Retirement Planning in Airmont, NY

We did the hard work of finding trustworthy partners in Airmont, NY. Fill out the form to get connected.

Get Help with Planning for Retirement


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Airmont, NY

Ferrigno Financial
5 out of 5
Location 79 E Main St, Washingtonville, NY 10992, USA
Phone (845) 496-5508
Retirement Plan Consulting Group
Location 150 Motor Pkwy #207, Hauppauge, NY 11788, USA
Phone (631) 406-7373
Benet & Associates
Location 89 Madison Ave, Garnerville, NY 10923, USA
Phone (845) 947-2300
SEC File# 801-72134
CRD# 131208
5 out of 5
Location 500 Franklin Turnpike #212, Ramsey, NJ 07446, USA
Phone (201) 447-5850
Ghi, Inc
Location 4 Pine Ct #12, Pomona, NY 10970, USA
Phone (914) 954-9663
Cereus Financial Advisors, LLC
Location 795 Franklin Ave, Franklin Lakes, NJ 07417, USA
Phone (201) 848-6802
Lexington Ave Capital Management Llc
Location 10 Rugby Rd, New City, NY 10956, USA
Phone (845) 708-5306
Stewardship Financial Planning, Inc
Location 90 N Broadway Suite 218, Irvington, NY 10533, USA
Phone (914) 380-1421
Lawrence Rosen - Financial Consultant, Ameriprise Financial Services, LLC
Location 400 Rella Blvd Ste 165, Suffern, NY 10901, USA
Phone (914) 909-6470
Retirement Planning in Airmont, NY

About Airmont, NY for Those Planning to Retire

Airmont, NY is a quaint village located in Rockland County, New York. The village is home to several landmarks, including the Airmont Equestrian Center and the Airmont Woods Nature Preserve, which offers a scenic hiking trail for nature enthusiasts. Top employers in the area include Pfizer, IBM, and Montefiore Nyack Hospital. Major highways that run through Airmont include the New York State Thruway and Route 59. The village is also home to several notable streets, including Cherry Lane and Route 202. Airmont is comprised of several unique neighborhoods, each with its own distinct character and charm, including the Airmont Knolls and the Airmont Woods neighborhoods. Overall, Airmont is a charming village with much to offer its residents and visitors alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Airmont, NY would greatly benefit from the services offered by a bank. With a population of just over 8,000 people, Airmont is a small but thriving community located in Rockland County. One of the most common ways that residents could be helped by a bank is through access to financial resources and guidance. Many people in Airmont may be looking to start a small business or purchase a home, and a bank can provide the necessary financial support to make these dreams a reality. Additionally, a bank can offer a range of other services such as checking and savings accounts, loans, and investment opportunities. With the help of a bank, residents of Airmont can feel confident in their financial future and have the resources they need to achieve their goals.

Insurance Broker

Residents of Airmont, NY can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best coverage options for their unique needs. This is especially important in Airmont, NY, where residents face a range of risks and challenges, such as extreme weather events and high property values. Additionally, an insurance broker can provide valuable advice and support when it comes to filing claims and dealing with insurance companies. By working with an experienced and knowledgeable insurance broker, residents of Airmont, NY can ensure that they have the protection they need to safeguard their homes, businesses, and families.

Wealth Management

A wealth manager can offer a range of services to residents of Airmont, NY, to help them manage their finances effectively. One of the most common ways a wealth manager can assist residents is by providing investment advice. Airmont, NY is a small town with a population of just over 8,000 people, but it is located in one of the wealthiest counties in the United States, Rockland County. As such, many residents of Airmont may have significant assets that they need to manage. A wealth manager can help residents make informed investment decisions and diversify their portfolios to minimize risk. Additionally, a wealth manager can provide tax planning services to help residents minimize their tax liabilities and maximize their after-tax returns. With the complex tax laws in New York State, this can be a valuable service for Airmont residents. Finally, a wealth manager can help residents plan for retirement and other long-term financial goals, ensuring that they have a solid financial plan in place for the future.

Financial Advisor

Residents of Airmont, NY could greatly benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could provide assistance is in navigating the local tax laws and regulations. Airmont, NY has a unique tax structure that can be confusing and overwhelming for many residents. A skilled financial advisor could help residents understand the intricacies of the tax system, identify potential tax savings opportunities, and develop a tax-efficient investment strategy. Additionally, a financial advisor could provide guidance on retirement planning, investment management, and estate planning, helping residents achieve their long-term financial goals. With the help of a knowledgeable financial advisor, residents of Airmont, NY can gain peace of mind knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Airmont, NY can greatly benefit from the assistance of a mortgage loan officer for a variety of reasons. Firstly, with the town's median home value being significantly higher than the national average, many residents may require a mortgage to purchase a home. A mortgage loan officer can guide them through the loan application process, helping them understand the various options available to them and ensuring they secure the best possible interest rates. Additionally, Airmont has a diverse population with many non-native English speakers. A mortgage loan officer who is fluent in multiple languages can assist these residents in navigating the complex and often confusing mortgage application process, ensuring that they fully understand the terms of their loan. Finally, Airmont is located in one of the most expensive regions of the country, and many residents may require assistance in securing a mortgage that is affordable and manageable for their unique financial situation.

Tax Services

Residents of Airmont, NY can benefit from the expertise of a tax advisor in multiple ways. For instance, a tax advisor can assist Airmont residents in navigating the complex tax laws of New York State and the federal government, particularly in the areas of income tax, property tax, and sales tax. Additionally, a tax advisor can help Airmont residents identify tax deductions and credits that they may be eligible for, such as deductions for charitable contributions or credits for energy-efficient home improvements. Furthermore, a tax advisor can provide guidance on tax planning strategies, such as retirement planning, estate planning, and business succession planning, which can help Airmont residents minimize their tax liability and maximize their financial well-being. With Airmont's diverse population and thriving business community, a tax advisor can provide invaluable assistance in navigating the unique tax challenges and opportunities that are specific to this vibrant community.

Estate Planning Lawyer

Airmont, NY residents can benefit from the assistance of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive and legally binding estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Airmont, NY, where the median home value is significantly higher than the national average. Secondly, an estate planning lawyer can assist residents in minimizing estate taxes and protecting their assets from potential creditors. Additionally, an estate planning lawyer can help residents establish trusts, designate beneficiaries, and draft healthcare directives to ensure their medical wishes are carried out in the event of incapacitation. Lastly, an estate planning lawyer can provide guidance on complex legal issues related to estate planning, such as probate and trust administration, to ensure that residents' estates are settled in a timely and efficient manner.


Retirement Income Planning FAQs