Wealth Management in Locust Valley, NY

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List of Firms

Locust Valley, NY Wealth Management Firms

Eagle View Wealth Management - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8852
Dauphin Capital Partners Inc
Location 108 Forest Ave # 1, Locust Valley, NY 11560, USA
Phone (516) 759-0940
Laurel Ridge Management
Location 68 Forest Ave # 3, Locust Valley, NY 11560, USA
Phone (516) 671-6750
Blue Line Wealth Management
Location 500 Express Dr S #100, Brentwood, NY 11717, USA
Phone (631) 617-6811
Diefendorf Capital Planning
SEC File# 801-38795
CRD# 112694
Location 152 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 759-3900
The First National Bank of Long Island
5 out of 5
Location 108 Forest Ave #2, Locust Valley, NY 11560, USA
Phone (516) 671-1549
Northwestern Mutual Wealth Management - Marc Eisenshtat
5 out of 5
Location 500 Bi County Blvd #200e, Farmingdale, NY 11735, USA
Phone (516) 454-5256
Bruderman Brothers
Location 119 Birch Hill Rd, Locust Valley, NY 11560, USA
Phone (212) 244-1460
Premier Consulting Partners
Location 1000 Woodbury Rd #300, Woodbury, NY 11797, USA
Phone (516) 358-3872
Kuttin Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
KT Wealth Management
5 out of 5
Location 56 Main St Suite 1&2, Warwick, NY 10990, USA
Phone (631) 389-3810
North Sea Advisors
Location 98 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 277-1847
SEC File# 801-122122
CRD# 313247
Location 500 Mamaroneck Ave Suite 501, Harrison, NY 10528, USA
Phone (914) 431-5255
J.A. Forlines, LLC
SEC File# 801-108564
CRD# 285403
Location 63 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 609-3370
Baris Financial Management, Ltd.
SEC File# 801-111055
CRD# 158043
Location 43 Oyster Bay Road, Locust Valley, NY 11560, USA
3 Dimensional Wealth Advisory
SEC File# 801-38795
CRD# 112694
Location 168 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 759-5735
David R. Dorfman & Associates, LLC
Location 27 The Plaza #G, Locust Valley, NY 11560, USA
Phone (516) 676-5400
Point Wealth Management
SEC File# 801-110687
CRD# 170398
Location 400 Broadhollow Rd Suite 200, Melville, NY 11747, USA
Phone (631) 592-2017
Asia Source Capital
Location 78 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 609-2912
Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Hendel Wealth Management Group
5 out of 5
Location 95 Smithtown Blvd, Smithtown, NY 11787, USA
Phone (631) 239-3000
Wealth Management in Locust Valley, NY

Where Wealth Management Advisors in Locust Valley, NY Serve

Locust Valley, NY is a charming village located on the North Shore of Long Island. It is home to several notable landmarks, including the historic John P. Humes Japanese Stroll Garden, the beautiful Planting Fields Arboretum State Historic Park, and the picturesque Oyster Bay Harbor. The village is also known for its affluent residents and luxurious estates, making it a popular destination for high-end real estate. Top employers in the area include the Locust Valley Central School District, which employs over 300 teachers and staff members, and the nearby Northwell Health hospital system, which provides healthcare services to the surrounding communities. The village is also home to several small businesses, including boutique shops, restaurants, and professional services. Major highways and streets in the area include the Long Island Expressway, Northern State Parkway, and Route 25A. These roads provide easy access to neighboring towns and cities, including New York City, which is just a short drive away.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Locust Valley, NY can benefit from a bank in many ways. One of the most common ways is through access to financial products and services that can help them achieve their financial goals. For example, a bank can provide residents with checking and savings accounts, loans, credit cards, and investment options. Additionally, banks can offer financial education and resources to help residents manage their money effectively. Locust Valley, NY is a small, affluent community that is home to many successful business owners and professionals. As such, a bank that offers specialized services for entrepreneurs and high-net-worth individuals could be particularly helpful for residents in this area. This might include services such as business loans, wealth management, and investment advice. Overall, a bank can provide residents of Locust Valley with the financial tools and resources they need to succeed and achieve their goals.

Insurance Broker

Residents of Locust Valley, NY can benefit from the assistance of an insurance broker in various ways. With the town's proximity to the coast, residents may require specialized insurance coverage for flood and hurricane damage, which can be confusing to navigate without professional help. Additionally, Locust Valley is home to many affluent individuals who may have unique insurance needs, such as high-value homes, luxury vehicles, and valuable collections. An insurance broker can help these residents secure comprehensive coverage that protects their assets adequately. Moreover, an insurance broker can assist small business owners in Locust Valley in finding the right coverage to protect their operations from unforeseen risks. With the town's thriving business community, an insurance broker can help entrepreneurs navigate the complex insurance landscape and find policies that meet their specific needs.

Retirement Planning

Residents of Locust Valley, NY can benefit greatly from the services of a retirement planner. With its affluent community and high cost of living, Locust Valley presents unique challenges when it comes to planning for retirement. A retirement planner can offer tailored advice on investment strategies, tax planning, and estate planning to ensure that residents are well-prepared for the future. In addition, a retirement planner can help navigate the complex world of Social Security and Medicare, ensuring that residents are maximizing their benefits. With the average home value in Locust Valley exceeding $1 million, a retirement planner can also assist in developing a plan to pay off mortgages and other debts before retirement, allowing residents to enjoy their golden years with financial security. Overall, a retirement planner can provide invaluable guidance to residents of Locust Valley as they navigate the complexities of retirement planning in a high-cost community.

Financial Advisor

Residents of Locust Valley, NY can benefit from the expertise of a financial advisor in several ways. Firstly, with the median home price in Locust Valley being $1.2 million, a financial advisor can help residents navigate the complex world of real estate investments, ensuring they make informed decisions that align with their long-term financial goals. Additionally, Locust Valley is a predominantly affluent community, meaning that residents may require more advanced financial planning strategies to manage their wealth effectively. A financial advisor can help with this by providing tailored solutions that take into account the unique financial situation of each client. Furthermore, with the average household income in Locust Valley being over $200,000, many residents may be subject to high tax rates. A financial advisor can help residents minimize their tax liabilities through effective tax planning, ensuring they keep more of their hard-earned money.

Mortgage Loan Officer

Residents of Locust Valley, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Locust Valley is a small affluent community with a high cost of living, and a mortgage loan officer can assist residents in finding the best mortgage options that suit their financial situation. Moreover, the loan officer can help residents navigate the complex mortgage process, which can be overwhelming for first-time homebuyers. Additionally, the loan officer can provide valuable advice on how to improve credit scores, which is crucial for obtaining favorable mortgage rates. Furthermore, Locust Valley is a community with a mix of historic homes and new constructions, and a loan officer can help residents secure loans for both types of properties. Finally, the loan officer can assist residents in refinancing their mortgages, which can save them money on monthly payments and overall interest rates.

Tax Services

Residents of Locust Valley, NY could benefit from the expertise of a tax advisor in various ways. One specific area where they could receive assistance is in navigating the complex tax laws surrounding the town's high property values. With a median home value of $1.2 million, many homeowners in Locust Valley may be subject to additional taxes and deductions that require a deep understanding of the tax code. A tax advisor can help residents maximize their deductions, minimize their tax liability, and ensure compliance with local and state tax regulations. Additionally, a tax advisor can provide guidance on investment strategies and estate planning, which are particularly relevant for the affluent residents of Locust Valley. By working with a tax advisor, residents can optimize their financial situation and achieve long-term financial stability.

Estate Planning Lawyer

Residents of Locust Valley, NY would greatly benefit from the services of an estate planning lawyer. With its affluent community and high property values, estate planning is especially important in this area. An estate planning lawyer can help residents create a comprehensive plan for their assets and property, including wills, trusts, and powers of attorney. Additionally, they can provide guidance on minimizing estate taxes and ensuring that assets are distributed according to the individual's wishes. In a town like Locust Valley, where many residents have complex financial portfolios and unique family dynamics, an estate planning lawyer can offer invaluable expertise and support. By working with a lawyer to create a customized plan, residents can have peace of mind knowing that their assets will be protected and their loved ones will be taken care of in the event of their passing.


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