Retirement Planning in Riverhead, NY

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List of Firms

Top Retirement Planners in Riverhead, NY

Brian Leiser - Raymond James
Location 209 W Main St 2nd Floor - Ste 201, Riverhead, NY 11901, USA
Phone (631) 594-5491
Language https://www.raymondjames.com/brianleiser/
Directions
The Simmons Point Group of Janney Montgomery Scott
Location 1116 Main Road Suites 1 & 2, Riverhead, NY 11901, USA
Phone (631) 851-4383
Language https://advisor.janney.com/simmonspointgroup?utm_medium=yext&utm_source=gmb
Directions
Merrill Lynch Wealth Management Advisor Stephen Murray
Location 450 Old Country Rd, Riverhead, NY 11901, USA
Phone (631) 284-8235
Language https://fa.ml.com/new-york/riverhead/smurray1
Directions
Primerica
SEC File# 801-72263
CRD# 10111
Location 64 Vail Ave, Riverhead, NY 11901, USA
Phone (631) 488-0974
Language http://www.primerica.com/jawandabland.
Directions
Morgan Stanley Financial Advisors
Location 611 E Main St, Riverhead, NY 11901, USA
Phone (631) 727-8100
Language https://advisor.morganstanley.com/riverhead-branch?y_source=1_MjA3ODExOS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP
4 out of 5
Location 33 W 2nd St, Riverhead, NY 11901, USA
Phone (631) 727-2180
Language http://www.suffolklaw.com/
Directions
East End Financial Group
SEC File# 801-34431
CRD# 110584
Location 318 Roanoke Ave, Riverhead, NY 11901, USA
Phone (631) 727-8111
Language http://www.eastendfinancialgroup.com/
Directions
Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 1116 Main Road Suites 1 & 2, Riverhead, NY 11901, USA
Phone (631) 779-1270
Language https://www.janney.com/?utm_medium=yext&utm_source=gmb
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Retirement Planning in Riverhead, NY

About Riverhead, NY for Those Planning to Retire

Riverhead, NY is a vibrant town located on the eastern end of Long Island. It is home to a plethora of landmarks that attract tourists and locals alike, including the Long Island Aquarium, Tanger Outlets, and the Suffolk Theater. The town is also known for its rich history, with the Hallockville Museum Farm and the East End Arts Council showcasing the area's agricultural and artistic roots. Top employers in Riverhead include Stony Brook Eastern Long Island Hospital, Riverhead Central School District, and the Suffolk County government. Major highways that run through the town include the Long Island Expressway and the Sunrise Highway, making it easily accessible for commuters and travelers alike. Main streets in the town include Route 25, which is lined with shops and restaurants, and Main Street, which is home to many of the town's historic buildings. Riverhead is comprised of several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Riverhead, NY can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to businesses in the area, which is crucial to the local economy. This is especially important in Riverhead, which is known for its thriving agriculture industry. Secondly, banks can offer loans and mortgages to individuals looking to purchase homes in the area. Riverhead is a popular tourist destination, and many people may want to purchase vacation homes or retire in the area, making it imperative to have access to reliable financial institutions. Additionally, banks can provide financial education to residents, helping them to better manage their money and plan for the future. Given the high cost of living in Riverhead, this type of support can be incredibly valuable to residents. Overall, banks play a vital role in the economic and financial well-being of Riverhead, NY, and its residents.

Insurance Broker

Residents of Riverhead, NY could benefit greatly from the services of an insurance broker. With the town being situated along the Peconic River and surrounded by agricultural land, there are unique risks that residents face. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage for their homes and businesses. Additionally, with the town's proximity to the Long Island Sound, many residents may have boats or other watercraft that require specialized insurance. An insurance broker can help residents find the right coverage for their specific needs. Furthermore, with the town's growing population and diverse economy, an insurance broker can provide guidance on a range of insurance needs, from health insurance for individuals and families to liability insurance for small businesses.

Wealth Management

Residents of Riverhead, NY could benefit greatly from the services of a wealth manager. With its location on the eastern end of Long Island, Riverhead is a community that has seen a lot of growth and development in recent years. This has brought with it a number of financial challenges for residents, including rising property values, increased taxes, and a competitive job market. A wealth manager can help residents navigate these challenges by providing guidance on investment strategies, retirement planning, tax planning, and more. By working with a wealth manager, residents can gain a better understanding of their financial situation and develop a plan to achieve their long-term goals. Whether they are looking to save for retirement, build wealth, or protect their assets, a wealth manager can provide the expertise and guidance needed to succeed in today's complex financial landscape.

Financial Advisor

Residents of Riverhead, NY could benefit greatly from the assistance of a financial advisor. With the town's proximity to the Hamptons, many residents may have unique financial situations, such as owning rental properties or second homes. A financial advisor could provide guidance on how to manage these assets effectively and make the most out of their investments. Additionally, Riverhead is home to a large agricultural industry, with farms and vineyards lining the countryside. A financial advisor could help farmers navigate the complexities of the industry, such as managing cash flow and securing financing for equipment and land purchases. Furthermore, with the recent influx of new businesses and development in the area, a financial advisor could assist entrepreneurs in creating solid business plans and securing funding to ensure their ventures are successful. Overall, a financial advisor could provide valuable guidance to the residents of Riverhead, NY in navigating their unique financial situations and achieving their financial goals.

Mortgage Loan Officer

Residents of Riverhead, NY can benefit greatly from the services of a mortgage loan officer. With the town's prime location on Long Island's East End, many residents are looking to purchase or refinance properties in the area. A knowledgeable mortgage loan officer can assist with navigating the complexities of the local real estate market, including zoning laws, flood zones, and property taxes. Additionally, Riverhead is home to a diverse population, including many retirees and first-time homebuyers. A mortgage loan officer can help these individuals understand their options for financing and guide them through the application process. Whether it's securing a low interest rate, negotiating with lenders, or simply answering questions, a mortgage loan officer can provide invaluable support to residents of Riverhead, NY.

Tax Services

Residents of Riverhead, NY could greatly benefit from the expertise of a tax advisor. With its prime location on the eastern end of Long Island, Riverhead is home to a diverse population ranging from small business owners to retirees. A tax advisor can provide guidance on navigating the complex tax laws in New York State, including property tax exemptions for senior citizens and veterans. Additionally, with the recent surge in tourism to Riverhead's wineries and farm stands, a tax advisor can assist small business owners in maximizing their deductions and minimizing their tax liability. With their intricate knowledge of the tax code and experience in tax planning, a tax advisor can help residents of Riverhead, NY make informed decisions and achieve financial success.

Estate Planning Lawyer

Residents of Riverhead, NY can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Riverhead, NY, where the population is aging, and many residents own property and other assets that need to be protected. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be time-consuming and expensive. They can also assist with setting up trusts, establishing durable powers of attorney, and creating healthcare directives, all of which can provide peace of mind and protect a person's interests in the event of incapacity or death. With their expertise and knowledge of New York state law, an estate planning lawyer can help residents of Riverhead, NY navigate the complex legal landscape of estate planning and ensure that their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Riverhead, NY can be a crucial step towards a secure financial future. These services include analyzing one's current financial situation, identifying retirement goals, creating a personalized retirement plan, and implementing strategies to achieve those goals. In Riverhead, NY, retirement planning services may also include considerations for the local economy, such as the impact of tourism on the housing market and the potential for rising property taxes. A retirement planner in Riverhead, NY can also provide guidance on social security benefits, healthcare costs, and long-term care options. With the complexity of retirement planning, seeking the advice of a professional can help ensure a comfortable retirement and peace of mind.

Riverhead, NY is the ideal place to get a retirement planner due to its diverse range of financial experts and resources. With a plethora of financial institutions and advisory firms, retirees can rest assured that they will receive top-notch advice and guidance in managing their finances. Additionally, Riverhead offers a unique blend of urban and suburban living, with access to both city amenities and peaceful, natural surroundings. This means that retirees can enjoy a fulfilling retirement lifestyle while still having access to all the resources they need to manage their finances effectively. Furthermore, the town's proximity to New York City provides retirees with access to world-class cultural and entertainment options, ensuring that their retirement years are full of excitement and adventure. Overall, Riverhead, NY is the perfect destination for retirees looking to secure their financial future and enjoy a fulfilling retirement lifestyle.