Best Financial Advisors in Uniondale, NY

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Uniondale, NY Fiduciary Financial Advisors

Robert Armieri - Ameriprise Financial Services, LLC
Location 333 Earle Ovington Blvd Suite 903, Uniondale, NY 11553, USA
Phone (516) 479-5824
Language https://www.ameripriseadvisors.com/Robert.E.Armieri/?cid=IP_local_google
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Empire Wealth Strategies
Location 333 Earle Ovington Blvd Suite 402, Uniondale, NY 11553, USA
Phone (516) 394-2537
Language http://ewsknox.com/
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Financial Advisors in Uniondale, NY

Where Certified Financial Advisors in Uniondale, NY Serve

Uniondale, NY is a bustling Long Island community with a rich history and diverse population. The town boasts a number of notable landmarks, including the Nassau Veterans Memorial Coliseum, the Hofstra University campus, and the Cradle of Aviation Museum. Top employers in the area include Hofstra University, the Nassau County government, and the Winthrop-University Hospital. Major highways and streets in the area include the Meadowbrook State Parkway, Hempstead Turnpike, and Uniondale Avenue. The town is home to several distinct neighborhoods, each with its own unique character and charm. From the tree-lined streets of the Uniondale Estates to the bustling commercial district along Front Street, there's something for everyone in this vibrant community. Whether you're a long-time resident or just passing through, Uniondale is sure to leave a lasting impression.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Uniondale, NY can benefit greatly from the services of a financial advisor. With a median household income of $82,000, many families in Uniondale have the potential to build wealth and secure their financial futures. However, navigating the complex world of investments, retirement planning, and debt management can be overwhelming. A financial advisor can provide guidance and expertise to help residents make informed decisions and achieve their financial goals. They can also help residents navigate the unique financial challenges of living in Uniondale, such as high property taxes and the cost of living in Nassau County. By working with a financial advisor, residents of Uniondale can feel more confident and empowered in their financial lives.

Insurance Broker

Residents of Uniondale, NY can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of insurance policies. Insurance brokers can help residents find the right coverage for their needs and budget, whether it's for health, auto, or home insurance. They can also provide guidance on how to file claims and negotiate with insurance companies. Additionally, insurance brokers can help Uniondale residents find policies that are tailored to their specific needs, such as flood insurance due to the area's proximity to the coast. With the help of an insurance broker, Uniondale residents can have peace of mind knowing that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Uniondale, NY could benefit from the guidance of a retirement planner in a number of ways. For one, a retirement planner can help them navigate the complexities of Social Security and Medicare, ensuring they receive the benefits they are entitled to. Additionally, a retirement planner can help Uniondale residents create a personalized savings plan that takes into account their unique financial situation and goals. This is especially important in Uniondale, where the cost of living is higher than the national average and many residents may need to save more aggressively in order to achieve a comfortable retirement. A retirement planner can also help Uniondale residents minimize their tax burden, invest their savings wisely, and plan for unexpected expenses like healthcare costs or home repairs. Overall, a retirement planner can provide invaluable support and expertise to Uniondale residents as they prepare for a secure and fulfilling retirement.

Wealth Management

Residents of Uniondale, NY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique circumstances of each individual or family. This is especially important in Uniondale, which is a diverse community with a wide range of income levels and financial goals. A wealth manager can offer guidance on everything from retirement planning to investment strategies to tax planning, helping residents make informed decisions that can lead to long-term financial success. Additionally, a wealth manager can provide ongoing support and advice, helping residents adjust their financial plans as their needs and goals change over time.

Mortgage Loan Officer

Residents of Uniondale, NY can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to secure a mortgage on their own. A loan officer can help guide them through the complex process of obtaining a mortgage, from pre-approval to closing. Additionally, Uniondale is a diverse community with many first-time homebuyers. A loan officer can provide valuable education and resources to these individuals, helping them navigate the process with confidence and ease. Overall, a mortgage loan officer can be an invaluable resource for residents of Uniondale, NY, helping them achieve their dream of homeownership.

Tax Services

Residents of Uniondale, NY could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor could help Uniondale residents is by guiding them through the complex tax laws and regulations that apply to their particular situation. This is especially important in Uniondale, which is located in Nassau County, where property taxes are notoriously high. A tax advisor could help Uniondale residents understand how to maximize their deductions and credits, and minimize their tax liability, which could save them thousands of dollars each year. Additionally, a tax advisor could help Uniondale residents navigate the intricacies of state and federal tax laws, ensuring that they are in compliance and avoiding costly penalties and fines. Overall, a tax advisor could be an invaluable resource for Uniondale residents looking to save money and stay on top of their tax obligations.

Estate Planning Lawyer

Residents of Uniondale, 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 Uniondale residents is by creating a comprehensive estate plan that ensures their assets are properly distributed after their passing. This is especially important for Uniondale residents, as the area has a diverse population with varying cultural and familial traditions. An estate planning lawyer can help Uniondale residents navigate these complexities and create a plan that reflects their unique needs and wishes. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing healthcare directives, all of which can provide peace of mind and security for Uniondale residents and their families.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Uniondale, NY

A financial advisor in Uniondale, NY can provide a range of financial advising services to clients, including retirement planning, investment management, tax planning, and estate planning. With its proximity to New York City, Uniondale is a hub for finance and business, making it an ideal location for financial advisors to provide specialized services to clients. Uniondale's diverse population and thriving business community also present unique financial challenges and opportunities, which a skilled financial advisor can help navigate. Whether it's creating a customized investment portfolio or developing a comprehensive financial plan, a financial advisor in Uniondale can provide the expertise and guidance needed to help clients achieve their financial goals.

Uniondale, NY is undoubtedly the best place to seek financial advising. The town is home to a plethora of financial advisors who have honed their skills through years of experience. The advisors in Uniondale are well-versed in the latest market trends and are equipped with the knowledge to help individuals and businesses make sound financial decisions. What sets Uniondale apart from other towns is its diverse population, which allows for a unique perspective on financial advising. The advisors in Uniondale understand the financial challenges faced by different communities, and they tailor their advice to meet the specific needs of each client. Moreover, Uniondale is home to some of the best financial institutions in the country, providing clients with access to a wide range of financial products and services. Whether you are looking for retirement planning, investment advice, or debt management, Uniondale has the expertise and resources to help you achieve your financial goals.