Wealth Management in Pawling, NY

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Pawling, NY Wealth Management Firms

Bourne Lent Asset Management
Location 3 Memorial Ave, Pawling, NY 12564, USA
Phone (845) 855-1590
Wealth Management in Pawling, NY

Where Wealth Management Advisors in Pawling, NY Serve

Pawling is a small town located in Dutchess County, New York. The town is home to several landmarks, including the Pawling Library and the Episcopal Church of the Messiah. The top employers in Pawling are typically small businesses, although a few larger companies, such as IBM, have offices there. Major highways and streets in Pawling include Route 22 and Broadway. The neighborhoods in Pawling include the Village of Pawling, which is the commercial center of the town, and Quaker Hill, which is a residential area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Pawling, NY offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and investment advice. They also provide online banking and bill payment options for their customers. Most banks in Pawling also have ATMs on-site for customer convenience.

Retirement Planning

If you're nearing retirement, it's time to start planning for it. Retirement planning in Pawling, NY can seem daunting, but there are plenty of resources to help you out. The first step is to figure out how much money you'll need to live comfortably in retirement. Next, you'll need to save up that money by investing it wisely. There are many different retirement plans available, so be sure to research your options and find the best one for you.

Tax Services

A tax accountant in Pawling, NY is responsible for helping individuals and businesses file their taxes. They work with clients to ensure that they are taking advantage of all the deductions and credits available to them, and help them stay compliant with tax laws. Tax accountants may also offer consulting services related to taxation, such as estate planning or business succession planning.

Financial Advisor

A financial advisor in Pawling, NY can provide a variety of services depending on their particular area of expertise. They may offer estate planning, investment advice, tax planning, and more. In order to find the right advisor for your needs, it is important to research different options and ask around for recommendations. A good financial advisor can help you make smart financial decisions that will benefit you in the long run.

Insurance Broker

An insurance broker in Pawling, NY helps people find the best insurance policies for their needs. They assess their clients' risks and recommend the coverage that would be best for them. They also help clients file claims and provide customer service if something goes wrong with their policy.

Mortgage Loan Officer

A mortgage loan officer in Pawling, NY helps people with their home loans. They work with borrowers to find the best loan for them and then help them through the application process. They also work with lenders to get the best interest rates for their borrowers.

Estate Planning Lawyer

An estate planning lawyer in Pawling, NY helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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