Retirement Planning in Suffolk County, NY

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Top Retirement Planners in Suffolk County, NY

Point 32 Investment Partners
5 out of 5
Location 115 Main St, Westhampton Beach, NY 11978, USA
Phone (631) 824-0902
Capital Financial Planning
5 out of 5
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 360-0464
Maximus Financial Services
Location 2171 Jericho Turnpike, Commack, NY 11725, USA
Phone (631) 462-3560
LSP Wealth Management
Location 1 Millford Ct, Ridge, NY 11961, USA
Phone (631) 949-7113
Retirement Planning in Suffolk County, NY

About Suffolk County, NY for Those Planning to Retire

Suffolk County is located in eastern New York, bordering the Long Island Sound. The county seat is the City of Suffolk, and other major towns include Riverhead, Islip, and Huntington. The top employer in Suffolk County is the Long Island Rail Road, followed by the State of New York. Major highways and streets include Route 27, Route 110, and the Long Island Expressway. The neighborhoods of interest include Bellport, Patchogue, and Northport..

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Suffolk County, NY can benefit from banks and credit unions in their area. Banks offer a variety of services to their customers such as checking and savings accounts, loans, and mortgages. Credit unions are not-for-profit organizations that offer many of the same services as banks but may have more favorable interest rates on loans and mortgages. They also often have lower fees than banks. Residents should research the options available to them and choose the institution that best suits their needs.

Estate Planning Lawyer

Suffolk County, NY residents can benefit from estate planning in a number of ways. An estate planning lawyer can help you create a will and other legal documents that will ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and other mechanisms to provide for your loved ones even if you become incapacitated. And finally, an estate planning lawyer can help you save on taxes by setting up efficient estate plans.

Mortgage Loan Officer

If you're a resident of Suffolk County, New York, and are in the market for a mortgage loan, it's important to work with a qualified mortgage loan officer. A good loan officer can help you secure the best interest rate and terms on your mortgage, and can also provide guidance throughout the loan application process.To find a good mortgage loan officer, start by asking friends and family for recommendations. You can also check with local real estate agents or lenders. When interviewing potential loan officers, be sure to ask about their experience in the industry, as well as their rates and fees. It's also important to feel comfortable with your loan officer; after all, you'll be working closely with him or her over the next few months.

Wealth Management

Living in Suffolk County, NY comes with its own set of challenges and benefits. While there are many people who are content to live off the grid and manage their own finances, there are also those who would benefit from working with a wealth manager. Here are three reasons why you should work with a wealth manager if you live in Suffolk County, NY.

Financial Advisor

People living in Suffolk County, NY can benefit by working with a financial advisor. Financial advisors can help people save for retirement, invest money wisely, and plan for major life events. Financial advisors can also provide guidance during difficult times, such as when someone is coping with the loss of a job or facing bankruptcy.

Insurance Broker

Residents of Suffolk County, NY can benefit in a number of ways by working with an insurance broker. An insurance broker can help residents find the best rates on car, home, and health insurance policies. Brokers can also help residents file claims and navigate the complex world of insurance paperwork.

Tax Services

If you live in Suffolk County, NY and are looking to save money on your taxes, it is important to work with a tax accountant in your area. Tax accountants can help you understand your tax situation and find any potential deductions or credits that you may be eligible for. They can also help you file your taxes accurately and on time.If you are looking for a tax accountant in Suffolk County, NY, the best place to start is by contacting the local chapter of the American Institute of Certified Public Accountants (AICPA). The AICPA can connect you with qualified accountants who have experience working with taxpayers in your area.


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