Wealth Management in Sag Harbor, NY

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List of Firms

Sag Harbor, NY Wealth Management Firms

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
James A. Covell - RBC Wealth Management Financial Advisor
Location 223 W Montauk Hwy Suite 206, Hampton Bays, NY 11946, USA
Phone (212) 703-6015
Beard Asset Management
Location 126 Main St, Sag Harbor, NY 11963, USA
Phone (646) 352-3684
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
Wealth Management in Sag Harbor, NY

Where Wealth Management Advisors in Sag Harbor, NY Serve

Sag Harbor, NY is a picturesque village located on the eastern end of Long Island. This charming town is home to several landmarks, including the Old Whalers Church, the Sag Harbor Whaling and Historical Museum, and the John Jermain Memorial Library. The village is also known for its vibrant arts scene, with several galleries and theaters showcasing local talent. As far as top employers go, Sag Harbor is home to a diverse mix of businesses, ranging from small boutiques and restaurants to larger corporations. Some of the biggest employers in the area include the Sag Harbor School District, the Sag Harbor Yacht Club, and the Bay Street Theater. When it comes to major highways and streets, Sag Harbor is situated along Route 114, which runs north-south through the village and connects to other major roads in the area. Additionally, Main Street is the heart of the village, with several shops, restaurants, and other attractions lining the street.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sag Harbor, NY can benefit from a bank in various ways. Firstly, banks can offer loans for purchasing homes in the area, which is known for its historic architecture and scenic views of the bay. Additionally, banks can provide financial assistance to local businesses, which are the backbone of the community and contribute to the town's vibrant culture. Furthermore, banks can offer investment opportunities for residents, allowing them to grow their wealth and secure their financial futures. With Sag Harbor being a popular tourist destination, banks can also provide foreign currency exchange services and assist with travel-related expenses. Lastly, banks can offer financial education and resources to residents, helping them make informed decisions about their money and achieve their financial goals.

Insurance Broker

Residents of Sag Harbor, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the right coverage for their needs. This is especially important for Sag Harbor residents, who live in an area prone to natural disasters like hurricanes and flooding. An insurance broker can help them find policies that offer comprehensive protection against these risks. Additionally, an insurance broker can help residents save money by finding them the best deals on insurance policies. This is particularly important for Sag Harbor residents, who live in an area with a high cost of living. By working with an insurance broker, they can ensure that they are getting the coverage they need at a price they can afford.

Retirement Planning

Residents of Sag Harbor, NY could greatly benefit from the expertise of a retirement planner. With its picturesque harbor and historic architecture, Sag Harbor is a popular destination for retirees seeking a peaceful and idyllic lifestyle. However, navigating the complex world of retirement planning can be overwhelming, especially for those who are unfamiliar with the intricacies of financial planning. A retirement planner can help Sag Harbor residents identify their financial goals and develop a comprehensive plan to achieve them. This may include strategies for maximizing Social Security benefits, managing investments, and creating a sustainable income stream in retirement. Additionally, a retirement planner can provide guidance on estate planning, long-term care, and other important considerations that are particularly relevant to Sag Harbor residents, many of whom may own valuable waterfront properties or have complex family situations that require careful planning. By working with a retirement planner, Sag Harbor residents can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement in this beautiful coastal community.

Financial Advisor

Residents of Sag Harbor, NY could benefit from the expertise of a financial advisor in a multitude of ways. For instance, the town is home to a thriving artistic community, and many residents work in the creative industries. A financial advisor could help these individuals navigate the unique financial challenges that come with freelance work, such as managing variable income and planning for retirement without employer-provided benefits. Additionally, Sag Harbor is located in a region with a high cost of living, and many residents may struggle to balance their expenses with their income. A financial advisor could assist with budgeting and debt management, as well as creating a long-term financial plan that accounts for the town's high property values and other unique economic factors. Overall, a financial advisor could provide invaluable guidance and support to Sag Harbor residents as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Sag Harbor, NY would be helped by a mortgage loan officer in a variety of ways. Firstly, the loan officer can provide guidance on the different types of mortgages available and help residents choose the one that best suits their financial situation. Secondly, the loan officer can assist residents in navigating the complex application process and ensure that they meet all the necessary requirements. Additionally, residents can benefit from the loan officer's expertise in negotiating favorable terms and interest rates with lenders. It is worth noting that Sag Harbor, NY is a popular tourist destination with a high cost of living, so having a mortgage loan officer who understands the unique challenges of the local housing market can be particularly helpful for residents looking to purchase a home in the area.

Tax Services

Residents of Sag Harbor, NY could benefit from the assistance of a tax advisor in several ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws related to the town's thriving art scene. With a number of galleries and artists calling Sag Harbor home, there are a variety of tax implications that can arise, from deductions related to art purchases to the tax treatment of income earned from art sales. A skilled tax advisor could help residents of Sag Harbor make sense of these complexities and ensure that they are taking advantage of all available tax benefits. Additionally, a tax advisor could help local business owners navigate the unique tax landscape of Sag Harbor, which includes a range of local taxes and fees that can impact the bottom line. By working with a tax advisor, residents of Sag Harbor can ensure that they are making the most of their tax situation and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Sag Harbor, NY would benefit from the services of an estate planning lawyer in a myriad of ways. Specifically, given the town's affluent demographic, an estate planning lawyer can assist in managing the transfer of wealth between generations, minimizing estate taxes, and ensuring that assets are distributed according to the client's wishes. Additionally, given Sag Harbor's coastal location and susceptibility to natural disasters such as hurricanes, an estate planning lawyer can help residents prepare for potential emergencies by creating a plan for the management of their assets in the event of a disaster. Furthermore, an estate planning lawyer can assist in drafting healthcare directives and powers of attorney, ensuring that clients have a plan in place in the event of incapacitation or illness. Overall, an estate planning lawyer can provide invaluable assistance to Sag Harbor residents in protecting their assets and ensuring that their wishes are carried out.


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