Best Financial Advisors in Westbury, NY

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List of Firms

Westbury, NY Fiduciary Financial Advisors

Meaghan Joyce - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 513-1600
BBC Financial Services
Location 412 Maple Ave, Westbury, NY 11590, USA
Phone (516) 338-1057
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 764-0951
Personal Asset Strategies, Inc
Location 1600 Stewart Ave #204, Westbury, NY 11590, USA
Phone (516) 248-8811
Dolores Gutierrez Financial Services
Location 455 Newton St, Westbury, NY 11590, USA
Merrill Lynch Wealth Management Advisor Alicia L Ruberti
Location 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, USA
Phone (516) 827-3246
Paul Epstein - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Jericho Turnpike Ste 232, Jericho, NY 11753, USA
Phone (516) 513-1175
Westbury Accounting
Location WESTBURY MEDICAL BUILDING, 530 Old Country Rd, Westbury, NY 11590, USA
Phone (631) 372-6174
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About Westbury, NY

Westbury is a village in Nassau County, New York. It is located on the Island of Long Island and is part of the Town of North Hempstead. The village was incorporated on November 1, 1922. It has a population of about 15,000 people. Some landmarks in Westbury include the Westbury Music Fair, the Westbury Library, and the Old Country Road Historic District. Major employers in Westbury include Hofstra University, Winthrop-University Hospital, and Cablevision. The major highways and streets in Westbury are Route 107, Route 25A, and Old Country Road. The neighborhoods in Westbury include Carle Place, Garden City Park, Mineola, and Roslyn Heights.

Where Certified Financial Advisors in Westbury, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westbury, NY residents have a number of services that banks can provide them. Banks can offer checking and savings accounts, as well as loans for cars or homes. They can also provide credit cards and other financial products to help people manage their money. In addition, banks often have ATMs where people can withdraw cash or deposit checks without having to go into the bank itself.

Insurance Broker

Westbury, NY residents can rely on insurance brokers to help them find the right insurance policy for their needs. Insurance brokers have the knowledge and experience to help Westbury, NY residents find the best possible rates and coverage for their needs. They can also advise Westbury, NY residents on what type of insurance policy is best for them, and help them compare rates from different providers.

Retirement Planning

Westbury, NY residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can provide guidance on how to save for retirement, and they can also help Westbury residents make the most of their 401k and IRA accounts. In addition, financial advisors can offer advice on investment options, and they can help Westbury residents create a plan that will allow them to retire comfortably.

Wealth Management

Westbury, NY residents who are looking for ways to manage their wealth can benefit from working with a wealth management firm. Wealth management firms offer a variety of services, including investment advice, estate planning, and tax planning. By working with a wealth management firm, Westbury residents can get help in making decisions about how to best use their money and protect their assets.

Estate Planning Lawyer

Westbury, NY residents who have an estate plan in place can breathe a little easier, knowing that their loved ones will be taken care of after they're gone. However, even if you don't live in Westbury, NY, it's still a good idea to have an estate plan drawn up by a qualified estate planning lawyer. Here are just a few reasons why: 1) An estate plan can help minimize taxes and other legal fees associated with transferring property after death. 2) An estate plan can help ensure that your assets are distributed according to your wishes, rather than those of the state or federal government. 3) An estate plan can provide peace of mind for you and your loved ones during a difficult time. 4) If you don't have an estate plan in place, the state will make decisions about how your assets are distributed - and these decisions may not reflect your wishes. 5) A qualified estate planning lawyer can help you create a comprehensive plan that addresses all of your needs and concerns.

Mortgage Loan Officer

Mortgage loan officers in Westbury, NY can help residents with a number of services related to mortgages. Residents can rely on mortgage loan officers to help them find the best mortgage for their needs, as well as to provide information about the different types of mortgages available. Mortgage loan officers can also assist residents with the application process and with understanding the terms of their mortgage. In addition, they can help residents stay informed about changes in the mortgage market that could impact their home financing.

Tax Services

Westbury, NY residents who are looking for help with their tax returns can turn to local tax accountants. These professionals can assist taxpayers in preparing and filing their returns, as well as offer advice on how to get the most out of their tax deductions. In addition, tax accountants can help residents stay up-to-date on changes to the tax code that may impact them.

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