Wealth Management in Armonk, NY

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List of Firms

Armonk, NY Wealth Management Firms

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Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Directions
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Modera Financial Advisors & Financial Planners
Location 800 Westchester Ave n641, Rye Brook, NY 10573, USA
Phone (914) 232-3773
Directions
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Income & Asset Advisory Inc
Location 80 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 273-6800
Directions
SEC File# 801-44613
CRD# 108314
Location 200 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 696-5300
Directions
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The Silverman Group - Raymond James
Location 20 Maple Ave, Armonk, NY 10504, USA
Phone (914) 219-5888
Directions
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Truman Capital
SEC File# 801-73957
CRD# 156659
Location 200 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 730-7000
Directions
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The Heritage Group
Location 1 Manhattanville Rd #402, Purchase, NY 10577, USA
Phone (914) 269-2242
Directions
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Advisors Search Group Inc
Location 14 Birdsall Farm Dr, Armonk, NY 10504, USA
Phone (914) 273-2300
Directions
SEC File# 801-69815
CRD# 149018
5 out of 5
Location 20 Maple Ave, Armonk, NY 10504, USA
Phone (914) 219-5888
Directions
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katonah capital group
Location 80 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 219-5880
Directions
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Altium Wealth Management, LLC
5 out of 5
Location 2500 Westchester Ave #210, Purchase, NY 10577, USA
Phone (877) 780-0074
Directions
Wealth Management in Armonk, NY

Where Wealth Management Advisors in Armonk, NY Serve

Armonk, NY is a charming hamlet located in Westchester County, a mere 35 miles north of New York City. This small town is home to several landmarks, including the iconic North Castle Public Library, which boasts a stunning collection of books and resources. The IBM Learning Center is another notable landmark, offering top-notch training and development programs for professionals. Armonk is also home to many top employers, including IBM, Swiss Re, and MBIA Inc. These companies provide employment opportunities for thousands of people in the area, making Armonk a hub for innovation and entrepreneurship. Major highways and streets in the area include Interstate 684, which connects Armonk to nearby cities like White Plains and Danbury, CT. Other notable roads include Route 22, which runs through the heart of the town, and Bedford Road, which offers access to many local businesses and attractions. Neighborhoods in Armonk are diverse and vibrant, with many families and young professionals calling the area home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Armonk, NY would be helped by a bank in numerous ways. One of the most common ways is through providing access to various financial services such as checking and savings accounts, loans, and credit cards. Specifically, Armonk is a small town with a population of around 4,000 people. Despite its small size, it is home to several large corporations and wealthy individuals. As such, a bank in Armonk would be able to cater to the financial needs of both individuals and businesses in the area. This could include providing loans to small businesses, offering investment opportunities to high net worth individuals, and providing financial education to the community. Additionally, a bank in Armonk could provide convenient access to banking services for residents who may not have access to transportation to larger cities nearby.

Insurance Broker

Residents of Armonk, NY can benefit from the services of an insurance broker in a variety of ways. One specific aspect that an insurance broker can assist with in Armonk is finding coverage for high-value homes. Armonk is a wealthy suburb of New York City, with a median home value of $1.2 million. As such, residents may require specialized coverage to protect their valuable properties from risks such as natural disasters, theft, and liability. An insurance broker can help residents navigate the complex world of high-value home insurance and find policies that meet their unique needs. Additionally, an insurance broker can provide guidance on other types of insurance, such as auto, health, and life insurance, to ensure that Armonk residents have comprehensive coverage for themselves and their families.

Retirement Planning

Residents of Armonk, NY could benefit greatly from the expertise of a retirement planner. With its affluent population and high cost of living, Armonk presents unique financial challenges for retirees. A retirement planner can help residents navigate these challenges by providing personalized financial advice and creating a comprehensive retirement plan tailored to their specific needs. For example, a retirement planner can help Armonk residents maximize their retirement savings through tax-efficient strategies and investment advice. Additionally, they can assist in creating a plan for healthcare and long-term care expenses, which can be particularly important in a town with a high concentration of retirees. Overall, a retirement planner can help Armonk residents achieve financial security and peace of mind during their golden years.

Financial Advisor

Armonk, NY is a town that is known for its affluent residents and high cost of living. As such, a financial advisor can be instrumental in helping residents manage their wealth and investments. One of the most common ways that a financial advisor can help residents of Armonk is by providing guidance on tax planning. Given the high income levels of many residents, tax planning can be complex and require a deep understanding of the tax code. A skilled financial advisor can help clients navigate this complexity and identify strategies to minimize their tax liability. Additionally, a financial advisor can help residents of Armonk with retirement planning, estate planning, and investment management. With so many options available, having a trusted advisor to help navigate the various financial decisions can be invaluable.

Mortgage Loan Officer

Residents of Armonk, NY can benefit from a mortgage loan officer in several ways. Firstly, a loan officer can assist residents in securing a mortgage to purchase a home in the area. Armonk is known for its high property values, and a loan officer can help residents navigate the complex process of obtaining a mortgage that meets their financial needs. Additionally, a loan officer can help residents refinance their current mortgages, potentially lowering their monthly payments and saving them money in the long run. With its proximity to New York City and its highly-rated school district, Armonk is a desirable location for families and young professionals alike. A mortgage loan officer can help residents take advantage of all that Armonk has to offer by providing expert guidance and support throughout the mortgage process.

Tax Services

Residents of Armonk, NY can greatly benefit from the expertise of a tax advisor in a variety of ways. One specific issue that residents face is the high property taxes in the area, which can be a burden for many homeowners. A tax advisor can help residents navigate the complex tax laws and regulations surrounding property taxes, and can provide advice on how to minimize their tax liability. Additionally, a tax advisor can help residents with retirement planning, estate planning, and other financial matters that can have a significant impact on their tax situation. With their extensive knowledge and experience, a tax advisor can provide valuable guidance and support to residents of Armonk, NY, helping them to make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Armonk, NY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the transfer of their assets and property after they pass away. One specific way that an estate planning lawyer can assist residents of Armonk is by helping them navigate the complex tax laws in the state of New York. Armonk is located in Westchester County, which has some of the highest property values in the state. This means that residents may face significant estate taxes when they pass away. An estate planning lawyer can help them minimize these taxes and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Armonk create trusts, wills, and other legal documents that protect their assets and provide for their loved ones. With the help of an estate planning lawyer, residents of Armonk can have peace of mind knowing that their affairs are in order and their legacy will be preserved.

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