Wealth Management in Uniondale, NY

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Uniondale, NY Wealth Management Firms

Empire Wealth Strategies
Location 333 Earle Ovington Blvd Suite 402, Uniondale, NY 11553, USA
Phone (516) 394-2537
CJW Financial Associates
Location 626 RXR Plaza #646, Uniondale, NY 11553, USA
Phone (516) 522-2647
Old Castle Financial Advisors
Location 333 Earle Ovington Blvd, Uniondale, NY 11553, USA
Phone (866) 237-9420
Clutch Capital Mng
SEC File# 801-111055
CRD# 158043
Location RXR Plaza, Uniondale, NY 11553, USA
Wealth Management in Uniondale, NY

Where Wealth Management Advisors in Uniondale, NY Serve

Uniondale is a hamlet and census-designated place (CDP) in Nassau County, New York, United States. The population was 24,759 at the 2010 census. Uniondale is located on Long Island, in the Town of Hempstead. Uniondale is notable for its large population of African Americans and Hispanics, and for being one of the most diverse communities in the country. Uniondale also has a significant concentration of public housing developments. The major highways and streets in Uniondale include New York State Route 24 (Nassau Expressway), Hofstra University Boulevard, and Merrick Road. The neighborhoods in Uniondale include Highview Gardens, Inwood Village, Lindenmere, and Meadowbrook. Some of the major landmarks in Uniondale include Hofstra University, Nassau Community College, and Roosevelt Field Mall. The top employers in Uniondale include Hofstra University, Nassau Community College, Northwell Health (formerly North Shore-LIJ Health System), and Sears Holdings Corporation.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The Uniondale, New York banking sector is a thriving and growing industry. The banks in Uniondale provide an array of valuable services to their customers, from checking and savings accounts to loans and mortgages. In addition, the banks offer a wide variety of other products and services that can be tailored to meet the specific needs of each customer.

Retirement Planning

If you're like most people, you probably think of retirement planning as something that only applies to those who are already retired. But the truth is, no matter what your age, it's never too early or too late to start planning for retirement. In fact, if you don't start planning soon, you may not have enough money saved up when the time comes to retire. If you live in Uniondale, NY and need help getting started with your retirement planning, there are a number of financial advisors who can assist you. These professionals can help you create a plan that will allow you to retire comfortably and with peace of mind. They can also advise you on how to make the most of your savings and investments so that your money will last throughout your retirement years.

Tax Services

A tax accountant in Uniondale, NY helps businesses and individuals file their taxes. They can also help with other financial planning needs, such as estate planning or retirement planning. Many tax accountants are also certified public accountants (CPA), which means they have passed a rigorous exam and met certain requirements.

Financial Advisor

A financial advisor in Uniondale, NY helps people save money and plan for the future. They offer advice on investments, insurance, and retirement planning. They work with individuals and businesses to create a financial plan that meets their needs. Financial advisors can be a great resource for people who want to make sure they are taking care of their finances.

Insurance Broker

An insurance broker in Uniondale, NY helps individuals and businesses find the right insurance policy to meet their needs. They work with a variety of different insurance companies to find the best rates and coverage for their clients. They also help clients file claims and handle any problems that may arise with their policies.

Mortgage Loan Officer

Mortgage loan officers in Uniondale, NY help people get mortgages. They work with banks and other lenders to find the best mortgage products for their customers. They also help customers through the application process, and they work with them until the loan is closed.

Estate Planning Lawyer

An estate planning lawyer in Uniondale, 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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