Retirement Planning in Glen Head, NY

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List of Firms

Top Retirement Planners in Glen Head, NY

SEC File# 801-80348
CRD# 131525
Location 45 Sandy Hollow Rd, Port Washington, NY 11050, USA
Phone (516) 767-8177
The Inlet Group - Morgan Stanley
Location 855 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-8600
Hudson Financial Services Inc
Location 1249 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-4760
Master Plan Advisory, Inc.
Location 873 Oyster Bay Rd, East Norwich, NY 11732, USA
Phone (516) 538-9333
John Mahoney - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-8945
KPL Financial Group
Location 475 White Plains Rd Suite 28, Eastchester, NY 10709, USA
Phone (914) 222-9694
R.W. Rogé & Company
SEC File# 801-28012
CRD# 104645
Location 1 Corporate Dr Suite 101, Bohemia, NY 11716, USA
Phone (631) 218-0077
Goldman Financial Solutions
5 out of 5
Location 8 Maple St #7, Port Washington, NY 11050, USA
Phone (516) 490-8560
Retirement Plan Consulting Group
Location 150 Motor Pkwy #207, Hauppauge, NY 11788, USA
Phone (631) 406-7373
AJK Financial Group
Location 20 Crossways Park Dr N #410, Woodbury, NY 11797, USA
Phone (516) 677-0270
The Cypress Group - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-8841
The Hall Group - Morgan Stanley
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 683-3111
Eric Tom
Location 2200 Northern Blvd, Greenvale, NY 11548, USA
Phone (516) 686-7027
TD Wealth
Location 324 S Service Rd, Melville, NY 11747, USA
Phone (866) 235-1248
Retirement Planning in Glen Head, NY

About Glen Head, NY for Those Planning to Retire

Glen Head, NY is a picturesque hamlet located in Nassau County on Long Island. It boasts an array of landmarks that are steeped in history, including the Glen Head Railroad Station, the Tappen House, and the William Cullen Bryant Preserve. The hamlet is also home to a number of top employers, such as the North Shore School District, the North Shore-LIJ Health System, and the United States Postal Service. In terms of transportation, Glen Head is conveniently located near major highways like the Long Island Expressway and Northern State Parkway, as well as prominent streets such as Glen Cove Road and Glen Head Road. The hamlet is comprised of several distinct neighborhoods, each with its own unique character and charm, including Old Brookville, North Shore Acres, and Glen Knolls. Overall, Glen Head is a vibrant community that offers a wealth of opportunities for residents and visitors alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Glen Head, NY would greatly benefit from the services of a bank. With its close proximity to the Long Island Sound, many residents of Glen Head are avid boaters and fishermen. A bank could provide loan options for purchasing boats or financing repairs and improvements to existing vessels. Additionally, Glen Head is home to many small businesses, including several popular restaurants and boutiques. A bank could offer financial support and guidance to these entrepreneurs, helping them to grow and succeed in the competitive Long Island market. Furthermore, with its strong sense of community and dedication to education, Glen Head would greatly appreciate a bank that offers scholarships and financial aid to local students pursuing higher education. Overall, a bank would be an invaluable resource to the residents of Glen Head, NY, providing them with the financial tools and support necessary to thrive in their personal and professional lives.

Insurance Broker

Residents of Glen Head, NY could greatly benefit from the services of an insurance broker. With a population of just over 4,700 people, Glen Head is a small community located on the North Shore of Long Island. Despite its size, residents still have a wide range of insurance needs, from home and auto insurance to health and life insurance. An insurance broker can help residents navigate the complex world of insurance, finding the right policies and coverage levels to meet their specific needs. They can also help residents save money by comparing rates and negotiating with insurance companies on their behalf. With the help of an insurance broker, residents of Glen Head can have peace of mind knowing that they are fully protected and prepared for any unexpected events that may arise.

Wealth Management

Residents of Glen Head, NY can benefit greatly from the services of a wealth manager. With its affluent community and high property values, residents often have complex financial portfolios that require expert management. A wealth manager can help residents navigate the intricacies of estate planning, tax optimization, and investment strategies that are tailored to their unique financial goals. Specifically, in Glen Head, NY, where the median household income is over $142,000, a wealth manager can help residents maximize their wealth through investment opportunities that align with their values and long-term financial objectives. Additionally, with the cost of living being higher in Glen Head than the national average, a wealth manager can assist residents in creating a budget that allows them to maintain their lifestyle while building their wealth. Overall, a wealth manager can provide invaluable guidance and support to residents of Glen Head, NY, helping them to achieve financial security and peace of mind.

Financial Advisor

Residents of Glen Head, NY would benefit from the expertise of a financial advisor in a variety of ways. One specific area where they could receive assistance is in planning for retirement. With a median age of 46.7 years old, many Glen Head residents are likely considering their retirement options. A financial advisor can help them navigate the complexities of retirement planning, including setting realistic goals, assessing risk tolerance, and selecting appropriate investment vehicles. Additionally, a financial advisor can provide guidance on tax-efficient savings strategies, such as contributing to a 401(k) or IRA. By working with a financial advisor, residents of Glen Head can feel more confident in their retirement plans and better prepared for their financial future.

Mortgage Loan Officer

Residents of Glen Head, NY, can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help them navigate the complex process of obtaining a mortgage loan, which can be especially challenging in a town with a high cost of living like Glen Head. Additionally, the officer can provide guidance on the various types of loans available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the one that best suits their financial needs. Another way that a mortgage loan officer can assist Glen Head residents is by providing advice on how to improve their credit scores, which is essential for securing favorable loan terms. Furthermore, the officer can help residents understand the local real estate market and identify properties that fit their budget and lifestyle. Overall, a mortgage loan officer can be an invaluable resource for residents of Glen Head, NY, who are looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Glen Head, NY can benefit from the expertise of a tax advisor in various ways. With the town's median household income being higher than the national average, many residents may require assistance in navigating complex tax laws and maximizing deductions. A tax advisor can help residents with tax planning, ensuring that they are taking advantage of all available tax credits and deductions. Additionally, Glen Head is home to a significant number of small business owners who can benefit from tax planning and advice on business tax filings. A tax advisor can also assist residents with estate planning, ensuring that their assets are protected and passed on to their heirs in the most tax-efficient manner. With the ever-changing tax laws and regulations, a tax advisor can provide valuable insight and guidance to residents of Glen Head, NY.

Estate Planning Lawyer

Residents of Glen Head, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Glen Head is by creating a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in a community like Glen Head, which is known for its high property values and affluent residents. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, protect their assets from creditors, and ensure that their healthcare wishes are respected in the event of incapacitation. With so much at stake, it's essential for residents of Glen Head to work with an experienced estate planning lawyer to ensure that their wishes are carried out and their loved ones are protected.


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