Wealth Management in Pelham, NY

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List of Firms

Pelham, NY Wealth Management Firms

Long Run Capital Management LLC
Location 141-I Main St, Tuckahoe, NY 10707, USA
Phone (914) 202-2755
Life Goals Asset Management
Location 24 Abbey Close, Scarsdale, NY 10583, USA
Phone (914) 723-1797
Think Partners LLC
Location 60 Beech Tree Ln, Pelham, NY 10803, USA
Phone (914) 219-3350
BNY Mellon Wealth Management White Plains
5 out of 5
Location 701 Westchester Ave, White Plains, NY 10604, USA
Phone (203) 863-2622
Target Rock Wealth Management LLC
Location 411 Theodore Fremd Ave Suite 206 S, Rye, NY 10580, USA
Wealth Management in Pelham, NY

Where Wealth Management Advisors in Pelham, NY Serve

Pelham, NY is a small town in Westchester County, just north of the Bronx. It's most notable landmarks are the Pelham Bridge and Pelham Bay Park. Pelham's top employers are the New York City Department of Education, the United States Postal Service, and Mount Saint Michael Academy. The major highways and streets in Pelham are the Hutchinson River Parkway and Boston Post Road. The neighborhoods in Pelham are Split Rock, Country Club, Indian Village, and Point Lookout.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Pelham, NY offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services such as online banking, bill payment, and mobile banking. Most banks have ATMs that customers can use to withdraw cash or deposit checks.

Retirement Planning

Retirement planning in Pelham, NY is an important process for ensuring that you have the financial stability to enjoy your golden years. There are a number of different factors to consider when planning for retirement, including how much money you will need to live comfortably, what type of lifestyle you hope to maintain, and how long you expect to live.One important decision that needs to be made during retirement planning is when to start taking Social Security benefits. Deciding when to start taking Social Security can be tricky, as there are a number of things to consider, such as whether you plan on working past retirement age and how long you expect to live.

Tax Services

A tax accountant in Pelham, NY helps taxpayers navigate the complex and often confusing tax code. They can help individuals and businesses file their tax returns, claim deductions and credits, and plan for future tax liability. Tax accountants can also represent their clients before the IRS in case of an audit.

Financial Advisor

A financial advisor in Pelham, NY helps people save for retirement and plan for their financial future. They can offer guidance on investments, insurance, and estate planning. Financial advisors can work with individuals or businesses, and many specialize in a particular area like retirement planning or investment strategies.

Insurance Broker

An insurance broker in Pelham, NY is responsible for helping people find the best insurance policies for their needs. They work with a variety of clients, from individuals to businesses, and help them find the right coverage at the best possible price. They also provide advice on what policies would be best for different situations, and can help people file claims if something happens that requires it.

Mortgage Loan Officer

Mortgage loan officers in Pelham, NY help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Pelham, 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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