off debt, or investing in the stock market. Additionally, with the high cost of living in the area, a financial advisor can help residents manage their expenses and find ways to save money without sacrificing their quality of life. Overall, a financial advisor can provide valuable support and guidance to help residents of Roslyn Heights, NY achieve financial security and peace of mind.

Insurance Broker

Residents of Roslyn Heights, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized insurance solutions that meet the unique needs of Roslyn Heights residents. For example, due to its proximity to the coast, residents may require additional coverage for flood or hurricane damage. An insurance broker can help navigate the complexities of insurance policies and find the best coverage options at the most affordable rates. Additionally, an insurance broker can provide guidance on selecting the right healthcare plan, life insurance policy, or auto insurance coverage to protect residents and their families. By working with an experienced insurance broker, Roslyn Heights residents can have peace of mind knowing they are properly protected against unexpected events.

Retirement Planning

Residents of Roslyn Heights, NY can greatly benefit from the expertise of a retirement planner. With the cost of living being higher in this area compared to other parts of the country, a retirement planner can help residents create a plan that ensures they have enough funds to maintain their lifestyle during retirement. Additionally, Roslyn Heights is known for having a large population of baby boomers who are nearing retirement age. A retirement planner can help these individuals navigate the complex world of retirement planning, including understanding social security benefits, creating a diversified investment portfolio, and developing a tax-efficient withdrawal strategy. By working with a retirement planner, residents of Roslyn Heights can feel confident that they are on track to achieve their retirement goals and live a comfortable life in their golden years.

Wealth Management

Residents of Roslyn Heights, NY would benefit greatly from the services of a wealth manager. With a median household income of over $140,000, many families in Roslyn Heights have significant assets and investments that require careful management and planning. A wealth manager can help these families create a personalized financial plan that takes into account their specific goals and needs, whether it be saving for college tuition, planning for retirement, or minimizing tax liabilities. Additionally, a wealth manager can provide guidance on investment opportunities and help families navigate the complex world of finance. With the help of a knowledgeable and experienced wealth manager, residents of Roslyn Heights can feel confident in their financial future and focus on enjoying all that this vibrant Long Island community has to offer.

Mortgage Loan Officer

Residents of Roslyn Heights, NY could greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a loan for a new home, refinancing an existing mortgage, or consolidating debt. One specific way that residents of Roslyn Heights may benefit from working with a mortgage loan officer is through their knowledge of the local housing market. As a suburb of New York City, Roslyn Heights has a unique real estate market with its own set of challenges and opportunities. A mortgage loan officer who is familiar with the area can help residents navigate the complexities of buying or refinancing a home in this competitive market.

Tax Services

Residents of Roslyn Heights, NY could benefit greatly from the expertise of a tax advisor. One specific way they could be helped is by navigating the complex tax laws surrounding property taxes in Nassau County. With high property values and ever-changing tax assessments, it can be difficult for homeowners in Roslyn Heights to understand their tax bills and ensure they are paying the correct amount. A tax advisor could assist with filing property tax grievances, identifying exemptions, and understanding the impact of recent tax law changes. By working with a tax advisor, residents of Roslyn Heights can feel confident that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Roslyn Heights, NY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting wills, trusts, and other legal documents to ensure that their wishes are carried out. In Roslyn Heights, where the cost of living is higher than the national average, an estate planning lawyer can also help families minimize their tax burden and protect their assets from creditors. Additionally, with a high percentage of residents over the age of 65, an estate planning lawyer can assist with long-term care planning, including Medicaid planning and nursing home placement. Overall, an estate planning lawyer can provide peace of mind for Roslyn Heights residents by ensuring that their assets are protected and their wishes are honored.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Roslyn Heights, NY

A financial advisor in Roslyn Heights, NY can provide a range of financial advising services to help individuals and families achieve their financial goals. With the high cost of living in Roslyn Heights, NY, financial planning is essential to ensure that one can maintain a comfortable lifestyle. A financial advisor can provide services such as retirement planning, investment management, tax planning, and estate planning. They can also help clients navigate the complex world of insurance and select the right policies to protect their assets. Additionally, a financial advisor can provide guidance on college savings plans, which is particularly important in Roslyn Heights, where the cost of higher education is significantly higher than the national average. With the help of a financial advisor, individuals and families in Roslyn Heights can feel confident in their financial future.

Roslyn Heights, NY is undoubtedly the best place to seek financial advising services. Nestled in the heart of Nassau County, this charming hamlet boasts a thriving economy and a plethora of financial institutions that cater to the needs of its residents. What sets Roslyn Heights apart from other places is its unique blend of old-world charm and modern amenities. Its picturesque streets lined with quaint shops and restaurants are a testament to its rich history, while its state-of-the-art financial institutions are a reflection of its forward-thinking mindset. From wealth management to retirement planning, the financial advisors in Roslyn Heights are well-equipped to provide their clients with personalized and comprehensive financial advice. With their expertise and the town's vibrant community, residents can rest assured that their financial future is in good hands.