Retirement Planning in Jericho, NY

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List of Firms

Top Retirement Planners in Jericho, NY

BGS Group - Morgan Stanley
Location 2 Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 336-0820
Lebenthal Financial Services, Inc
SEC File# 801-110652
CRD# 283303
5 out of 5
Location Located in Jericho Atrium, Jericho, NY 11753, USA
Phone (516) 349-5555
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Mark Grossmann - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 390 N Broadway Ste 240, Jericho, NY 11753, USA
Phone (516) 231-1000
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Bshapiro Financial
Location 100 Jericho Quadrangle Suite 335, Jericho, NY 11753, USA
Phone (516) 342-6566
Crystal Consulting Group - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8812
Charles Crystal, CFP - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8812
Homefront Financial Planning
Location 420 Jericho Turnpike, Jericho, NY 11753, USA
Phone (866) 241-8555
Bill Tassey - Financial Advisor, Ameriprise Financial Services, LLC
Location 500 N Broadway Ste 144, Jericho, NY 11753, USA
Phone (516) 797-7590
American Investment Planners LLC
SEC File# 801-71988
CRD# 155558
4 out of 5
Location 500 N Broadway #260, Jericho, NY 11753, USA
Phone (516) 932-5130
Bristol Financial Services, Inc.
Location 500 N Broadway #238, Jericho, NY 11753, USA
Phone (516) 349-5555
Morgan Stanley Financial Advisors
5 out of 5
Location Two Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 336-0700
Flagship Wealth Planning - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 390 N Broadway Ste 240, Jericho, NY 11753, USA
Phone (516) 231-1000
NXT Phase Financial Services
Location 500 N Broadway Suite 251A, Jericho, NY 11753, USA
Phone (516) 719-0145
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
Stepniewski & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 N Broadway Ste 144, Jericho, NY 11753, USA
Phone (516) 797-7590
Strategies for Wealth
Location 50 Jericho Quadrangle Ste 301, Jericho, NY 11753, USA
Phone (516) 682-2500
ARS Capital Advisors Inc
SEC File# 801-71875
CRD# 155121
5 out of 5
Location 500 N Broadway, Jericho, NY 11753, USA
Phone (516) 932-7223
The BACH Wealth Management Group - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8804
Linda Sama - RBC Wealth Management Financial Advisor
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2037
Retirement Planning in Jericho, NY

About Jericho, NY for Those Planning to Retire

Jericho is a hamlet and census-designated place (CDP) in Nassau County, New York, United States. The population was 9,930 at the 2010 census. Jericho is on the North Shore of Long Island and is served by the Jericho School District. Major highways and streets near Jericho include the Long Island Expressway, New York State Route 25A, and Old Country Road. Jericho's neighborhoods include the Hamlet of Jericho, Syosset-Woodbury Estates, and Pearsall Gardens. Some of Jericho's landmarks include the Society for the Prevention of Cruelty to Animals (SPCA) shelter, the Levittown Library, and the Americana Manhasset shopping center. Some of Jericho's top employers are Cablevision Systems Corporation, Newsday LLC, and Plantronics, Inc.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are a few options for banking in Jericho, NY. Banks and credit unions are both viable options, and each has its own set of benefits. Let's take a look at the pros and cons of each: Banks offer a wider range of products and services than credit unions. They also have more locations, which can be convenient if you need to do some banking in person. However, banks typically have higher fees and interest rates than credit unions. credit unions offer lower rates on loans and mortgages, as well as fewer fees. They also tend to have more personalized service, since they are smaller institutions. If you're looking for a friendly face to help you with your finances, a credit union may be the better option for you.

Estate Planning Lawyer

If you live in Jericho, NY, there are a few important reasons why you should work with an estate planning lawyer. First of all, if you have children, it's important to make sure that your assets are distributed in the way that you want them to be. You also need to think about things like guardianship and power of attorney in the event that something happens to you. An estate planning lawyer can help you make sure that your loved ones are taken care of in the event of your death or incapacitation.

Mortgage Loan Officer

Living in Jericho, NY comes with a lot of perks. For one, the town is located just minutes away from New York City, making it the perfect place to live for those who commute to Manhattan every day. And while the cost of living in Jericho is high, it's still much cheaper than living in the city. Another great thing about Jericho is that it's home to a number of top-rated schools, both public and private. So if you're looking for a safe and family-friendly community to call home, Jericho should definitely be at the top of your list. But before you buy your dream house in Jericho, there are a few things you'll need to take into account. One of those things is your mortgage payment, which can be tricky if you don't have any experience with mortgages. That's where a mortgage loan officer comes in handy. A good loan officer will help you find the right mortgage for your needs and budget, and they'll also work with you throughout the entire application process. So if you're thinking about buying a house in Jericho, make sure to contact a local loan officer today.

Wealth Management

Living in Jericho, NY comes with a lot of benefits, but it's important to make sure you are taking full advantage of all that is available to you. One way to do this is by working with a wealth manager in your area. Wealth managers can help you invest your money and make the most of your resources. They can also help you plan for retirement and other future goals. If you're looking for ways to improve your financial situation, working with a wealth manager may be the best step you can take.

Financial Advisor

Living in Jericho, NY comes with a lot of benefits, but managing your finances can be tricky. That's where a financial advisor can help. Financial advisors can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you manage debt and stay within your budget. If you're looking for ways to improve your financial situation, working with a financial advisor is a great place to start.

Insurance Broker

Living in Jericho, NY comes with a lot of benefits, but it's important to have the right insurance in case something happens. An insurance broker can help residents find the best policies at the best rates. Get in touch with a local broker today to get started.

Tax Services

Living in Jericho, NY comes with many benefits, including the opportunity to work with a tax accountant in your area. A good accountant can help you save money on your taxes and make sure you are following all the necessary rules and regulations. They can also help you plan for the future and make sure you are taking advantage of all the deductions available to you. If you are looking for ways to reduce your taxes and keep more money in your pocket, then working with a tax accountant is a great way to do it.

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Retirement Income Planning FAQs