Wealth Management in Syosset, NY

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List of Firms

Syosset, NY Wealth Management Firms

RPG Wealth Management, Inc.
SEC File# 801-72701
CRD# 134922
Location 6800 Jericho Turnpike, Syosset, NY 11791, USA
Phone (516) 393-5935
Honigstock Group
Location 485 Underhill Blvd, Syosset, NY 11791, USA
Phone (516) 247-6060
Haber Capital Management
Location 6800 W Jericho Turnpike # 216W, Syosset, NY 11791, USA
Phone (516) 393-5902
Legacy Edge
SEC File# 801-79876
CRD# 171351
Location 485 Underhill Blvd Suite 100, Syosset, NY 11791, USA
Phone (516) 447-4200
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Gilbert Capital Management
Location 6800 W Jericho Turnpike # 120W, Syosset, NY 11791, USA
Phone (516) 393-5960
Mass Mutual Financial Group
Location 6800 Jericho Turnpike #202, Syosset, NY 11791, USA
Phone (516) 364-4203
Shapiro Financial Planning Group
Location 80 Crossways Park Dr W, Woodbury, NY 11797, USA
Phone (516) 338-8700 ext. 1236
Chrysalis Management LLC
Location 135 Crossways Park Dr #402, Woodbury, NY 11797, USA
Phone (888) 445-1062
Attitude Financial Advisors, Inc
Location 3 Crossways Park Dr W #110, Woodbury, NY 11797, USA
Phone (516) 762-7600
Arthur Springer - Raymond James
Location 135 Crossways Park Dr, Woodbury, NY 11797, USA
Phone (516) 364-7495
Wealth Management in Syosset, NY

Where Wealth Management Advisors in Syosset, NY Serve

Syosset, NY is a town located in Nassau County on Long Island. The town was founded in 1683 by the Quakers and is named for the Syosset Creek which runs through it. The creek was named for the local Native Americans who lived in the area and called themselves the Saconnet. Syosset is located about 25 miles east of Manhattan and is part of the Greater New York City area. Some of the town's landmarks include the Old Bethpage Village Restoration, a living history museum open to the public, and the Syosset Train Station, which is on the Long Island Rail Road's Oyster Bay Branch. The station was built in 1837 and today is listed on the National Register of Historic Places. Top employers in Syosset include Northwell Health, Cablevision Systems Corporation, and Newsday. Major highways and streets in Syosset include NY Route 25A, Jericho Turnpike, and Woodbury Road. Some of the neighborhoods in Syosset include Old Westbury Gardens, Brookville, and Muttontown.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Syosset, NY provide a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, mortgage loans, car loans, and credit cards. In addition to these products and services, banks offer their customers a number of convenient features such as online banking and 24-hour customer service. Furthermore, banks offer a variety of different account options to meet the needs of their customers. This allows customers to find an account that fits their specific lifestyle and financial goals.

Retirement Planning

If you're nearing retirement, it's time to start thinking about your plans. While there are many options available, one of the best choices for retirees is Syosset, NY. Here are some reasons why Syosset is a great place to retire: 1) The cost of living is relatively low compared to other areas in the country. 2) There are plenty of activities and amenities available that cater to retirees. 3) The weather is mild year-round, which is perfect for those who don't want to deal with extreme temperatures. 4) The healthcare system is top-notch.

Tax Services

A tax accountant in Syosset, NY helps individuals and businesses file their taxes each year. They work with clients to ensure that they are taking all of the deductions and credits to which they are entitled, and help them plan for the future by minimizing their tax liability. In addition to preparing tax returns, many tax accountants also offer other services such as bookkeeping, estate planning, and financial consulting.

Financial Advisor

A financial advisor in Syosset, NY provides guidance to individuals and businesses on financial planning and investment management. They help clients save for retirement, pay for college, and purchase insurance policies. Advisors also work with investors to create portfolios that meet their risk tolerance and financial goals.

Insurance Broker

An insurance broker in Syosset, NY is a professional who helps 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 coverage that's right for them. Insurance brokers are licensed and regulated by the state, and must meet certain requirements in order to practice. They can offer advice on a variety of policies, including health, life, auto, and home insurance.

Mortgage Loan Officer

A mortgage loan officer in Syosset, NY is responsible for helping people obtain mortgages. They work with a variety of clients, from first-time home buyers to those who are refinancing their homes. They help clients find the best loan for their needs, and work to get them the best rates possible. Mortgage loan officers also help clients understand the terms of their mortgages, and guide them through the process of buying a home.

Estate Planning Lawyer

An estate planning lawyer in Syosset, NY helps their clients create a will and other legal documents that dictate how their property will be distributed after they die. This can include setting up trusts, appointing guardians for minor children, and designating someone to manage your estate if you become incapacitated.


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