Retirement Planning in Fairport, NY

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Top Retirement Planners in Fairport, NY

Retirement Plan Advisers
SEC File# 801-119139
CRD# 171534
Location 560 Willowbrook Office Park, Fairport, NY 14450, USA
Phone (585) 234-0002
Clover Leaf Financial, LLC
SEC File# 801-110029
CRD# 287550
5 out of 5
Location 1387 Fairport Rd #620, Fairport, NY 14450, USA
Phone (585) 899-3940
Ace Financial Group
Location 121 S Main St, Fairport, NY 14450, USA
Phone (585) 270-5170
Retirement Planning in Fairport, NY

About Fairport, NY for Those Planning to Retire

Fairport, NY is a charming village located in Monroe County, known for its idyllic neighborhoods, top-notch employers, and bustling highways. The village is home to several landmarks, including the iconic Erie Canal, which runs through the heart of the town, providing breathtaking views and recreational opportunities. The town is also home to the Fairport Historical Museum, which showcases the rich history of the village and surrounding areas. The top employers in Fairport include the University of Rochester, Paychex, and Wegmans, which offer excellent job opportunities for residents. Major highways like I-490 and Route 31 run through the town, providing convenient access to nearby cities and attractions. The town is divided into several neighborhoods, including the charming Northside, the bustling Southside, and the scenic Eastside, each offering a unique blend of amenities and attractions. With its rich history, top-notch employers, and convenient location, Fairport, NY is a vibrant and thriving community that continues to attract residents and visitors alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fairport, NY could benefit from a bank in numerous ways. One of the most common ways is through access to financial products and services that can help them manage their money more efficiently. For example, residents may need to open a checking or savings account to receive their paychecks or to save for a down payment on a home. Additionally, residents may need to apply for a loan to purchase a car or pay for unexpected expenses. A bank can also offer financial advice and guidance to help residents make informed decisions about their money. In Fairport, NY, residents may also benefit from a bank's involvement in local community events and initiatives. For instance, a bank could sponsor a charity event or provide financial education to local students. By partnering with local organizations and businesses, a bank can help support the growth and development of the Fairport community.

Insurance Broker

Residents of Fairport, NY can benefit greatly from the services of an insurance broker. An insurance broker can provide assistance with finding the right insurance coverage to meet the unique needs of each individual. This is particularly important in Fairport, NY, where residents face a variety of risks and challenges that are specific to the area. For example, Fairport, NY is located near several major waterways, which increases the risk of flooding. An insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings from potential damage. Additionally, an insurance broker can provide guidance and support when it comes to navigating the complex world of health insurance, which can be especially challenging for those who are self-employed or who work for small businesses in the area. Overall, an insurance broker can be an invaluable resource for residents of Fairport, NY who want to ensure that they are adequately protected against the risks they face.

Wealth Management

Residents of Fairport, NY can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help in creating a comprehensive financial plan that aligns with the specific needs and goals of the residents. This includes retirement planning, investment management, tax planning, and estate planning. Secondly, with the high cost of living in Fairport, NY, a wealth manager can help residents in managing their expenses and maximizing their income. Additionally, Fairport, NY has a diverse population with varying financial backgrounds, and a wealth manager can provide tailored advice to each client. Lastly, with the volatile nature of the stock market, a wealth manager can help residents in making informed investment decisions that minimize risks and maximize returns. Overall, a wealth manager can provide invaluable guidance and support to residents of Fairport, NY in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Fairport, NY can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This can include strategies for saving for retirement, investing in the stock market, and managing debt. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance. Given that Fairport is a suburb of Rochester, NY, which has a thriving economy with a diverse range of industries, a financial advisor can also help residents navigate the complexities of investing in local businesses and industries. With the right guidance, residents of Fairport can achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Fairport, NY can benefit from the expertise of a mortgage loan officer in various ways. Firstly, the loan officer can assist them in navigating the complex mortgage process and finding the best loan options available to meet their unique financial needs. Additionally, the loan officer can provide guidance on the local real estate market, including Fairport's unique housing trends, such as the abundance of historic homes and the growing popularity of waterfront properties. With their extensive knowledge of the mortgage industry and local market, a loan officer can help residents secure the most favorable mortgage terms and interest rates, ultimately saving them significant amounts of money over the life of their loan. Furthermore, with the recent growth and development of Fairport's downtown area, a loan officer can provide valuable insight into the potential return on investment for those looking to purchase property in this thriving community.

Tax Services

Residents of Fairport, NY can benefit from the expertise of a tax advisor in various ways. For instance, tax advisors can provide guidance on how to minimize tax liabilities, secure tax refunds, and navigate the complex tax laws. In Fairport, NY, tax advisors can also assist residents in understanding the tax implications of owning property in the town. For example, Fairport, NY has a relatively high property tax rate compared to other towns in the state. A tax advisor can help residents understand how to reduce their property tax bills through exemptions and other tax-saving strategies. Furthermore, tax advisors can help residents who own businesses in Fairport, NY, navigate the local tax laws and regulations. This can include ensuring compliance with sales tax laws, understanding payroll taxes, and identifying tax credits and deductions that can reduce their tax burden. Overall, a tax advisor can provide invaluable assistance to residents of Fairport, NY, in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Fairport, NY can benefit from the expertise of an estate planning lawyer in several ways. Firstly, a lawyer can help them create a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important for Fairport residents, as the town has a high median age of 42.8 years, indicating a greater need for estate planning services. Additionally, an estate planning lawyer can assist in minimizing taxes and avoiding probate, ensuring that assets are distributed according to the client's wishes. Furthermore, a lawyer can help with Medicaid planning, which is especially important for Fairport residents who may require long-term care in the future. Overall, working with an estate planning lawyer can provide peace of mind and ensure that Fairport residents' assets are protected and distributed as intended.


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