Retirement Planning in Katonah, NY

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Top Retirement Planners in Katonah, NY

Forest Hills Finance
Location 500 Executive Blvd # 101, Ossining, NY 10562, USA
Phone (914) 488-5666
Cambium Group LLC
Location 800 Westchester Ave n409, Rye Brook, NY 10573, USA
Phone (914) 825-1025
Paradigm Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 427 Bedford Rd Ste 210, Pleasantville, NY 10570, USA
Phone (914) 801-7800
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
Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Plymouth Capital Management & Advisors LLC
Location 5 International Dr #118, Rye Brook, NY 10573, USA
Phone (877) 756-1262
The Heritage Group
Location 1 Manhattanville Rd #402, Purchase, NY 10577, USA
Phone (914) 269-2242
Safe Harbor Financial Planning
SEC File# 801-80085
CRD# 171571
Location 53 Rossmore Ave, Yonkers, NY 10708, USA
Phone (914) 771-5277
The Affinity Group - Morgan Stanley
SEC File# 801-70103
CRD# 149777
Location 2000 Westchester Ave #1nc, Purchase, NY 10577, USA
Phone (914) 225-1539
CMC Wealth Management
Location 113 Nethermont Ave, White Plains, NY 10603, USA
Phone (914) 997-7724
Kluge Financial Group LLC
5 out of 5
Location 520 Bedford Rd, Pleasantville, NY 10570, USA
Phone (914) 769-0044
The David J. Yvars Group
SEC File# 801-63040
CRD# 130852
Location 400 Columbus Ave, Valhalla, NY 10595, USA
Phone (914) 741-9700
Vincent D'Agnese - Prudential Financial
SEC File# 801-78808
CRD# 168267
Location 61 Adams St Suite 61E, Bedford Hills, NY 10507, USA
Phone (914) 873-4697
Integrity Advisors Pension
Location 800 Westchester Ave W # N409, Rye Brook, NY 10573, USA
Phone (914) 288-8858
Raymond James
Location 341 Route 202, Somers, NY 10589, USA
Phone (914) 276-2475
Sig Heller
Location 415 Bedford Rd, Pleasantville, NY 10570, USA
Phone (914) 747-0545
Beacon Financial Advisors
SEC File# 801-43463
CRD# 106164
Location 800 Westchester Ave suite n-641, Rye Brook, NY 10573, USA
Phone (914) 872-4040
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: Closed Sunday: Closed
Stewardship Financial Planning, Inc
Location 90 N Broadway Suite 218, Irvington, NY 10533, USA
Phone (914) 380-1421
Corliss Law Group
Location 135 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 401-9222
Retirement Planning in Katonah, NY

About Katonah, NY for Those Planning to Retire

Katonah is a village in the town of Bedford in Westchester County, New York. It is known for its upscale suburban lifestyle and high property values. The village has several small businesses and a few restaurants, but no major retail or industrial centers. The top employers in the village are Katonah Elementary School, Bedford Central School District, and the Katonah Museum of Art. The only major highway in the village is US-6, and the only major streets are Bedford Road (NY-22) and South Bedford Road. The neighborhoods in Katonah are mostly affluent and include the estates known as the Goldens Bridge/Katonah area, Stoneleigh, and North Salem.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Living in Katonah, NY comes with a lot of benefits, including great schools and a low crime rate. But one important thing that's missing from the list of amenities is a local bank or credit union. Thankfully, there are several banks and credit unions located just a few miles away in Bedford, NY that offer residents of Katonah access to a variety of products and services.

Estate Planning Lawyer

If you live in Katonah, NY, there are a number of benefits to working with an estate planning lawyer. For one, estate planning lawyers can help you create a will that accurately reflects your wishes. They can also help you set up trusts and other legal arrangements to protect your assets and make sure they are distributed according to your wishes after you die. In addition, estate planning lawyers can advise you on tax implications of your estate and help you plan for them. Finally, if you become incapacitated, an estate planning lawyer can help make decisions about your care and manage your finances.

Mortgage Loan Officer

If you live in Katonah, NY and are looking for a mortgage loan officer, you can benefit by working with one who is experienced and knowledgeable. A good mortgage loan officer will be able to help you find the best mortgage products available, as well as guide you through the application process. They can also help you understand your credit report and credit score, and advise you on how to improve your credit rating if necessary.

Wealth Management

Living in Katonah, NY comes with a lot of benefits. The town is known for its natural beauty, excellent schools, and thriving business community. But with all of the advantages that come with living there, it's important to make sure you're taking full advantage of them. One way to do that is by working with a wealth manager in your area.A wealth manager can help you make the most of your money by creating a financial plan tailored specifically to your needs. They can help you save for retirement, invest in stocks and bonds, and plan for major life events like buying a home or sending kids to college.If you're looking for someone who can help you make the most of your hard-earned money, contact a wealth manager today.

Financial Advisor

People living in Katonah, NY can benefit by working with a financial advisor because they can get help to save for their future. Advisors can help people set up a budget and plan for retirement, among other things. They can also help people invest their money wisely so that they can make the most of it.

Insurance Broker

Living in Katonah, NY comes with a few benefits, one of which is the option to work with an insurance broker. An insurance broker can help you find the best policy for your needs and budget, and will be able to answer any questions you have about coverage or rates. They can also help you file claims and navigate the complex world of insurance paperwork. Contact an insurance broker today to get started on finding the right policy for you.

Tax Services

The town of Katonah, New York is a great place to live and work. Residents of Katonah can benefit by working with a tax accountant in their area. A good tax accountant can help residents save money on their taxes and keep them compliant with tax laws.


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