Best Financial Advisors in Uniondale, NY

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Uniondale, NY Fiduciary Financial Advisors

Robert Armieri - Ameriprise Financial Services, LLC
Location 333 Earle Ovington Blvd Suite 903, Uniondale, NY 11553, USA
Phone (516) 479-5824
Empire Wealth Strategies
Location 333 Earle Ovington Blvd Suite 402, Uniondale, NY 11553, USA
Phone (516) 394-2537
Financial Advisors in Uniondale, NY

Where Certified Financial Advisors in Uniondale, NY Serve

Uniondale is a hamlet and census-designated place (CDP) in Nassau County, New York, United States. The population was 24,486 at the 2010 census. Uniondale is located on Long Island, in the Town of Hempstead. Uniondale is bordered to the east by the Town of East Meadow, to the north by the Town of North Hempstead, to the west by the Village of Garden City South, and to the south by the Town of Hempstead. Uniondale is served by the Uniondale Union Free School District and Holy Trinity Diocesan High School. Major highways in Uniondale include NY Route 24 (Hempstead Turnpike), NY Route 106 (Newbridge Road), and NY Route 107 (Merrick Road). Major streets in Uniondale include Gaynor Avenue, Front Street, and Wellwood Avenue. Some landmarks in Uniondale include Mitchel Athletic Complex, Eisenhower Park, and Nassau Veterans Memorial Coliseum. Some notable employers in Uniondale include Hofstra University, Northwell Health, and Sears Holdings Corporation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Uniondale, NY provide a variety of services to help residents manage their money. These services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer online banking and mobile banking to make it easy for customers to access their accounts from anywhere. In addition, banks provide financial education programs to help customers make wise financial decisions.

Insurance Broker

Residents of Uniondale, NY can benefit from working with an insurance broker. An insurance broker can help residents compare rates and find the best coverage for their needs. Brokers are experts in the field of insurance and can help residents understand their options and make the best choices for their families. Residents of Uniondale, NY should consider working with a broker to get the best coverage at the best price.

Retirement Planning

Financial advisors can help Uniondale, NY residents with retirement planning in a number of ways. For one, they can provide guidance on how much money to save each month, and recommend specific investments that will offer the best chance for growth. Advisors can also help retirees stay on track with their plan, by providing periodic reviews and adjusting their investment portfolio as needed. In addition, advisors can act as a sounding board for retirees who are concerned about making the right choices for their future. By working closely with a financial advisor, Uniondale residents can be confident that they are taking the necessary steps to secure a comfortable retirement.

Wealth Management

Uniondale, NY is a town in Nassau County, New York. It is located on Long Island and is considered part of the Greater New York metropolitan area. As of the 2010 census, the population was 24,932. The median income for a household in the town was $85,711, and the median income for a family was $100,001. Uniondale is known for its diversity and strong community spirit. However, with a growing population comes increased demands on municipal resources. That's where wealth management can help. Wealth management services provide an efficient way to manage finances and invest money so that it can grow over time while meeting specific goals. This can be especially helpful for Uniondale residents who want to protect their assets and ensure that they have enough money to live comfortably now and into the future.

Estate Planning Lawyer

Estate planning lawyers can help Uniondale, NY residents protect their assets and plan for the future. A good estate planner can work with you to create a will, power of attorney, and healthcare directive that will ensure your wishes are carried out after you die. They can also help you set up trusts and other mechanisms to protect your assets from creditors and predators. If you live in Uniondale, NY and need estate planning services, contact an experienced lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Uniondale, NY can help residents with a variety of financial needs. Residents can work with mortgage loan officers to get a home loan, refinance an existing mortgage, or take out a home equity line of credit. Mortgage loan officers can also help residents find the best rates and terms for their mortgages.

Tax Services

Residents of Uniondale, NY can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and file their returns correctly. Residents should choose an accountant who is familiar with the tax laws in Uniondale and the surrounding area.


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