Best Financial Advisors in Westbury, NY

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List of Firms

Westbury, NY Fiduciary Financial Advisors

BBC Financial Services
Location 412 Maple Ave, Westbury, NY 11590, USA
Phone (516) 338-1057
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Personal Asset Strategies, Inc
Location 1600 Stewart Ave #204, Westbury, NY 11590, USA
Phone (516) 248-8811
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Merrill Lynch Wealth Management Advisor Alicia L Ruberti
Location 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, USA
Phone (516) 827-3246
Language https://fa.ml.com/new-york/jericho/abcd-group
Directions
Paul Epstein - Financial Advisor, Ameriprise Financial Services, LLC
Location 333 Jericho Turnpike Ste 232, Jericho, NY 11753, USA
Phone (516) 513-1175
Language https://www.ameripriseadvisors.com/Paul.Epstein/?cid=IP_local_google
Directions
Westbury Accounting
Location WESTBURY MEDICAL BUILDING, 530 Old Country Rd, Westbury, NY 11590, USA
Phone (631) 372-6174
Language http://ricciandcompany.com/contact-us/
Directions
Dolores Gutierrez Financial Services
Location 455 Newton St, Westbury, NY 11590, USA
Language https://www.ucesprotectionplan.com/default.aspx?rid=DGutierrez7
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Meaghan Joyce - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 513-1600
Language https://www.ameripriseadvisors.com/Meaghan.1.Joyce/?cid=IP_local_google
Directions
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Stewart Ave Ste 303, Westbury, NY 11590, USA
Phone (516) 764-0951
Language https://www.ameripriseadvisors.com/James.Kelly/?cid=IP_local_google
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Financial Advisors in Westbury, NY

Where Certified Financial Advisors in Westbury, NY Serve

Westbury, NY is a vibrant and bustling town located in Nassau County, Long Island. This charming hamlet boasts a plethora of landmarks and attractions that make it a top destination for tourists and locals alike. From the iconic NYCB Theatre at Westbury to the picturesque Old Westbury Gardens, there is something for everyone to enjoy in this enchanting town. When it comes to top employers, Westbury is home to a variety of businesses and industries, including retail, healthcare, and education. Some of the largest employers in the area include Winthrop-University Hospital, the Roosevelt Field Mall, and the Westbury Union Free School District. Major highways and streets in Westbury include the Long Island Expressway (I-495), Old Country Road, and Jericho Turnpike. These thoroughfares provide easy access to neighboring towns and cities, as well as popular destinations throughout Long Island. Westbury is comprised of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Westbury, NY can benefit greatly from the services of a financial advisor. With its proximity to New York City and high cost of living, many individuals in Westbury may struggle to manage their finances effectively. A financial advisor can provide guidance on budgeting, investing, and retirement planning to help residents achieve their financial goals. Additionally, Westbury is home to many small businesses, and a financial advisor can assist entrepreneurs with financial planning and management to ensure the success and longevity of their businesses. Overall, a financial advisor can provide invaluable support and expertise to residents of Westbury, helping them to navigate the complex world of finance with confidence and ease.

Insurance Broker

Residents of Westbury, NY can benefit greatly from the services of an insurance broker. With the increasing complexity of insurance policies and the ever-changing regulations, it can be challenging for individuals to navigate the insurance landscape on their own. An insurance broker can provide expert guidance and advice to help residents of Westbury, NY find the right insurance coverage to meet their unique needs. For example, with Westbury's proximity to major highways like the Long Island Expressway and Northern State Parkway, an insurance broker could help residents find comprehensive auto insurance policies that provide adequate coverage for accidents and collisions on these busy roads. Additionally, an insurance broker can help Westbury residents navigate the complexities of health insurance, homeowners' insurance, and other types of insurance to ensure that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Westbury, NY can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan tailored to their individual needs and goals. This is especially important for Westbury residents, as the cost of living in the area is higher than the national average. A retirement planner can help residents navigate the complex financial landscape of retirement and help them make the most of their savings and investments. They can also provide guidance on healthcare costs, which can be particularly significant for retirees in Westbury, where the cost of healthcare is higher than in many other parts of the country. Overall, a retirement planner can help Westbury residents achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Westbury, NY can benefit from the services of a wealth manager in a number of ways. One of the most common ways a wealth manager can help is by creating a customized financial plan that takes into account the unique needs and goals of the individual or family. This can include everything from retirement planning to investment strategies to estate planning. Additionally, a wealth manager can help residents of Westbury navigate the complex tax laws and regulations that are specific to New York state, ensuring that they are able to maximize their tax savings and minimize their liabilities. With the help of a skilled wealth manager, residents of Westbury can feel confident that their financial future is in good hands.

Mortgage Loan Officer

Residents of Westbury, NY could greatly benefit from the assistance of a mortgage loan officer in a number of ways. For instance, a mortgage loan officer could help residents secure financing for their dream homes in Westbury, a village known for its rich history and diverse community. Additionally, a mortgage loan officer could help residents refinance their existing mortgages to lower their monthly payments or take advantage of lower interest rates. With the guidance of a mortgage loan officer, residents of Westbury could navigate the complex world of mortgages with ease and confidence, ensuring that they make the best financial decisions for themselves and their families.

Tax Services

Residents of Westbury, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing expert guidance on tax planning and preparation. This is especially important in Westbury, where there are a variety of tax laws and regulations that can be difficult to navigate. A tax advisor can help residents understand the tax implications of different financial decisions, such as buying a home or starting a business, and can help them take advantage of available tax deductions and credits. Additionally, a tax advisor can provide valuable advice on estate planning and help residents minimize their tax liability when passing assets on to their heirs. Overall, working with a tax advisor can help residents of Westbury make informed financial decisions and ensure that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Westbury, NY can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is particularly important in Westbury, NY, where the median home value is significantly higher than the national average. An estate planning lawyer can help residents ensure that their family members and loved ones receive their fair share of their estate, while also minimizing the tax burden. Additionally, an estate planning lawyer can assist with setting up trusts, establishing guardianships for minor children, and creating powers of attorney to ensure that their wishes are carried out in the event of incapacitation. Overall, an estate planning lawyer can provide peace of mind for Westbury, NY residents, knowing that their legacy and assets are protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westbury, NY

A financial advisor in Westbury, NY can provide a range of services to help clients achieve their financial goals. One specific area of expertise is in retirement planning, which is particularly important in a town like Westbury where the median age is 42.8 years old. A financial advisor can help clients determine how much they need to save for retirement, create a personalized investment strategy, and provide ongoing guidance and support. They can also assist with estate planning, tax planning, and risk management to ensure that clients are prepared for any unforeseen circumstances. With their burstiness and complexity, financial advisors in Westbury, NY can provide comprehensive financial planning services to help clients achieve financial success and security.

Westbury, NY is a financial hub that offers unparalleled financial advising services. The town is home to a diverse and knowledgeable community of financial experts who provide customized solutions to meet the unique needs of every client. The town's central location makes it easily accessible to clients from all over the region. Westbury is also known for its vibrant business community, which provides a wealth of opportunities for financial growth and development. The town's rich history and culture add to its appeal, making it a great place to live and work. In addition, Westbury's financial advisors are well-versed in the latest financial trends and regulations, ensuring that clients receive the most up-to-date advice and guidance. With its combination of expertise, accessibility, and community, Westbury, NY is the ideal destination for anyone seeking top-notch financial advising services.