Wealth Management in Tarrytown, NY

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List of Firms

Tarrytown, NY Wealth Management Firms

Capital Preserve
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 332-1100
B&M Financial Management Services, LLC
Location 19 N Broadway, Tarrytown, NY 10591, USA
Phone (914) 237-5088
Ronald J Pompei & Associates
SEC File# 801-57663
CRD# 6312
Location 150 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 366-9800
The Magis Group, Inc.
5 out of 5
Location 660 White Plains Rd #520, Tarrytown, NY 10591, USA
Phone (914) 366-4830
Mark L Jacobson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 520 White Plains Rd Ste 500, Tarrytown, NY 10591, USA
Phone (914) 506-4101
Midland Trust Company
SEC File# 801-73395
CRD# 160681
5 out of 5
Location 120 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 580-7500
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Wealth Management in Tarrytown, NY

Where Wealth Management Advisors in Tarrytown, NY Serve

Tarrytown, NY is a picturesque village nestled in the Hudson River Valley. Home to a number of historic landmarks, including the grand Lyndhurst Mansion and the iconic Tappan Zee Bridge, Tarrytown is a popular destination for tourists and locals alike. The village is also home to a number of top employers, including Regeneron Pharmaceuticals, Hitachi America, and Siemens Healthcare Diagnostics. Major highways running through Tarrytown include the New York State Thruway and the Taconic State Parkway, while the village's main streets are lined with charming shops, restaurants, and cafes. Tarrytown is divided into several distinct neighborhoods, each with its own unique character and charm, including the historic Sleepy Hollow neighborhood, the bustling downtown area, and the quiet residential areas of the North End and South End. With its rich history, stunning natural beauty, and thriving local economy, Tarrytown is a true gem of the Hudson River Valley.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Tarrytown, NY would benefit greatly from a local bank in a multitude of ways. Firstly, with the town's proximity to the Hudson River, many residents may require assistance with financing a boat or other watercraft. Additionally, Tarrytown is a popular tourist destination, and a bank could offer services such as currency exchange for international travelers. Furthermore, Tarrytown is home to many small businesses, and a bank could provide loans and financial advice to help these businesses grow and thrive. With the town's rich history and cultural landmarks, a bank could also offer special financing options for home renovations or historic preservation projects. Overall, a bank in Tarrytown would be an invaluable resource for residents and visitors alike.

Insurance Broker

Residents of Tarrytown, NY can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can assist residents in navigating the complex insurance market in Tarrytown. With the town's proximity to New York City, insurance policies can be intricate, and an insurance broker can help residents choose the right policy that suits their needs. Secondly, an insurance broker can provide Tarrytown residents with personalized advice and guidance on their insurance needs, taking into account their unique circumstances. For instance, Tarrytown is known for its historic landmarks and scenic Hudson River views, which could impact insurance coverage for homeowners. Lastly, an insurance broker can help residents save time and money by comparing policies and negotiating rates on their behalf. With Tarrytown's bustling community and busy lifestyle, having an insurance broker to handle insurance matters can be a great relief for residents.

Retirement Planning

Residents of Tarrytown, NY could greatly benefit from the expertise of a retirement planner in a number of ways. For starters, Tarrytown is a quaint village located in Westchester County, known for its historic landmarks and scenic views of the Hudson River. A retirement planner could help residents navigate the complex financial landscape of retirement planning, taking into account the unique tax laws and regulations of New York State. Additionally, Tarrytown is home to a diverse population with varying income levels and retirement goals. A retirement planner could provide personalized advice and strategies to help each individual reach their retirement goals, whether that be through investment strategies, tax-efficient savings options, or estate planning. With the help of a retirement planner, residents of Tarrytown can feel confident and prepared for their golden years.

Financial Advisor

Residents of Tarrytown, NY could benefit from the guidance of a financial advisor in various ways. For instance, a financial advisor could help them navigate the complexities of the local real estate market, which has been experiencing a surge in demand in recent years. With the average home price in Tarrytown hovering around $700,000, a financial advisor could provide valuable insights on the best financing options and investment strategies for potential homebuyers. Additionally, a financial advisor could assist residents in planning for their retirement, given that Tarrytown has a relatively high cost of living compared to other areas in Westchester County. By creating a personalized retirement plan, a financial advisor could help residents achieve their long-term financial goals and ensure that they are financially secure in their golden years.

Mortgage Loan Officer

Residents of Tarrytown, NY can benefit from the expertise of a mortgage loan officer in various ways. With a median home value of $613,000, Tarrytown boasts a thriving real estate market, but navigating the complexities of the mortgage process can be daunting. A skilled loan officer can help residents secure the best mortgage rates and terms to fit their unique financial situation. Additionally, Tarrytown is a historic village with a diverse population, including many first-time homebuyers and retirees. A knowledgeable loan officer can guide residents through the intricacies of government-backed loans and other financing options, helping them achieve their dream of homeownership. Furthermore, the Tarrytown community is known for its strong sense of civic pride, and a mortgage loan officer who understands the local market can help residents invest in their community by purchasing a home and contributing to its growth and vitality.

Tax Services

Residents of Tarrytown, NY can benefit from the expertise of a tax advisor in a multitude of ways. With a population of approximately 12,000 people, Tarrytown is a small but bustling village located in Westchester County. A tax advisor can assist residents in navigating the complexities of the state and federal tax codes, ensuring that they are in compliance with all applicable laws and regulations. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their financial well-being. For example, Tarrytown residents who own businesses may benefit from a tax advisor's assistance in structuring their business entities in a tax-efficient manner. Furthermore, a tax advisor can provide valuable advice on estate planning, helping residents to protect their assets and ensure that their loved ones are taken care of after they pass away. Overall, the expertise of a tax advisor can be invaluable to Tarrytown residents, helping them to navigate the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Tarrytown, NY could greatly benefit from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Tarrytown residents is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This may include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, Tarrytown is a historic village with many homes and properties that have been passed down through generations. An estate planning lawyer can assist with preserving these assets and ensuring they are distributed according to the wishes of the owner. The lawyer can also provide guidance on minimizing tax liabilities and navigating complex legal processes. In short, an estate planning lawyer can provide invaluable assistance to Tarrytown residents in protecting their assets and ensuring their legacy is preserved for future generations.


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