Wealth Management in Yorktown Heights, NY

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List of Firms

Yorktown Heights, NY Wealth Management Firms

Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™
Location 345 Kear St, Yorktown Heights, NY 10598, USA
Phone (914) 962-2853
Northern Westchester Financial Services
Location 2649 Strang Blvd # 104, Yorktown Heights, NY 10598, USA
Phone (914) 514-5000
Wells Fargo Advisors
Location 1937 Commerce St, Yorktown Heights, NY 10598, USA
Phone (914) 962-3828
Newsholme Financial Services
Location 2326 Crompond Rd, Yorktown Heights, NY 10598, USA
Phone (914) 202-0385
Hollow Brook Wealth Management LLC
Location 152 Bedford Rd 2nd floor, Katonah, NY 10536, USA
Phone (212) 364-1840
Joseph F. Eaton CPA PC
Location 334 Underhill Ave #4, Yorktown Heights, NY 10598, USA
Phone (914) 962-5561
DioGuardi & Murdock, CPAs, PLLC
5 out of 5
Location 1940 Commerce St # 108, Yorktown Heights, NY 10598, USA
Phone (914) 245-0700
Weiss Financial Group
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
Wealth Management in Yorktown Heights, NY

Where Wealth Management Advisors in Yorktown Heights, NY Serve

Yorktown Heights, NY is a small town located in Westchester County. It is home to several major landmarks, including the Yorktown Battlefield and the FDR Presidential Library. The town's top employers include IBM and PepsiCo. Major highways and streets in Yorktown Heights include the Taconic State Parkway and Route 9. The town's neighborhoods include Yorktown Heights, Baldwin Place, and Amawalk.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Yorktown Heights, NY offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and investment advice. In addition, banks provide their customers with a number of other services, such as online banking and bill payment. They also offer special programs for children and seniors.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Yorktown Heights, NY. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Yorktown Heights, NY helps businesses and individuals file their taxes every year. They work with clients to make sure they are getting the best possible return on their investment, and help them navigate through the complex tax code. They also advise clients on how to structure their businesses and investments to minimize their tax liability.

Financial Advisor

A financial advisor in Yorktown Heights, NY helps people save for the future and plan for their financial security. They work with individuals and families to assess their financial situation and create a plan that meets their needs. This may include investing money, setting up a retirement fund, or getting insurance. Financial advisors can also help people manage their debts and make wise choices with their money.

Insurance Broker

An insurance broker in Yorktown Heights, NY is a professional who helps individuals and businesses find the best insurance policies for their needs. They work with a variety of insurance companies to find the right coverage at the best price. Insurance brokers are licensed and regulated by the state, and most are required to have a certain amount of insurance industry experience before they can start working with clients.

Mortgage Loan Officer

A mortgage loan officer in Yorktown Heights, NY works with clients to obtain mortgages. This can involve helping clients find the best mortgage products available, filling out paperwork, and answering any questions that the client may have. The mortgage loan officer also works with the bank to ensure that the mortgage process goes as smoothly as possible.

Estate Planning Lawyer

An estate planning lawyer in Yorktown Heights, 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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