Best Financial Advisors in Roslyn Heights, NY

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Roslyn Heights, NY Fiduciary Financial Advisors

Ginsberg Wealth Management LLC
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
Phone (516) 466-7462
Pathways To Wealth LLC

1 out of 5

Location 106 Schoolhouse Ln, Roslyn Heights, NY 11577, USA
Phone (516) 626-2403
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About Roslyn Heights, NY

Roslyn Heights, NY is a small town located in Nassau County on Long Island. The town is home to the Roslyn School District, which is made up of four schools: Roslyn High School, East Hills Middle School, Westbury Middle School, and South Side Elementary School. The town also has a few parks, including Harbor Hill Park, Cherry Lane Park, and Bayville Park. Some of the town's top employers include Northwell Health, Cablevision Systems Corporation, and Newsday. The major highways and streets in Roslyn Heights are the Long Island Expressway (I-495), Northern State Parkway, and Glen Cove Road. The neighborhoods in Roslyn Heights are Roslyn Heights, Bayville, East Hills, and Westbury.

Where Certified Financial Advisors in Roslyn Heights, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community, and they offer a variety of services to their customers. In Roslyn Heights, NY, there are several banks that provide a variety of services to their customers. One bank that is located in Roslyn Heights is Chase. They offer a wide range of products and services such as checking, savings, money market accounts, certificates of deposit (CDs), mortgages, home equity loans, auto loans and credit cards. Another bank located in Roslyn Heights is Bank of America. They also offer a wide range of products and services for their customers such as personal checking accounts which include online banking and mobile banking options, personal savings accounts which include online banking and mobile banking options, CDs with terms from 7 days to 5 years, mortgage products including purchase or refinance mortgages as well as home equity loans or lines of credit.

Insurance Broker

Roslyn Heights, NY residents can find relief from the high cost of insurance premiums by working with a qualified insurance broker. A broker will work with you to find the best policies at the best rates, and can also help you to understand your options and make informed decisions about your coverage. Brokers are knowledgeable about the available plans and providers, and can help you to compare rates and choose the policy that is right for you.

Retirement Planning

Financial advisors can help Roslyn Heights, NY residents with retirement planning by providing expert advice on how to save for retirement and plan for a secure future. Advisors can work with individuals and families to create a customized retirement plan that fits their needs, and they can also offer guidance on investment choices and strategies. Retirement planning is an important task, and financial advisors are the best people to help with it.

Wealth Management

Roslyn Heights, NY residents can benefit from wealth management in a number of ways. Wealth management can help Roslyn Heights residents protect their assets and grow their wealth over time. Wealth managers can provide guidance on investment strategies, tax planning, retirement planning, and more. By working with a wealth manager, Roslyn Heights residents can feel confident that they are making the most of their financial resources.

Estate Planning Lawyer

Estate planning lawyers in Roslyn Heights, NY can help residents protect their property and assets in the event of their death. They can also help residents create wills and trusts, which will make the distribution of property much easier for loved ones in the event of death. In addition, estate planning lawyers can help residents with tax planning and other legal matters related to estate planning.

Mortgage Loan Officer

Mortgage loan officers in Roslyn Heights, NY can help residents get the best deals on their home loans. By shopping around for the best rates and terms, mortgage loan officers can help residents save money on their mortgages and secure the best possible financing for their homes.

Tax Services

Residents of Roslyn Heights, NY can benefit from the services of a tax accountant. Here are three ways in which a tax accountant can help residents save money:1. Tax accountants are experts at finding deductions and credits that Roslyn Heights, NY residents may be eligible for but not aware of. 2. Tax accountants can help residents file their taxes correctly, so that they avoid penalties and interest charges. 3. Tax accountants can offer advice on how to manage one's finances throughout the year, in order to minimize the amount of taxes owed at the end of the year.


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