Wealth Management in Rockville Centre, NY

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List of Firms

Rockville Centre, NY Wealth Management Firms

Lanford Hamilton Capital Management
Location 60 Cedar Ave, Rockville Centre, NY 11570, USA
Phone (516) 256-9355
Directions
Mc Namara Group
Location 265 Sunrise Hwy, Rockville Centre, NY 11570, USA
Phone (516) 414-3554
Language http://www.mcnamaragroup.com/
Directions
papa / englehart strategic planning associates
Location 53 N Park Ave #45, Rockville Centre, NY 11570, USA
Phone (516) 536-4436
Directions
Gardi Gilles: Primerica - Financial Services
Location 265 Sunrise Hwy STE 66, Rockville Centre, NY 11570, USA
Phone (516) 602-8026
Language https://www.primerica.com/GGILLES
Directions
Objective Wealth Management
Location 50 Merrick Rd suite 202, Rockville Centre, NY 11570, USA
Phone (516) 634-1301
Language https://www.owmanagement.com/
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Wealth Management in Rockville Centre, NY

Where Wealth Management Advisors in Rockville Centre, NY Serve

Rockville Centre, NY is a vibrant and bustling town located in Nassau County, Long Island. This quaint and charming village is home to many landmarks that attract visitors from all around the world. One of the most notable landmarks is the St. Agnes Cathedral, which is a stunning example of Gothic Revival architecture. Another popular attraction is the Rockville Centre Public Library, which has been serving the community for over 100 years. Top employers in Rockville Centre include Mercy Medical Center, St. Agnes Hospital, and Molloy College. These institutions provide excellent job opportunities for residents and contribute to the town's thriving economy. Major highways and streets in Rockville Centre include Sunrise Highway, Merrick Road, and Long Beach Road. These roads provide easy access to neighboring towns and cities, making it convenient for residents to commute to work or travel for leisure. Rockville Centre 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 Rockville Centre, NY can benefit from a bank in a multitude of ways. For starters, a bank can provide loans to those looking to purchase property in the area, which is known for its highly sought-after real estate market. Additionally, many residents in Rockville Centre are small business owners and could benefit from business loans and financial advice from a bank. With a bustling downtown area and a variety of local shops and restaurants, a bank could also offer merchant services to these businesses to help with credit card processing and other financial needs. Furthermore, with a large population of families in the area, a bank could provide services such as college savings plans and financial planning for future expenses. Overall, a bank in Rockville Centre, NY could greatly benefit the community by providing financial resources and support for both individuals and businesses.

Insurance Broker

Residents of Rockville Centre, NY can benefit from the expertise of an insurance broker in several ways. An insurance broker can help residents navigate the complex insurance market and select the best policies that fit their needs and budget. For instance, Rockville Centre, NY is located in a flood-prone area, and an insurance broker can help residents find the right flood insurance coverage to protect their homes and properties. Additionally, an insurance broker can provide guidance on the latest insurance trends and regulations, such as changes in health insurance laws or updates in auto insurance coverage requirements. With their knowledge and experience, insurance brokers can save residents time and money while ensuring they have the right coverage to protect their assets and loved ones.

Retirement Planning

Residents of Rockville Centre, NY can benefit from the expertise of a retirement planner in several ways. With its affluent population and high cost of living, Rockville Centre presents unique challenges for retirees. A retirement planner can help residents navigate these challenges by developing a customized retirement plan that takes into account their specific financial goals and needs. They can provide guidance on investment strategies, tax planning, and estate planning, helping residents maximize their retirement income and minimize their tax liability. Additionally, a retirement planner can help residents navigate the complex world of Medicare and Social Security, ensuring they receive the benefits they are entitled to. With their extensive knowledge of retirement planning and their understanding of the unique challenges faced by Rockville Centre residents, a retirement planner can help ensure a secure and comfortable retirement for those in this vibrant Long Island community.

Financial Advisor

Residents of Rockville Centre, NY can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them to create a financial plan that aligns with their long-term goals and objectives. This is particularly important for residents of Rockville Centre, NY, as the area is known for its high cost of living, which can make it challenging for individuals to save for retirement or other major life events. A financial advisor can also assist residents in managing their investments, minimizing taxes, and protecting their assets through estate planning. Additionally, given the complexity of the financial landscape, a financial advisor can help residents navigate the various investment options available to them and provide guidance on how to make informed decisions that will help them achieve their financial goals. Overall, a financial advisor can be an invaluable resource for residents of Rockville Centre, NY, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Rockville Centre, NY would greatly benefit from the assistance of a mortgage loan officer. With its close proximity to New York City, many residents are looking to purchase homes in the area but may not have the financial resources to do so. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage, including finding the best rates and terms that fit their specific financial situation. Additionally, with the high cost of living in the area, residents may need guidance on how to budget and manage their finances effectively. A mortgage loan officer can provide valuable advice on how to improve credit scores, reduce debt, and save for a down payment. With the help of a mortgage loan officer, residents of Rockville Centre can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Rockville Centre, NY could benefit from the expertise of a tax advisor in several ways. One of the most common ways is through tax planning and preparation services. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax compliance, helping residents avoid costly penalties and audits. In Rockville Centre, NY, where the median household income is higher than the national average, a tax advisor can also provide guidance on investment and retirement planning, including strategies for reducing tax liability on investment income. With the added complexity of New York State tax laws, a tax advisor can be especially valuable in helping residents maximize their financial well-being.

Estate Planning Lawyer

Residents of Rockville Centre, NY can benefit from an estate planning lawyer in a multitude of ways. One specific need for Rockville Centre residents is the high cost of living in the area, which can make estate planning even more crucial. An estate planning lawyer can help residents navigate the complex tax laws and regulations specific to New York state, ensuring that their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that loved ones are taken care of in the event of incapacitation or death. With the help of an estate planning lawyer, Rockville Centre residents can have peace of mind knowing that their assets are protected and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Rockville Centre, NY offer a wide range of services to help clients achieve their financial goals. These services include investment management, financial planning, estate planning, tax planning, and risk management. One specific aspect of Rockville Centre that wealth managers take into consideration is the town's high cost of living. With a median home price of over $600,000, it's important for wealth managers to work with clients to create a financial plan that takes into account the unique challenges of living in this area. Additionally, wealth managers in Rockville Centre must be well-versed in the local tax laws and regulations, as well as the various investment opportunities available in the area. With their bursty and complex approach to financial planning, wealth managers in Rockville Centre are able to provide their clients with the guidance and support they need to achieve long-term financial success.

Rockville Centre, NY is a prime location to find a wealth manager due to its affluent community and proximity to major financial hubs. With a median household income of over $120,000, residents of Rockville Centre have a strong desire for financial stability and growth. The town is also conveniently located just 30 miles from New York City, home to some of the world's top financial institutions. This proximity provides access to a vast network of financial professionals and resources, making it an ideal location to find a skilled wealth manager. Additionally, Rockville Centre's rich history and diverse population offer a unique perspective and understanding of the financial needs of a wide range of clients. Overall, Rockville Centre's combination of wealth, location, and diversity make it the perfect place to find a knowledgeable and experienced wealth manager.