Banks & Credit Unions in Massapequa, NY

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Bank Branches and ATMs in Massapequa, NY

Bank of America ATM (Drive-thru)
1 out of 5
Location 905 N Broadway, North Massapequa, NY 11758, USA
Phone (844) 401-8500
Directions
Roslyn Savings Bank, a division of New York Community Bank
4 out of 5
Location 6199 Sunrise Hwy, Massapequa, NY 11758, USA
Phone (516) 541-5600
Directions
Bank of America (with Drive-thru ATM)
4 out of 5
Location 5310 Sunrise Hwy, Massapequa Park, NY 11762, USA
Phone (516) 541-0600
Directions
Banco Bethpage
Location Massapequa Park, NY 11762, USA
Directions
Chase Bank
4 out of 5
Location 4210 Sunrise Hwy, Massapequa, NY 11758, USA
Phone (516) 541-9501
Directions
The First National Bank of Long Island
5 out of 5
Location 574 Broadway, Massapequa, NY 11758, USA
Phone (516) 795-0100
Directions
Banks in Massapequa, NY

Where Massapequa, NY Banks & Credit Unions Serve

Massapequa, NY is a bustling suburban town located on Long Island, known for its stunning landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Massapequa Train Station to the iconic Jones Beach State Park, this town is filled with unique landmarks that showcase its rich history and culture. Some of the top employers in Massapequa include the Nassau County Police Department, the Massapequa School District, and the Northwell Health System, providing ample job opportunities for residents. Major highways and streets, such as Sunrise Highway and Merrick Road, make commuting easy and convenient. Neighborhoods like Old Harbour Green and Biltmore Shores offer a range of housing options for families and young professionals alike. Overall, Massapequa is a dynamic and vibrant town that offers something for everyone.

Massapequa, NY Banking Related Services

Insurance Broker

Residents of Massapequa, NY can benefit greatly from the services of an insurance broker. With its proximity to the ocean, many Massapequa residents may require flood insurance to protect their homes from potential damage. An insurance broker can provide guidance on the best policies and coverage options to ensure that residents are adequately protected. Additionally, with the high cost of living in the area, an insurance broker can help residents find affordable health insurance plans that meet their needs. Whether it's navigating the complex world of insurance or finding the best deals, an insurance broker can be a valuable resource for residents of Massapequa, NY.

Retirement Planning

Residents of Massapequa, NY could benefit from the expertise of a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account their unique financial situation and goals. This could include strategies for maximizing Social Security benefits, managing investments, and minimizing taxes. Additionally, a retirement planner could provide guidance on healthcare and long-term care options, which is particularly important for Massapequa residents given the high cost of healthcare in the area. Overall, a retirement planner can help residents of Massapequa, NY achieve financial security and peace of mind as they enter their golden years.

Wealth Management

Residents of Massapequa, NY have a variety of financial goals and concerns that could benefit from the assistance of a wealth manager. With a median household income of $117,000, many residents may be interested in investment opportunities to grow their wealth. Additionally, with the high cost of living in the area, including property taxes and housing expenses, a wealth manager can help residents create a budget and financial plan to ensure they are able to achieve their long-term financial goals while still maintaining a comfortable lifestyle. Furthermore, with Massapequa's close proximity to New York City and the potential for high-earning job opportunities, a wealth manager can provide guidance on tax planning and retirement savings strategies to maximize their financial potential.

Financial Advisor

Residents of Massapequa, NY would greatly benefit from the guidance of a financial advisor. With its close proximity to New York City, many Massapequa residents work in high-paying industries and may need help managing their finances. Additionally, the cost of living in Massapequa is higher than the national average, making it important for residents to have a solid financial plan in place. A financial advisor can assist with creating a budget, investing in retirement accounts, and developing a long-term financial strategy. They can also provide guidance on navigating the local real estate market, which can be competitive and expensive. Overall, a financial advisor can help Massapequa residents feel more confident in their financial decisions and secure in their financial future.

Mortgage Loan Officer

Residents of Massapequa, NY could benefit from the services of a mortgage loan officer in various ways. Firstly, a loan officer can assist in finding the best mortgage rates and terms for homebuyers in Massapequa, which can save them money in the long run. Secondly, they can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. Additionally, loan officers can guide first-time homebuyers through the complicated process of obtaining a mortgage and explain the different types of loans available to them. With its proximity to the beach and easy access to New York City, Massapequa is a desirable location for homebuyers, and a knowledgeable loan officer can help them navigate the competitive housing market.

Tax Services

Residents of Massapequa, NY could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their specific situation. They could also help residents identify deductions and credits that they may not be aware of, potentially saving them money on their tax bill. Additionally, a tax advisor could help residents plan for their financial future by providing advice on retirement planning, estate planning, and other related topics. With its high cost of living and competitive job market, Massapequa residents may find that working with a tax advisor can help them make the most of their financial resources and achieve their long-term goals.

Estate Planning Lawyer

Residents of Massapequa, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents minimize estate taxes and avoid probate court. Massapequa, NY is known for its affluent community, which means that many residents may have complex financial situations that require specialized estate planning services. An estate planning lawyer can also assist with healthcare directives, power of attorney, and other important legal documents that can provide peace of mind for both the individual and their loved ones.

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