Retirement Planning in Monroe County, NY

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List of Firms

Top Retirement Planners in Monroe County, NY

Legacy Financial Planning
5 out of 5
Location 1485 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 241-5250
Enhanced Retirement Solutions
Location 900 Bausch and Lomb Pl Suite 900, Rochester, NY 14604, USA
Phone (585) 340-5214
Financial Partners of Upstate New York
2 out of 5
Location 400 Meridian Centre Blvd Suite 101, Rochester, NY 14618, USA
Phone (585) 241-5200
TIAA Financial Services
Location 35 Celebration Dr Floor 1, Rochester, NY 14620, USA
Phone (877) 209-3144
EPIC Retirement Plan Services
5 out of 5
Location 150 State St #200, Rochester, NY 14614, USA
Phone (585) 232-9060
The Estate, Legacy and Long-Term Care Planning Center of Western NY
Location 3445 Winton Pl Suite 115, Rochester, NY 14623, USA
Phone (585) 721-2385
Centra Financial Group, Inc.
5 out of 5
Location 500 Linden Oaks #301, Rochester, NY 14625, USA
Phone (585) 899-1200
Retirement Planning in Monroe County, NY

About Monroe County, NY for Those Planning to Retire

Monroe County, NY is a diverse and vibrant community located in the heart of upstate New York. With a population of over 750,000, it is home to a variety of landmarks and attractions that draw visitors from all over the world. From the iconic Rochester skyline to the stunning Genesee River Gorge, there is no shortage of breathtaking scenery to explore. In addition to its natural beauty, Monroe County is also home to a thriving economy, with top employers such as the University of Rochester, Wegmans, and Xerox. These companies provide a wide range of job opportunities for residents, from healthcare and education to technology and manufacturing. When it comes to transportation, Monroe County is well-connected to the rest of the state and beyond. Major highways such as I-90 and I-490 provide easy access to neighboring cities like Buffalo and Syracuse, while local streets like Monroe Avenue and East Avenue offer convenient routes for commuters and travelers alike. As for neighborhoods, Monroe County has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Monroe County, NY can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances, save money, and build credit. Additionally, banks in Monroe County, NY offer online and mobile banking services, making it convenient for residents to access their accounts and make transactions from anywhere. Furthermore, banks in the area often provide financial education and resources to help residents make informed decisions about their money. With the high cost of living in Monroe County, NY, having a bank that offers competitive interest rates and low fees can make a significant difference in residents' financial well-being. Overall, a bank can provide essential financial support and resources to help residents of Monroe County, NY achieve their financial goals.

Insurance Broker

Monroe County, NY residents can greatly benefit from the services of an insurance broker. With the county's population of over 740,000 people, finding the right insurance plan can be a daunting task. An insurance broker can help residents navigate the complexities of insurance policies, including health, home, and auto insurance. Additionally, with Monroe County being home to several universities and colleges, an insurance broker can assist students in finding affordable and comprehensive health insurance plans that meet their unique needs. Furthermore, with the county's location along Lake Ontario, residents may need flood insurance, and an insurance broker can help them find the right coverage for their property. Overall, an insurance broker can provide invaluable assistance to Monroe County, NY residents in finding the right insurance coverage at a reasonable price.

Wealth Management

Monroe County, NY residents could benefit from the expertise of a wealth manager in several ways. Firstly, with a median household income of $62,000, many residents may not know how to maximize their income and plan for the future. A wealth manager can provide guidance on investment strategies, estate planning, and retirement planning to ensure that residents are making the most of their money. Additionally, with a population of over 740,000, there is a diverse range of financial situations and needs that a wealth manager can cater to. Whether it's helping a small business owner with succession planning or assisting a family with college savings plans, a wealth manager can provide personalized solutions to meet the unique needs of Monroe County residents. Lastly, with a strong local economy and a thriving arts and culture scene, residents may have a desire to invest in their community.

Financial Advisor

Residents of Monroe County, NY can greatly benefit from the services of a financial advisor. One specific area where a financial advisor can be of great help is in managing retirement funds. With a large portion of the population in Monroe County nearing retirement age, it is crucial that individuals have a solid financial plan in place to ensure a comfortable retirement. A financial advisor can assist with creating a personalized retirement plan, taking into account factors such as social security, pensions, and investment portfolios. Additionally, a financial advisor can provide guidance on tax-efficient strategies for withdrawing retirement funds and minimizing tax liability. With the complexity of retirement planning, it is important for residents of Monroe County to seek the expertise of a financial advisor to ensure a secure financial future.

Mortgage Loan Officer

Monroe County, NY residents can benefit from the expertise of a mortgage loan officer in a plethora of ways. Firstly, with the high cost of living in Monroe County, NY, a mortgage loan officer can provide guidance on the best mortgage options that suit the resident's financial situation. Additionally, a mortgage loan officer can help residents navigate the complex mortgage application process, which can be overwhelming and confusing to those who are not familiar with it. Furthermore, with the recent increase in property taxes in Monroe County, NY, a mortgage loan officer can provide advice on how to manage and budget for these expenses. In conclusion, a mortgage loan officer can be a valuable resource for Monroe County, NY residents looking to purchase or refinance a home in the area.

Tax Services

Residents of Monroe County, NY could greatly benefit from the assistance of a tax advisor in a variety of ways. For instance, tax advisors can help individuals navigate the complex tax laws and regulations specific to Monroe County, NY, such as the county's sales tax rate of 8%. Additionally, tax advisors can provide guidance on deductions and credits that are unique to the county, such as the STAR program, which provides property tax relief for eligible homeowners. Furthermore, a tax advisor can assist with tax planning and preparation, ensuring that residents are maximizing their tax savings and avoiding costly mistakes. With the help of a knowledgeable tax advisor, residents of Monroe County, NY can feel confident in their tax strategies and financial well-being.

Estate Planning Lawyer

Residents of Monroe County, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can help to create a will, which is a legal document that outlines how a person's assets will be distributed after their death. This is especially important in Monroe County, NY, where the population is aging, and many individuals have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist with setting up trusts, which can be used to protect assets and minimize taxes. They can also help with healthcare directives, which outline a person's wishes for medical treatment in the event that they become incapacitated. Finally, an estate planning lawyer can help with the probate process, which is the legal process of distributing a person's assets after their death. This can be a complex and time-consuming process, but with the help of a lawyer, it can be made much easier for the family of the deceased.


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