Best Financial Advisors in Old Westbury, NY

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List of Firms

Old Westbury, NY Fiduciary Financial Advisors

Statera Wealth Solutions
Location 25 Carle Rd, Westbury, NY 11590, USA
Phone (516) 334-4900 ext. 226
Language http://staterawealthsolutions.com/
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Westbury Partners
Location 1400 Old Country Rd # 313, Westbury, NY 11590, USA
Phone (516) 333-0218
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Edward Jones - Financial Advisor: Danilise Diaz, AAMS™
Location 400 Post Ave Suite 404, Westbury, NY 11590, USA
Phone (516) 333-1042
Language https://www.edwardjones.com/us-en/financial-advisor/danilise-diaz?y_source=1_MTc4NzgwNTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Financial Advisors in Old Westbury, NY

Where Certified Financial Advisors in Old Westbury, NY Serve

Old Westbury, NY is a charming hamlet located in the town of North Hempstead in Nassau County. This affluent community is home to many notable landmarks, including the historic Old Westbury Gardens, a stunning estate and gardens that has been featured in many films and television shows. The area is also home to the SUNY College at Old Westbury, a highly regarded public liberal arts college. Top employers in the area include the New York Institute of Technology, Northwell Health, and the Nassau County government. Major highways and streets in the area include the Long Island Expressway, Northern State Parkway, and Jericho Turnpike. Old Westbury is also home to several beautiful neighborhoods, including Wheatley Hills and Stone Arches. In addition to its many amenities, Old Westbury is known for its rich history and cultural heritage. The area is home to many beautiful historic homes and buildings, including the Westbury House, which was built in the early 1900s and is now a museum.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Old Westbury, NY could benefit from the services of a financial advisor in a variety of ways. One of the most common ways is by helping them plan for retirement. Old Westbury is known for its affluent residents, many of whom have successful careers and are looking to retire comfortably. A financial advisor can help them navigate the complex world of retirement planning, including strategies for saving and investing, managing debt, and minimizing taxes. Additionally, a financial advisor can help residents with estate planning, especially important for those with significant assets. With the help of a financial advisor, residents of Old Westbury can feel confident that their financial future is secure.

Insurance Broker

Residents of Old Westbury, NY can benefit greatly from the services of an insurance broker. With the high cost of living in this affluent Long Island community, it's important for residents to have proper insurance coverage to protect their assets. An insurance broker can help residents find the best policies for their needs, whether it's home insurance to cover their large estates or auto insurance for their luxury cars. Additionally, with the proximity of Old Westbury to the coast, residents may need flood insurance to protect against hurricanes and other natural disasters. An insurance broker can help residents navigate the complex world of insurance and ensure they have the coverage they need to protect their homes and belongings.

Retirement Planning

Residents of Old Westbury, NY could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized plan for each resident based on their specific financial situation and goals. This is especially important in Old Westbury, where the cost of living is higher than the national average and many residents have significant assets that need to be managed effectively. A retirement planner can help residents navigate complex financial issues such as tax planning, estate planning, and investment management to ensure they are well-prepared for retirement and can maintain their desired lifestyle. Additionally, a retirement planner can provide valuable guidance on Social Security and Medicare, which can be particularly confusing for many residents. Overall, a retirement planner can help residents of Old Westbury, NY achieve peace of mind and financial security in their golden years.

Wealth Management

Residents of Old Westbury, NY can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager 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 Old Westbury, where the cost of living is high and many residents have significant assets to manage. A wealth manager can help residents navigate complex financial issues such as tax planning, retirement planning, and estate planning, ensuring that they are making the most of their resources and maximizing their financial security. Additionally, a wealth manager can provide guidance on investment strategies and help residents build a diversified portfolio that balances risk and reward. With the help of a skilled wealth manager, residents of Old Westbury can feel confident in their financial future and enjoy the peace of mind that comes with having a solid financial plan in place.

Mortgage Loan Officer

Residents of Old Westbury, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, ensuring that they secure the best possible terms and rates. In particular, residents of Old Westbury may benefit from the loan officer's knowledge of the local real estate market. With its large, sprawling estates and high property values, Old Westbury presents unique challenges for homebuyers. A skilled loan officer can help residents understand the nuances of the market, identify properties that meet their needs and budget, and secure financing that fits their unique circumstances. Whether residents are looking to purchase a new home, refinance an existing mortgage, or access equity in their property, a mortgage loan officer can provide invaluable guidance and support.

Tax Services

Residents of Old Westbury, NY could benefit from the guidance of a tax advisor in a number of ways. One of the most common ways is by optimizing their tax strategy to take advantage of the unique tax laws and regulations in the area. For example, Old Westbury is known for its high property values and large estates, which can have a significant impact on a resident's tax liability. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents plan for the future by creating a tax-efficient estate plan that minimizes the tax burden on their heirs. Overall, working with a tax advisor can help residents of Old Westbury, NY make informed decisions about their finances and minimize their tax liability.

Estate Planning Lawyer

Residents of Old Westbury, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for their clients' assets and property. This is especially important for Old Westbury residents, who often have large estates and valuable assets. An estate planning lawyer can help ensure that these assets are protected and distributed according to their clients' wishes, whether that be through a will, trust, or other legal document. Additionally, an estate planning lawyer can assist with tax planning, which is especially important in Old Westbury, where residents are subject to high state and local taxes. By working with an estate planning lawyer, residents of Old Westbury can have peace of mind knowing that their assets and property are protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Old Westbury, NY

A financial advisor in Old Westbury, NY can provide a wide range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, tax planning, estate planning, and more. Old Westbury, NY is a wealthy community located on Long Island, known for its sprawling estates and high-end homes. As such, a financial advisor in Old Westbury may need to be well-versed in managing complex financial portfolios and dealing with high-net-worth clients. Additionally, the advisor may need to have a deep understanding of the local real estate market and tax laws, as these can have a significant impact on clients' financial plans. Overall, a financial advisor in Old Westbury, NY must be able to provide personalized and comprehensive financial advice to help clients navigate the unique challenges and opportunities of this affluent community.

Old Westbury, NY is the ultimate destination for those seeking expert financial advice. With its serene and picturesque landscapes, this affluent hamlet in Nassau County is home to some of the most qualified financial advisors in the industry. The town's proximity to New York City's bustling financial district provides residents with access to a vast pool of financial resources and expertise. Moreover, Old Westbury boasts a high standard of living, attracting affluent individuals who require top-notch financial management services. The town's financial advisors possess an in-depth understanding of the local economy and market trends, making them well-equipped to provide tailored financial advice to clients. From investment management to estate planning, the financial advisors in Old Westbury have the knowledge and experience to help clients achieve their financial goals. Whether you're a seasoned investor or a novice looking to secure your financial future, Old Westbury is the place to be for expert financial advice.