Retirement Planning in Katonah, NY

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List of Firms

Top Retirement Planners in Katonah, NY

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
SEC File# 801-63040
CRD# 130852
Location 400 Columbus Ave, Valhalla, NY 10595, USA
Phone (914) 741-9700
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
Corliss Law Group
Location 135 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 401-9222
Forest Hills Finance
Location 500 Executive Blvd # 101, Ossining, NY 10562, USA
Phone (914) 488-5666
Safe Harbor Financial Planning
SEC File# 801-80085
CRD# 171571
Location 53 Rossmore Ave, Yonkers, NY 10708, USA
Phone (914) 771-5277
Stewardship Financial Planning, Inc
Location 90 N Broadway Suite 218, Irvington, NY 10533, USA
Phone (914) 380-1421
The Heritage Group
Location 1 Manhattanville Rd #402, Purchase, NY 10577, USA
Phone (914) 269-2242
SEC File# 801-70103
CRD# 149777
Location 2000 Westchester Ave #1nc, Purchase, NY 10577, USA
Phone (914) 225-1539
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
Plymouth Capital Management & Advisors LLC
Location 5 International Dr #118, Rye Brook, NY 10573, USA
Phone (877) 756-1262
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
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
Retirement Planning in Katonah, NY

About Katonah, NY for Those Planning to Retire

Nestled in the heart of Westchester County, Katonah, NY is a picturesque hamlet that boasts a rich history and a vibrant community. From its charming downtown area to its stunning natural surroundings, there is no shortage of things to see and do in this idyllic town. Some of Katonah's most notable landmarks include the John Jay Homestead, a National Historic Landmark that was once the home of Founding Father John Jay, and the Caramoor Center for Music and the Arts, a sprawling estate that hosts concerts, festivals, and other cultural events throughout the year. As for top employers, Katonah is home to several major healthcare organizations, including Northern Westchester Hospital and the Westchester Medical Center Health Network. Other notable employers in the area include IBM, PepsiCo, and Mastercard.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Katonah, NY would benefit from a bank in numerous ways. Firstly, a bank would provide the community with a secure place to store their money. This is particularly important in a town like Katonah, which is known for its affluent residents and high cost of living. Additionally, a bank would offer residents access to a variety of financial services, such as loans and mortgages, which would enable them to invest in their homes and businesses. Furthermore, a bank would provide residents with the convenience of online banking and mobile apps, which would allow them to manage their finances on the go. Finally, a bank would offer local businesses the opportunity to secure financing and expand their operations, which would contribute to the growth and prosperity of the community as a whole.

Insurance Broker

Residents of Katonah, NY can benefit greatly from the expertise of an insurance broker. With a population of just over 1,700 people, Katonah is a small, tight-knit community where everyone knows everyone. However, this also means that residents may have unique insurance needs that require personalized attention. An insurance broker can help residents navigate the often-confusing world of insurance and find the best policies to fit their specific needs. From finding affordable health insurance to protecting their homes and businesses from unexpected events, an insurance broker can provide valuable guidance and support. With access to a wide range of insurance options and the ability to negotiate on behalf of their clients, an insurance broker can help residents of Katonah, NY feel confident and secure in their insurance coverage.

Wealth Management

Residents of Katonah, NY could benefit from the expertise of a wealth manager in a variety of ways. One specific challenge that many residents face is navigating the complex tax laws in New York state. A skilled wealth manager could help individuals and families minimize their tax burden by developing strategies for tax-efficient investing and managing their assets. Additionally, many residents of Katonah may have inherited wealth or received a windfall from the sale of a business or property. A wealth manager can help these individuals create a plan for managing their newfound wealth and ensuring that it lasts for generations to come. Finally, with the cost of living in Katonah being higher than the national average, a wealth manager can help residents develop a budget and investment plan that takes into account the unique financial challenges of living in this affluent community.

Financial Advisor

Residents of Katonah, NY could benefit greatly from the guidance of a financial advisor. With its affluent population and high cost of living, Katonah presents unique financial challenges that require expert advice. A financial advisor could help residents navigate the complexities of investing in the local real estate market, which is highly competitive and constantly changing. Additionally, residents could receive assistance in managing their retirement savings, given the high retirement age in the area. Furthermore, a financial advisor could provide guidance on estate planning, given the prevalence of wealthy families in the community. With so many financial considerations to navigate, a financial advisor could be an invaluable resource for residents of Katonah, NY.

Mortgage Loan Officer

Residents of Katonah, NY can receive a multitude of benefits from working with a mortgage loan officer. These professionals can help residents secure the financing they need to purchase their dream home or refinance their current mortgage to lower their monthly payments. Additionally, mortgage loan officers can provide guidance on the various loan options available and assist residents in selecting the best fit for their unique financial situation. In a town like Katonah, known for its affluent residents and high property values, having a knowledgeable and experienced mortgage loan officer can make all the difference in securing the best possible terms on a loan. With their expertise, residents can navigate the complex world of mortgages with ease and confidence.

Tax Services

Residents of Katonah, NY can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can assist them in navigating the complex tax laws and regulations that apply to the town and state. In particular, Katonah, NY residents may need help with property tax laws. The town is known for its high property values, and homeowners may struggle with understanding how to maximize deductions and credits related to their property taxes. A tax advisor can also help residents with retirement planning, including identifying tax-advantaged investment opportunities and strategies to minimize tax liabilities during retirement. Additionally, business owners in Katonah, NY can benefit from a tax advisor's guidance on tax planning and compliance, including sales tax regulations and payroll taxes. With the help of a tax advisor, residents of Katonah, NY can optimize their tax situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Katonah, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist them in creating a comprehensive estate plan that will ensure the smooth transfer of their assets to their loved ones upon their death. This is particularly important in Katonah, NY, where the median home value is $725,000, making it one of the most expensive places to live in the United States. Secondly, an estate planning lawyer can help residents of Katonah, NY minimize their estate tax liability by creating trusts and other tax-efficient vehicles. This is especially relevant given the high state and local tax burden in New York, which can significantly impact the value of an individual's estate. Additionally, an estate planning lawyer can provide guidance on how to protect assets from creditors and ensure that healthcare and end-of-life decisions are made according to an individual's wishes.


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