Wealth Management in Katonah, NY

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Katonah, NY Wealth Management Firms

SEC File# 801-72137
CRD# 25853
Location 341 Route 202, Somers, NY 10589, USA
Phone (914) 276-2475
SEC File# 801-68599
CRD# 145521
Location 152 Bedford Rd 2nd floor, Katonah, NY 10536, USA
Phone (212) 364-1840
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
Springhurst Capital Management
Location 97 W Patent Rd, Bedford Hills, NY 10507, USA
Phone (914) 241-0043
katonah capital group
Location 80 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 219-5880
Wealth Management in Katonah, NY

Where Wealth Management Advisors in Katonah, NY Serve

Katonah, NY is a small town in Westchester County with a population of just over 8,000 people. The town is known for its beautiful scenery and as the home of the Katonah Museum of Art. Major employers in the town include PepsiCo, IBM, and AT&T. The town is located just off of I-684, and major highways and streets include Route 22 and Katonah Avenue. The town is divided into four neighborhoods: the Katonah Historic District, the Goldens Bridge District, the Bedford Village District, and the Mount Kisco District.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Katonah, NY offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer other services such as online banking and bill payment. They also provide investment advice and wealth management services.

Retirement Planning

If you're nearing retirement age, it's time to start thinking about what that might look like for you. Retirement planning in Katonah, NY can be a daunting task, but it's important to have a plan if you want to enjoy your golden years. Here are some tips to help get you started.

Tax Services

A tax accountant in Katonah, NY is responsible for preparing and filing tax returns for individuals and businesses. They also advise clients on tax planning and compliance issues. Tax accountants must be knowledgeable in tax laws and regulations at the federal, state, and local levels.

Financial Advisor

A financial advisor in Katonah, NY helps people manage their money and plan for their financial future. They can provide advice on investments, insurance, and retirement planning, and help clients stay on track with their financial goals. Financial advisors typically have a background in finance or economics, and they must be registered with the Securities and Exchange Commission (SEC).

Insurance Broker

An insurance broker in Katonah, NY is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

A mortgage loan officer in Katonah, NY is responsible for helping people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also help clients prepare their loan applications and provide guidance throughout the mortgage process.

Estate Planning Lawyer

An estate planning lawyer in Katonah, NY helps you to create a will and other legal documents that dictate how your property should be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event that something happens to you. In addition, an estate planning lawyer can help you to reduce or avoid estate taxes.


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