Retirement Planning in Pawling, NY

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

Get Help with Planning for Retirement


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Pawling, NY

Capital Markets Advisors LLC
Location 1075 NY-82, Hopewell Junction, NY 12533, USA
Phone (845) 227-8809
John R. Monaco & Company
5 out of 5
Location 2190 NY-22, Patterson, NY 12563, USA
Phone (845) 279-8664
SEC File# 801-121541
CRD# 283389
Location 2537 NY-52 #1, Hopewell Junction, NY 12533, USA
Phone (845) 592-0789
SEC File# 801-71457
CRD# 153184
Location 88 NY-22, Pawling, NY 12564, USA
Phone (845) 350-0828
AdvisersTrust Wealth Management
SEC File# 801-30694
CRD# 106015
Location 30 Main St, Newtown, CT 06470, USA
Phone (203) 270-7700
Location 33 Airport Center Dr SUITE 105, New Windsor, NY 12553, USA
Phone (845) 445-1500
College Planning 101, Inc.
5 out of 5
Location 1131 State Rte 55 Ste 1, Lagrangeville, NY 12540, USA
Phone (914) 406-0055
Wealth Enhancement Group
Location 44 Old Ridgebury Rd Ste 150, Danbury, CT 06810, USA
Phone (203) 790-4949
Hudson Financial Services Inc
Location 1249 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-4760
Hudson Financial Group
Location 580 White Plains Rd Suite 205, Tarrytown, NY 10591, USA
Phone (914) 460-1215
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1540 Main St, Pleasant Valley, NY 12569, USA
Phone (845) 635-2058
SEC File# 801-70921
CRD# 152374
Location 51 Sugar Hollow Rd Suite 201, Danbury, CT 06877, USA
Phone (203) 341-7400
Gravatt Financial - Northwestern Mutual
Location 2515 South Rd Ste 2, Poughkeepsie, NY 12601, USA
Phone (845) 224-0010
PDI Financial Group
Location 38C Grove St, Ridgefield, CT 06877, USA
Phone (203) 894-1007
Retirement Planning in Pawling, NY

About Pawling, NY for Those Planning to Retire

Nestled in the heart of Dutchess County, Pawling, NY is a quaint town brimming with history and charm. This idyllic community boasts a plethora of landmarks, including the picturesque Lakeside Park, the historic John Kane House, and the stunning Appalachian Trail. Home to a diverse array of top employers, such as the prestigious Trinity-Pawling School, the esteemed Dutcher Golf Course, and the renowned Pawling Corporation, this town offers ample opportunity for career growth and success. With easy access to major highways such as Route 22 and Interstate 84, navigating the streets of Pawling is a breeze. Whether you're exploring the charming neighborhoods of Quaker Hill or Pawling Village, or taking a leisurely drive down scenic Route 55, there's something for everyone to enjoy in this vibrant community.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Pawling, NY would be helped by a bank in a myriad of ways. One of the most common ways is through the provision of loans for businesses and individuals. With a population of just over 8,000 people, Pawling is a small town that is predominantly rural. As such, many residents may need financial assistance to start or grow their businesses, or to make major purchases such as a home or car. A bank can provide these loans, which can help to spur economic growth and development in the town. In addition to loans, a bank can also provide residents with access to savings accounts, checking accounts, and other financial products that can help them to manage their money more effectively. This is especially important in a town like Pawling, where many residents may not have access to the same level of financial resources as those living in larger cities.

Insurance Broker

Residents of Pawling, NY could greatly benefit from the services of an insurance broker. With the town's close proximity to the Appalachian Trail and numerous outdoor recreational opportunities, residents may require specialized insurance coverage for activities such as hiking, rock climbing, and kayaking. An insurance broker could assist residents in finding the most comprehensive coverage for their specific needs, ensuring that they are protected in the event of an accident or injury. Additionally, with the town's historic downtown area and numerous small businesses, an insurance broker could help business owners navigate the complex world of commercial insurance and liability coverage. In a town as unique and diverse as Pawling, NY, an insurance broker can provide invaluable assistance in finding the right insurance coverage to meet individual and business needs.

Wealth Management

Residents of Pawling, NY could benefit from the services of a wealth manager in numerous ways. With its picturesque landscapes and close proximity to New York City, Pawling is a highly desirable location for many affluent individuals and families. A wealth manager could assist these residents in managing their investments, creating a comprehensive financial plan, and minimizing tax liabilities. Additionally, Pawling is home to numerous small businesses, many of which could benefit from the guidance of a wealth manager in areas such as retirement planning, employee benefits, and succession planning. With the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager could also help residents of Pawling navigate the current financial landscape and make informed decisions about their investments and savings. Overall, a wealth manager could provide valuable assistance to the residents of Pawling, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Pawling, NY can benefit from the services of a financial advisor in various ways. One of the most common ways is by helping them create a budget that is tailored to their specific needs and goals. This is especially important in Pawling, NY, where the cost of living is relatively high compared to other areas in the state. A financial advisor can help residents understand their income and expenses, and create a plan to manage their finances effectively. Additionally, a financial advisor can assist residents in investing their money wisely, taking into account their risk tolerance and long-term goals. With the help of a financial advisor, residents of Pawling, NY can make informed decisions about their finances and achieve financial security for themselves and their families.

Mortgage Loan Officer

Residents of Pawling, NY could benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer could help them navigate the complex and ever-changing landscape of mortgage lending, including the various types of loans, interest rates, and terms available. Additionally, the loan officer could help them understand the specific challenges and opportunities that come with living in a rural area like Pawling, where property values may be lower than in more urban areas, but where there may also be unique opportunities for home ownership and investment. Furthermore, the loan officer could help residents of Pawling who may be struggling with credit issues or other financial challenges, by offering advice and guidance on how to improve their credit score, reduce debt, and qualify for a mortgage loan that meets their needs and budget. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Pawling, NY, and can help them achieve their dreams of home ownership and financial stability.

Tax Services

Residents of Pawling, NY can benefit from a tax advisor in a multitude of ways. One specific area where a tax advisor can be of great assistance is in navigating the complex tax laws surrounding property ownership in Pawling. With its picturesque landscape and quaint charm, Pawling has become a popular destination for homeowners seeking a peaceful retreat from the hustle and bustle of city life. However, the intricacies of property taxes and assessments can be overwhelming for many homeowners. A tax advisor can provide valuable guidance on how to minimize property taxes and navigate the assessment process. Additionally, a tax advisor can help Pawling residents take advantage of tax credits and deductions, such as those related to energy-efficient home improvements or charitable donations to local organizations. By working with a tax advisor, residents of Pawling can ensure that they are maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Pawling, NY can benefit from the services of an estate planning lawyer in a multitude of ways. One specific aspect of estate planning that can be particularly helpful in Pawling is the creation of a trust to protect assets from potential long-term care costs. As a town with a large population of seniors, many Pawling residents may need to rely on Medicaid to cover the costs of nursing home care. However, Medicaid has strict eligibility requirements, and assets such as a family home or savings accounts can disqualify an individual from receiving benefits. An estate planning lawyer can help create a trust to hold these assets and protect them from being counted as part of an individual's assets for Medicaid purposes. This can ensure that seniors in Pawling can receive the care they need without having to deplete their life savings.


Retirement Income Planning FAQs