Wealth Management in Chappaqua, NY

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List of Firms

Chappaqua, NY Wealth Management Firms

Carminucci Wealth Management and Financial Services
Location 4 W Cross St, Croton Falls, NY 10519, USA
Phone (914) 617-8780
Language http://www.carminucciwealthmanagement.com/
Directions
Samalin Wealth
SEC File# 801-67465
CRD# 142214
5 out of 5
Location 297 King St, Chappaqua, NY 10514, USA
Phone (914) 666-6600
Language http://www.samalinwealth.com/
Directions
Fidelity Investments
3 out of 5
Location 480 N Bedford Rd, Chappaqua, NY 10514, USA
Phone (800) 544-3703
Language https://www.fidelity.com/branches/investor-center-chappaqua-new-york-10514
Directions
Hollow Brook Wealth Management LLC
SEC File# 801-68599
CRD# 145521
Location 152 Bedford Rd 2nd floor, Katonah, NY 10536, USA
Phone (212) 364-1840
Language https://www.hollowbrookllc.com/
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
DiVestea Wealth Partners of Raymond James
Location 38C Grove St, Ridgefield, CT 06877, USA
Phone (914) 689-3608
Language https://www.raymondjames.com/divesteawealthpartners/services/our-approach
Directions
Panchee Advisory
Location 200 Business Park Dr Suite 105, Armonk, NY 10504, USA
Phone (212) 500-1230
Language http://www.pancheeadvisory.com/
Directions
CPC Wealth Management
Location 7 Skyline Dr Suite 350, Hawthorne, NY 10532, USA
Phone (914) 461-4993
Language http://cpcwealthmanagement.com/
Directions
Main Street Financial LLC
Location 359 E Main St #4a, Mt Kisco, NY 10549, USA
Phone (914) 242-0553
Language http://mainstfinancial.com/
Directions
Merrill Edge
Location 35 S Moger Ave, Mt Kisco, NY 10549, USA
Phone (914) 455-3417
Language https://locations.merrilledge.com/ny/mountkisco/financial-advisor-mount-kisco-ny-15810.html
Directions
Wealth Management in Chappaqua, NY

Where Wealth Management Advisors in Chappaqua, NY Serve

Chappaqua, NY is a quaint and affluent town located in Westchester County, known for its rich history, stunning natural beauty, and top-notch amenities. Its charming downtown area is home to a variety of landmarks, including the Jacob Burns Film Center, a popular cultural hub that showcases independent and foreign films, and the Chappaqua Station, a historic train station that now serves as a popular restaurant and event space. The town is also home to several top employers, including IBM, which has a large research center in the area, and Reader's Digest, which has its headquarters in nearby Pleasantville. Major highways and streets in the area include the Taconic State Parkway, which runs north-south through the town, and Route 117, which connects Chappaqua to neighboring towns like Mount Kisco and Bedford. Chappaqua is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Chappaqua, NY can benefit from a bank in numerous ways. For instance, a bank can provide a platform for residents to save and invest their money in various financial instruments. Additionally, banks can offer loans to residents who want to start businesses or buy homes in the town. Chappaqua, NY is known for its affluent community, and banks can help residents manage their wealth by offering investment advice and portfolio management services. Furthermore, banks can provide online banking services that allow residents to access their accounts 24/7, pay bills, and transfer money to other accounts. With the town's proximity to New York City, banks can also offer foreign exchange services to residents who travel frequently or have business dealings overseas. Overall, a bank can be a valuable resource for residents of Chappaqua, NY, helping them manage their finances and achieve their financial goals.

Insurance Broker

Residents of Chappaqua, NY can benefit from the expertise of an insurance broker in several ways. Firstly, Chappaqua is a town with a high median household income, which means residents may have more complex insurance needs. An insurance broker can help navigate the intricacies of insurance policies and ensure that residents have adequate coverage for their assets and liabilities. Furthermore, Chappaqua is located in Westchester County, which has some of the highest property values in the country. This means that homeowners in Chappaqua may need specialized insurance coverage to protect their homes from natural disasters, such as hurricanes and floods. An insurance broker can help residents find the right insurance policies to safeguard their properties. Lastly, Chappaqua is home to many small businesses, which may require different types of insurance coverage than individuals. An insurance broker can help these businesses find the right policies to protect their assets and employees from potential risks.

Retirement Planning

Residents of Chappaqua, NY could benefit from the expertise of a retirement planner in a multitude of ways. One specific area where a retirement planner could be particularly helpful is in navigating the complex tax laws and regulations that are unique to New York State. With its high cost of living and notoriously high taxes, Chappaqua residents need to be especially savvy when it comes to managing their finances in retirement. A skilled retirement planner can help residents understand the intricacies of New York's tax code, including estate taxes, income taxes, and property taxes, and develop strategies for minimizing their tax burden. Additionally, a retirement planner can help Chappaqua residents plan for the rising cost of healthcare and long-term care, which can be especially challenging in a state with some of the highest healthcare costs in the country. Overall, a retirement planner can provide invaluable guidance and support to Chappaqua residents as they navigate the complexities of retirement planning in a state with unique financial challenges.

Financial Advisor

Residents of Chappaqua, NY can benefit from the services of a financial advisor in numerous ways. For example, a financial advisor can help individuals in Chappaqua navigate the complexities of the local real estate market. With a median home price of over $1 million, the Chappaqua housing market presents unique challenges and opportunities for those looking to buy or sell property. A financial advisor can provide guidance on financing options, tax implications, and investment strategies related to real estate transactions. Additionally, a financial advisor can assist Chappaqua residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances. This may include retirement planning, investment management, and estate planning. With the help of a financial advisor, Chappaqua residents can feel confident in their financial decisions and work towards achieving their long-term financial objectives.

Mortgage Loan Officer

Residents of Chappaqua, NY could benefit greatly from the expertise of a mortgage loan officer. With its high median home value of $1.2 million, navigating the local real estate market can be a daunting task for many. A knowledgeable loan officer can help residents secure the best possible interest rates and terms, ensuring that they are able to purchase their dream homes without breaking the bank. Additionally, with Chappaqua's close proximity to New York City, many residents may be interested in investment properties or second homes in the area. A skilled loan officer can assist with these transactions as well, providing valuable guidance and support throughout the process. Overall, the services of a mortgage loan officer can be a game-changer for Chappaqua residents looking to make a smart investment in their future.

Tax Services

Residents of Chappaqua, NY can benefit from the services of a tax advisor in several ways. One of the most common ways is by providing expert advice on tax planning and preparation. Chappaqua is known for its high property values, and a tax advisor can help residents navigate the complex tax laws surrounding property taxes and deductions. Additionally, a tax advisor can help residents with retirement planning, including maximizing contributions to retirement accounts and minimizing taxes on withdrawals. With the recent changes to the tax code, a tax advisor can also help residents take advantage of new tax breaks and avoid potential pitfalls. Overall, a tax advisor can provide invaluable assistance to Chappaqua residents in managing their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Chappaqua, NY could greatly benefit from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist Chappaqua residents is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. With the high cost of living in Chappaqua, many residents have accumulated significant assets that need to be protected and distributed according to their wishes. An estate planning lawyer can also help Chappaqua residents minimize estate taxes and ensure that their beneficiaries receive the maximum possible inheritance. Additionally, Chappaqua is known for its strong community and active social scene, and an estate planning lawyer can help residents plan for the future by setting up charitable trusts or other philanthropic endeavors that benefit the community. With the complexity of estate planning laws and regulations, it is important for Chappaqua residents to seek the guidance of an experienced estate planning lawyer to ensure that their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Chappaqua, NY can provide a wide range of wealth management services tailored to meet the unique financial needs of high net worth individuals and families. These services include investment management, retirement planning, estate planning, tax planning, risk management, and philanthropic planning. One specific aspect of Chappaqua, NY that a wealth manager can take into consideration is the town's history as a hub for the arts. With a vibrant community of artists and art lovers, a wealth manager can help clients navigate the world of art collecting and investing, providing guidance on everything from building a collection to understanding the tax implications of buying and selling art. Additionally, a wealth manager in Chappaqua can help clients incorporate philanthropy into their financial planning, connecting them with local organizations and causes that align with their values and goals. With their expertise and personalized approach, a wealth manager in Chappaqua can help clients achieve their financial objectives and build a legacy that lasts for generations.

Chappaqua, NY is undoubtedly the best place to get a wealth manager for a multitude of reasons. Firstly, it is home to a plethora of highly reputable financial institutions that offer top-notch wealth management services. These institutions are staffed with professionals who possess a wealth of knowledge and experience in the field of finance, making them highly capable of providing clients with sound financial advice and guidance. Additionally, Chappaqua's affluent community means that the wealth managers in the area are well-versed in handling high net worth individuals and their specific financial needs. Furthermore, Chappaqua's proximity to New York City allows for easy access to the world's leading financial markets, providing wealth managers with the resources they need to help their clients achieve their financial goals. In short, Chappaqua's combination of top-tier financial institutions, experienced professionals, and access to global financial markets make it the ideal location for anyone seeking a wealth manager.