Best Financial Advisors in Roslyn, NY

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List of Firms

Roslyn, NY Fiduciary Financial Advisors

SEC File# 801-80445
CRD# 173363
Location 14 Vanderventer Ave, Port Washington, NY 11050, USA
Phone (516) 869-4025
Directions
SEC File# 801-21607
CRD# 167212
5 out of 5
Location 1 Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 935-1200
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
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SEC File# 801-113663
CRD# 286000
Location 1044 Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 274-9855
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SEC File# 801-62193
CRD# 175112
Location 3 Dakota Dr #310, Lake Success, NY 11042, USA
Phone (516) 487-8220
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MATTHEW D. KLEIN
Location 1010 Northern Blvd #208, Great Neck, NY 11021, USA
Phone (516) 874-5030
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Wealth Advice and Management, LLC
Location 1979 Marcus Ave # 210, New Hyde Park, NY 11042, USA
Phone (516) 622-2220
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Liberta & Milo LLP
5 out of 5
Location 1044 Northern Blvd # 307, Roslyn, NY 11576, USA
Phone (516) 484-7560
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 33 5th Ave, Port Washington, NY 11050, USA
Phone (516) 439-5277
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DiSilvio Wealth Management Group
Location 1055 Franklin Ave Ste 200, Garden City, NY 11530, USA
Phone (516) 916-5164
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David Beck, CPA
5 out of 5
Location 21 Pine Dr S, Roslyn, NY 11576, USA
Phone (267) 263-7557
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OAKFIELD WEALTH MGMT GROUP
Location 1615 Northern Blvd #304, Manhasset, NY 11030, USA
Phone (516) 918-9615
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RGA Investment Advisors LLC
SEC File# 801-121126
CRD# 149171
Location 185 Great Neck Rd Suite 306, Great Neck, NY 11021, USA
Phone (516) 665-1945
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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Star Capital Services
Location 165 Roslyn Rd # 2, Roslyn Heights, NY 11577, USA
Phone (516) 277-2951
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Tenadio Corp
Location 142 Mineola Ave, Roslyn Heights, NY 11577, USA
Phone (631) 390-9045
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Alpha Search Advisory Partners
Location 14 Tower Pl #1, Roslyn, NY 11576, USA
Phone (516) 626-7896
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Goldman Financial Solutions
5 out of 5
Location 8 Maple St #7, Port Washington, NY 11050, USA
Phone (516) 490-8560
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NetSuite & Adaptive Insights Service Provider - Business Solution Partners, NY
5 out of 5
Location 15 Bryant Ave, Roslyn, NY 11576, USA
Phone (516) 609-5000
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howard ginsberg cpa
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
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Wealthco Llc
Location 185 Roslyn Rd # 8, Roslyn Heights, NY 11577, USA
Phone (516) 801-3653
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REFUNDERY
Location 24 Skillman St Suite 201, Roslyn, NY 11576, USA
Phone (888) 386-3379
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STAR AMERICA CAPITAL ADVISORS
Location 2, Roslyn Heights, 165 Roslyn Rd, New York, NY 11572, USA
Phone (516) 882-4100
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Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1399 Franklin Ave Ste 301, Garden City, NY 11530, USA
Phone (516) 248-3900
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F & S Investments Inc
Location 1100 Port Washington Blvd, Port Washington, NY 11050, USA
Phone (516) 767-7500
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Ivico USA Inc
4 out of 5
Location 46 The Birches, Roslyn, NY 11576, USA
Phone (516) 621-2310
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Weinstat & Weinstat
Location 1 Expy Plaza # 112, Roslyn Heights, NY 11577, USA
Phone (516) 277-1280
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NAG ANALYTIX LLC
Location 50 Coolidge Ave, Roslyn Heights, NY 11577, USA
Phone (332) 242-6431
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Jeffrey Blank - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1433 Old Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 625-6671
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J S Business Services LLC
Location 8 Dicks Ln, Roslyn, NY 11576, USA
Phone (516) 621-7159
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York Capital Group inc
Location 1044 Northern Blvd #104, Roslyn, NY 11576, USA
Phone (718) 682-3137
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Eml Resources
Location 30 Harbor Park Dr, Port Washington, NY 11050, USA
Phone (516) 240-6721
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The Pinnacle Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5811
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Steven E Bachmann & Co
Location 142 Mineola Ave # 3C, Roslyn Heights, NY 11577, USA
Phone (516) 484-4130
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642 advising
5 out of 5
Location 2200 Northern Blvd, Greenvale, NY 11548, USA
Phone (516) 873-4649
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Orix Financial Services Inc
Location 6 Valentine Ln, Roslyn, NY 11576, USA
Phone (516) 229-4317
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Michael Stallone - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 513-1600
Time Monday: 10:00 AM – 8:00 PM Tuesday: 9:00 AM – 8:00 PM Wednesday: 10:00 AM – 5:00 PM Thursday: 9:00 AM – 8:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Roslyn Accounting Services
Location 15 Bryant Ave, Roslyn, NY 11576, USA
Phone (516) 801-4477
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Star America
Location 165 Roslyn Rd, Roslyn Heights, NY 11577, USA
Phone (516) 882-4100
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Woodbury Financial Services
SEC File# 801-54905
CRD# 421
5 out of 5
Location 1615 Northern Blvd #304, Manhasset, NY 11030, USA
Phone (516) 918-9616
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Full Cycle Advisors, LLC
4 out of 5
Location 327 Sea Cliff Ave, Sea Cliff, NY 11579, USA
Phone (516) 744-1660
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MetLife's Legacy Advisors
Location 2200 Northern Blvd #200, Greenvale, NY 11548, USA
Phone (516) 686-7232
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CLC Acquisition Corp
Location 55 Lumber Rd, Roslyn, NY 11576, USA
Phone (516) 210-4062
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Northwestern Mutual: Scott Justin Borow
Location 1225 Franklin Ave #300, Garden City, NY 11530, USA
Phone (516) 348-8159
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Tarsh Consulting Accounting and Tax Services
5 out of 5
Location 2 Main St #5, Roslyn, NY 11576, USA
Phone (516) 305-1688
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Great American Financial Services
Location 142 Mineola Ave # 3B, Roslyn Heights, NY 11577, USA
Phone (516) 625-3100
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Financial Advisors in Roslyn, NY

Where Certified Financial Advisors in Roslyn, NY Serve

Roslyn, NY is a quaint village located on the North Shore of Long Island. It is known for its historic landmarks, including the Roslyn Grist Mill, which dates back to the 17th century, and the Bryant Library, a beautiful example of 19th-century architecture. The village is also home to several top employers, such as St. Francis Hospital and the Roslyn Union Free School District. Major highways in the area include the Long Island Expressway and Northern State Parkway, providing easy access to nearby towns and cities. The streets of Roslyn are lined with charming boutiques, restaurants, and cafes, making it a popular destination for both locals and visitors. The village is divided into several neighborhoods, each with its own unique character and charm, including Roslyn Heights, East Hills, and Flower Hill. Whether you're looking for a peaceful retreat or a bustling community, Roslyn has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Roslyn, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized plan to meet their financial goals, whether it be saving for retirement, paying off debt, or investing in the stock market. In Roslyn, NY, where the cost of living is higher than the national average, a financial advisor can provide valuable insights on how to manage expenses and prioritize financial goals. Additionally, a financial advisor can help navigate the complex tax laws in New York and provide advice on how to minimize tax liabilities. Overall, a financial advisor can provide peace of mind and a sense of security for residents of Roslyn, NY as they work towards their financial goals.

Insurance Broker

Residents of Roslyn, 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 guidance on selecting insurance policies that suit the specific needs of individuals and families in Roslyn. With a population of just over 2,700 people, Roslyn is a tight-knit community where everyone knows everyone else's business. This means that residents need insurance policies that are tailored to their unique circumstances, whether it's home insurance that covers damage from hurricanes or auto insurance that provides ample protection against accidents on the busy Northern Boulevard. An insurance broker can help Roslyn residents navigate the complex world of insurance policies and ensure that they have the right coverage for their needs.

Retirement Planning

Residents of Roslyn, NY could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Roslyn, where the cost of living is higher than the national average. A retirement planner can help residents navigate the high cost of living in Roslyn and ensure that they have enough money saved to maintain their standard of living in retirement. Additionally, a retirement planner can help residents choose the right investment strategies to maximize their savings and minimize their tax burden. Overall, a retirement planner can provide peace of mind and financial security to residents of Roslyn, NY.

Wealth Management

Residents of Roslyn, NY can benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Roslyn to create a comprehensive financial plan that takes into account their unique needs and goals. This can include managing investments, creating a retirement plan, and developing a strategy for saving for college or other major expenses. Additionally, a wealth manager can provide guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are protected for future generations. With its high cost of living and proximity to New York City, Roslyn presents unique financial challenges that can be addressed with the help of a skilled wealth manager.

Mortgage Loan Officer

Residents of Roslyn, NY would greatly benefit from the services of a mortgage loan officer. With the high cost of living in the area, many residents struggle to afford a home without assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, providing guidance on the different types of loans available, interest rates, and repayment options. Additionally, a loan officer can assist residents in finding the best loan for their unique financial situation, taking into account factors such as credit score, income, and debt-to-income ratio. With the help of a mortgage loan officer, residents of Roslyn, NY can achieve their dream of home ownership and secure a stable future for themselves and their families.

Tax Services

Residents of Roslyn, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Roslyn residents is by providing guidance on how to minimize their tax liability. With the high cost of living in Roslyn, it's important to take advantage of every opportunity to save money. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may be eligible for. Additionally, a tax advisor can help Roslyn residents stay compliant with tax laws and regulations, which can help them avoid costly penalties and fines. Overall, a tax advisor can provide invaluable support to Roslyn residents, helping them make informed decisions about their finances and save money in the process.

Estate Planning Lawyer

Residents of Roslyn, NY can benefit greatly from the expertise of an estate planning lawyer. A common way that an estate planning lawyer can assist residents of Roslyn is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Roslyn, where property values are high and many residents have substantial assets. Additionally, an estate planning lawyer can help Roslyn residents minimize tax liabilities and protect their assets from creditors. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Roslyn as they navigate the complex and often confusing world of estate planning.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Roslyn, NY