Retirement Planning in White Plains, NY

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Top Retirement Planners in White Plains, NY

SEC File# 801-887
CRD# 249
5 out of 5
Location 360 Hamilton Ave 9th Floor, White Plains, NY 10607, USA
Phone (917) 421-4101
Northwestern Mutual - The Dolly Financial Group
Location 50 Main St #1520, White Plains, NY 10606, USA
Phone (914) 397-2300
Pentegra Retirement Services
3 out of 5
Location 701 Westchester Ave #320e, White Plains, NY 10604, USA
Phone (800) 872-3473
Robert H Berard Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Westchester Park Dr Ste 103, White Plains, NY 10604, USA
Phone (914) 269-6727
Retirement Planning in White Plains, NY

About White Plains, NY for Those Planning to Retire

White Plains, NY is a bustling city with a rich history and diverse community. Its landmarks include the Westchester County Courthouse, which was built in 1931 and is listed on the National Register of Historic Places, and the White Plains Armory, which was built in 1930 and now serves as a community center. Top employers in the area include IBM, PepsiCo, and Mastercard, which all have headquarters in the city. Major highways that run through White Plains include the Cross Westchester Expressway (I-287) and the Hutchinson River Parkway, both of which provide easy access to New York City and other nearby destinations. The city is also home to several notable streets, including Mamaroneck Avenue, which is lined with shops, restaurants, and entertainment venues, and Main Street, which features historic architecture and a vibrant downtown area. White Plains is made up of several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a bustling city in Westchester County, White Plains, NY is home to a diverse population with varying financial needs. A bank can provide a range of services to help residents achieve their financial goals. For example, a bank can offer mortgages to help people buy homes in White Plains, where the median home value is over $500,000. Additionally, banks can provide small business loans to support the numerous entrepreneurs in the area. With a thriving downtown and an abundance of office space, many residents in White Plains are starting their own businesses. A bank can also offer personal loans to help residents pay for unexpected expenses or make large purchases. Overall, a bank can be a valuable resource for the residents of White Plains, providing them with the financial support they need to thrive in this vibrant community.

Insurance Broker

Residents of White Plains, NY can benefit from an insurance broker in a multitude of ways. With the city's diverse population and bustling economy, an insurance broker can provide tailored solutions to meet the specific needs of each individual or business. For instance, a broker can help small business owners in White Plains navigate the complex world of insurance, ensuring that they have adequate coverage for their employees and assets. Additionally, a broker can offer guidance on the unique risks associated with living in an urban environment, such as the potential for property damage from extreme weather or accidents on busy streets. With their in-depth knowledge of the insurance industry and local market, a broker can help residents of White Plains make informed decisions about their coverage, providing peace of mind and financial security.

Wealth Management

Residents of White Plains, NY could benefit greatly from the services of a wealth manager. With the bustling city life and high cost of living, it can be challenging to manage finances effectively. A wealth manager can provide personalized financial planning and investment strategies to help residents achieve their financial goals. They can also offer guidance on retirement planning, estate planning, and tax management. In a city like White Plains, where the median household income is higher than the national average, a wealth manager can help residents navigate the complexities of managing their wealth and ensure they are making informed decisions about their financial future. Additionally, with the diverse population in White Plains, a wealth manager can provide tailored services to meet the unique needs of each client, whether they are a small business owner or a high-net-worth individual.

Financial Advisor

Residents of White Plains, NY can benefit from the expertise of a financial advisor in various ways. One specific area that a financial advisor can assist with is navigating the high cost of living in the city. With a median home value of $499,000 and a cost of living index of 158 (compared to the national average of 100), White Plains can be a challenging place to manage finances. A financial advisor can help residents create a budget and investment plan that takes into account the unique financial challenges of living in this city. Additionally, a financial advisor can provide guidance on retirement planning, college savings, and estate planning to ensure that residents are prepared for the future. With the help of a financial advisor, residents of White Plains can feel confident in their financial decisions and work towards achieving their financial goals.

Mortgage Loan Officer

Residents of White Plains, NY could benefit from the services of a mortgage loan officer in numerous ways. For instance, the officer could provide guidance on the best mortgage options available to suit the specific needs of the residents in the area. White Plains, NY is a diverse and vibrant city with a mix of residents from different backgrounds and income levels. Thus, the loan officer could help residents navigate the complexities of the mortgage market, including understanding the various loan types, interest rates, and payment options. Additionally, the loan officer could help residents in White Plains, NY secure financing for their dream homes or investment properties, which could be a significant challenge in a competitive real estate market. Overall, a mortgage loan officer could be a valuable resource for residents of White Plains, NY looking to make informed decisions about their financial future.

Tax Services

Residents of White Plains, NY can benefit from the expertise of a tax advisor in various ways. Tax advisors can assist residents in navigating the complexities of the tax code, identifying deductions and credits that may be applicable to their unique circumstances. In a city like White Plains, where the cost of living is relatively high, a tax advisor can help residents maximize their tax savings, allowing them to keep more of their hard-earned money. Additionally, tax advisors can provide guidance on retirement planning and investment strategies, helping residents to achieve their long-term financial goals. With the ever-changing tax laws and regulations, a tax advisor can also ensure that residents remain compliant with all applicable tax laws, avoiding costly penalties and fines. Overall, a tax advisor can be an invaluable resource for residents of White Plains, NY, helping them to navigate the complex and ever-changing landscape of the tax code and achieve financial success.

Estate Planning Lawyer

Residents of White Plains, NY can greatly benefit from the expertise of an estate planning lawyer. These legal professionals can provide assistance with a wide range of issues related to estate planning, including the drafting of wills and trusts, the creation of powers of attorney, and the establishment of healthcare directives. Additionally, estate planning lawyers can help individuals navigate the complex tax laws that apply to estates, ensuring that they are able to minimize their tax liability and maximize the value of their assets. With its diverse population and unique blend of urban and suburban living, White Plains presents a range of estate planning challenges that require the specialized knowledge and experience of a qualified attorney. Whether you are a young family just starting out or a retiree looking to secure your legacy, an estate planning lawyer can provide the guidance and support you need to achieve your goals and protect your interests for years to come.


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