Retirement Planning in Newburgh, NY

We did the hard work of finding trustworthy partners in Newburgh, NY. Fill out the form to get connected.

Get Help with Planning for Retirement

As Seen In

List of Firms

Top Retirement Planners in Newburgh, NY

Spectrum Pension & Compensation
Location 3 Racquet Rd, Newburgh, NY 12550, USA
Phone (845) 567-6090
Edward Jones - Financial Advisor: Joseph E Profaci Sr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 297 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 566-7379
Step Stone Financial
Location 1450 NY-300 #4, Newburgh, NY 12550, USA
Phone (845) 565-5911
Kenan Financial, CPA
4 out of 5
Location 145 Windsor Hwy, Newburgh, NY 12550, USA
Phone (845) 562-6303
Louis Curci: Primerica - Financial Services
Location 1662 NY-300 STE 142, Newburgh, NY 12550, USA
Phone (845) 632-6100
Step Stone Financial
Location 436 Robinson Ave, Newburgh, NY 12550, USA
Phone (866) 788-7753
Hudson Valley Estate Planning Council
Location 276 NY-17K, Newburgh, NY 12550, USA
Phone (845) 564-3654
Michael Warren
SEC File# 801-111055
CRD# 158043
Location 406 NY-32, Vails Gate, NY 12584, USA
Quint Investments and Insurance Services
5 out of 5
Location 210 New Hackensack Rd, Wappingers Falls, NY 12590, USA
Phone (845) 345-3628
Edward Jones - Financial Advisor: Errol S Fletcher
Location 297 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 566-7379
Ferrigno Financial
5 out of 5
Location 79 E Main St, Washingtonville, NY 10992, USA
Phone (845) 496-5508
DSL Financial Services
5 out of 5
Location 2645 South Rd Suite 8, Poughkeepsie, NY 12601, USA
Phone (845) 454-4110
J. Pink Associates, Inc., Financial Advisors
5 out of 5
Location 942 NY-376 Ste 205, Wappingers Falls, NY 12590, USA
Phone (845) 790-4300
Retirement Planning in Newburgh, NY

About Newburgh, NY for Those Planning to Retire

Newburgh is located in Orange County, New York and has a population of 28,000. Some of the landmarks in Newburgh include the Mount Saint Mary's College, the Downing Park, and the Fort Montgomery State Historic Site. The top employers in Newburgh are Walmart, Hannaford Supermarkets, and Orange Regional Medical Center. Major highways and streets in Newburgh include Interstate 84 and Route 9W. The neighborhoods in Newburgh are mostly residential.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Living in Newburgh, NY comes with a lot of benefits. One of those benefits is the availability of banks and credit unions in the area. Here are three ways that residents can benefit from these institutions. 1st Way: Financial Literacy Programs Many banks and credit unions offer financial literacy programs to their customers. These programs teach people how to save money, invest money, and use credit wisely. They are often taught by certified financial planners or other professionals who have experience in the field. 2nd Way: Low-Interest Loans Banks and credit unions often offer low-interest loans for things like cars, homes, and businesses. This can save people a lot of money over time. 3rd Way: Free Checking Accounts Some banks and credit unions offer free checking accounts with no minimum balance required. This is a great option for people who don't want to worry about keeping track of how much money they have in their account.

Estate Planning Lawyer

Living in Newburgh, NY comes with a lot of unique benefits and challenges. One such challenge is estate planning. Working with an experienced estate planning lawyer can help residents of Newburgh make sure their assets are distributed according to their wishes after they die. An estate planning lawyer can also help protect those assets from being seized by creditors or litigated over in a messy probate process.

Mortgage Loan Officer

If you live in Newburgh, NY, and you're looking for a mortgage loan officer, you can benefit by working with one who understands the area and the types of loans available there. Mortgage loan officers who are familiar with the Newburgh area can help you find the best loan to meet your needs, whether you're buying a home or refinancing. They can also advise you on the best way to use your current home equity to finance a new purchase or renovation.

Wealth Management

Living in Newburgh, NY comes with its own set of challenges and opportunities. While there are many programs and services available to help residents make the most of their lives, some people may find it difficult to navigate the options and find the right assistance. That's where a wealth manager can come in handy.A wealth manager is someone who helps residents manage their finances and make the most of their money. They can provide advice on investments, budgeting, saving for retirement, and more. They can also connect residents with programs that match their needs, such as low-interest loan or grant programs.If you're a resident of Newburgh, NY, working with a wealth manager can be a great way to improve your financial situation and take advantage of all that your community has to offer.

Financial Advisor

Living in Newburgh can be difficult, especially when it comes to money. Working with a financial advisor can help people in Newburgh manage their money better and make the most of what they have. Financial advisors can provide advice on budgeting, saving for retirement, and investing. They can also help people find ways to reduce their expenses and get out of debt.

Insurance Broker

Living in Newburgh, NY can be difficult due to the high cost of living and lack of jobs. However, by working with an insurance broker, residents can find affordable rates and quality coverage. An insurance broker will work with you to find the best rates and coverage for your needs, ensuring that you are fully protected.

Tax Services

Living in Newburgh, NY can be difficult due to the high taxes and cost of living. However, by working with a tax accountant in your area, you can benefit from their knowledge and experience. Tax accountants have the expertise to help you save money on your taxes, and can also advise you on what deductions and credits you may be eligible for. By enlisting the help of a tax accountant, you can rest assured that your taxes are filed correctly and that you are taking full advantage of all the tax breaks available to you.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs