Best Financial Advisors in Huntington, NY

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List of Firms

Huntington, NY Fiduciary Financial Advisors

Ten Haagen Financial Group
Location 191 New York Ave, Huntington, NY 11743, USA
Phone (631) 425-1966
Directions
Bayview Asset Management
SEC File# 801-73638
CRD# 157053
Location 434 New York Ave, Huntington, NY 11743, USA
Phone (631) 549-4500
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Lizbeth K Lindley, CFP®|AAMS™
5 out of 5
Location 160 E Main St, Huntington, NY 11743, USA
Phone (631) 754-7774
Directions
STEINBERGANNA Wealth Management Corp.
Location 76 New York Ave, Huntington, NY 11743, USA
Phone (631) 271-6160
Directions
Financial Advisors in Huntington, NY

Where Certified Financial Advisors in Huntington, NY Serve

Nestled on the North Shore of Long Island, Huntington, NY is a vibrant town full of history and culture. With a plethora of landmarks, top employers, major highways and streets, and neighborhoods, there's something for everyone in this bustling community. Landmarks in Huntington include the stunning Heckscher Park, the vibrant Paramount Theatre, and the historic Oheka Castle. Top employers in the area include the Northwell Health System, the Huntington Union Free School District, and the Town of Huntington. Major highways and streets in the area include the Long Island Expressway, Route 110, and Main Street. Huntington is divided into several distinct neighborhoods, each with its own unique character. The Village of Huntington boasts a lively downtown area filled with shops, restaurants, and bars, while the hamlet of Cold Spring Harbor is known for its picturesque harbor and charming shops. Other neighborhoods in the area include Huntington Station, Centerport, and Greenlawn.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Huntington, NY could benefit from the expertise of a financial advisor in several ways. For instance, they could help with retirement planning, investment strategies, and debt management. Additionally, Huntington, NY is a community with a high cost of living, which can make it challenging for individuals and families to save for the future. A financial advisor could provide guidance on how to balance expenses and savings to achieve long-term financial goals. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor could help residents navigate the financial landscape and make informed decisions about their money. Overall, a financial advisor could provide valuable assistance to residents of Huntington, NY in achieving financial stability and security.

Insurance Broker

Residents of Huntington, NY can benefit from the services of an insurance broker in a variety of ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their unique needs. With the high cost of living in Huntington, NY, having the right insurance coverage can make a significant difference in protecting their financial stability. Additionally, an insurance broker can provide personalized advice on how to save money on insurance premiums without sacrificing coverage. For example, they may recommend bundling policies or raising deductibles to lower monthly payments. Ultimately, an insurance broker can be a valuable resource for residents of Huntington, NY who want to ensure they have the right insurance coverage at a price they can afford.

Retirement Planning

Residents of Huntington, NY can benefit greatly from the expertise of a retirement planner. With a population of over 200,000 people, many of whom are nearing retirement age, a retirement planner can provide guidance on how to maximize retirement savings and create a sustainable income stream. Specifically, with the high cost of living in Huntington, NY, a retirement planner can help residents navigate the challenges of saving for retirement while also managing their day-to-day expenses. Additionally, a retirement planner can offer advice on how to invest in the local economy through options such as real estate or small business ownership. Ultimately, a retirement planner can help residents of Huntington, NY achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Huntington, NY can greatly benefit from the services of a wealth manager. A wealth manager can help individuals and families in Huntington, NY to create a comprehensive financial plan that is tailored to their unique needs and goals. With the high cost of living in Huntington, NY, a wealth manager can help residents to make the most of their income and investments, while also providing guidance on tax planning, retirement planning, and estate planning. For example, a wealth manager can help a Huntington resident navigate the complex tax laws in New York State, ensuring they are taking advantage of all available deductions and credits. Additionally, with the rising cost of healthcare in Huntington, NY, a wealth manager can help residents plan for potential healthcare costs in retirement and ensure they have adequate insurance coverage. Overall, a wealth manager can provide invaluable guidance and support to residents of Huntington, NY as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Huntington, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing to purchase their dream home, refinance their current mortgage, or access equity in their property. For example, with the median home price in Huntington being over $600,000, many residents may need assistance in obtaining a mortgage that fits their budget and financial goals. Additionally, a mortgage loan officer can provide guidance on the various loan options available, such as fixed-rate or adjustable-rate mortgages, and help residents navigate the complex application process. Overall, a mortgage loan officer can be a valuable resource for residents of Huntington, NY looking to achieve their homeownership goals.

Tax Services

Residents of Huntington, NY can benefit greatly from the expertise of a tax advisor. With its high property taxes and relatively high cost of living, Huntington residents may be able to find ways to save money on their taxes through the help of a tax advisor. In addition, many residents may have complex tax situations, such as owning a small business or multiple properties, that a tax advisor can help them navigate. A tax advisor can also provide guidance on tax planning, helping residents to make informed decisions about investments and retirement savings. Overall, a tax advisor can provide valuable assistance to Huntington residents in maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Huntington, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This can ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents of Huntington, NY navigate the complex tax laws that apply to estates and develop strategies to minimize tax liability. With many high-net-worth individuals residing in Huntington, NY, this is an especially important consideration. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's legacy is protected for generations to come.

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