Retirement Planning in Nesconset, NY

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List of Firms

Top Retirement Planners in Nesconset, NY

Union Partners Advisors
Location 116 Terry Rd, Smithtown, NY 11787, USA
Phone (631) 656-0418
St. James Financial Services | Robert Bianco
Location 116 Terry Rd, Smithtown, NY 11787, USA
Phone (631) 979-5339
Fidelity Investments
4 out of 5
Location 142 New Moriches Rd, Lake Grove, NY 11755, USA
Phone (800) 544-0172
Nestegg Advisors Inc
Location 330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788, USA
Phone (631) 952-2700
Maximus Financial Services
Location 2171 Jericho Turnpike, Commack, NY 11725, USA
Phone (631) 462-3560
Hendel Wealth Management Group
5 out of 5
Location 95 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 239-3000
The Rooney Group - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5319
Independent Investors
SEC File# 801-19338
CRD# 105677
Location 181 Smithtown Blvd #202, Nesconset, NY 11767, USA
Phone (631) 979-2142
Martino Planning Group - Ameriprise Financial Services, LLC
5 out of 5
Location 1200 Veterans Memorial Hwy Ste 105, Hauppauge, NY 11788, USA
Phone (631) 663-3133
Retirement Planning in Nesconset, NY

About Nesconset, NY for Those Planning to Retire

Nesconset, NY is a quaint hamlet located in the town of Smithtown, Suffolk County, Long Island. This charming community is home to a variety of landmarks, including the beautiful Caleb Smith State Park Preserve, the scenic Lake Ronkonkoma, and the bustling Smith Haven Mall. In terms of top employers, Nesconset is fortunate to have a diverse range of businesses, including the Smithtown Central School District, St. Catherine of Siena Medical Center, and the Suffolk County Police Department. Major highways and streets that run through Nesconset include the Long Island Expressway (I-495), Route 347, and Route 25. These thoroughfares provide easy access to neighboring towns and cities, including Stony Brook, Port Jefferson, and Hauppauge. Nesconset is comprised of several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Nesconset, NY could benefit from a bank in countless ways. One of the most common ways is by providing financial assistance to those who need it. Nesconset is a small town with a population of just over 13,000 people, and many of its residents may require loans or credit to make large purchases such as homes or cars. A bank could offer these residents competitive interest rates and flexible repayment terms, making it easier for them to afford these purchases. Additionally, banks could provide financial education to residents, helping them to better manage their money and plan for their futures. Furthermore, banks could offer investment opportunities to Nesconset residents, allowing them to grow their wealth and secure their financial futures. Overall, a bank could be a valuable resource for the residents of Nesconset, offering them a range of financial services and support.

Insurance Broker

Residents of Nesconset, NY can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex insurance market and find the right coverage that suits their needs and budget. Nesconset, NY is a densely populated area with a mix of residential and commercial properties. Therefore, an insurance broker can help residents find policies that cover their homes, cars, businesses, and other assets. Moreover, an insurance broker can help residents understand their insurance policies and make sure they are adequately covered in case of an accident or disaster. With an insurance broker's help, Nesconset, NY residents can save time, money, and avoid the stress of dealing with insurance companies directly.

Wealth Management

Residents of Nesconset, NY could benefit from the expertise of a wealth manager in a multitude of ways. With its high median household income and affluent population, Nesconset is home to many individuals and families who have accumulated significant wealth. A wealth manager could assist these individuals in managing their assets, creating a comprehensive financial plan, and minimizing taxes. Additionally, with its proximity to New York City, Nesconset residents may have unique investment opportunities that a wealth manager could help them navigate. Furthermore, with the recent changes to the tax code, a wealth manager could help Nesconset residents take advantage of deductions and credits that are specific to their location and financial situation. Overall, a wealth manager could provide invaluable guidance and support to the residents of Nesconset as they navigate the complexities of managing their wealth.

Financial Advisor

Residents of Nesconset, NY can benefit from the guidance of a financial advisor in various ways. One specific area of concern for Nesconset residents is the high cost of living in the area. A financial advisor can help residents manage their finances and create a budget that takes into account the expensive housing and living expenses in the region. Additionally, a financial advisor can assist residents in creating a retirement plan that accounts for the high cost of living in the area and ensures that they have enough savings to maintain their lifestyle during retirement. Furthermore, a financial advisor can offer advice on investment opportunities that align with the residents' financial goals and risk tolerance. With the help of a financial advisor, Nesconset residents can better manage their finances and achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of Nesconset, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, these professionals can assist individuals in securing a mortgage that is tailored to their unique financial situation. Given that the median home value in Nesconset, NY is $458,000, it is crucial for residents to have access to affordable financing options. Additionally, mortgage loan officers can provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help residents navigate the complex application process. Furthermore, a mortgage loan officer can advise residents on how to improve their credit score, which is particularly important given that the average credit score in Nesconset is 720. By working with a mortgage loan officer, residents of Nesconset, NY can ensure that they make informed decisions about their mortgage, ultimately leading to greater financial stability and peace of mind.

Tax Services

Residents of Nesconset, NY can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that govern the town's businesses and individuals. Nesconset, NY is known for having a high concentration of small businesses, and a tax advisor can assist these businesses in optimizing their tax strategies, reducing their tax liabilities, and avoiding penalties. Additionally, a tax advisor can help Nesconset residents with tax planning, ensuring that they take advantage of all available tax credits and deductions, and develop long-term tax strategies that align with their financial goals. Furthermore, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can impact their tax liabilities. With the help of a tax advisor, residents of Nesconset, NY can stay compliant with tax laws, minimize their tax burden, and achieve their financial objectives.

Estate Planning Lawyer

Residents of Nesconset, NY can benefit from the services of an estate planning lawyer in many ways. Specifically, an estate planning lawyer can help residents of Nesconset navigate the complex laws and regulations surrounding estate planning, including wills, trusts, and probate. Additionally, an estate planning lawyer can help residents of Nesconset plan for the future by creating a comprehensive estate plan that takes into account their unique needs and circumstances. This may include creating a trust to protect assets from creditors or ensuring that a family business is passed down to future generations. With the help of an estate planning lawyer, residents of Nesconset can rest assured that their assets and legacy will be protected for years to come.


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