Wealth Management in Airmont, NY

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List of Firms

Airmont, NY Wealth Management Firms

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Nfp Corporation
Location 86 NY-59 #104, Spring Valley, NY 10977, USA
Phone (845) 694-5200
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CMC Wealth Management
Location 113 Nethermont Ave, White Plains, NY 10603, USA
Phone (914) 997-7724
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Sports & Entertainment Investment Advisers
SEC File# 801-108742
CRD# 285611
Location 400 Rella Blvd #157, Montebello, NY 10901, USA
Phone (844) 734-2669
Time Monday: 9:30 AM – 4:00 PM Tuesday: 9:30 AM – 4:00 PM Wednesday: 9:30 AM – 4:00 PM Thursday: 9:30 AM – 4:00 PM Friday: 9:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Stein Investment Management
Location 2180 Kent Ct, Mahwah, NJ 07430, USA
Phone (201) 529-3123
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Prudent Financial LLC
Location 549 NY-17 Ste. F, Tuxedo Park, NY 10987, USA
Phone (845) 363-0292
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CIG Private Wealth Management
Location 110 Crystal Run Rd # 10, Middletown, NY 10941, USA
Phone (845) 956-3336
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Ghi, Inc
Location 4 Pine Ct #12, Pomona, NY 10970, USA
Phone (914) 954-9663
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Merrill Lynch Wealth Management
5 out of 5
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6939
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Reffsin Financial
Location 4 Executive Blvd # 203, Suffern, NY 10901, USA
Phone (845) 368-4402
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Optimum Financing LLC
Location 386 NY-59 #200, Airmont, NY 10952, USA
Phone (212) 937-4737
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Wealth Management in Airmont, NY

Where Wealth Management Advisors in Airmont, NY Serve

Airmont, NY is a quaint village located in Rockland County, New York. It is home to many notable landmarks, including the Airmont Equestrian Center and the Airmont Village Hall. The village is also known for its top employers, such as the Ramapo Central School District and the Good Samaritan Hospital. Major highways and streets in the area include Route 59 and Airmont Road, which provide easy access to neighboring towns and cities. Airmont is comprised of several distinct neighborhoods, each with its own unique charm and character. Whether you're looking for a peaceful suburban retreat or a bustling urban center, Airmont has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Airmont, NY could greatly benefit from a bank in several ways. Firstly, a bank could provide financial assistance to those who are struggling to make ends meet. With the high cost of living in Airmont, many residents may find it difficult to pay their bills and maintain a comfortable lifestyle. A bank could offer loans or credit lines to help individuals cover their expenses and avoid falling into debt. Additionally, a bank could provide investment opportunities to those looking to grow their wealth. With Airmont's proximity to New York City, residents may be interested in investing in the stock market or other financial instruments. A bank could offer guidance and support to help individuals make informed decisions about their investments. Finally, a bank could provide a safe and secure place for residents to store their money. With the rise of cybercrime and identity theft, many people are hesitant to keep large sums of cash in their homes. A bank could offer peace of mind by providing a secure location for residents to store their savings.

Insurance Broker

Residents of Airmont, NY can benefit greatly from the expertise of an insurance broker. With the town's close proximity to New York City, residents may need specialized coverage for their homes or vehicles due to increased risks of theft or damage. Additionally, Airmont is known for its high median household income, which means that residents may have unique insurance needs such as umbrella policies or high-value life insurance. A knowledgeable insurance broker can help residents navigate the complexities of insurance policies and find the coverage that best fits their specific needs. Whether it's finding affordable health insurance or protecting valuable assets, an insurance broker can provide valuable assistance to residents of Airmont, NY.

Retirement Planning

Residents of Airmont, NY could benefit from the expertise of a retirement planner in a variety of ways. Specifically, the planner could assist with navigating the complex tax laws in New York state, which can be particularly challenging for retirees. Additionally, the planner could help residents understand and take advantage of the various retirement savings options available to them, such as 401(k)s, IRAs, and annuities. With the cost of living in Airmont being higher than the national average, a retirement planner could also help residents create a budget and investment plan that takes into account the higher cost of living in the area. Finally, the planner could provide guidance on healthcare and long-term care options, which can be especially important for retirees in Airmont, where the population is aging and the demand for healthcare services is increasing. Overall, a retirement planner could provide invaluable assistance to residents of Airmont, NY as they navigate the complexities of retirement planning in this unique and vibrant community.

Financial Advisor

Residents of Airmont, NY can benefit from a financial advisor in various ways. Specifically, with the high cost of living in Airmont, a financial advisor can help residents manage their expenses, plan for retirement, and invest in the right opportunities. With perplexity, a financial advisor can help residents navigate the complex tax laws in New York State and ensure that they are taking advantage of all possible deductions. Burstiness can be seen in the fact that a financial advisor can also assist with estate planning, creating a will, and setting up trusts to protect assets for future generations. Furthermore, with the ongoing COVID-19 pandemic, a financial advisor can provide guidance on how to manage finances during these uncertain times and help residents create a financial safety net. Overall, a financial advisor can provide residents of Airmont, NY with valuable financial expertise and support to help them achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Airmont, NY would greatly benefit from the expertise of a mortgage loan officer. With the town's median home value being $538,000, many residents may require financial assistance in the form of a mortgage loan to purchase their dream home. Furthermore, Airmont has a diverse population, with over 40% of residents speaking a language other than English at home. A knowledgeable mortgage loan officer can assist non-native English speakers in navigating the complex mortgage process and ensuring they receive the best possible terms for their loan. Additionally, Airmont is a family-oriented community with a high percentage of households having children under the age of 18. A mortgage loan officer can help families understand their financial options and provide guidance on how to secure a loan that fits their unique needs and budget. Overall, a mortgage loan officer can be an invaluable resource for residents of Airmont, NY looking to achieve their homeownership goals.

Tax Services

Residents of Airmont, NY can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can be of great help is in navigating the complex tax laws and regulations that are unique to Airmont, NY. With its proximity to New York City, Airmont residents may have additional tax considerations like the New York State and City income taxes, which can be quite complicated. A tax advisor can help residents understand their tax liabilities, identify potential deductions and credits, and ensure compliance with all applicable tax laws. Additionally, a tax advisor can provide guidance on tax-efficient investment strategies, estate planning, and retirement planning, which can help residents maximize their wealth and minimize their tax burden. Overall, the expertise of a tax advisor can be invaluable for residents of Airmont, NY who want to make informed financial decisions and optimize their tax situation.

Estate Planning Lawyer

Residents of Airmont, NY can benefit greatly from the expertise of an estate planning lawyer. With the town's rapidly growing population and diverse demographics, estate planning can be a complex process that requires specialized knowledge and experience. An estate planning lawyer can help Airmont residents navigate the intricacies of wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, they can assist with tax planning, healthcare directives, and guardianship arrangements for minor children. Given the town's proximity to New York City and the high cost of living in the area, an estate planning lawyer can help Airmont residents protect their wealth and plan for the future.

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