Wealth Management in Richmond County, NY

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List of Firms

Richmond County, NY Wealth Management Firms

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Masiello, Nicolosi & Associates - Ameriprise Financial Services, LLC
Location 1 Teleport Dr Ste 206, Staten Island, NY 10311, USA
Phone (718) 524-8450
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842787 - Loretta Vitale - Raymond James
Location 900 South Ave, Staten Island, NY 10314, USA
Phone (718) 568-3608
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Merrill Lynch Wealth Management
Location 10 Teleport Dr, Staten Island, NY 10311, USA
Phone (718) 370-4000
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Merrill Lynch Wealth Management
Location 900 South Ave, Staten Island, NY 10314, USA
Phone (718) 494-5500
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The Hajdari Group Financial Advisers
5 out of 5
Location 1491 Richmond Rd, Staten Island, NY 10304, USA
Phone (212) 381-0050
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Merrill Lynch Wealth Management
Location 40 Park Ct, Staten Island, NY 10301, USA
Phone (718) 447-0864
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Richmond Wealth Management
5 out of 5
Location 101 Tyrellan Ave Suite 101, Staten Island, NY 10309, USA
Phone (929) 284-4322
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Merrill Lynch Wealth Management Advisor Paul D Schmidt
Location 900 South Ave, Staten Island, NY 10314, USA
Phone (718) 494-5537
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Billy Diodato - Financial Advisor, Ameriprise Financial Services, LLC
Location 2025 Richmond Ave Ste 200, Staten Island, NY 10314, USA
Phone (844) 582-5154
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Daniel Buckley - Ameriprise Financial Services, LLC
Location 2025 Richmond Ave Ste 200, Staten Island, NY 10314, USA
Phone (844) 582-5154
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Sayegh Wealth Management
5 out of 5
Location 2555 Richmond Ave Suite 210, Staten Island, NY 10314, USA
Phone (718) 954-9175
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Wealth Management in Richmond County, NY

Where Wealth Management Advisors in Richmond County, NY Serve

Richmond County, also known as Staten Island, is a bustling borough of New York City that boasts a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Staten Island Ferry to the majestic Staten Island Zoo, this borough has something for everyone. Some of the top employers in Richmond County include Staten Island University Hospital, Richmond University Medical Center, and the New York City Department of Education. Major highways and streets that run through the borough include the Staten Island Expressway, the West Shore Expressway, and Hylan Boulevard. The neighborhoods of Richmond County are as diverse as they are vibrant, with areas such as St. George, Tompkinsville, and Tottenville offering a unique blend of culture and community. In addition to these landmarks, employers, highways, streets, and neighborhoods, Richmond County also boasts a rich history, with sites such as the Conference House and the Alice Austen House providing a glimpse into the borough's past.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Richmond County, NY could benefit from a bank in a multitude of ways. For starters, many individuals in this area may be looking to purchase a home, and a bank can offer them a mortgage loan to make this dream a reality. Additionally, with the cost of living being higher in Richmond County than in other parts of the country, many residents may need assistance with managing their finances. A bank can provide services such as financial planning and budgeting tools to help individuals make the most of their money. Furthermore, with the county being home to a large number of small businesses, a bank can offer loans and other financial support to help these businesses grow and thrive. Overall, a bank can be a valuable resource for residents of Richmond County, NY, providing them with the financial tools and support they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Richmond County, NY can benefit greatly from the services of an insurance broker. With the complexity of insurance policies and the ever-changing landscape of the industry, an insurance broker can help residents navigate the intricacies of coverage options. In particular, residents of Richmond County, NY may have unique needs due to the area's susceptibility to natural disasters such as hurricanes and flooding. An insurance broker can help residents understand what types of coverage are necessary to protect their homes and businesses in the event of a natural disaster. Additionally, with Richmond County's diverse population, an insurance broker can assist residents in finding coverage options that meet their specific cultural and linguistic needs. The broker can also help residents understand the various health insurance options available to them, including Medicaid and private insurance plans. Overall, an insurance broker can provide valuable assistance to residents of Richmond County, NY in finding the right coverage options for their unique needs.

Retirement Planning

Residents of Richmond County, NY would greatly benefit from the expertise of a retirement planner. With an aging population and a high cost of living, many individuals in this area may struggle to adequately save for retirement. A retirement planner can provide guidance on investment strategies, tax planning, and retirement income planning. Specifically, with the recent changes to the tax code, residents of Richmond County may need assistance in navigating the new rules and maximizing their tax savings. Additionally, with the high cost of healthcare in the area, a retirement planner can help individuals plan for potential medical expenses in retirement. By working with a retirement planner, residents of Richmond County can ensure that they are on track to achieve their retirement goals and have peace of mind for their future.

Financial Advisor

Residents of Richmond County, NY could greatly benefit from the expertise of a financial advisor. With its diverse population and bustling economy, Richmond County presents unique financial challenges that require a nuanced approach. A financial advisor can help residents navigate the complexities of the local tax code, which can be especially confusing for those who are self-employed or own small businesses. Additionally, a financial advisor can assist residents in creating a comprehensive retirement plan that takes into account the high cost of living in the area. Furthermore, a financial advisor can help residents make informed decisions about investing in the local real estate market, which is notoriously competitive and volatile. Overall, the guidance of a financial advisor can help residents of Richmond County achieve financial stability and security in an ever-changing economic landscape.

Mortgage Loan Officer

Residents of Richmond County, NY can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, the loan officer can provide guidance on the various mortgage options available in the county, including government-backed loans and conventional loans. Additionally, the loan officer can assist residents in navigating the complex and ever-changing lending requirements, such as credit score minimums and debt-to-income ratios. Furthermore, the loan officer can help residents secure the best interest rates and terms for their mortgage loans, potentially saving them thousands of dollars over the life of the loan. With the high cost of living in Richmond County, NY, a skilled mortgage loan officer can make all the difference in helping residents achieve their dream of homeownership.

Tax Services

Residents of Richmond County, NY can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations that exist in the county, a tax advisor can help residents navigate the system and ensure that they are taking advantage of all available deductions and credits. For example, many residents in Richmond County work in the financial sector and may have complex investments and retirement accounts that require specialized tax knowledge. Additionally, the county has a large immigrant population, and a tax advisor can assist with navigating the tax implications of international income and investments. With the ever-changing tax laws and regulations, a tax advisor can also help residents stay up-to-date on the latest changes and ensure that they are in compliance with all requirements. Overall, a tax advisor can provide valuable assistance to residents of Richmond County, NY in maximizing their financial well-being and minimizing their tax burden.

Estate Planning Lawyer

Residents of Richmond County, NY can benefit greatly from the services of an estate planning lawyer. With its diverse population and unique cultural landscape, estate planning in Richmond County requires a nuanced approach that takes into account the specific needs of its residents. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that ensure a smooth transfer of assets and property upon death. They can also provide guidance on tax planning, including strategies for minimizing estate and gift taxes. Additionally, estate planning lawyers can help families navigate complex legal issues related to elder care and long-term care planning, which are particularly relevant in a county with a large aging population. Overall, the expertise of an estate planning lawyer can provide peace of mind and ensure that the wishes of Richmond County residents are carried out in accordance with their wishes.

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