Retirement Planning in Mineola, NY

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Top Retirement Planners in Mineola, NY

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Fully Vested Advice
Location 600 Old Country Rd, Garden City, NY 11530, USA
Phone (516) 778-5578
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Vertex Wealth Management
Location 585 Stewart Avenue, Suite L-16, Garden City, NY 11530, USA
Phone (516) 294-8200
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Independent Pension Services
SEC File# 801-118442
CRD# 126274
1 out of 5
Location 114 Old Country Rd # 520, Mineola, NY 11501, USA
Phone (516) 747-5210
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Wolf Pension Group LLC
3 out of 5
Location 114 Old Country Rd Suite #116, Mineola, NY 11501, USA
Phone (516) 877-9653
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Retirement Plan Consulting Group
Location 150 Motor Pkwy #207, Hauppauge, NY 11788, USA
Phone (631) 406-7373
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SEC File# 801-110811
CRD# 288810
Location 1305 Franklin Ave #300, Garden City, NY 11530, USA
Phone (516) 222-5300
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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A. Verrelli and Associates
Location 285 Jericho Turnpike, Mineola, NY 11501, USA
Phone (516) 506-7515
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Bradford Pine Wealth Group
SEC File# 801-60841
CRD# 13905
Location 1461 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 747-5777
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Shelter Rock Financial Group
SEC File# 801-54859
CRD# 23131
5 out of 5
Location 410 E Jericho Turnpike, Mineola, NY 11501, USA
Phone (516) 719-6390
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Mark Mohtashemi - Morgan Stanley
Location 855 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 227-2824
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Kevin Quinn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5856
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Pearson Financial
Location 1 Garden St, Garden City, NY 11530, USA
Phone (516) 746-7054
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Ameriprise Financial
Location 1399 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 742-2639
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National Securities
Location 300 Old Country Rd # 301, Mineola, NY 11501, USA
Phone (212) 994-8900
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Barry Ringelheim - UBS Financial Services Inc.
Location 1055 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 408-5820
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Standard Pension Services, LLC
5 out of 5
Location 300 Garden City Plaza #252, Garden City, NY 11530, USA
Phone (516) 308-9375
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The Hall Group - Morgan Stanley
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 683-3111
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Merrill Lynch Wealth Management Advisor Scott J Koppelman
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8203
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Morgan Stanley Financial Advisors
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-2200
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Center For Wealth Preservation, LLC
5 out of 5
Location 6800 Jericho Turnpike Suite 202W, Syosset, NY 11791, USA
Phone (516) 364-4203
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Whelan Financial Planning
SEC File# 801-122165
CRD# 140357
Location 1225 Franklin Ave #325, Garden City, NY 11530, USA
Phone (800) 775-8564
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Advisors Resource Group, Ltd.
Location 1140 Franklin Ave Suite 208, Garden City, NY 11530, USA
Phone (516) 747-7771
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B. Riley Wealth Tax Services (formerly National Tax and Financial Services) Mineola, NY
5 out of 5
Location 181 E Jericho Turnpike, Mineola, NY 11501, USA
Phone (516) 621-2500
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Merrill Lynch Wealth Management Advisor Graham Wolfram
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8268
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MDM Wealth Management - UBS Financial Services Inc.
Location 1055 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 408-5894
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Christine Hamilton-Thomas
Location 222 Old Country Rd, Mineola, NY 11501, USA
Phone (516) 240-6389
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Fidelity Investments
4 out of 5
Location 1130 Franklin Ave, Garden City, NY 11530, USA
Phone (800) 233-0117
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Mancini Group - Morgan Stanley
Location 855 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 227-2967
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Paul Mulvihill, CRPS, CRPC - UBS Financial Services Inc.
Location 1055 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 408-5817
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Judy Politano
Location 222 Old Country Rd, Mineola, NY 11501, USA
Phone (516) 240-6300
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The Ohl/Altman Group - Morgan Stanley
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-2200
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Merrill Lynch Wealth Management Advisor Ola Jose
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8511
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Merrill Lynch Wealth Management Advisor Vito Mannino
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8432
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Bel Air Planning Associates Inc
4 out of 5
Location 110 Old Country Rd STE 2, Mineola, NY 11501, USA
Phone (516) 746-4880
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SEC File# 801-79264
CRD# 166614
Location 1325 Franklin Ave Suite 255, Garden City, NY 11530, USA
Phone (516) 240-8088
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SEC File# 801-67640
CRD# 143323
Location 600 Old Country Rd Suite 305, Garden City, NY 11530, USA
Phone (516) 536-1615
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Jacobs Financial Services Inc
Location 1979 Marcus Ave #210, North New Hyde Park, NY 11042, USA
Phone (516) 622-2247
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Brian Emery - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5838
Directions
SEC File# 801-63357
CRD# 132330
Location 1225 Franklin Ave Suite 325, Garden City, NY 11530, USA
Phone (973) 525-1000
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Merrill Lynch Wealth Management Advisor Cijin Hu
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8259
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Merrill Lynch Wealth Management Advisor Brian M. Sheehan
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8333
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Northwestern Mutual - Garden City
Location 1225 Franklin Ave #300, Garden City, NY 11530, USA
Phone (516) 465-9500
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Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 Old Country Rd Ste 371, Mineola, NY 11501, USA
Phone (516) 653-0462
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Intellective Capital - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1399 Franklin Ave Ste 301, Garden City, NY 11530, USA
Phone (516) 248-3900
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Mongiardo Ross F
Location 1305 Franklin Ave # 208, Garden City, NY 11530, USA
Phone (516) 739-1809
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TWL Wealth Advisory Group - Raymond James
Location 1055 Franklin Ave Ste 200, Garden City, NY 11530, USA
Phone (516) 916-5164
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Retirement Planning in Mineola, NY

About Mineola, NY for Those Planning to Retire

Nestled in the heart of Nassau County, Mineola, NY is a vibrant and bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Nassau County Supreme Court Building to the charming Mineola Memorial Park, this town is filled with rich history and culture. Some of the top employers in Mineola include NYU Winthrop Hospital, the Nassau County Government, and the Mineola School District. These organizations provide ample job opportunities for residents and contribute to the town's economic growth. When it comes to transportation, Mineola is conveniently located near several major highways, including the Long Island Expressway, Northern State Parkway, and Meadowbrook State Parkway. Additionally, the town is home to several major streets, such as Jericho Turnpike, Old Country Road, and Willis Avenue. Finally, Mineola is comprised of several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mineola, NY can benefit from a bank in several ways. One of the most common ways is through the provision of personal loans, which can help residents meet their financial obligations. For instance, Mineola is a bustling town with a high cost of living, and residents may require loans to pay for their rent, utilities, or even education expenses. Additionally, banks in Mineola can provide residents with investment opportunities, such as stocks, bonds, and mutual funds, which can help them grow their wealth. Moreover, with the increasing threat of cybercrime, banks in Mineola can offer their customers cybersecurity solutions to protect their accounts and personal information. Overall, a bank in Mineola can provide residents with a wide range of financial services that can help them achieve their financial goals and secure their future.

Insurance Broker

Residents of Mineola, NY can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can provide personalized insurance plans that cater to the specific needs and budgets of individuals and families in Mineola. This is particularly important given the diverse demographics of Mineola, which includes a mix of young professionals, families with children, and retirees. Additionally, an insurance broker can help residents of Mineola navigate the complex insurance landscape and find the most suitable coverage for their unique circumstances. This is especially crucial given the high cost of living in Mineola, which can make it challenging for some residents to afford the insurance coverage they need. Overall, an insurance broker can be a valuable resource for residents of Mineola, helping them secure the protection and peace of mind they need to thrive in this vibrant community.

Wealth Management

Residents of Mineola, NY can benefit greatly from the services of a wealth manager. With its close proximity to New York City, Mineola has a high cost of living and many residents may struggle to manage their finances effectively. A wealth manager can assist with financial planning, investment management, and tax planning. They can also provide guidance on retirement planning and estate planning. Additionally, a wealth manager can help residents navigate the complex financial landscape of Mineola, which includes a diverse range of industries and investment opportunities. With their expertise and knowledge, a wealth manager can help residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Mineola, NY can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by helping them navigate the complexities of retirement planning. With a population of over 19,000 people, many of whom are approaching retirement age, Mineola residents need a financial advisor who can help them make informed decisions about their retirement savings and investments. Additionally, a financial advisor can assist residents in managing debt, creating a budget, and developing a long-term financial plan tailored to their unique needs and goals. Given the high cost of living in Nassau County, where Mineola is located, a financial advisor can also help residents make smart choices about saving for major expenses like college tuition or a down payment on a home. With so many financial considerations to juggle, the expertise of a financial advisor can be invaluable to Mineola residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Mineola, NY would greatly benefit from the services of a mortgage loan officer. With the town's prime location and easy access to major highways, residents have the opportunity to purchase their dream homes in a thriving community. A mortgage loan officer can guide residents through the complex process of obtaining a mortgage, including navigating the various loan options and finding the best interest rates. Additionally, the officer can provide valuable insight into the unique housing market of Mineola, NY, where the demand for homes is high and the competition is fierce. With the help of a mortgage loan officer, residents can secure the financing they need to make their homeownership dreams a reality.

Tax Services

Residents of Mineola, NY could benefit from the expertise of a tax advisor in a variety of ways. One specific aspect of Mineola that could require specialized advice is the high cost of living in the area. A tax advisor could provide guidance on how to maximize deductions and credits to help offset the expenses of living in a high-cost area. Additionally, a tax advisor could assist residents in navigating the complex tax laws and regulations specific to New York State, which can be overwhelming for those unfamiliar with them. They could also provide guidance on investment strategies and retirement planning, helping residents to secure their financial futures. Overall, a tax advisor can provide invaluable assistance to residents of Mineola, NY, helping them to make informed financial decisions and optimize their tax situations.

Estate Planning Lawyer

Residents of Mineola, NY can benefit greatly from the services of an estate planning lawyer. With the town's close proximity to New York City, many Mineola residents have accumulated significant wealth and assets over the years. An estate planning lawyer can help these individuals create a comprehensive plan for their assets, including wills, trusts, and other legal documents. Additionally, Mineola is home to a large population of retirees who may need assistance with Medicaid planning and long-term care. An experienced estate planning lawyer can help these individuals navigate the complex rules and regulations surrounding Medicaid eligibility and asset protection. Overall, working with an estate planning lawyer can provide peace of mind and ensure that Mineola residents' assets are protected and distributed according to their wishes.

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