Wealth Management in Horseheads, NY

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List of Firms

Horseheads, NY Wealth Management Firms

Morgan Stanley Financial Advisors
Location 100 W Church St, Elmira, NY 14901, USA
Phone (607) 271-4000
Language https://advisor.morganstanley.com/elmira-branch?y_source=1_MjM2MjE3My03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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M. A. NEAL Financial Services
Location 209 N Main St #7, Horseheads, NY 14845, USA
Phone (607) 737-5599
Language http://www.maneal.com/
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 101 John Roemmelt Dr, Horseheads, NY 14845, USA
Phone (607) 937-5292
Language http://www.raymondjames.com/
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Merrill Lynch Wealth Management
Location Mark Twain Building, 150 N Main St, Elmira, NY 14901, USA
Phone (607) 734-0066
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Socha Financial Group, LLC
SEC File# 801-114654
CRD# 299263
5 out of 5
Location 181 E 2nd St, Corning, NY 14830, USA
Phone (607) 962-0605
Language https://www.sochafinancial.com/?utm_source=NEXT&utm_medium=Google
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Wealth Management in Horseheads, NY

Where Wealth Management Advisors in Horseheads, NY Serve

Horseheads, NY is a charming town located in Chemung County, New York, known for its rich history and breathtaking landmarks. The town is home to several notable landmarks, including the Horseheads Central School District, the Wings of Eagles Discovery Center, and the Tanglewood Nature Center and Museum. Top employers in Horseheads include the Corning Incorporated, Guthrie Healthcare System, and Hardinge Inc. These companies provide ample job opportunities for the residents of Horseheads, making it a thriving community. Major highways and streets in Horseheads include Interstate 86, New York State Route 13, and New York State Route 14. These highways provide easy access to neighboring towns and cities, making it convenient for residents to travel for work or leisure. Horseheads is divided into several neighborhoods, each with its unique charm and character. Some of the popular neighborhoods in Horseheads include the Village of Horseheads, the Town of Horseheads, and the Pine Valley area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Horseheads, NY can benefit from a bank in various ways. For instance, they can easily access financial services such as checking and savings accounts, loans, mortgages, and credit cards. Additionally, a bank can provide financial advice to help residents better manage their money and plan for the future. Horseheads, NY is a small town with a population of around 20,000 people, and many of its residents rely on agriculture as their main source of income. Therefore, a bank can also offer agricultural loans to help farmers purchase equipment or expand their operations. Moreover, with the town's proximity to the Finger Lakes region, a bank can provide investment opportunities in the booming wine industry. Overall, a bank can play a vital role in helping the residents of Horseheads, NY achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Horseheads, NY can benefit from the services of an insurance broker in a variety of ways. One specific example is the broker's ability to help individuals navigate the complex world of flood insurance. Horseheads is located in a flood-prone area, with the Chemung River running through the town. This means that many residents may require flood insurance to protect their homes and belongings. An insurance broker can assist in finding the right policy for each individual's needs and budget, as well as providing guidance on the claims process in the event of a flood. Additionally, an insurance broker can help Horseheads residents with other types of insurance, such as auto and home insurance, ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Horseheads, NY can greatly benefit from the guidance of a retirement planner. With a population of over 6,400, Horseheads has a diverse community with unique financial needs. A retirement planner can help residents navigate the complexities of retirement planning, including maximizing social security benefits, developing a comprehensive investment strategy, and creating a plan for long-term care. Additionally, Horseheads is located in Chemung County, which has an aging population, with over 20% of residents over the age of 65. This demographic shift highlights the need for residents to plan for their retirement and ensure they have the resources to support themselves in their later years. A retirement planner can provide the necessary expertise and guidance to help residents of Horseheads create a secure financial future.

Financial Advisor

Residents of Horseheads, NY can benefit from the guidance of a financial advisor in several ways. Firstly, with the town's proximity to the Finger Lakes region, many residents may have investments in the local wine industry, which can be complex and require expert advice. Additionally, Horseheads is home to several major employers, including Corning Incorporated, and a financial advisor can help employees navigate their retirement plans and benefits packages. Furthermore, the town's location on the Southern Tier of New York means that residents may have unique tax considerations that require specialized knowledge. A financial advisor can assist with tax planning and ensure that residents are taking advantage of all available deductions. Overall, a financial advisor can provide valuable insights and strategies to help residents of Horseheads, NY achieve their financial goals and secure their futures.

Mortgage Loan Officer

Residents of Horseheads, NY could benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates and terms that fit their financial situation. This is especially important in Horseheads, NY, where the median home value is $146,000, and the average household income is $60,000. Secondly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including determining eligibility, gathering necessary documents, and understanding the terms of the loan. Additionally, a mortgage loan officer can provide guidance and support throughout the home-buying process, from pre-approval to closing. With the help of a mortgage loan officer, residents of Horseheads, NY can achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Horseheads, NY could greatly benefit from the services of a tax advisor. With its diverse population and growing economy, there are many specific tax considerations that a knowledgeable advisor could help with. For example, Horseheads has a high number of small business owners who may need assistance with navigating the complex tax laws surrounding payroll taxes and deductions. Additionally, the area has a large number of retirees who may have unique tax concerns related to social security benefits and retirement accounts. A tax advisor could also provide guidance on state and local tax laws, which can vary greatly from one area to the next. Overall, a tax advisor could provide invaluable assistance to the residents of Horseheads, NY in ensuring that they are compliant with tax laws and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Horseheads, NY would benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Horseheads, NY, where many residents own large tracts of land and have significant agricultural holdings. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. This is crucial in a town like Horseheads, NY, where many residents are small business owners and farmers who face unique financial challenges. Finally, an estate planning lawyer can help residents create a plan for their healthcare and end-of-life decisions, which can provide peace of mind and ensure that their wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide invaluable assistance to residents of Horseheads, NY, helping them protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Horseheads, NY can provide a range of services to help individuals and families manage their finances and investments. From developing personalized investment strategies to coordinating tax planning and estate planning, a skilled wealth manager can help clients achieve their financial goals and protect their assets. One unique aspect of wealth management in Horseheads, NY is the region's strong ties to the agriculture industry. A knowledgeable wealth manager in this area will understand the complexities of managing wealth in a rural community, where land and farm assets may play a significant role in a client's overall financial picture. With a deep understanding of the local economy and the challenges facing farmers and other rural business owners, a wealth manager in Horseheads can provide tailored advice and support to help clients build and preserve wealth over the long term.

Horseheads, NY is undoubtedly the best place to find a wealth manager who can cater to your financial needs. The town's rich history and diverse economy make it an ideal location for experienced wealth managers who can provide personalized financial advice. The town's strategic location in the Finger Lakes region of New York also makes it a hub for business and commerce, attracting top-notch professionals in the finance industry. Whether you're looking for a wealth manager to help you invest in the stock market or plan your retirement, Horseheads offers a wide range of options that can help you achieve your financial goals. With its bustling economy and a community of professionals who are dedicated to their craft, Horseheads is the perfect place to find a wealth manager who can help you navigate the complexities of the financial world.