Wealth Management in Bay Shore, NY

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Bay Shore, NY Wealth Management Firms

SEC File# 801-72862
CRD# 159289
Location 133 E Main Street Second Floor, Babylon, NY 11702, USA
Phone (631) 539-7809
Directions
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North Shore Wealth Management Group, LLC
5 out of 5
Location 5000 Merrick Rd, Massapequa, NY 11758, USA
Phone (516) 576-8886
Directions
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Marathon Wealth Management, Inc.
SEC File# 801-111648
CRD# 289119
Location 534 Broadhollow Rd Suite 420, Melville, NY 11747, USA
Phone (631) 760-8390
Directions
SEC File# 801-61749
CRD# 124261
5 out of 5
Location 225 Broadhollow Rd Suite 215, Melville, NY 11747, USA
Phone (631) 248-3600
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
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The Gardiners Bay Group - Morgan Stanley
Location 611 E Main St, Riverhead, NY 11901, USA
Phone (631) 548-4006
Directions
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CG Hughes Company LLC
Location 21 Maple Ave, Bay Shore, NY 11706, USA
Phone (631) 665-7881
Directions
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Proficient Consulting Services Inc
4 out of 5
Location 1451 Brentwood Rd, Bay Shore, NY 11706, USA
Directions
SEC File# 801-121212
CRD# 284925
Location 10 Edgewood Ave, Smithtown, NY 11787, USA
Phone (631) 549-5400
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 2095 Moriches Rd, Lake Grove, NY 11755, USA
Phone (631) 360-6410
Directions
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Hilton Capital Management
SEC File# 801-51061
CRD# 104592
1 out of 5
Location 1010 Franklin Ave #300a, Garden City, NY 11530, USA
Phone (516) 693-5380
Directions
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RBC Wealth Management Branch - Hampton Bays
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (631) 723-4140
Directions
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Chase Bank
4 out of 5
Location 537 E Main St, Bay Shore, NY 11706, USA
Phone (631) 968-8600
Directions
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Chase Bank
3 out of 5
Location 840 Sunrise Hwy, Bay Shore, NY 11706, USA
Phone (631) 666-5523
Directions
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Kuttin Wealth Management - Ameriprise Financial Services, LLC
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Directions
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The Wealth Alliance
SEC File# 801-117251
CRD# 305052
5 out of 5
Location 105 Broadhollow Rd, Melville, NY 11747, USA
Phone (631) 670-0682
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Sheehan & Company, CPA, PC
Location 165 Orinoco Dr, Brightwaters, NY 11718, USA
Phone (631) 665-7040
Directions
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Wealth Management Solutions, LLC
SEC File# 801-123519
CRD# 314170
3 out of 5
Location 700 Veterans Memorial Hwy #302, Hauppauge, NY 11788, USA
Phone (631) 382-5012
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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JJ Burns & Company
5 out of 5
Location 225 Broadhollow Rd #410, Melville, NY 11747, USA
Phone (631) 390-0500
Directions
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Citi Personal Wealth Management
Location 18 E Main St, Smithtown, NY 11787, USA
Phone (631) 724-1309
Directions
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Morgan Stanley Financial Advisors
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-2200
Directions
Wealth Management in Bay Shore, NY

Where Wealth Management Advisors in Bay Shore, NY Serve

Bay Shore, NY is a bustling town located on the south shore of Long Island. It is home to several landmarks, including the Bay Shore-Brightwaters Public Library, the Fire Island Lighthouse, and the Touro College Bay Shore Campus. The town is also known for its top employers, such as Southside Hospital, Bay Shore School District, and St. Catherine of Siena Medical Center. Major highways and streets in the area include Sunrise Highway, Montauk Highway, and Fifth Avenue. Bay Shore is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic district to the waterfront community, there is something for everyone in Bay Shore.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bay Shore, NY can benefit from a bank in numerous ways. Firstly, the bank can provide them with a safe place to deposit their money and earn interest on their savings. This is especially important for the residents of Bay Shore, which is a coastal town that experiences frequent storms and floods. In the event of a natural disaster, having their money in a secure location can help protect it from damage. Additionally, the bank can offer loans to residents who need to make large purchases or invest in their businesses. This is particularly helpful for the many small business owners in Bay Shore, who rely on access to credit to keep their operations running smoothly. Finally, the bank can provide financial education and resources to help residents manage their money effectively and plan for their future. This can be especially valuable for young families in Bay Shore who are just starting out and need guidance on how to save for their children's education or retirement.

Insurance Broker

Residents of Bay Shore, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the Great South Bay, residents may require specialized insurance coverage for their watercraft or waterfront property. Additionally, Bay Shore is home to many small businesses, and an insurance broker can assist in finding the best coverage options to protect these enterprises. The town also experiences extreme weather conditions, such as hurricanes and Nor'easters, which can cause significant damage to homes and businesses. An insurance broker can help residents navigate the complexities of insurance policies and ensure they have adequate coverage for these events. Overall, an insurance broker can provide invaluable assistance to the residents of Bay Shore, NY, in protecting their assets and securing their financial futures.

Retirement Planning

Residents of Bay Shore, NY could greatly benefit from the guidance of a retirement planner. With its proximity to the ocean and a variety of recreational activities, Bay Shore is a popular destination for retirees. However, navigating the complexities of retirement can be overwhelming. A retirement planner can help residents of Bay Shore, NY create a personalized plan that takes into account their unique financial situation, lifestyle goals, and healthcare needs. They can also provide guidance on maximizing Social Security benefits and minimizing taxes. In addition, a retirement planner can help residents of Bay Shore, NY navigate the local housing market, which is known for its high property values and limited inventory. With the help of a retirement planner, residents of Bay Shore, NY can enjoy a secure and fulfilling retirement.

Financial Advisor

Residents of Bay Shore, NY can benefit from the expertise of a financial advisor in various ways. With its proximity to the Great South Bay, Bay Shore is home to many boaters and fishermen who may require specialized financial planning. A financial advisor can help these residents navigate the complexities of boat ownership, including insurance, maintenance, and financing. Additionally, Bay Shore is a popular destination for tourists, and many residents may have rental properties or businesses that cater to visitors. A financial advisor can provide guidance on how to maximize profits and minimize taxes in this industry. Furthermore, Bay Shore is a diverse community with a range of income levels and financial goals. A financial advisor can help each resident create a customized financial plan that meets their unique needs and aspirations.

Mortgage Loan Officer

Residents of Bay Shore, NY would greatly benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, due to the town's proximity to the Great South Bay and the Atlantic Ocean, many residents may be interested in purchasing waterfront properties. A mortgage loan officer could assist in securing a loan that takes into account the unique considerations of owning a waterfront property, such as flood insurance requirements and potential erosion issues. Additionally, Bay Shore is a diverse community with a range of housing options, from historic homes to modern condos. A mortgage loan officer could help residents navigate the complexities of different types of mortgages and find the best fit for their individual needs. With the guidance of a knowledgeable loan officer, residents of Bay Shore can feel confident in their ability to secure a mortgage that makes their dream home a reality.

Tax Services

Residents of Bay Shore, NY can benefit greatly from the expertise of a tax advisor. Specifically, a tax advisor can assist Bay Shore residents with navigating the complex tax laws and regulations of New York State. This can include ensuring compliance with state and local tax codes, maximizing deductions and credits, and minimizing tax liabilities. Additionally, a tax advisor can provide guidance on estate planning and wealth management, which can be particularly important for Bay Shore residents due to the area's high cost of living and affluent population. By working with a tax advisor, Bay Shore residents can achieve greater financial security and peace of mind.

Estate Planning Lawyer

Residents of Bay Shore, NY can benefit from the expertise of an estate planning lawyer in a variety of ways. One specific concern for Bay Shore residents is the high cost of living in the area, which can make it difficult to plan for retirement and ensure that loved ones are taken care of after passing. An estate planning lawyer can assist in creating a comprehensive plan that considers all assets and liabilities, including real estate and retirement accounts, and helps minimize tax liabilities. Additionally, an estate planning lawyer can help establish trusts and other legal mechanisms to protect assets and ensure that they are distributed according to the individual's wishes. This can be especially important in a community like Bay Shore, where property values are high and there may be complex family dynamics to consider. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Bay Shore are able to protect their assets and provide for their loved ones, even in the face of unexpected challenges.

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