Wealth Management in Garden City, NY

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List of Firms

Garden City, NY Wealth Management Firms

Merrill Lynch Wealth Management
4 out of 5
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8200
Language https://www.local.ml.com/GARDEN_CITY_NY
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Ringelheim Wealth Management Group - UBS Financial Services Inc.
Location 1055 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 408-5820
Language https://advisors.ubs.com/rwmg/?utm_source=Yext&utm_medium=GMB&utm_campaign=172212&y_source=1_MjI3MTI4ODgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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BNY Mellon Wealth Management Garden City
5 out of 5
Location 1001 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 302-4259
Language https://www.bnymellonwealth.com/
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Morgan Stanley Financial Advisors
Location 855 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-8600
Language https://advisor.morganstanley.com/western-long-island-complex?y_source=1_MjA3ODExNy03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
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TWL Wealth Advisory Group - Raymond James
Location 1055 Franklin Ave Ste 200, Garden City, NY 11530, USA
Phone (516) 916-5164
Language https://www.raymondjames.com/twlwealthadvisorygroup
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Wealth Management in Garden City, NY

Where Wealth Management Advisors in Garden City, NY Serve

Nestled in the heart of Nassau County, Garden City, NY is a vibrant town that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods that are sure to captivate anyone who visits. From the iconic Roosevelt Field Mall to the historic St. Paul's School, Garden City is a town steeped in rich history and culture. Its top employers include the Nassau County Government, Adelphi University, and the Garden City Hotel, all of which contribute to the town's thriving economy. Major highways and streets such as the Long Island Expressway and Franklin Avenue make it easy to navigate the town and explore its many neighborhoods, including the Garden City Estates and the Mott Section. With its unique blend of old-world charm and modern amenities, Garden City, NY is a town that truly has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Garden City, NY can benefit from a bank in many ways. One of the most common ways is through mortgage lending. Garden City is a wealthy community with a high cost of living, so many residents may need to take out a mortgage to purchase a home. A bank can help by providing competitive interest rates, flexible payment options, and personalized service to help residents navigate the complex process of buying a home. In addition, a bank can offer a range of financial products and services, such as checking and savings accounts, credit cards, and investment opportunities, to help residents manage their money and achieve their financial goals. With the support of a trusted bank, residents of Garden City can feel confident in their financial future and enjoy the many benefits of living in this vibrant and thriving community.

Insurance Broker

Residents of Garden City, NY can greatly benefit from the services of an insurance broker. Given the town's affluent demographic, individuals may require more specialized insurance policies, such as high-value home insurance or private client insurance. Furthermore, Garden City is located in a region that is prone to natural disasters, such as hurricanes and flooding. An insurance broker can provide advice on the appropriate coverage to protect against these risks. In addition, with the town's proximity to New York City, residents may require specific insurance policies related to their business or personal travel. An insurance broker can assist in finding the most comprehensive and cost-effective policies for their needs. Overall, an insurance broker can provide valuable guidance and support to ensure that residents of Garden City are adequately protected in all aspects of their lives.

Retirement Planning

Residents of Garden City, NY could greatly benefit from the services of a retirement planner. With its high cost of living, many residents may struggle to save enough for retirement. A retirement planner can help them create a personalized plan that takes into account their unique financial situation and goals. They can assist with investment strategies, maximizing Social Security benefits, and creating a budget to ensure a comfortable retirement. Additionally, Garden City, NY has a large population of retirees and seniors. A retirement planner can help these individuals navigate the complexities of Medicare and Medicaid, as well as provide guidance on long-term care options. With their expertise and knowledge, a retirement planner can provide peace of mind and a secure financial future for Garden City residents.

Financial Advisor

Residents of Garden City, NY can greatly benefit from the guidance and expertise of a financial advisor. With its affluent population and high cost of living, Garden City presents unique financial challenges that require careful planning and strategic decision-making. A financial advisor can help residents navigate these challenges by providing personalized advice on investments, retirement planning, tax strategies, and estate planning. For example, Garden City's high property taxes can be a significant burden for homeowners, but a financial advisor can help them explore options for reducing their tax liability and maximizing their deductions. Additionally, a financial advisor can help Garden City residents take advantage of the many investment opportunities available in the area, such as real estate, stocks, and mutual funds. With their knowledge and experience, financial advisors can help Garden City residents achieve their financial goals and secure a stable future for themselves and their families.

Mortgage Loan Officer

Residents of Garden City, NY can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, given that Garden City is a wealthy community with high real estate prices, a mortgage loan officer can help residents secure a mortgage that suits their financial needs and goals. Moreover, with the recent economic downturn, many residents may be struggling to make ends meet, and a mortgage loan officer can provide advice on refinancing or restructuring existing mortgages to reduce monthly payments. Additionally, Garden City is known for its excellent schools, which can be a major selling point for families looking to move to the area. A mortgage loan officer can help residents leverage their home equity to finance their children's education or other major expenses. Overall, a mortgage loan officer can provide invaluable assistance to Garden City residents, helping them navigate the complex world of real estate finance and achieve their financial objectives.

Tax Services

Residents of Garden City, NY could greatly benefit from the services of a tax advisor. With a population of over 22,000 and a median household income of $142,000, there are likely many individuals and families who could use assistance navigating the complex tax laws and regulations. Garden City is home to many small businesses, including restaurants, boutiques, and professional services, which could also benefit from the expertise of a tax advisor. Additionally, with the high cost of living in the area, residents may be looking for ways to maximize their deductions and minimize their tax liability. A tax advisor could help them understand the various tax credits and deductions available to them, such as the New York State School Tax Relief (STAR) program, which provides property tax relief to eligible homeowners. Overall, a tax advisor could provide invaluable assistance to residents of Garden City, NY, helping them to navigate the complex tax landscape and make the most of their financial situation.

Estate Planning Lawyer

Residents of Garden City, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by assisting them in creating a comprehensive estate plan that outlines their wishes for the distribution of their assets upon death. This is particularly important in Garden City, NY, where the median home value is $1.1 million, and many residents have significant assets. An estate planning lawyer can also help residents minimize taxes, avoid probate, and ensure that their beneficiaries receive their assets without any legal challenges. Additionally, an estate planning lawyer can provide guidance on healthcare directives and power of attorney, ensuring that residents' wishes are respected in the event of incapacitation. In short, an estate planning lawyer can provide invaluable assistance to Garden City, NY residents in protecting their assets and ensuring that their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Garden City, NY can be tailored to meet the specific needs of high net worth individuals and families. A skilled wealth manager can assist in developing a comprehensive financial plan that takes into account a variety of factors such as tax implications, risk tolerance, and investment goals. Garden City, NY, with its affluent population and proximity to New York City, presents unique opportunities and challenges for wealth management. A wealth manager in Garden City can provide expertise in navigating the local real estate market, managing complex investment portfolios, and advising on estate planning strategies. With a deep understanding of the financial landscape in Garden City and beyond, a wealth manager can help clients achieve their long-term financial objectives while also providing peace of mind and security for their families.

Garden City, NY is the ultimate destination for anyone seeking the services of a wealth manager. With its rich history and diverse culture, Garden City offers a unique blend of sophistication and charm that makes it the perfect place to entrust your finances. The town is home to some of the most experienced and knowledgeable wealth managers in the industry, who are well-equipped to help you navigate the complexities of the financial world. What sets Garden City apart from other places is its strong sense of community and commitment to excellence. The town's residents are highly educated and well-informed, making them ideal clients for wealth managers who value transparency and communication. With its beautiful parks, top-rated schools, and thriving business community, Garden City is not only an ideal place to live but also a hub for financial success. Whether you are a seasoned investor or just starting out, Garden City has everything you need to achieve your financial goals.