Wealth Management in Sag Harbor, NY

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List of Firms

Sag Harbor, NY Wealth Management Firms

Beard Asset Management
Location 126 Main St, Sag Harbor, NY 11963, USA
Phone (646) 352-3684
Diesing/DeGroot/O'Malley Wealth Management - UBS Financial Services Inc.
Location 8 Main St, Southampton, NY 11968, USA
Phone (631) 287-5827
Treflie Capital Management Llc
Location 35 Ezekillis Hollow, Sag Harbor, NY 11963, USA
Phone (631) 725-2500
People's United Bank
3 out of 5
Location 17 Main St, Sag Harbor, NY 11963, USA
Phone (631) 725-3000
RBC Wealth Management Branch - Hampton Bays
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (631) 723-4140
James A. Covell - RBC Wealth Management Financial Advisor
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (212) 703-6015
Wealth Management in Sag Harbor, NY

Where Wealth Management Advisors in Sag Harbor, NY Serve

Sag Harbor is a village in the town of Southampton, on Long Island, in New York. It is a historic whaling and shipbuilding center, and today is a popular tourist destination and a haven for artists. The village is located on the south shore of Long Island, on the east side of Sag Harbor Bay. It is east of Bridgehampton and west of Shelter Island. Major landmarks in Sag Harbor include the Whaling Museum, the Sag Harbor Lighthouse, and Mashashimuet Park. Top employers in Sag Harbor include East Hampton School District, Bay Street Theater, and the Sag Harbor Fire Department. Major highways and streets in Sag Harbor include NY 27/107, NY 114, and CR 39. Neighborhoods in Sag Harbor include The Heights, Downtown, The Waterfront, and North Haven.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Sag Harbor, NY provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services, such as online banking and bill pay, wire transfers, and foreign currency exchange. They also provide wealth management and investment services.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Sag Harbor, NY. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Sag Harbor, NY helps businesses and individuals file their taxes. They can also help with other financial planning needs, such as estate planning and retirement planning. A tax accountant can also provide consulting services to help a business reduce its tax liability.

Financial Advisor

A financial advisor in Sag Harbor, NY helps people save for retirement and invest their money. They can provide advice on what stocks or mutual funds to buy, and help you plan for long-term financial security. They can also help you manage your budget and debts, and recommend strategies for reducing your taxes. If you're looking for someone to help you manage your finances, a financial advisor in Sag Harbor, NY is a great option.

Insurance Broker

An insurance broker in Sag Harbor, NY helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Sag Harbor, NY work with clients to help them get the best mortgage rates and terms for their home buying needs. They are responsible for gathering information about the potential borrower, such as their credit score and income, and then submitting this information to a lender in order to get a pre-approval. Once the buyer has found a home they want to purchase, the mortgage loan officer will work with the buyer and the seller's agent to negotiate the best deal possible.

Estate Planning Lawyer

An estate planning lawyer in Sag Harbor, 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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