Wealth Management in Fairport, NY

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List of Firms

Fairport, NY Wealth Management Firms

Harmony Trail Financial Services
Location 6 N Main St Suite 200 E, Fairport, NY 14450, USA
Phone (585) 746-0979
Language http://www.harmonytrailfinancial.com/
Directions
Henderson Wealth Management
5 out of 5
Location 6819 Pittsford Palmyra Rd Suite 200, Fairport, NY 14450, USA
Phone (585) 421-0470
Language http://www.hendersonwealthmanagement.com/
Directions
Clover Leaf Financial, LLC
SEC File# 801-110029
CRD# 287550
5 out of 5
Location 1387 Fairport Rd #620, Fairport, NY 14450, USA
Phone (585) 899-3940
Language http://www.cloverleafteam.com/
Directions
Laurie Turney, Financial Advisor
5 out of 5
Location 1387 Fairport Rd #630, Fairport, NY 14450, USA
Phone (585) 764-7642
Language http://laurieturney.com/
Directions
Forever Financial Advisors, LLC
Location 140 W Church St, Fairport, NY 14450, USA
Phone (585) 598-1377
Language http://www.foreverfinancial.com/
Directions
Halleran Financial Group
Location 345 Woodcliff Dr Suite 108, Fairport, NY 14450, USA
Phone (585) 383-8220
Language http://www.halleranfinancialgroup.com/
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Wealth Management in Fairport, NY

Where Wealth Management Advisors in Fairport, NY Serve

Fairport, NY is a charming village located in Monroe County, NY. It is home to several landmarks that are worth visiting, such as the Erie Canal, which runs through the village and offers a beautiful scenic view. Other notable landmarks include the Fairport Junction Railroad Station and the Fairport Lift Bridge, which is a popular spot for fishing and boating enthusiasts. The village is also home to several top employers, including the Fairport Central School District, the Village of Fairport, and the Fairport Baptist Homes. These employers provide a variety of job opportunities for residents, making Fairport a great place to live and work. Major highways and streets in Fairport include Route 31, Route 250, and Route 96. These highways provide easy access to surrounding areas, including Rochester, NY, which is only a short drive away. Fairport is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Fairport, NY can benefit from a bank in various ways. One of the most common ways is by opening a savings account that can help them save money for the future. With the cost of living in Fairport being higher than the national average, it is crucial for residents to have a reliable financial institution that can help them manage their finances. Additionally, banks in Fairport can offer loans and mortgages to help residents purchase homes or finance their businesses. This is especially important given the thriving business community in Fairport, which includes companies in the healthcare, education, and technology sectors. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money. In a town like Fairport, where there is a strong sense of community and a commitment to sustainability, banks can also offer green banking options that support environmentally-friendly initiatives. Overall, a bank in Fairport can serve as a valuable resource for residents looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Fairport, NY can benefit from the services of an insurance broker in a myriad of ways. For instance, an insurance broker can help residents of Fairport, NY to navigate the complexities of the insurance industry, which can be especially daunting for those who are not familiar with the intricacies of insurance policies. Additionally, an insurance broker can help residents of Fairport, NY to find insurance policies that are tailored to their unique needs and circumstances. This is particularly important in Fairport, NY, where residents may have specific insurance needs related to the region's climate and geography, such as flood insurance or coverage for damage caused by severe winter weather. Furthermore, an insurance broker can help residents of Fairport, NY to save money on their insurance premiums by finding them the best deals and discounts available. Overall, the services of an insurance broker can be invaluable for residents of Fairport, NY who want to ensure that they and their families are protected against unforeseen events and circumstances.

Retirement Planning

Residents of Fairport, NY can greatly benefit from the services of a retirement planner. With a population of over 5,000, Fairport is a bustling community that is home to many retirees. A retirement planner can help these individuals navigate the complex world of retirement planning, which can be overwhelming and confusing. They can provide advice on everything from investment strategies to tax planning, and can help individuals make informed decisions about their retirement savings. Additionally, a retirement planner can help residents of Fairport, NY take advantage of local resources, such as the Fairport Public Library, which offers a wealth of information on retirement planning and other financial topics. With the help of a retirement planner, residents of Fairport, NY can ensure that they are making the most of their retirement years and enjoying a secure and comfortable future.

Financial Advisor

Residents of Fairport, NY could benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could be of assistance is in navigating the local real estate market. Fairport, NY is a highly desirable location with a strong housing market, but with that comes the potential for complex financial decisions. A financial advisor could provide guidance on everything from securing a mortgage to investing in rental properties. Additionally, with the cost of living in Fairport being higher than the national average, a financial advisor could help residents develop a budget and create a savings plan to ensure long-term financial stability. With their knowledge and experience, a financial advisor could be an invaluable resource for residents of Fairport, NY looking to make sound financial decisions.

Mortgage Loan Officer

Residents of Fairport, NY can benefit from the expertise of a mortgage loan officer in a variety of ways. These professionals can help residents navigate the complex world of mortgages and find the best loan options for their unique financial situations. Specifically, in a town like Fairport, where the median home value is higher than the national average, a mortgage loan officer can be instrumental in securing a loan for a home purchase or refinancing an existing mortgage. Additionally, these professionals can provide guidance on local and state-specific programs that may be available to residents, such as the New York State Mortgage Assistance Program. With their burstiness of knowledge and complexity of understanding, mortgage loan officers can help residents of Fairport achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Fairport, NY can benefit greatly from the services of a tax advisor. With a population of over 5,000 people, many of whom are small business owners or working professionals, there are numerous tax-related issues that may arise. A tax advisor can provide valuable assistance in navigating the complex tax laws and regulations that apply to Fairport residents. For example, Fairport is home to several technology companies that may qualify for various tax credits and incentives. A tax advisor can help these companies take advantage of these opportunities, which can result in significant savings. Additionally, many Fairport residents own rental properties or have investment income, which can complicate tax filings. A tax advisor can provide guidance on how to properly report this income and take advantage of any deductions that may be available. Overall, a tax advisor can help Fairport residents save money, reduce their tax liability, and ensure compliance with all applicable laws.

Estate Planning Lawyer

Residents of Fairport, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Fairport, NY, where the median home value is $212,000, and many residents own other valuable assets such as cars, boats, and investment properties. An estate planning lawyer can also help residents minimize estate taxes, protect their assets from creditors, and appoint a trustworthy person to manage their affairs in case of incapacity. Additionally, an estate planning lawyer can assist residents in creating trusts, setting up charitable giving, and planning for long-term care. With the help of an estate planning lawyer, residents of Fairport, NY can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Fairport, NY are designed to help individuals and families preserve and grow their wealth over time. A skilled wealth manager can provide a range of services, including investment management, financial planning, tax planning, estate planning, and risk management. One specific aspect of Fairport, NY that makes it an ideal location for wealth management services is its thriving business community. With a diverse range of industries and a strong entrepreneurial spirit, Fairport offers many opportunities for wealth creation and preservation. A skilled wealth manager in Fairport can help clients navigate the complexities of the local business landscape, identify investment opportunities, and develop a comprehensive wealth management plan that aligns with their goals and values. Whether you are looking to build wealth for the long-term or protect your assets from market volatility, a wealth manager in Fairport, NY can provide the expertise and guidance you need to achieve your financial objectives.

Fairport, NY is undoubtedly the best place to get a wealth manager. This small town located in Monroe County, New York, is home to some of the most experienced and knowledgeable wealth managers in the industry. The town's close-knit community fosters a culture of trust and transparency, which is essential when it comes to managing one's finances. Moreover, Fairport's strategic location in the Greater Rochester Area provides access to a wide range of financial services and resources, making it an ideal place for individuals seeking professional financial advice. With its picturesque scenery, vibrant local economy, and exceptional quality of life, Fairport, NY, offers a unique blend of professional expertise and personal touch that sets it apart from other cities. Whether you're planning for retirement, managing your investments, or looking for ways to grow your wealth, Fairport's wealth managers have the knowledge and experience to help you achieve your financial goals.