Wealth Management in Pleasantville, NY

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List of Firms

Pleasantville, NY Wealth Management Firms

Edward Jones - Financial Advisor: Nicholas M Colombo, CEPA®
Location 201 Marble Ave Suite 4, Pleasantville, NY 10570, USA
Phone (914) 769-0540
Language https://www.edwardjones.com/us-en/financial-advisor/nicholas-colombo
Directions
Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Language https://advisor.janney.com/ardentwealthmanagement/?utm_source=google_knowledge_panel&utm_medium=organic&utm_campaign=SEO
Directions
Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 427 Bedford Rd Ste 110, Pleasantville, NY 10570, USA
Phone (914) 769-2800
Language https://www.ameripriseadvisors.com/team/hudson-peak-wealth-advisors/?cid=IP_local_google
Directions
Chris Larkin - GrandView Insurance & Financial Services - LPL Financial Advisor
5 out of 5
Location 444 Bedford Rd Ste 308, Pleasantville, NY 10570, USA
Phone (914) 533-4050
Language https://www.gvifs.com/
Directions
J.M. Franklin & Company, LLC
Location 660 White Plains Rd Suite 530, Tarrytown, NY 10591, USA
Phone (929) 427-0347
Language http://www.jmfranklincompany.com/
Directions
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
Location 427 Bedford Rd Ste 330, Pleasantville, NY 10570, USA
Phone (914) 747-0810
Language https://www.ameripriseadvisors.com/andrew.x.buscetto/?cid=IP_local_google
Directions
Merrill Lynch Wealth Management
5 out of 5
Location 360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Phone (914) 682-5500
Language https://www.local.ml.com/WHITE_PLAINS
Directions
Tortoise Investment Management, LLC
SEC File# 801-65160
CRD# 128723
Location 2 Westchester Park Dr #215, White Plains, NY 10604, USA
Phone (914) 686-0024
Language http://www.tortoiseinvestment.com/
Directions
Clarfeld Financial Advisors
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 846-0100
Language http://www.clarfeld.com/
Directions
Andrew Meyer Horowitz - Financial Advisor, Ameriprise Financial Services, LLC
Location 427 Bedford Rd Ste 330, Pleasantville, NY 10570, USA
Phone (914) 747-4311
Language https://www.ameripriseadvisors.com/andrew.m.horowitz/?cid=IP_local_google
Directions
Wealth Management in Pleasantville, NY

Where Wealth Management Advisors in Pleasantville, NY Serve

Pleasantville, NY is a quaint and charming village situated in Westchester County. It boasts a number of notable landmarks, including the Jacob Burns Film Center, which offers a diverse array of cinematic experiences, and the historic Rockefeller State Park Preserve, which spans over 1,400 acres of natural beauty. The village is also home to a number of top employers, such as Pace University and Reader's Digest. Major highways and streets that run through Pleasantville include the Taconic State Parkway and Bedford Road. The village is divided into several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban retreat or a bustling urban center, Pleasantville has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Pleasantville, NY can benefit from a bank in a variety of ways. One specific way is through the provision of mortgage loans to help them purchase homes in the town. Pleasantville is a small, affluent community with a high cost of living, making it challenging for many residents to afford a home. A bank can help by offering competitive interest rates and flexible repayment terms, allowing residents to achieve the dream of homeownership. Additionally, banks can provide financial education and resources to help residents manage their money effectively, plan for retirement, and invest in their future. With a bank's assistance, residents of Pleasantville can achieve financial stability and security, allowing them to enjoy all that this beautiful town has to offer.

Insurance Broker

Residents of Pleasantville, NY would greatly benefit from the services of an insurance broker. With the town's proximity to New York City, there is a high demand for comprehensive insurance coverage. An insurance broker can help residents navigate the complexities of the insurance industry and find the best policies to fit their unique needs and budget. They can also provide valuable advice on how to properly protect their homes and personal property from the unpredictable weather patterns that often occur in the area. Additionally, with Pleasantville being a close-knit community, an insurance broker can provide personalized service and build lasting relationships with their clients. Overall, an insurance broker can provide peace of mind and ensure that residents are properly protected in the event of an unexpected loss or accident.

Retirement Planning

Residents of Pleasantville, NY could benefit from the expertise of a retirement planner in a variety of ways. For instance, the planner could help them create a personalized retirement plan that takes into account their unique financial situation and goals. This could involve developing a budget, identifying potential sources of income, and making investments that align with their risk tolerance. In addition, a retirement planner could help residents of Pleasantville navigate the complex world of Social Security benefits and Medicare, ensuring that they receive the maximum benefits to which they are entitled. Given the high cost of living in Pleasantville, NY, a retirement planner could also assist residents in finding ways to reduce their expenses and stretch their retirement savings further. Overall, the services of a retirement planner could provide invaluable support and peace of mind to the residents of Pleasantville as they plan for their future.

Financial Advisor

Residents of Pleasantville, NY can benefit from the services of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in creating a retirement plan that is tailored to the needs of Pleasantville residents. With its high median household income and expensive cost of living, Pleasantville residents may need to save more aggressively for retirement than residents of other areas. A financial advisor can help residents navigate the complex world of retirement savings options, such as IRAs and 401(k)s, and create a plan that takes into account their unique financial situation. Additionally, a financial advisor can provide guidance on investments that align with their clients' goals and risk tolerance, helping them to build a portfolio that will provide a comfortable retirement. Overall, the expertise and guidance of a financial advisor can be an invaluable resource for Pleasantville residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Pleasantville, NY would greatly benefit from the expertise of a mortgage loan officer. With the town's prime location in Westchester County, many residents are looking to purchase their own homes. A mortgage loan officer can assist with the application process, helping residents navigate the complexities of obtaining a mortgage. Additionally, with Pleasantville's diverse population, a mortgage loan officer can provide guidance on specialized loan programs, such as those for first-time homebuyers or those with low credit scores. The officer can also provide advice on the best lenders and loan options for each individual's unique financial situation. With the high cost of living in Westchester County, having a knowledgeable mortgage loan officer by their side can make all the difference for Pleasantville residents looking to achieve the dream of homeownership.

Tax Services

Residents of Pleasantville, NY can benefit from the expertise of a tax advisor in many ways. Firstly, Pleasantville is a village in Westchester County, New York, known for its high property taxes. A tax advisor can help residents navigate the complex tax laws and regulations in the area, ensuring they are paying the correct amount of taxes and taking advantage of any available deductions. Additionally, a tax advisor can assist with estate planning, helping residents to protect their assets and minimize their tax liability. They can also provide guidance on retirement planning, including strategies for maximizing retirement savings and minimizing taxes on retirement income. Furthermore, a tax advisor can help small business owners in Pleasantville navigate the tax implications of their business operations, ensuring compliance with all applicable tax laws and regulations. With the help of a tax advisor, residents of Pleasantville can rest assured that their tax affairs are in order, and they are making the most of their financial situation.

Estate Planning Lawyer

Residents of Pleasantville, NY can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive estate plan that outlines their wishes for the distribution of their assets after they pass away. This is particularly important in Pleasantville, NY, where the median home value is $652,000, and many residents may have significant assets that need to be distributed properly. An estate planning lawyer can also help residents minimize the tax burden on their estate and ensure that their beneficiaries receive their inheritances as quickly and efficiently as possible. Additionally, an estate planning lawyer can help residents plan for incapacity by creating documents such as powers of attorney and healthcare directives, which can ensure that their wishes are respected if they become unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable assistance to residents of Pleasantville, NY in protecting their assets and ensuring that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Pleasantville, NY can offer a range of services to help individuals manage their financial resources. These services may include investment management, retirement planning, tax planning, estate planning, and risk management. With its proximity to New York City, Pleasantville is home to many affluent individuals who require specialized wealth management services. A wealth manager in this area may also be well-versed in navigating the complex tax laws and regulations that are unique to New York State. Additionally, they may have expertise in managing the financial needs of individuals who work in industries such as finance, law, and medicine, which are prevalent in the area. By working with a wealth manager in Pleasantville, individuals can feel confident that their financial resources are being managed in a way that aligns with their long-term goals and objectives.

Pleasantville, NY is a hidden gem in the world of wealth management. With its picturesque streets and charming community, it's easy to see why it's a popular destination for those seeking financial guidance. But what sets Pleasantville apart is its proximity to New York City, making it a prime location for top-tier wealth managers who have access to all the resources and opportunities that the city has to offer. In addition, Pleasantville boasts a highly-educated population, which means that the wealth managers in the area are some of the most knowledgeable and experienced in the industry. Whether you're looking to grow your investments, plan for retirement, or manage your estate, Pleasantville is the perfect place to find a wealth manager who can help you achieve your financial goals.