Wealth Management in Suffolk County, NY

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Suffolk County, NY Wealth Management Firms

Piermont Wealth Management
SEC File# 801-61254
CRD# 119376
Location 48 S Service Rd Suite 102, Melville, NY 11747, USA
Phone (631) 454-1585
Coastline Wealth Management
SEC File# 801-56126
CRD# 283330
4 out of 5
Location 1303 Main St, Port Jefferson, NY 11777, USA
Phone (631) 473-1188
Merrill Lynch Wealth Management
Location 540 Montauk Hwy, West Islip, NY 11795, USA
Phone (631) 351-5127
Blue Line Wealth Management
Location 500 Express Dr S #100, Brentwood, NY 11717, USA
Phone (631) 617-6811
Citi Personal Wealth Management
Location 18 E Main St, Smithtown, NY 11787, USA
Phone (631) 724-1309
Wealth Management in Suffolk County, NY

Where Wealth Management Advisors in Suffolk County, NY Serve

Suffolk County is a suburban county located on Long Island in New York. The county is made up of several neighborhoods, including Babylon, Brookhaven, and Islip. Some of the county's most notable landmarks include the Gold Coast of Long Island and the Hamptons. The top employers in Suffolk County are Amgen, Canon USA, and Northwell Health. Major highways and streets in Suffolk County include the Long Island Expressway and Sunrise Highway.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Suffolk County, NY provide a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks offer a number of other products and services, such as credit cards and investment advice.

Retirement Planning

Retirement planning in Suffolk County, NY is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Tax accountants in Suffolk County, NY work with individuals and businesses to help them pay their taxes. This includes preparing and filing tax returns, as well as advising clients on how to reduce their tax burden. They may also represent clients in disputes with the IRS or other government agencies. Tax accountants typically have a degree in accounting, and must be licensed by the state in which they work.

Financial Advisor

A financial advisor in Suffolk County, NY helps people save for the future and plan for their financial security. They provide guidance on investments, insurance, and retirement planning, and work with clients to create a financial plan that meets their needs. Financial advisors may also offer tax advice and help clients manage their debt.

Insurance Broker

An insurance broker in Suffolk County, NY is a professional who helps clients find the best insurance policies for their needs. They work with a variety of carriers to find the right coverage at the best price. Insurance brokers are licensed and regulated by the state, and must meet certain requirements in order to sell insurance products.

Mortgage Loan Officer

A mortgage loan officer in Suffolk County, NY helps people get mortgages. They help people find the best mortgage for their needs, and work with banks and other lenders to make sure that the mortgage goes through. They also help people with their mortgages after they have been approved, by guiding them through the paperwork and helping them understand the terms of their loan.

Estate Planning Lawyer

An estate planning lawyer in Suffolk County, NY helps individuals create a will and/or trust. This document ensures that an individual's assets are distributed according to their wishes after they die. An estate planning lawyer can also help an individual set up a power of attorney or health care proxy.


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