Retirement Planning Firms in Smithtown, NY

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Retirement Planning Firms in Smithtown, NY

Arcadia Wealth Management
SEC File# 801-121212
CRD# 284925
Location 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone (631) 549-5400
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
St. James Financial Services | Robert Bianco
Location 116 Terry Rd, Smithtown, NY 11787, USA
Phone (631) 979-5339
Madison Planning Group
Location 35 Robin Dr #102, Hauppauge, NY 11788, USA
Phone (877) 377-4420
Cross Sound Partners
Location 69 Bayberry Ln, Smithtown, NY 11787, USA
Phone (631) 449-0135
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About Smithtown, NY

Smithtown is a town in Suffolk County, New York, United States. The population was 47,709 at the 2010 census. The town of Smithtown is located on the North Shore of Long Island and is bordered by the towns of Huntington to the west, Brookhaven to the east, Stony Brook to the north, and Islip to the south. Major highways in Smithtown include NY-25A, which runs east-west through the town; and NY-454 and NY-111, which both run north-south. Major streets in Smithtown include Main Street (NY-25A), East Jericho Turnpike (NY-454), and Saint James Place (NY-111). Some of the town's landmarks include the St. James Theatre, the Smithtown Bull, and the USS Slater DE 766 Museum. Major employers in Smithtown include Stony Brook University Hospital, Comsewogue School District, and Canon U.S.A., Inc.

Related Services

Banks and Credit Unions

Banks and credit unions are a vital part of the Smithtown, NY community.They offer a variety of services to their customers, including checking and savings accounts, loans, and credit cards. In addition, banks and credit unions offer a variety of other products and services, such as online banking and bill pay. They also provide valuable educational resources to their customers, such as personal finance courses.Banks and credit unions are important institutions in the Smithtown, NY community because they help people save money, borrow money, and learn about personal finance.

Estate Planning Lawyer

Living in Smithtown, NY comes with a number of benefits, including plenty of space and privacy. However, it's important to remember that even in a small town like Smithtown, accidents can happen and planning ahead is always the best course of action. That's where an estate planning lawyer comes in - they can help you make sure your loved ones are taken care of financially and legally in the event of your untimely death.

Mortgage Loan Officer

Smithtown, NY residents can benefit by working with a mortgage loan officer to get the best home financing options. There are many different types of mortgages, and a loan officer can help you find the right one for your needs. They can also help you get pre-approved for a mortgage, which will give you an advantage when bidding on homes.

Wealth Management

Living in Smithtown, NY comes with a lot of benefits, but some residents may not be taking full advantage of all they have to offer. A wealth manager can help change that. Here are three specific ways a wealth manager can help those who live in Smithtown, NY: 1. They can help you make the most of your money by creating a financial plan tailored specifically for you and your needs. 2. They can provide advice on how to save for retirement and other long-term goals. 3. They can help protect your assets from risks like inflation and market volatility.

Financial Advisor

Living in Smithtown, NY comes with a lot of benefits like great schools, plenty of job opportunities, and a low cost of living. However, one thing that may be missing from your list of priorities is your financial security. That's where working with a financial advisor can help. Financial advisors can help you save for retirement, plan for college expenses, and even invest your money so you can grow it over time. They can also help you create a budget and stick to it, which can be very helpful if you're trying to get your finances in order. If you're looking for some extra peace of mind when it comes to your money, then working with a financial advisor may be the right decision for you.

Insurance Broker

If you live in Smithtown, NY and are looking for ways to save money on your insurance, you should consider working with an insurance broker. An insurance broker can help you find the best rates on car insurance, homeowners insurance, and health insurance. Brokers have access to a variety of different policies from a variety of different insurers, so they can find the policy that is right for you. Plus, brokers are experienced in negotiating rates and getting the best deals for their clients. If you're looking for ways to save money on your insurance, contact an insurance broker today.

Tax Services

Living in Smithtown, NY has its benefits, including a lower tax rate. However, working with a tax accountant can help residents maximize their tax savings and ensure they are taking advantage of all the deductions and credits to which they are entitled. A good tax accountant will know the latest changes to the tax code and can help you file your return accurately and on time.