Wealth Management in Lake Success, NY

We did the hard work of finding trustworthy partners in Lake Success, NY. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Lake Success, NY Wealth Management Firms

Stone Hill Fiduciary Management, LLC
SEC File# 801-76970
CRD# 164981
Location 1010 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 439-5581
Language http://www.stonehillfiduciary.com/
Directions
Milillo Capital Management Inc
Location 166 Executive Dr, New Hyde Park, NY 11040, USA
Phone (516) 532-8963
Directions
Broadridge MC
3 out of 5
Location 5 Dakota Dr #300, New Hyde Park, NY 11042, USA
Phone (516) 472-5400
Language http://www.broadridge.com/
Directions
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 3 Dakota Dr #310, Lake Success, NY 11042, USA
Phone (516) 487-8220
Language https://www.captrust.com/locations/lake-success-ny/?utm_source=gmb&utm_medium=organic
Directions
Merrill Lynch Wealth Management Advisor Christine M Savarese-Barral
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3370
Language https://fa.ml.com/new-york/great-neck/christine_savarese
Directions
Merrill Lynch Wealth Management Advisor Judith Ringel
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3414
Language https://fa.ml.com/new-york/great-neck/ringel-group
Directions
Wealth Management in Lake Success, NY

Where Wealth Management Advisors in Lake Success, NY Serve

Lake Success, NY is a bustling suburban town located in Nassau County with a plethora of landmarks and top employers. The town is surrounded by major highways and streets, making it easily accessible to neighboring towns and cities. The neighborhoods are diverse and offer a unique blend of suburban and urban living. Some of the most notable landmarks in Lake Success include the Great Neck Park District, which offers a wide range of recreational activities for residents, and the Lake Success Shopping Center, which is home to a variety of shops and restaurants. Additionally, the town is home to the North Shore University Hospital, one of the top employers in the area. Major highways and streets in Lake Success include the Long Island Expressway, the Northern State Parkway, and Lakeville Road. These roads provide easy access to neighboring towns and cities, including New York City. The neighborhoods in Lake Success are diverse and offer a range of housing options, from single-family homes to apartments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Lake Success, NY is a small, affluent village in Nassau County, with a population of just over 3,000 people. Despite its small size, there are several ways that residents of Lake Success could benefit from a bank. For example, a local bank could provide financing options for small businesses in the area, which would help to stimulate economic growth and create jobs. Additionally, a bank could offer investment services to residents who are looking to grow their wealth and secure their financial future. With its proximity to New York City, Lake Success is also home to many commuters who could benefit from a bank's online banking and mobile app services, which would allow them to manage their finances on the go. Finally, a bank could provide educational resources to help residents better understand their finances and make informed decisions about their money. Overall, a bank could play an important role in supporting the financial needs of the residents of Lake Success, NY.

Insurance Broker

Residents of Lake Success, NY can benefit greatly from the services of an insurance broker. With the town's proximity to New York City and its bustling economy, residents may face unique risks and challenges that require specialized insurance coverage. For example, an insurance broker can help residents navigate the complex world of commercial liability insurance if they own a business in Lake Success. Additionally, with the town's high property values, homeowners may require additional coverage to protect their assets in the event of a natural disaster or other unforeseen circumstances. An insurance broker can help residents assess their individual needs and find the right policies to protect themselves and their families. Furthermore, with the town's diverse population, an insurance broker can provide language support to non-native English speakers and ensure that all residents have access to the insurance coverage they need.

Retirement Planning

Residents of Lake Success, NY would greatly benefit from the expertise of a retirement planner. With its high cost of living and affluent population, Lake Success presents unique financial challenges for its residents. A retirement planner can help residents navigate these challenges by providing personalized advice on investment strategies, tax planning, and estate planning. For example, a retirement planner might recommend a tax-efficient investment portfolio that takes advantage of New York's tax laws. They might also help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes. With the guidance of a retirement planner, residents of Lake Success can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Lake Success, NY can benefit greatly from the guidance of a financial advisor. With a median household income of over $200,000, many residents have complex financial situations that require professional expertise. A financial advisor can assist with retirement planning, investment management, and tax strategies, all of which are essential for maintaining financial stability and achieving long-term goals. Additionally, residents of Lake Success may have unique financial considerations such as managing stock options from their employment in nearby tech companies. A financial advisor can help navigate these complexities and offer tailored solutions to meet individual needs. With the high cost of living in the area, it is important to have a solid financial plan in place and a trusted advisor to guide residents through the ever-changing financial landscape.

Mortgage Loan Officer

Residents of Lake Success, NY can benefit from the services of a mortgage loan officer in a number of ways. For instance, the loan officer can help them navigate the complex process of securing a mortgage loan, which can be especially daunting in a competitive market like Lake Success. Additionally, the loan officer can provide guidance on the various types of mortgage loans available, such as fixed-rate, adjustable-rate, and government-backed loans, and help residents choose the best option to suit their unique financial needs. Furthermore, the loan officer can assist residents with the application process, including gathering necessary documentation and submitting the application to lenders. Overall, the expertise and support of a mortgage loan officer can be invaluable to residents of Lake Success, NY who are looking to purchase a home in this affluent community.

Tax Services

Residents of Lake Success, NY could benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, it is important for individuals and businesses to maximize their tax savings. A tax advisor can help residents navigate the complex tax laws and regulations specific to New York State and Nassau County. For example, Lake Success is located within the Great Neck School District, which has one of the highest property tax rates in the state. A tax advisor can assist homeowners in finding deductions and credits to reduce their property tax burden. Additionally, many residents of Lake Success work in New York City and may have additional tax considerations such as city taxes and commuter expenses. A tax advisor can provide guidance on these issues and help residents minimize their tax liability.

Estate Planning Lawyer

Residents of Lake Success, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures assets are distributed according to the client's wishes in the event of their death. In Lake Success, where the median home value is over $1 million and many residents have significant wealth, it is especially important to have a well-crafted estate plan to protect assets and minimize tax liabilities. Additionally, an estate planning lawyer can assist with setting up trusts, establishing powers of attorney, and creating healthcare directives. These documents can provide peace of mind to Lake Success residents and their families, knowing that their wishes will be carried out and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Lake Success, NY offer a wide range of financial planning solutions to high net worth individuals and families. A wealth manager in this affluent Long Island suburb can provide personalized investment strategies tailored to meet the unique needs and goals of each client. They can help clients navigate the complexities of estate planning, tax optimization, and risk management. With its proximity to New York City, Lake Success presents a unique set of challenges and opportunities for wealth management. A skilled wealth manager can leverage their knowledge of the local market and access to top-tier investment opportunities to help clients maximize their returns and build a lasting legacy for future generations. Whether it's managing a diversified portfolio or developing a comprehensive financial plan, a wealth manager in Lake Success can provide the expertise and guidance needed to achieve long-term financial success.

Lake Success, NY is undoubtedly the best place to get a wealth manager. The village is home to a plethora of financial institutions, making it a hub of financial expertise. The area's proximity to New York City, one of the world's financial centers, means that it attracts top-notch wealth managers who are well-versed in the intricacies of the financial world. The wealth managers in Lake Success, NY, have an excellent understanding of the local economy and the unique financial needs of the residents. Furthermore, the village's affluent population means that wealth managers have extensive experience dealing with high net worth individuals, making them experts in managing complex financial portfolios. In summary, Lake Success, NY, is the ideal location to find a wealth manager who can provide tailored financial solutions to meet your unique needs.