Best Financial Advisors in Nassau County, NY

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List of Firms

Nassau County, NY Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 300 Garden City Plaza # 226, Garden City, NY 11530, USA
Phone (516) 746-9000
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:45 PM Saturday: Closed Sunday: Closed
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Merrick Financial Group LLC
5 out of 5
Location 1840 Merrick Ave, Merrick, NY 11566, USA
Phone (516) 868-0044
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Robert A. Anders, CFP
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 683-3202
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The Armieri Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5807
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MLS Financial Planning
Location 17 Cherokee St, Massapequa, NY 11758, USA
Phone (516) 804-9131
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Donald Gehrig - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 Merrick Ave #105, East Meadow, NY 11554, USA
Phone (516) 861-3534
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Ted Boutis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 Old Country Rd Ste 371, Mineola, NY 11501, USA
Phone (516) 737-1015
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Financial Advisors in Nassau County, NY

Where Certified Financial Advisors in Nassau County, NY Serve

Nassau County, NY is a bustling suburban area with a plethora of landmarks and attractions to explore. Home to the iconic Jones Beach State Park, visitors can enjoy miles of pristine beaches, a boardwalk, and even a concert venue. The county is also home to the Cradle of Aviation Museum, which showcases the rich history of aviation on Long Island. Top employers in Nassau County include Northwell Health, the county government, and Hofstra University. The county is also home to several major highways, including the Long Island Expressway, Northern State Parkway, and Meadowbrook State Parkway. These highways provide easy access to New York City and other parts of Long Island. Nassau County is divided into several neighborhoods, each with its own unique charm. Some of the most popular neighborhoods include Garden City, Great Neck, and Port Washington. Each of these areas boasts its own distinct culture, with a wide variety of restaurants, shops, and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Nassau County, NY can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning, which is particularly important in Nassau County where the cost of living is higher than the national average. A financial advisor can help residents create a retirement plan that takes into account their current financial situation, future goals, and the rising cost of living in the area. Additionally, a financial advisor can assist with investment strategies, tax planning, and estate planning, all of which can help residents of Nassau County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Nassau County, NY can benefit from the services of an insurance broker in various ways. One of the most common ways is by helping them navigate the complex insurance landscape in the county. Nassau County is home to a diverse population, with varying insurance needs, ranging from health insurance to property insurance. An insurance broker can help residents find the right policies that meet their specific needs and budget. Additionally, Nassau County is prone to natural disasters such as hurricanes and flooding, which can cause significant damage to homes and businesses. An insurance broker can help residents understand their coverage options and ensure they have adequate protection in case of a disaster. Overall, an insurance broker can provide valuable guidance and support to Nassau County residents, helping them make informed decisions about their insurance needs.

Retirement Planning

Residents of Nassau County, NY can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Nassau County navigate the complexities of retirement planning, including creating a personalized retirement plan, managing investments, and ensuring that their assets are protected. With the high cost of living in Nassau County, NY, a retirement planner can help residents make smart financial decisions that will allow them to enjoy their retirement without worrying about running out of money. Additionally, a retirement planner can provide guidance on tax planning, estate planning, and long-term care planning, which are all important considerations for retirees in Nassau County. By working with a retirement planner, residents of Nassau County can feel confident that they are making informed decisions about their financial future.

Wealth Management

Residents of Nassau County, NY could benefit greatly from the services of a wealth manager. With a median household income of over $100,000, many residents have significant assets that could be managed more effectively. A wealth manager could help them develop a personalized investment strategy that takes into account their individual goals and risk tolerance. Additionally, Nassau County is known for its high cost of living, and a wealth manager could help residents navigate the complex financial landscape and make informed decisions about their money. Whether they are planning for retirement, saving for their children's education, or looking to grow their wealth, a wealth manager could provide valuable guidance and support to help Nassau County residents achieve their financial goals.

Mortgage Loan Officer

Residents of Nassau County, NY can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help residents of Nassau County with a variety of tasks such as finding the best mortgage rates, determining the amount of mortgage they can afford, and helping them navigate the complex process of obtaining a mortgage. One specific way that residents of Nassau County can benefit from a mortgage loan officer is by taking advantage of the area's high property values. Nassau County is home to some of the most expensive real estate in the country, and a mortgage loan officer can help residents secure the financing they need to purchase a home in this desirable area.

Tax Services

Residents of Nassau County, NY can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that are specific to the county. For example, Nassau County has some of the highest property taxes in the country, which can be a significant burden for homeowners. A tax advisor can help residents understand how to take advantage of deductions and credits that can reduce their tax liability and potentially save them thousands of dollars each year. Additionally, a tax advisor can provide guidance on how to plan for retirement, manage investments, and minimize tax liabilities on inheritance and estate planning. With the help of a tax advisor, residents of Nassau County can ensure that they are making the most of their financial resources and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Nassau County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Nassau County is by ensuring their assets are protected in the event of their passing. With the high cost of living and property values in Nassau County, it is essential to have a plan in place to protect assets such as homes, investments, and businesses. Additionally, an estate planning lawyer can help residents of Nassau County navigate the complex tax laws specific to the state of New York, ensuring that their loved ones are not burdened with unnecessary taxes or fees. With the help of an estate planning lawyer, residents of Nassau County can have peace of mind knowing that their assets are protected and their loved ones are taken care of.

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