Retirement Planning in New York County, NY

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List of Firms

Top Retirement Planners in New York County, NY

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Simons Financial Network
Location 175 W 93rd St, New York, NY 10025, USA
Phone (917) 267-7800
Directions
SEC File# 801-70103
CRD# 149777
Location 101 Park Ave 24th floor, New York, NY 10178, USA
Phone (212) 818-0800
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Hartwell Planning LLC
Location 930 5th Ave #5, New York, NY 10021, USA
Phone (212) 772-8654
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Planning Plus Ltd
5 out of 5
Location 1556 3rd Ave #401, New York, NY 10128, USA
Phone (212) 996-0700
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Mansin
Location 709 Honey Creek Dr, New York, NY 10028, USA
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Curtis Pope, CFP® | Certified Financial Planner™ | Financial Advisor
5 out of 5
Location 50 W 77th St, New York, NY 10024, USA
Phone (646) 640-6337
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Ford Financial Solutions, LLC
Location 33 W 60th St 2nd fl, New York, NY 10023, USA
Phone (212) 799-0631
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ESTATE PLANNING FOR THE FAMILY
Location 155 W 68th St #1733, New York, NY 10023, USA
Phone (917) 301-8705
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Teachers' Retirement System of the City of New York
2 out of 5
Location 55 Water St, New York, NY 10041, USA
Phone (888) 869-2877
Directions
SEC File# 801-70719
CRD# 151559
Location 335 Madison Ave, New York, NY 10017, USA
Phone (212) 850-4260
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Capital Management Group of New York
Location 114 W 47th St #1820, New York, NY 10036, USA
Phone (212) 309-9898
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Dimitri Drouillard - Morgan Stanley
Location 590 Madison Ave 11th Floor, New York, NY 10022, USA
Phone (212) 315-6272
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Aspen Creek Financial - Seniors - Retirement Income & Estate Wealth Planning
5 out of 5
Location 79 White St #1W, New York, NY 10013, USA
Phone (917) 386-3057
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Voice Wealth Management
Location 370 E 76th St ste 1805-b, New York, NY 10021, USA
Phone (646) 630-0980
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Kraus Palmieri Wealth Management - UBS Financial Services Inc.
Location 1285 Avenue Of The Americas 15th, 16th,17th, + 18th Floors, New York, NY 10019, USA
Phone (888) 300-3209
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Morgan Stanley Financial Advisors
1 out of 5
Location 1290 6th Ave Fl 13, New York, NY 10104, USA
Phone (212) 492-6900
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john cunningham
SEC File# 801-78240
CRD# 167970
Location 320 W 57th St, New York, NY 10019, USA
Phone (212) 603-0284
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Morgan Stanley Financial Advisors
Location 590 Madison Ave 11th Floor, New York, NY 10022, USA
Phone (212) 586-5505
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Financial Planning Concepts
Location 310 W 95th St, New York, NY 10025, USA
Phone (212) 579-5620
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SEC File# 801-62193
CRD# 175112
5 out of 5
Location 40 Wall St 56th Floor, New York, NY 10005, USA
Phone (212) 227-7770
Directions
SEC File# 801-7163
CRD# 8174
5 out of 5
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 713-7800
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Global Giving Advisors LLC
Location 168 E 74th St # 5B, New York, NY 10021, USA
Phone (800) 522-1874
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TIAA Financial Services
Location 41 E. 11th Street 11th Floor, New York, NY 10003, USA
Phone (800) 842-2733
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SEC File# 801-32987
CRD# 110826
Location 51 Madison Ave # 2510, New York, NY 10010, USA
Phone (212) 576-7000
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Young Men's Christian Association Retirement Fund
4 out of 5
Location 120 Broadway, New York, NY 10271, USA
Phone (800) 738-9622
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Lone Peak Partners
SEC File# 801-73174
CRD# 156546
Location 745 5th Ave, New York, NY 10151, USA
Phone (646) 430-8666
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New York City Financial Advisor-Financial Planners
Location 60 E 42nd St, New York, NY 10165, USA
Phone (646) 374-4710
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polero ice advisers
Location 2250 Broadway, New York, NY 10024, USA
Phone (917) 837-0440
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Retirement Planning in New York County, NY

About New York County, NY for Those Planning to Retire

New York County, also known as Manhattan, is a vibrant and bustling borough located in the heart of New York City. This iconic destination is home to a plethora of world-renowned landmarks, such as the Empire State Building, the Statue of Liberty, and Central Park. In terms of employment, Manhattan boasts a diverse range of top employers, including financial powerhouses like JPMorgan Chase and Goldman Sachs, as well as media giants like The New York Times and NBCUniversal. The borough is also known for its extensive network of highways and streets, including the FDR Drive, the West Side Highway, and Broadway. These thoroughfares connect Manhattan to other parts of the city and beyond, making it a hub of activity and commerce. Manhattan is divided into several distinct neighborhoods, each with its own unique character and charm. From the trendy boutiques of SoHo to the historic brownstones of the Upper East Side, there's something for everyone in this dynamic borough.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of New York County, NY could benefit from a bank in a multitude of ways. Firstly, with the high cost of living in the area, a bank could offer financial assistance in the form of loans or credit to help with expenses such as rent, utilities, and groceries. Additionally, with the fast-paced nature of the city, having access to online banking services could save residents valuable time and energy. Furthermore, with the diverse population of New York County, NY, a bank could offer services in multiple languages to better serve non-English speaking individuals. Another way a bank could help residents is by providing financial education and resources, particularly for those who may be new to the area or unfamiliar with the American financial system. Finally, with the constant threat of natural disasters such as hurricanes and floods, having a bank with disaster relief services could provide much-needed support and assistance to those affected.

Insurance Broker

Residents of New York County, NY could benefit from the expertise of an insurance broker in a variety of ways. With a population of over 1.6 million people, New York County is a bustling and diverse area, and navigating the complex world of insurance can be daunting for many individuals. An insurance broker can help residents of New York County find the right coverage for their unique needs, whether they are looking for health insurance, auto insurance, or homeowners insurance. With so many different insurance providers and policy options available, it can be challenging to know where to start. An insurance broker can help residents of New York County compare policies and prices, ensuring that they get the best coverage for their budget. Additionally, an insurance broker can help residents of New York County navigate the often-confusing world of insurance claims, ensuring that they receive the compensation they are entitled to after an accident or other incident.

Wealth Management

Residents of New York County, NY can benefit from the expertise of a wealth manager in a multitude of ways. Given the high cost of living in the area, a wealth manager can assist with budgeting and financial planning to ensure that individuals and families are able to meet their expenses while still saving for the future. Additionally, with the fast-paced and competitive nature of the city, a wealth manager can help residents navigate complex investment opportunities and make informed decisions about their portfolios. Furthermore, with the unique tax laws and regulations in New York County, NY, a wealth manager can provide valuable guidance on minimizing tax liabilities and maximizing returns. Overall, a wealth manager can provide invaluable support to residents of New York County, NY in achieving their financial goals and securing their financial future in a complex and dynamic environment.

Financial Advisor

Residents of New York County, NY, commonly known as Manhattan, could greatly benefit from the expertise of a financial advisor. With its reputation as a financial hub and high cost of living, Manhattan residents face unique financial challenges. A financial advisor can assist with everything from managing debt to creating a long-term investment strategy. Specifically, a financial advisor can help residents navigate the complexities of the New York City real estate market, which is known for its high prices and competitive bidding wars. Additionally, a financial advisor can provide guidance on tax planning, including strategies for minimizing the impact of the city's high tax rates. With the help of a financial advisor, Manhattan residents can feel more confident in their financial decisions and better prepared for the challenges of living in one of the world's most expensive cities.

Mortgage Loan Officer

Residents of New York County, NY could benefit from the expertise of a mortgage loan officer in a variety of ways. With the high cost of living in this densely populated area, many residents may struggle to afford a home without assistance. A mortgage loan officer can help them navigate the complex and competitive housing market, offering guidance on available loan options and interest rates. Additionally, due to the unique cultural and economic landscape of New York County, NY, it is crucial for a mortgage loan officer to have a deep understanding of the local real estate market. They must be able to identify the specific needs and challenges of each client, and tailor their services accordingly. Whether it is helping a first-time homebuyer secure a loan, or assisting a seasoned investor with a complex financing arrangement, a skilled mortgage loan officer can make a significant difference in the lives of New York County residents.

Tax Services

Residents of New York County, NY can benefit greatly from the expertise of a tax advisor. With the high cost of living in this densely populated area, tax planning becomes even more critical. A tax advisor can help residents navigate complex tax laws and regulations, ensuring they receive all the deductions and credits they are entitled to. Additionally, New York County, NY has a unique tax structure, including local taxes and surcharges, which can be confusing for taxpayers. A tax advisor with knowledge of the local tax laws can help residents minimize their tax liability and avoid penalties. Furthermore, with the recent changes to the federal tax code, a tax advisor can help residents understand how these changes may affect their tax situation and develop a plan to mitigate any negative impact. Overall, a tax advisor can provide invaluable assistance to residents of New York County, NY, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of New York County, NY can benefit greatly from the services of an estate planning lawyer. With the county being the most densely populated in the United States, it is crucial for individuals to have a comprehensive estate plan in place to protect their assets and ensure their wishes are carried out after their passing. An estate planning lawyer can assist with drafting wills, trusts, and powers of attorney, as well as navigating complex estate tax laws unique to New York State. Additionally, with the high cost of living in New York County, an estate planning lawyer can help individuals plan for long-term care and Medicaid eligibility. By working with an estate planning lawyer, residents of New York County can have peace of mind knowing their assets and loved ones are protected.

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