Wealth Management in Kings Park, NY

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List of Firms

Kings Park, NY Wealth Management Firms

Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 2095 Moriches Rd, Lake Grove, NY 11755, USA
Phone (631) 360-6410
342 Accounting & Tax Service
Location 211 Ardito Ave, Kings Park, NY 11754, USA
Phone (631) 903-0098
PortfolioShop, Inc.
Location 225 Broadhollow Rd #102, Melville, NY 11747, USA
Phone (516) 364-6800
Main Street Financial Group
5 out of 5
Location 80 E Main St, Kings Park, NY 11754, USA
Phone (631) 269-2300
American Capital Partners LLC
5 out of 5
Location 205 Oser Ave, Hauppauge, NY 11788, USA
Phone (631) 851-0918
Wealth Enhancement Group
Location 60 Cutter Mill Rd #516, Great Neck Plaza, NY 11021, USA
Phone (516) 439-5100
SEC File# 801-62731
CRD# 46727
Location 48 S Service Rd #210, Melville, NY 11747, USA
Phone (631) 756-8039
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 100 Motor Pkwy Suite 115, Hauppauge, NY 11788, USA
Phone (631) 273-1000
Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists
5 out of 5
Location 200 Motor Pkwy A-5, Hauppauge, NY 11788, USA
Phone (888) 614-0080
Conservative Wealth
SEC File# 801-66651
CRD# 138925
Location 712A E Jericho Turnpike, Huntington Station, NY 11746, USA
Phone (631) 815-6737
Ehli & Associates Wealth Management
Location 640 Johnson Ave Ste 202, Bohemia, NY 11716, USA
Phone (631) 319-6777
Katz Wealth Management - UBS Financial Services Inc.
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 713-9201
Wealth Management in Kings Park, NY

Where Wealth Management Advisors in Kings Park, NY Serve

Kings Park, NY is a picturesque hamlet located on the north shore of Long Island. It is home to several landmarks, including the Kings Park Psychiatric Center, which has been abandoned for several years and is now being repurposed for community use. Another notable landmark is the Nissequogue River State Park, which offers hiking trails, fishing, and stunning views of the river. The top employers in Kings Park include the Kings Park Central School District, which employs hundreds of teachers and staff members, and St. Johnland Nursing Center, which provides care for seniors and people with disabilities. Other major employers include the Kings Park Hardware Store, the Kings Park Library, and several small businesses. Kings Park is easily accessible by several major highways, including the Long Island Expressway and the Northern State Parkway. The main streets in Kings Park include Main Street, Indian Head Road, and Old Dock Road. The neighborhoods in Kings Park are diverse, ranging from quiet residential areas to bustling commercial districts.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kings Park, NY would greatly benefit from the services provided by a bank. One specific way that a bank could assist the community is by offering small business loans to local entrepreneurs. Kings Park is a small town with a tight-knit community, and many of its residents are passionate about supporting local businesses. However, starting a business can be costly, and many aspiring entrepreneurs struggle to secure the funding they need to get their ventures off the ground. By offering small business loans with reasonable interest rates, a bank could help these individuals achieve their dreams and contribute to the economic growth of the town. Additionally, a bank could provide financial education and resources to residents who may be struggling with debt or looking to improve their credit scores. Overall, a bank could play a vital role in supporting the financial health and success of the Kings Park community.

Insurance Broker

Residents of Kings Park, NY can greatly benefit from the services of an insurance broker. The broker can provide them with a range of insurance policies, including home, auto, and life insurance, that can protect their assets and provide financial security for their loved ones. In Kings Park, where the median home value is $468,500, homeowners insurance is particularly important. An insurance broker can help residents find a policy that covers their home and belongings against damage or theft, as well as liability in case someone is injured on their property. Additionally, Kings Park is located in Suffolk County, which has one of the highest rates of car theft in the state. An insurance broker can assist residents in finding comprehensive auto insurance that covers theft, damage, and liability. With the help of an insurance broker, residents of Kings Park can have peace of mind knowing that they are protected against unforeseen events.

Retirement Planning

Residents of Kings Park, NY would greatly benefit from the expertise of a retirement planner in a variety of ways. With its proximity to the bustling city of New York, many Kings Park residents may have worked in high-stress jobs and may not have had the time to adequately plan for their retirement. A retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, Kings Park is home to a large senior population, and a retirement planner can help these individuals make important decisions about their healthcare, long-term care, and Social Security benefits. With the constantly changing economic landscape, a retirement planner can provide valuable guidance and support to ensure that Kings Park residents can enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Kings Park, NY can benefit from the services of a financial advisor in a multitude of ways. With the area's high median household income and relatively high cost of living, a financial advisor can assist in creating a personalized budget and investment plan that aligns with each resident's goals and income. Additionally, with the prevalence of small businesses in Kings Park, a financial advisor can provide guidance on business planning, tax strategies, and employee benefits. Furthermore, with the town's proximity to New York City, a financial advisor can help residents navigate the complexities of investing in the stock market and real estate market, both of which can be lucrative but also carry significant risks. In summary, a financial advisor can provide invaluable assistance to the residents of Kings Park, NY, helping them achieve financial stability and success in a variety of areas.

Mortgage Loan Officer

Residents of Kings Park, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, which can be especially challenging in a town like Kings Park, where the real estate market can be highly competitive. A mortgage loan officer can provide guidance on the best loan options for a resident's unique financial situation, and can help them secure the best possible interest rates. Additionally, a loan officer can assist with the necessary paperwork and documentation, which can be overwhelming for many residents. With the help of a mortgage loan officer, residents of Kings Park can achieve their dream of owning a home in this beautiful Long Island town.

Tax Services

Residents of Kings Park, NY can benefit from the services of a tax advisor in numerous ways. Firstly, a tax advisor can help locals navigate the complex tax laws of the state of New York and the federal government. This is especially important in Kings Park, where residents may have unique tax situations due to the high cost of living and property taxes in the area. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits. This can be particularly helpful for small business owners in Kings Park who may have more complex tax needs. Finally, a tax advisor can provide guidance on estate planning and wealth management, helping residents to protect and grow their assets for future generations. Overall, the expertise of a tax advisor can provide invaluable support to Kings Park residents in navigating their financial affairs.

Estate Planning Lawyer

Residents of Kings Park, NY can greatly benefit from the assistance of an estate planning lawyer. These legal professionals can help individuals and families create comprehensive plans for their assets, including wills, trusts, and other important documents. In Kings Park, where many residents are homeowners and business owners, estate planning lawyers can help ensure that their properties and businesses are properly accounted for in their plans. Additionally, estate planning lawyers can help residents navigate complex tax laws and minimize tax liabilities, which can be especially important for those with significant assets. With the help of an estate planning lawyer, residents of Kings Park can have peace of mind knowing that their wishes will be carried out and their assets will be protected for future generations.


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