Wealth Management in Fishkill, NY

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List of Firms

Fishkill, NY Wealth Management Firms

Wealth Enhancement Group
Location 1401 NY-52 Suite 100, Fishkill, NY 12524, USA
Phone (845) 294-2080
SEC File# 801-71646
CRD# 154382
5 out of 5
Location 1 Summit Ct Suite 100, Fishkill, NY 12524, USA
Phone (845) 297-0300
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-108780
CRD# 277161
5 out of 5
Location 60 Merritt Blvd #106, Fishkill, NY 12524, USA
Phone (845) 226-1200
Carassone Property Management
2 out of 5
Location 1076 Main St, Fishkill, NY 12524, USA
Phone (845) 897-3659
Wealth Management in Fishkill, NY

Where Wealth Management Advisors in Fishkill, NY Serve

Nestled in the heart of the Hudson Valley, Fishkill, NY is a charming town with a rich history and a vibrant community. From its picturesque Main Street to its scenic waterfront, Fishkill boasts many landmarks that showcase its unique character. The Van Wyck Homestead, a historic house museum, offers a glimpse into the town's colonial past, while the Fishkill Ridge Conservation Area provides breathtaking views of the surrounding landscape. Fishkill is home to several top employers, including IBM, Gap Inc., and the Hudson Valley Research Park, which contribute to the town's thriving economy. The town is conveniently located near major highways, such as Interstate 84 and the New York State Thruway, making it easily accessible for commuters and visitors alike. Fishkill's neighborhoods are diverse and offer a range of housing options, from historic homes in the village center to modern developments on the outskirts of town.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Fishkill, NY could be helped by a bank in numerous ways. Firstly, the bank could provide financial assistance to small businesses in the area, which would help boost the local economy. Fishkill is known for its historic district, which attracts a large number of tourists. Therefore, small businesses in the area could benefit greatly from loans or lines of credit to expand their operations. Additionally, the bank could offer financial education and resources to the community, particularly to those who may be struggling financially. Fishkill is a diverse community, with a mix of both affluent and low-income residents. Providing financial education and resources could help bridge the gap and ensure that everyone has access to the tools they need to make informed financial decisions. Lastly, the bank could offer convenient banking services, such as mobile banking and ATM access, to meet the needs of the busy and tech-savvy residents of Fishkill.

Insurance Broker

Residents of Fishkill, NY can benefit from an insurance broker in numerous ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the most cost-effective options that meet their specific needs. With Fishkill being a small town with a population of just over 22,000 people, it can be challenging to find insurance policies that cater to their unique needs. An insurance broker can also provide personalized advice and support, helping residents understand the intricacies of their policies and ensuring they have adequate coverage in case of an emergency. Furthermore, an insurance broker can also assist residents in filing claims and negotiating with insurance companies to ensure they receive the maximum amount of compensation possible. With Fishkill being located in the Hudson Valley, residents may also require specialized insurance policies to protect their homes and businesses from natural disasters such as floods and hurricanes. An insurance broker can help them find the right policies to safeguard their assets and provide peace of mind.

Retirement Planning

Residents of Fishkill, NY can benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a personalized plan for their retirement, taking into account their current financial situation, future goals, and other factors unique to their circumstances. This can help them achieve their desired lifestyle and financial security in retirement. Secondly, a retirement planner can assist in managing their investments and ensuring they are diversified and aligned with their goals. This is especially important considering Fishkill's proximity to New York City and the potential impact of market volatility on their investments. Additionally, a retirement planner can help them navigate the complex tax laws and regulations that impact retirement planning and ensure they are taking advantage of all available tax benefits. Finally, a retirement planner can provide peace of mind and reassurance that they are on track to achieve their retirement goals, allowing them to focus on enjoying their retirement years.

Financial Advisor

Residents of Fishkill, NY can benefit greatly from the services of a financial advisor. Specifically, given the town's location in the Hudson Valley, a financial advisor can help residents navigate the unique tax laws and investment opportunities available in the region. Additionally, with the average home price in Fishkill being significantly higher than the national average, a financial advisor can assist residents in creating a long-term financial plan that includes saving for a down payment or paying off a mortgage. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can provide guidance on managing debt, creating an emergency fund, and investing in a way that aligns with each individual's specific financial goals. Overall, a financial advisor can provide invaluable assistance to residents of Fishkill, NY in achieving financial stability and security.

Mortgage Loan Officer

Residents of Fishkill, NY would greatly benefit from the services of a mortgage loan officer. With the town's rich history dating back to the 1600s, residents are proud of their heritage and strive to maintain the charm and character of their homes. A mortgage loan officer can assist residents in securing financing for home renovations and upgrades, such as restoring original woodwork or adding energy-efficient features. Additionally, Fishkill is located in the Hudson Valley, an area known for its stunning natural beauty and outdoor recreational opportunities. A mortgage loan officer can help residents finance a vacation home or investment property in the area, allowing them to take full advantage of all that the region has to offer. With the assistance of a knowledgeable and experienced mortgage loan officer, residents of Fishkill, NY can achieve their dreams of homeownership and investment property ownership with ease and confidence.

Tax Services

Residents of Fishkill, NY could benefit greatly from the expertise of a tax advisor. With the town being home to a variety of industries, including healthcare, retail, and manufacturing, there are many different tax implications to consider. A tax advisor could help residents navigate the complexities of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. For example, Fishkill is home to several large medical facilities, such as the Hudson Valley Hospital Center, which may have unique tax considerations. A tax advisor could help healthcare professionals in Fishkill maximize their deductions related to medical expenses, professional development, and other industry-specific expenses. Additionally, Fishkill has a growing population of retirees, who may have specific tax considerations related to their retirement income and investments. A tax advisor could help these residents navigate the complex tax laws related to retirement, ensuring that they are making the most of their savings and minimizing their tax burden.

Estate Planning Lawyer

Residents of Fishkill, NY can benefit from the expertise of an estate planning lawyer in a variety of ways. For example, an estate planning lawyer can assist residents in creating a will or trust that outlines their wishes for the distribution of their assets after they pass away. Additionally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives. Fishkill, NY is a town that is steeped in history, with landmarks such as the Van Wyck Homestead and the Fishkill Supply Depot. An estate planning lawyer can help residents preserve their own personal legacies by advising them on how to protect their assets and ensure that their wishes are carried out after they pass away. With the guidance of an estate planning lawyer, residents of Fishkill, NY can have peace of mind knowing that their loved ones will be taken care of and their legacies will be preserved.


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