Wealth Management in Massapequa, NY

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List of Firms

Massapequa, NY Wealth Management Firms

A G Morgan Financial LLC
4 out of 5
Location 5260 Merrick Rd # 102, Massapequa, NY 11758, USA
Phone (516) 798-1100
North Shore Wealth Management Group, LLC
5 out of 5
Location 5000 Merrick Rd, Massapequa, NY 11758, USA
Phone (516) 576-8886
Sterling Wealth Management Group
Location 48 S Service Rd, Melville, NY 11747, USA
Phone (516) 391-0345
Investment Insight Wealth Management, LLC
SEC File# 801-68932
CRD# 130070
Location 36 West Dr, Massapequa, NY 11758, USA
Phone (516) 249-0060
J P Wealth Management Inc
Location 977 N Broadway, Massapequa, NY 11758, USA
Phone (516) 798-9000
ClearVision Wealth Management
5 out of 5
Location 960 Bellmore Ave, North Bellmore, NY 11710, USA
Phone (516) 542-8900
Merrill Lynch Wealth Management Advisor John C Varricchio
Location 266 Merrick Rd, Lynbrook, NY 11563, USA
Phone (516) 881-3392
Bostwick Wealth Management - Ameriprise Financial Services, LLC
Location 515 Broadhollow Rd Ste 800, Melville, NY 11747, USA
Phone (516) 908-1908
Edward Jones - Financial Advisor: Laura A Raad
5 out of 5
Location 1005 Park Blvd, Massapequa Park, NY 11762, USA
Phone (516) 797-0243
Wealth Management in Massapequa, NY

Where Wealth Management Advisors in Massapequa, NY Serve

Massapequa, NY is a bustling community located in Nassau County on Long Island. This vibrant town is known for its rich history, beautiful landmarks, and diverse neighborhoods. The town is home to many top employers, including the Nassau County Police Department, Massapequa School District, and Northwell Health. Massapequa is easily accessible via major highways and streets, including the Southern State Parkway, Sunrise Highway, and Merrick Road. The town is also home to several prominent landmarks, including the Massapequa Preserve, which offers over 400 acres of hiking trails, ponds, and wildlife. Additionally, the town is home to the Old Grace Church, a historic landmark built in 1844, and the Massapequa Water Tower, which stands at over 200 feet tall and is a beloved symbol of the town. The town is divided into several distinct neighborhoods, each with its own unique charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Massapequa, NY would benefit from a bank in a multitude of ways. For instance, the bank could provide loans to local entrepreneurs looking to start or expand their businesses. This is particularly important in Massapequa, which has a thriving small business community. Additionally, the bank could offer financial education and planning services to help residents manage their money and save for the future. With the high cost of living in Massapequa, many residents struggle to make ends meet, so these services could be incredibly valuable. Furthermore, the bank could provide access to credit cards and other financial products that can help residents build credit and achieve their financial goals. Overall, a bank could play a crucial role in supporting the economic well-being of Massapequa and its residents.

Insurance Broker

Residents of Massapequa, NY can benefit from the services of an insurance broker in a multitude of ways. One specific example is that the broker can help homeowners in the area navigate the complexities of flood insurance. Massapequa is located on the South Shore of Long Island and is vulnerable to flooding from both the Atlantic Ocean and the Great South Bay. Insurance brokers can help homeowners determine if they are in a flood zone and what type of coverage they need. They can also assist in filing claims after a flood and provide guidance on how to mitigate future flood damage. Additionally, brokers can help residents of Massapequa find affordable health insurance plans that meet their individual needs and budget. With so many options and variables to consider, the assistance of an insurance broker can be invaluable in securing the best coverage for Massapequa residents.

Retirement Planning

Residents of Massapequa, NY could benefit from the services of a retirement planner in a variety of ways. One specific need that stands out is the high cost of living in the area. A retirement planner could help individuals navigate the complexities of retirement planning, including managing expenses and creating a budget that accounts for the unique financial challenges of living in Massapequa. Additionally, a retirement planner could help residents make informed decisions about investing and saving for retirement, taking into account the local economic climate and potential risks associated with the area's real estate market. With the help of a skilled retirement planner, residents of Massapequa can feel confident in their ability to achieve financial stability and security in retirement.

Financial Advisor

Residents of Massapequa, NY can greatly benefit from the services of a financial advisor. One specific way that a financial advisor can help residents in this area is by providing guidance on how to navigate the high cost of living in Long Island. With its proximity to New York City, Massapequa is known for its expensive real estate and high taxes. A financial advisor can help residents create a budget and develop a plan to save for their financial goals, such as buying a home or saving for retirement. Additionally, they can provide advice on investment strategies and help residents make informed decisions about their finances. With the complex financial landscape of Long Island, a financial advisor can be an invaluable resource for residents of Massapequa looking to secure their financial future.

Mortgage Loan Officer

Residents of Massapequa, NY can benefit from the services of a mortgage loan officer in numerous ways. Firstly, a loan officer can help them secure a mortgage to purchase a home in the area, which is known for its excellent schools and close-knit community. With a median home value of $529,000, many residents may require financial assistance to make their dream of homeownership a reality. Additionally, a loan officer can assist residents in refinancing their existing mortgages, which can lead to lower monthly payments and significant savings over time. Furthermore, Massapequa is located in Nassau County, which has some of the highest property taxes in the country. A knowledgeable loan officer can help residents navigate these complex tax laws and find ways to minimize their tax burden. Overall, a mortgage loan officer can be a valuable resource for residents of Massapequa, NY, helping them achieve their homeownership goals and navigate the complexities of the local real estate market.

Tax Services

Residents of Massapequa, NY would benefit from the expertise of a tax advisor in a variety of ways. One specific area in which a tax advisor could be particularly helpful is in navigating the complex tax laws and regulations surrounding property taxes in Nassau County. With Massapequa being a suburban community with a high proportion of homeowners, property taxes are a significant concern for many residents. A tax advisor could help homeowners understand the various exemptions and deductions available to them, as well as provide guidance on appealing property tax assessments. Additionally, a tax advisor could assist small business owners in Massapequa with tax planning and compliance, helping them to minimize their tax burden and avoid costly penalties. With the ever-changing tax landscape and the potential for significant financial consequences, the expertise of a tax advisor could be invaluable for residents of Massapequa, NY.

Estate Planning Lawyer

Residents of Massapequa, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them create a comprehensive estate plan that addresses their unique needs and circumstances. This includes drafting a will, setting up trusts, and designating beneficiaries. With Massapequa being a densely populated area, an estate planning lawyer can also help residents navigate complex estate and inheritance laws in New York State. Additionally, an estate planning lawyer can assist in minimizing taxes and avoiding probate, which can save families time and money in the long run. In short, an estate planning lawyer can provide invaluable guidance and support to Massapequa residents looking to secure their financial future and protect their assets for their loved ones.


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