Retirement Planning in Victor, NY

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List of Firms

Top Retirement Planners in Victor, NY

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Stephen M Polizzi Agency
Location 61 School St Suite B, Victor, NY 14564, USA
Phone (585) 527-9191
Language https://www.insurancemate.com/
Directions
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Dash Capital Advisors
5 out of 5
Location 7424 Victor Mendon Rd, Victor, NY 14564, USA
Phone (585) 446-3274
Language http://www.dashcapitaladvisors.com/
Directions
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Elevatus Wealth Management
Location 1501 Pittsford Victor Rd, Victor, NY 14564, USA
Phone (585) 565-4450
Language https://elevatuswealth.com/
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Key Retirement Solutions
Location 7588 Co Rd 42, Victor, NY 14564, USA
Phone (585) 486-4310
Language https://www.keyretirementsolutions.com/
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Summers Financial Services
5 out of 5
Location 6591 Cherry St, Victor, NY 14564, USA
Phone (585) 924-7781
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Evolution Financial Advisors
5 out of 5
Location 580 Fishers Station Dr, Victor, NY 14564, USA
Phone (585) 433-9124
Language http://www.evolutionfa.com/contact
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Allied Financial Partners
5 out of 5
Location 6536 Anthony Dr b, Victor, NY 14564, USA
Phone (585) 410-6733
Language https://www.alliedfp.com/?utm_source=google&utm_medium=organic&utm_campaign=gmb
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Voya Financial Advisors
Location 1175 Pittsford Victor Rd Suite 100, Pittsford, NY 14534, USA
Phone (585) 586-9123
Language https://www.vfarochester.com/
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Dream Mutual
5 out of 5
Location 10 E Main St Suite 200, Victor, NY 14564, USA
Phone (585) 455-8659
Language https://www.dreammutual.com/contact/
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Ever Green Wealth Management
Location 6534 Anthony Dr suite d, Victor, NY 14564, USA
Phone (585) 742-0271
Language http://www.ever-greenwm.com/
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Raymond James Financial Services
Location 1600 Moseley Rd #200, Victor, NY 14564, USA
Phone (585) 586-0659
Language http://www.raymondjames.com/
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Retirement Planning in Victor, NY

About Victor, NY for Those Planning to Retire

Victor, NY is a charming town nestled in the heart of the Finger Lakes region. It is home to several notable landmarks, including the Ganondagan State Historic Site, a Native American village and museum, and the Eastview Mall, a premier shopping destination. The town is also known for its top employers, such as Constellation Brands, a leading producer of wine and spirits, and L3Harris Technologies, a global aerospace and defense company. Major highways, including Interstate 90 and State Route 96, provide easy access to nearby cities and attractions. Victor is comprised of several distinct neighborhoods, each with its own unique character and charm. From the historic downtown district to the newer subdivisions on the outskirts of town, there is something for everyone in this vibrant community.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Victor, NY would benefit from a bank in a myriad of ways. One specific example is the convenience of having a local branch to deposit and withdraw funds. As a small town, Victor lacks the abundance of financial institutions found in larger cities. A local bank provides accessibility for residents who may not have the means to travel to a neighboring town for their banking needs. Additionally, a bank can offer financial education to the community, including workshops on budgeting and saving for retirement. This can be particularly helpful for Victor residents who may be facing unique financial challenges, such as the cost of living in the area or the impact of seasonal employment. Overall, a bank in Victor, NY would provide essential services and resources for the community.

Insurance Broker

Residents of Victor, NY can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find suitable coverage that meets their unique needs. In Victor, NY, where extreme weather conditions such as heavy snowfall and thunderstorms are common, an insurance broker can provide residents with expert advice on the right type of coverage to protect their homes and properties. Additionally, insurance brokers can help residents find affordable health insurance plans and provide guidance on the best options for their specific healthcare needs. With the help of an insurance broker, residents of Victor, NY can rest assured that they are adequately protected against unforeseen events and have peace of mind knowing they have the right insurance coverage in place.

Wealth Management

Residents of Victor, NY could benefit greatly from the services of a wealth manager. With a population of just over 14,000, Victor is a small but growing town located in the Finger Lakes region of New York. A wealth manager could help residents in a variety of ways, from creating a personalized investment plan to managing their retirement funds. Specifically, a wealth manager could help Victor residents navigate the complex tax laws in New York State, which can be particularly challenging for those who own businesses or have significant assets. Additionally, a wealth manager could assist with estate planning, ensuring that residents' assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Overall, a wealth manager could provide valuable guidance and support to Victor residents as they work to build and maintain their wealth over time.

Financial Advisor

Residents of Victor, NY can benefit from the expertise of a financial advisor in a number of ways. One specific area where a financial advisor can provide assistance is in retirement planning. Victor, NY is a town with a median age of 41.5 years, which means that many residents are likely starting to think about their retirement plans. A financial advisor can help residents create a personalized retirement plan that takes into account their current financial situation, future goals, and risk tolerance. Additionally, a financial advisor can help residents navigate the complex world of retirement accounts, such as 401(k)s and IRAs, and ensure that their investments are diversified and aligned with their long-term goals. By working with a financial advisor, residents of Victor, NY can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years without financial stress.

Mortgage Loan Officer

Residents of Victor, NY can greatly benefit from the assistance of a mortgage loan officer. These professionals can help individuals navigate the often complex and confusing world of mortgages, ensuring that they secure the best possible loan for their needs. Specifically, in Victor, NY, a mortgage loan officer can help residents understand the nuances of the local housing market, including factors such as property taxes and school districts. Additionally, they can help residents with less-than-perfect credit scores find loan options that work for them, and can assist those who are self-employed or have irregular income streams in securing financing. With their expertise and guidance, a mortgage loan officer can make the process of buying a home in Victor, NY much smoother and less stressful for residents.

Tax Services

Victor, NY residents can benefit from a tax advisor in several ways. Firstly, a tax advisor can help them navigate the complex tax laws of the state and federal government. This is especially important for Victor, NY residents who own small businesses or have multiple sources of income. Secondly, a tax advisor can help residents maximize their tax deductions and credits, which can result in significant savings. For example, Victor, NY residents who own homes can benefit from deductions related to mortgage interest and property taxes. Finally, a tax advisor can help residents plan for their financial future by providing advice on retirement accounts, estate planning, and investment strategies. In a town like Victor, NY, where the cost of living is relatively high, these services can be especially valuable to residents looking to secure their financial future.

Estate Planning Lawyer

Residents of Victor, NY can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help Victor residents in drafting wills, trusts, and other estate planning documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help Victor residents minimize taxes and avoid probate, which can be a costly and time-consuming process. Furthermore, an estate planning lawyer can assist in planning for long-term care, including Medicaid planning and nursing home planning. With the complex and ever-changing laws surrounding estate planning, it is important for Victor residents to seek the guidance of an experienced estate planning lawyer to ensure their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Victor, NY can be quite extensive. The planner can help clients assess their current financial situation and create a customized plan that aligns with their goals and objectives. This may include analyzing retirement income sources, such as pensions, social security, and savings, and determining the appropriate investment strategy to maximize returns. In addition, the planner can provide guidance on healthcare costs and long-term care options, as well as estate planning and tax strategies. One unique aspect of retirement planning in Victor, NY is the proximity to the Finger Lakes region, which offers a variety of recreational activities and retirement communities. The planner can help clients explore these options and incorporate them into their retirement plan. Overall, retirement planning services in Victor, NY can provide peace of mind and help individuals achieve their retirement goals.

Victor, NY is undoubtedly the best place to seek out a retirement planner. The town's proximity to Rochester, a bustling city with a diverse economy, provides a wealth of opportunities for investment and financial planning. Additionally, Victor's picturesque setting and small-town charm make it an ideal location for retirees looking to settle down. The town's retirement planners are well-versed in the unique challenges faced by retirees, including managing healthcare costs and maximizing social security benefits. Furthermore, Victor's retirement planners have a deep understanding of the local community and can provide personalized advice tailored to each client's individual needs. With its combination of urban convenience and rural tranquility, Victor, NY is the perfect place to begin planning for a comfortable and secure retirement.