Retirement Planning in Sag Harbor, NY

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List of Firms

Top Retirement Planners in Sag Harbor, NY

Saybrook Capital
SEC File# 801-35487
CRD# 107679
Location 7 Spring St, Sag Harbor, NY 11963, USA
Phone (631) 725-5518
Jason B. Newman - RBC Wealth Management Financial Advisor
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (212) 703-6111
Ryan O'Malley - UBS Financial Services Inc.
Location 8 Main St, Southampton, NY 11968, USA
Phone (631) 287-5824
New York Retirement Planning
Location 720 E Jericho Turnpike suite 1, Huntington Station, NY 11746, USA
Phone (631) 236-9844
SEC File# 801-69815
CRD# 149018
Location 69 Main St, Sag Harbor, NY 11963, USA
Phone (631) 725-1000
Merrill Lynch Wealth Management Advisor Jacob F Eckart
Location 57 Hampton Rd, Southampton, NY 11968, USA
Phone (631) 204-8655
Kelli Lanino - Raymond James
Location 209 W Main St Ste 201, Riverhead, NY 11901, USA
Phone (631) 727-6380
Meg Rudansky Attorney At Law
5 out of 5
Location 36 Woodvale St, Sag Harbor, NY 11963, USA
Phone (631) 725-4778
Andriola, Goldberg & Associates - Ameriprise Financial Services, LLC
Location 50 Station Rd Bldg 6, Water Mill, NY 11976, USA
Phone (631) 458-7050
Retirement Planning in Sag Harbor, NY

About Sag Harbor, NY for Those Planning to Retire

Sag Harbor, NY is a charming village located on the eastern end of Long Island. It is home to several notable landmarks, including the Sag Harbor Whaling and Historical Museum, the Old Whalers Church, and the Sag Harbor Cinema. The village is also known for its vibrant arts scene, with galleries and theaters showcasing the work of local artists. Top employers in Sag Harbor include the Sag Harbor School District, the Sag Harbor Village Police Department, and the Sag Harbor Yacht Club. The village is also home to several small businesses, including boutique shops, restaurants, and cafes. Major highways and streets in Sag Harbor include Route 114, which runs through the center of the village, and Main Street, which is lined with historic buildings and shops. The village is also accessible by ferry from Shelter Island. Sag Harbor is divided into several distinct neighborhoods, including the historic district, which features many well-preserved homes from the 18th and 19th centuries.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sag Harbor, NY can benefit from a bank in various ways. For instance, the bank can help them with their mortgages, loans, and other financial needs. Specifically, Sag Harbor is a town with a rich maritime history, and many of its residents are involved in the fishing industry. A bank can provide loans and financial advice to help fishermen purchase new boats or upgrade their equipment to improve their catch. Additionally, Sag Harbor is a popular tourist destination, and many residents operate small businesses catering to visitors. A bank can offer small business loans and other financial services to help these entrepreneurs grow their businesses and contribute to the local economy. Overall, a bank can be a valuable resource for Sag Harbor residents looking to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Sag Harbor, NY can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the right policies that meet their unique needs. This is particularly important in Sag Harbor, NY, where residents face a higher risk of flooding due to its proximity to the water. An insurance broker can help residents find comprehensive flood insurance policies that cover damages caused by hurricanes, storm surges, and other water-related disasters. Additionally, an insurance broker can help residents compare different insurance policies and providers, negotiate better rates, and ensure that they are not overpaying for their coverage. With the help of an insurance broker, residents of Sag Harbor, NY can have peace of mind knowing that they are adequately protected against the risks that come with living in a coastal community.

Wealth Management

Residents of Sag Harbor, NY could benefit greatly from the services of a wealth manager. With its reputation as a popular summer destination for the wealthy, Sag Harbor has a unique financial landscape that requires a skilled professional to navigate. A wealth manager can assist residents in creating a comprehensive financial plan that takes into account their specific needs and goals. This could include managing investments, retirement planning, tax strategies, and estate planning. Additionally, a wealth manager can provide guidance on philanthropic giving, which is particularly important in a community like Sag Harbor where charitable donations play a significant role in supporting local organizations and causes. Overall, working with a wealth manager can help residents of Sag Harbor achieve financial security and peace of mind.

Financial Advisor

Residents of Sag Harbor, NY can benefit greatly from the services of a financial advisor. The town is known for its affluent population, with many residents owning multiple properties and businesses. A financial advisor can help these individuals manage their wealth and investments, ensuring that they are making sound financial decisions that will benefit them in the long run. Additionally, with Sag Harbor being a popular tourist destination, many residents rely on seasonal income from their businesses. A financial advisor can assist in creating a budget and financial plan that takes into account the fluctuations in income that come with a seasonal business. Furthermore, with the recent boom in the real estate market in Sag Harbor, a financial advisor can provide guidance on buying and selling properties, as well as managing rental income. Overall, a financial advisor can provide invaluable assistance to residents of Sag Harbor in navigating the complexities of managing their wealth and finances.

Mortgage Loan Officer

Residents of Sag Harbor, NY can benefit from the expertise of a mortgage loan officer in several ways. With the town's prime location on the eastern end of Long Island, many residents are seeking to purchase or refinance homes in the area. A mortgage loan officer can assist in navigating the complex process of obtaining a mortgage, including evaluating credit scores, determining the best loan options, and securing competitive interest rates. Additionally, Sag Harbor is known for its historic architecture and unique properties, which may require specialized financing options. A knowledgeable mortgage loan officer can provide guidance on these matters and help residents achieve their homeownership goals. In a town with a rich cultural heritage and a strong sense of community, having a trusted mortgage loan officer can make all the difference in achieving long-term financial stability.

Tax Services

Residents of Sag Harbor, NY can benefit from the expertise of a tax advisor in a multitude of ways. One of the most common ways is through the optimization of tax deductions and credits, which can help to minimize tax liabilities and maximize refunds. Additionally, a tax advisor can provide guidance on tax planning strategies that are specific to Sag Harbor, such as the potential impact of local property taxes on overall tax liabilities. Furthermore, a tax advisor can assist with complex tax issues, such as the tax implications of owning a second home or investment property in Sag Harbor, which can be particularly daunting for individuals unfamiliar with the intricacies of tax law. Overall, the services of a tax advisor can be invaluable for residents of Sag Harbor, NY looking to navigate the complexities of the tax code and ensure that they are maximizing their financial well-being.

Estate Planning Lawyer

Residents of Sag Harbor, NY can benefit significantly from the services of an estate planning lawyer. For starters, the town is known for its high-end real estate market, which makes estate planning a crucial aspect of financial planning. An estate planning lawyer can help residents navigate the complexities of estate tax laws, ensure that their assets are distributed according to their wishes, and minimize the tax burden on their heirs. Additionally, Sag Harbor has a large population of retirees, who may need assistance in planning for long-term care and Medicaid eligibility. An estate planning lawyer can help seniors create a plan that preserves their assets while ensuring they have access to the care they need. Overall, an estate planning lawyer can provide invaluable support to Sag Harbor residents in protecting their assets, ensuring their wishes are honored, and planning for their future.


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