Wealth Management in Kings County, NY

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List of Firms

Kings County, NY Wealth Management Firms

Strategic Wealth Management
SEC File# 801-64228
CRD# 125882
Location 134 Broadway #307, Brooklyn, NY 11211, USA
Phone (718) 302-8615
Green Wealth Management - UBS Financial Services
Location 363 Bond St, Brooklyn, NY 11231, USA
Phone (212) 713-9281
SEC File# 801-63363
CRD# 129428
Location 60 E 42nd St Suite 1120, New York, NY 10165, USA
Phone (212) 971-9241
Stonebriar Wealth Management
Location 122 E 42nd St Suite 1610, New York, NY 10168, USA
Phone (716) 866-1023
SEC File# 801-78479
CRD# 168652
2 out of 5
Location 24 W 40th St, New York, NY 10018, USA
Phone (212) 625-1200
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Open 24 hours Sunday: Open 24 hours
Empire Wealth Management
Location 162 Withers St # 1, Brooklyn, NY 11211, USA
Phone (718) 383-3100
Weston Wealth Advisors
Location 500 Grand St, New York, NY 10002, USA
Phone (917) 494-9876
SEC File# 801-117505
CRD# 299219
Location 171 Columbia Heights, Brooklyn, NY 11201, USA
Phone (860) 462-0796
Trinity Financial Management
Location 412 Throop Ave, Brooklyn, NY 11221, USA
Phone 085 169 2169
Wealth Management in Kings County, NY

Where Wealth Management Advisors in Kings County, NY Serve

Kings County, NY, also known as Brooklyn, is a bustling borough with a rich history and diverse culture. From the iconic Brooklyn Bridge to the stunning Prospect Park, there are plenty of landmarks to explore. Top employers in the area include healthcare giants like NYU Langone and Maimonides Medical Center, as well as tech companies such as Etsy and Kickstarter. Major highways like the Brooklyn-Queens Expressway and the Belt Parkway make it easy to navigate the borough, while bustling streets like Atlantic Avenue and Bedford Avenue are lined with shops, restaurants, and cafes. Brooklyn is also home to a variety of neighborhoods, each with its own unique character, from the hipster haven of Williamsburg to the historic brownstones of Park Slope. With so much to see and do, it's no wonder that Kings County is one of the most vibrant and exciting places to live in the country.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kings County, NY can benefit from a bank in several ways. For instance, a bank can help them with their financial needs, such as opening a savings account, getting a loan, or applying for a credit card. In a county as diverse and populous as Kings County, NY, banks can also provide valuable services to people who have recently immigrated to the area. Banks can assist with setting up a bank account, which can be particularly helpful for those who are unfamiliar with the U.S. banking system. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money. With a wide range of financial products and services, banks in Kings County, NY can help residents achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Kings County, NY can benefit greatly from the services of an insurance broker. With the high cost of living in this bustling borough, having access to affordable and comprehensive insurance options is essential. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their unique needs and budget. They can also assist with filing claims and advocating for their clients in the event of a dispute with an insurance company. Furthermore, with Kings County's diverse population and varying needs, an insurance broker can provide tailored solutions for specific demographics, such as small business owners, renters, and families. Whether it's finding the best health insurance plan or protecting one's home and assets, an insurance broker can offer invaluable guidance and support to Kings County residents.

Retirement Planning

Residents of Kings County, NY can greatly benefit from the services of a retirement planner. With its diverse population and high cost of living, retirement planning can be a complex and daunting task for many individuals. A retirement planner can help navigate the various investment options available and create a customized plan based on an individual's specific needs and goals. Furthermore, Kings County has a large immigrant population, many of whom may not be familiar with the intricacies of the US retirement system. A retirement planner can provide education and guidance on social security benefits, tax implications, and other important considerations. With the average life expectancy in Kings County being 79 years, it is crucial for residents to have a solid retirement plan in place to ensure financial security in their later years.

Financial Advisor

Residents of Kings County, NY can benefit from a financial advisor in numerous ways. Firstly, a financial advisor can help individuals in Kings County navigate the complex tax laws and regulations that are unique to the state of New York. Additionally, a financial advisor can assist with retirement planning, which is especially important in a borough with a large aging population. The advisor can help individuals maximize their retirement savings and ensure they have a comfortable retirement. Furthermore, a financial advisor can provide guidance on investing in the local real estate market, which is notoriously competitive and expensive in Kings County. Finally, a financial advisor can help residents of Kings County create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Overall, a financial advisor can provide invaluable assistance to individuals in Kings County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Kings County, NY would greatly benefit from the expertise of a mortgage loan officer. With the county's population steadily increasing, the demand for affordable housing options has become paramount. A mortgage loan officer can assist residents in navigating the complex process of securing a mortgage, which can be especially challenging in a city as competitive as New York. Additionally, Kings County is home to diverse communities with varying financial backgrounds, making it essential for mortgage loan officers to understand the unique needs and challenges of each client. By working with a mortgage loan officer, residents of Kings County can access a wide range of loan options, including government-backed programs, that can help them achieve their dream of homeownership.

Tax Services

Residents of Kings County, NY can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws that apply specifically to Kings County. This includes understanding the various tax credits and deductions that are available to residents, as well as any local tax laws that may impact their tax liability. Additionally, a tax advisor can assist residents with tax planning strategies that can help them minimize their tax burden and maximize their financial goals. They can also provide guidance on how to properly report income and expenses, which can be particularly important for small business owners and self-employed individuals in Kings County. Overall, a tax advisor can be an invaluable resource for Kings County residents looking to navigate the complexities of the tax system and make the most of their financial situation.

Estate Planning Lawyer

Residents of Kings County, NY can benefit from the services of an estate planning lawyer in numerous ways. Kings County, NY, which is also known as Brooklyn, is a densely populated borough with a diverse population. An estate planning lawyer can help residents of Kings County, NY by creating a will, trust, or other legal documents that outline their wishes for their assets and property. They can also provide guidance on how to minimize taxes and avoid probate. Additionally, an estate planning lawyer can help families with special needs children create a plan for their care and financial support. With their expertise in the complex laws and regulations of estate planning, an estate planning lawyer can help residents of Kings County, NY ensure that their loved ones are taken care of and their assets are protected.


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