Best Financial Advisors in Croton-on-Hudson, NY

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List of Firms

Croton-on-Hudson, NY Fiduciary Financial Advisors

Royal Alliance Associates Inc
Location 15 Finney Farm Rd, Croton-On-Hudson, NY 10520, USA
Phone (914) 827-0000
Language https://www.royalalliance.com/
Directions
Student Loan Capital Strategies
Location 75 S Riverside Ave, Croton-On-Hudson, NY 10520, USA
Phone (914) 271-1121
Language http://slcapitalstrategies.com/
Directions
Good Capital Investment Group
Location 660 White Plains Rd Suite 155, Tarrytown, NY 10591, USA
Phone (914) 458-1284
Language http://goodcapitalinvestmentgroup.com/
Directions
Hudson Heritage Capital Management, Inc.
SEC File# 801-64064
CRD# 44357
Location 20 Baltic Pl #2, Croton-On-Hudson, NY 10520, USA
Phone (914) 271-8102
Language http://www.hhcminc.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Hudson Dynamic Retirement
Location 565 Taxter Rd Suite 490, Elmsford, NY 10523, USA
Phone (914) 909-1518
Language http://www.dynamicretirement.com/
Directions
Audubon Financial Services
5 out of 5
Location 64 1/2 N Highland Ave, Ossining, NY 10562, USA
Phone (914) 923-7061
Language http://www.audubonfinancialservices.com/
Directions
Clarfeld Financial Advisors
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 846-0100
Language http://www.clarfeld.com/
Directions
Hudson Financial Associates
Location 145 Bedford Rd, Armonk, NY 10504, USA
Phone (914) 238-5325
Language http://www.hudfa.com/
Directions
Financial Advisors in Croton-on-Hudson, NY

Where Certified Financial Advisors in Croton-on-Hudson, NY Serve

Croton-on-Hudson, NY is a charming village situated in Westchester County, boasting an array of landmarks that add to its allure. The village is home to the Croton Dam, which is a National Historic Landmark that offers breathtaking views of the Hudson River. Another notable landmark is the Teatown Lake Reservation, which is a nature preserve that spans over 1,000 acres and features several hiking trails and educational programs. The village is also home to several top employers, including New York Presbyterian/Hudson Valley Hospital, which is a leading healthcare provider in the region. Additionally, the Croton-Harmon School District is a major employer, providing quality education to the community's youth. Croton-on-Hudson is easily accessible via several major highways, including the Taconic State Parkway and Route 9A. The village's main thoroughfare is Grand Street, which is lined with shops, restaurants, and other local businesses.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Croton-on-Hudson, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is particularly important in Croton-on-Hudson, where the cost of living is higher than the national average and many residents may be struggling to make ends meet. A financial advisor can help residents navigate the complexities of budgeting, saving, and investing, and can provide valuable advice on topics such as retirement planning, debt management, and tax strategies. By working with a financial advisor, residents of Croton-on-Hudson can gain the knowledge and confidence they need to achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of Croton-on-Hudson, NY could benefit from the services of an insurance broker in a number of ways. For example, an insurance broker could help residents find the best coverage for their homes, cars, and businesses. They could also assist with finding health insurance plans that meet their specific needs and budget. Additionally, an insurance broker could provide guidance on navigating the complex world of insurance policies and claims, offering peace of mind and support during stressful times. One specific aspect of Croton-on-Hudson, NY that an insurance broker could help with is finding coverage for potential flood damage, as the town is located near the Hudson River and is prone to flooding during heavy rains and storms.

Retirement Planning

Residents of Croton-on-Hudson, NY can benefit greatly from the guidance of a retirement planner. One of the most common ways a retirement planner can help is by developing a personalized plan to ensure that residents can maintain their desired lifestyle throughout their retirement years. This is especially important for residents of Croton-on-Hudson, NY, as the cost of living in this area is higher than the national average. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing investments, maximizing social security benefits, and minimizing taxes. With the help of a retirement planner, residents of Croton-on-Hudson, NY can feel confident and secure in their financial future.

Wealth Management

Residents of Croton-on-Hudson, NY could greatly benefit from the services of a wealth manager. With its proximity to New York City, many residents of Croton-on-Hudson work in finance and have complex financial needs. A wealth manager can help residents navigate the intricacies of investment options, tax planning, and retirement planning. Additionally, with the high cost of living in the area, a wealth manager can help residents create a budget and manage their expenses. Specifically, Croton-on-Hudson is known for its beautiful parks and outdoor recreation opportunities, and a wealth manager can help residents plan for the expenses associated with maintaining an active lifestyle in the area. Overall, a wealth manager can provide invaluable guidance and support to the residents of Croton-on-Hudson, helping them achieve their financial goals and enjoy all that the area has to offer.

Mortgage Loan Officer

Residents of Croton-on-Hudson, NY would benefit greatly from the services of a mortgage loan officer. One of the most common ways they can help is by assisting residents in finding the best mortgage rates and terms for their unique financial situation. With the high cost of living in Croton-on-Hudson, NY, finding an affordable mortgage is crucial for many residents. Additionally, a mortgage loan officer can guide residents through the entire home buying process, from pre-approval to closing. They can also provide valuable advice on the local real estate market and help residents navigate any unique challenges that may arise when purchasing a home in Croton-on-Hudson, NY, such as navigating zoning laws or finding a property with access to the Hudson River.

Tax Services

Residents of Croton-on-Hudson, NY can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to take advantage of the various tax deductions and credits available at the state and federal levels. For instance, Croton-on-Hudson is known for its high property taxes, and a tax advisor can help residents navigate the complex rules surrounding property tax deductions and exemptions. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. With the help of a knowledgeable tax advisor, residents of Croton-on-Hudson can ensure that they are making the most of their financial resources while minimizing their tax burden.

Estate Planning Lawyer

Residents of Croton-on-Hudson, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of this town is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important for residents of Croton-on-Hudson, NY, as it is a town with a high median household income and many residents own valuable property. An estate planning lawyer can also help residents navigate the complex tax laws and regulations that apply to estate planning, which can save them significant amounts of money in the long run. Additionally, an estate planning lawyer can help residents create a plan for their healthcare and end-of-life decisions, which can give them peace of mind knowing that their wishes will be respected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Croton-on-Hudson, NY

A financial advisor in Croton-on-Hudson, NY can provide a range of financial advising services to individuals and businesses. These services can include investment management, retirement planning, tax planning, estate planning, and risk management. Specifically, in Croton-on-Hudson, NY, a financial advisor can offer expertise on the unique financial challenges faced by residents of this small, picturesque village. With its proximity to New York City, many residents of Croton-on-Hudson work in the city and may need advice on managing their finances in a high-cost-of-living area. Additionally, the village's location on the Hudson River means that residents may have specific concerns related to flood insurance and other types of risk management. A financial advisor in Croton-on-Hudson, NY can provide tailored advice to help individuals and businesses navigate these and other financial challenges with confidence.

Croton-on-Hudson, NY is the perfect place to get financial advising for several reasons. Firstly, the town is nestled in the heart of Westchester County, which is one of the wealthiest counties in the United States. This means that there is a high demand for financial advisors in the area, and as a result, the quality of financial advising services is top-notch. Additionally, Croton-on-Hudson is home to several prestigious financial institutions, including banks, investment firms, and accounting firms. These institutions attract some of the best financial advisors in the country, who are well-versed in the latest financial trends and strategies. Moreover, Croton-on-Hudson is known for its vibrant community, which fosters a culture of collaboration and support. Financial advisors in the area often work together to provide clients with comprehensive financial planning services, which include investment management, retirement planning, and tax planning.