Wealth Management in Great Neck, NY

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List of Firms

Great Neck, NY Wealth Management Firms

Financial Management Co
SEC File# 801-62030
CRD# 118793
Location 170 Great Neck Rd, Great Neck, NY 11021, USA
Phone (516) 466-2787
Signalert Asset Management
SEC File# 801-73117
CRD# 159065
Location 525 Northern Blvd #210, Great Neck, NY 11021, USA
Phone (516) 829-6444
Wealth Enhancement Group
Location 60 Cutter Mill Rd #516, Great Neck Plaza, NY 11021, USA
Phone (516) 439-5100
Merrill Lynch Wealth Management
5 out of 5
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3300
Wealth Management in Great Neck, NY

Where Wealth Management Advisors in Great Neck, NY Serve

Great Neck, NY is a vibrant and diverse community located on the North Shore of Long Island. It is home to several notable landmarks, including the Great Neck Park District, which features beautiful parks and recreational facilities, and the Great Neck Plaza, a bustling shopping and dining destination. The town is also known for its top employers, including Northwell Health, the Great Neck Public Schools, and the United States Merchant Marine Academy. Major highways and streets in the area include the Long Island Expressway, Northern Boulevard, and Middle Neck Road. Great Neck is comprised of several distinct neighborhoods, each with its own unique character and charm, such as Kings Point, Lake Success, and Saddle Rock Estates. With its rich history, diverse population, and abundance of amenities, Great Neck is a truly exceptional place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Great Neck, NY can benefit from a bank in several ways. Firstly, a bank can provide financial services such as loans, mortgages, and credit cards to residents who require them. These services can be used to purchase homes, cars, and other necessities. Additionally, banks can offer investment opportunities to residents who are interested in growing their wealth. Great Neck, NY is known for its high cost of living, and having access to investment opportunities can help residents save money for their future. Furthermore, a bank can provide residents with financial advice and guidance on how to manage their money effectively. This can be especially helpful for those who are new to the area or are unfamiliar with the local economy. Overall, a bank can play a crucial role in helping residents of Great Neck, NY achieve their financial goals and improve their quality of life.

Insurance Broker

For residents of Great Neck, NY, an insurance broker can be an invaluable resource in navigating the complexities of insurance policies. With the high cost of living in this affluent community, it is essential to have comprehensive coverage that fits within one's budget. An insurance broker can assist in finding the most cost-effective policies for homeowners, renters, and auto insurance. Additionally, Great Neck is known for its large population of senior citizens, who may require specialized insurance coverage for healthcare and long-term care. An experienced insurance broker can help seniors and their families understand their options and choose the policies that best meet their needs. With the added complexity of the COVID-19 pandemic, an insurance broker can also provide guidance on health insurance policies that cover coronavirus-related medical expenses. Overall, residents of Great Neck, NY can benefit greatly from the expertise and guidance of an insurance broker to ensure they have the right coverage for their unique circumstances.

Retirement Planning

Residents of Great Neck, NY could benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, Great Neck presents unique challenges for those planning for retirement. A retirement planner could help residents navigate the complex world of investment options and tax implications, ensuring that they are making the most of their assets. Additionally, with many residents owning their own businesses or working in high-paying professions, a retirement planner could provide valuable guidance on succession planning and maximizing retirement savings through corporate benefits. Furthermore, given the diverse cultural makeup of Great Neck, a retirement planner with experience serving clients from a variety of backgrounds could help ensure that all residents are able to achieve their retirement goals regardless of their cultural or linguistic background.

Financial Advisor

Residents of Great Neck, NY can benefit from the expertise of a financial advisor in various ways. Firstly, Great Neck is a wealthy and affluent community, and as such, a financial advisor can assist residents in managing their wealth and investments. With the high cost of living in the area, a financial advisor can help residents create a budget that allows them to maintain their lifestyle while also saving for the future. Additionally, Great Neck is home to many small business owners who may require guidance on financial planning, tax strategies, and retirement planning. A financial advisor can provide valuable insights and advice to help these entrepreneurs grow their businesses and secure their financial futures. Finally, with the current economic climate, a financial advisor can help residents navigate the uncertainties of the market and make informed investment decisions that align with their long-term financial goals.

Mortgage Loan Officer

Residents of Great Neck, NY could benefit from the expertise of a mortgage loan officer in a number of ways. For example, the loan officer could help residents navigate the complex and often confusing process of applying for a mortgage. This could involve explaining the various types of mortgages available, helping residents determine how much they can afford to borrow, and assisting them with gathering the necessary documentation to submit their application. Additionally, a mortgage loan officer could help residents find the best possible interest rates and terms for their mortgage, which could save them thousands of dollars over the life of their loan. Given the high cost of living in Great Neck, NY, where the median home value is over $1 million, the support of a knowledgeable mortgage loan officer could be invaluable in helping residents achieve their dream of homeownership.

Tax Services

Residents of Great Neck, NY can benefit from the services of a tax advisor in a multitude of ways. One specific example is the potential for tax savings through strategic planning of deductions and credits. Great Neck is a community that is known for its high property values and affluent residents, which can result in significant tax liabilities. A tax advisor can assist with navigating the complex tax code and identifying opportunities for savings. Additionally, with the recent changes to the tax laws, it is more important than ever to have a knowledgeable advisor who can help residents stay compliant and avoid penalties. By working with a tax advisor, residents of Great Neck can ensure that they are maximizing their tax benefits and minimizing their liabilities.

Estate Planning Lawyer

Residents of Great Neck, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals and families prepare for the future by creating comprehensive plans that ensure their assets are protected and distributed according to their wishes. In Great Neck, NY, where the median home value is $1.2 million, estate planning lawyers can assist homeowners in developing strategies that minimize estate taxes and maximize the value of their property for their heirs. Additionally, with the high cost of living in the area, an estate planning lawyer can help families establish trusts and other financial instruments that provide for their loved ones' long-term financial security. Whether it's drafting a will, creating a trust, or developing a plan for long-term care, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Great Neck, NY.


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