Wealth Management in Nyack, NY

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List of Firms

Nyack, NY Wealth Management Firms

CPC Wealth Management
Location 7 Skyline Dr Suite 350, Hawthorne, NY 10532, USA
Phone (914) 461-4993
TJP Wealth Solutions
Location 580 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 460-1220
Northwestern Mutual Wealth Management Company: Chandresh Shah
Location 50 Main St #1520, White Plains, NY 10606, USA
Phone (914) 367-0933
Peck Wealth Management, LLC
SEC File# 801-73091
CRD# 157407
Location 138 Larchmont Ave, Larchmont, NY 10538, USA
Phone (914) 630-2324
SEC File# 801-44613
CRD# 108314
Location 200 Business Park Dr, Armonk, NY 10504, USA
Phone (914) 696-5300
Money Concepts Financial Planning Centre
Location 65 Highview Ave, Orangeburg, NY 10962, USA
Phone (845) 398-0097
Rienas & Brown Wealth Management
Location 399 Knollwood Rd Ste 212, White Plains, NY 10603, USA
Phone (914) 237-5500
SEC File# 801-120981
CRD# 136100
Location 48 Burd St # 209, Nyack, NY 10960, USA
Phone (845) 358-4930
Merrill Lynch Wealth Management
5 out of 5
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6939
O'Gorman Asset Management Inc
Location 331 Deer Track Ln, Valley Cottage, NY 10989, USA
Phone (845) 268-3589
Camilleri Wealth Management - Ameriprise Financial Services, LLC
Location 200 Summit Lake Drive Ste 210, Valhalla, NY 10595, USA
Phone (914) 236-1200
Wealth Management in Nyack, NY

Where Wealth Management Advisors in Nyack, NY Serve

Nyack, NY is a vibrant and historic village located in Rockland County, just a short drive from New York City. This charming town is home to a variety of landmarks, including the iconic Nyack Beach State Park, the Edward Hopper House Art Center, and the Nyack Center. The village is also known for its bustling downtown area, which is filled with unique shops, restaurants, and cafes. Top employers in Nyack include the Nyack Hospital, the Nyack Public School District, and the Nyack College. These institutions provide a range of employment opportunities for residents and contribute to the local economy. Major highways that run through Nyack include the New York State Thruway, the Palisades Interstate Parkway, and Route 59. These highways provide easy access to nearby cities and attractions, making Nyack an ideal location for commuters and travelers. Nyack is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Nyack, NY can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are struggling to pay bills or manage their finances. With the high cost of living in Nyack, NY, many residents may find themselves in need of a loan or credit to make ends meet. Additionally, a bank can offer investment and retirement planning services to help residents secure their financial future. Furthermore, with Nyack, NY being a popular tourist destination, a bank can provide foreign currency exchange services to both locals and visitors. Lastly, a bank can offer small business loans to entrepreneurs looking to start or expand their businesses in Nyack, NY, contributing to the growth of the local economy. Overall, a bank can play a crucial role in the financial well-being of the residents of Nyack, NY.

Insurance Broker

Residents of Nyack, NY can benefit from the expertise of an insurance broker in many ways. With its proximity to the Hudson River, Nyack is prone to flooding, which can cause significant damage to homes and businesses. An insurance broker can help residents obtain flood insurance policies that will protect them from financial losses in the event of a flood. Additionally, Nyack is home to many small businesses, which may require specialized insurance coverage to protect against liability claims. An insurance broker can help business owners navigate the complex world of commercial insurance and find policies that meet their unique needs. Finally, many residents of Nyack rely on their vehicles to get around, and an insurance broker can help them find the best car insurance policies to protect against accidents and other unforeseen events. With the help of an insurance broker, residents of Nyack can rest assured that they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Nyack, NY could greatly benefit from the services of a retirement planner. With a population of just over 7,000, Nyack is a small village located in the Hudson Valley region of New York. Despite its size, Nyack is known for its high cost of living, which can make saving for retirement a daunting task. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and estate planning. Additionally, a planner can help residents take advantage of unique retirement opportunities available in the area, such as the New York State Teachers Retirement System, which is open to educators in Nyack and provides a generous pension plan. With the help of a retirement planner, residents of Nyack can feel confident that they are on track to achieving their retirement goals and can enjoy the peace of mind that comes with a secure financial future.

Financial Advisor

Residents of Nyack, NY can benefit greatly from the advice and guidance of a financial advisor. With its close proximity to New York City, many residents may work in high-paying fields such as finance or technology, but may struggle to navigate the complexities of managing their wealth. A financial advisor can assist with creating a comprehensive financial plan that takes into account the unique challenges and opportunities of living in Nyack, NY. For example, the town is located near the Hudson River, which can increase the risk of flooding and damage to property. A financial advisor can help residents assess their insurance needs and create a plan to protect their assets in the event of a natural disaster. Additionally, Nyack, NY has a vibrant arts and culture scene, which may lead residents to invest in collectibles or other assets that require specialized knowledge. A financial advisor can provide guidance on the best ways to invest in these assets and ensure that they are properly protected.

Mortgage Loan Officer

Residents of Nyack, NY would greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as securing financing for a new home purchase, refinancing an existing mortgage, or obtaining a home equity loan. In a town like Nyack, where the real estate market is highly competitive and home prices can be steep, having a mortgage loan officer on your side can make all the difference. They can help you navigate the complex process of obtaining a mortgage, ensuring that you get the best possible terms and interest rates. Additionally, they can provide valuable advice on the local real estate market and help you find properties that meet your needs and budget. With the help of a skilled mortgage loan officer, residents of Nyack can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Nyack, NY would greatly benefit from the expertise of a tax advisor. With its location in Rockland County, Nyack is subject to some of the highest property taxes in the nation. A tax advisor can help residents navigate the complexities of property tax assessments and appeals, ensuring that they are not overpaying. Additionally, Nyack is home to many small business owners who could benefit from a tax advisor's assistance in structuring their businesses to minimize tax liabilities. With the recent changes to the tax code, a tax advisor can also provide guidance on deductions and credits that may be available to Nyack residents. Overall, a tax advisor can provide invaluable assistance to residents of Nyack, NY in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Nyack, NY can benefit significantly from the services of an estate planning lawyer, who can assist them in various ways. One of the most common ways an estate planning lawyer can help Nyack residents is by creating a comprehensive estate plan that encompasses all their assets and ensures that their wishes are carried out after their death. This is especially crucial in Nyack, NY, where the population is aging, and many residents have accumulated significant wealth over the years. Additionally, an estate planning lawyer can help Nyack residents minimize their tax liability, protect their assets from creditors, and ensure that their loved ones are taken care of after they pass. Furthermore, an estate planning lawyer can assist Nyack residents in creating a living will, which outlines their medical preferences and ensures that their wishes are respected in case of incapacity. Overall, an estate planning lawyer can provide invaluable assistance to Nyack residents by helping them navigate the complex legal landscape of estate planning and ensuring that their legacy is preserved for future generations.


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