Best Financial Advisors in Lynbrook, NY

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List of Firms

Lynbrook, NY Fiduciary Financial Advisors

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Westco Financial Group
5 out of 5
Location 77 Hempstead Ave, Lynbrook, NY 11563, USA
Phone (516) 593-5070
Directions
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Pamphiles Financial Group, LLC
4 out of 5
Location 70 East Sunrise Hwy #500, Valley Stream, NY 11581, USA
Phone (732) 597-4529
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Harold A Davis: Primerica - Financial Services
Location 360 Merrick Rd 2ND FLR, Valley Stream, NY 11580, USA
Phone (516) 792-6858
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Kevin Dougherty Financial
Location 247 Merrick Rd # 101B, Lynbrook, NY 11563, USA
Phone (516) 792-1180
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Anglia Advisors
Location 70 Sunrise Hwy Suite 500, Valley Stream, NY 11581, USA
Phone (646) 713-2225
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Edward Jones - Financial Advisor: Charles A Silecchia
Location 84A N Village Ave, Rockville Centre, NY 11570, USA
Phone (516) 855-0709
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Godfrey John: Primerica - Financial Services
Location 70 Sunrise Hwy Suit 500, Valley Stream, NY 11581, USA
Phone (516) 596-8090
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John Hancock Financial Network
Location 100 Merrick Rd # 318W, Rockville Centre, NY 11570, USA
Phone (516) 918-3500
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Financial Advisors in Lynbrook, NY

Where Certified Financial Advisors in Lynbrook, NY Serve

Lynbrook, NY is a bustling village located in Nassau County, Long Island, that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Lynbrook Theater to the historic Hendrickson Park, there is no shortage of things to see and do in this vibrant community. Top employers in the area include Mercy Medical Center, Lynbrook Public Schools, and the Village of Lynbrook itself. Major highways such as the Southern State Parkway and the Meadowbrook State Parkway provide easy access to neighboring towns and cities. The village is also home to a variety of unique neighborhoods, including the quaint and charming Lynbrook Estates and the bustling and trendy Atlantic Avenue district. With its rich history, diverse culture, and endless opportunities for entertainment and employment, Lynbrook truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lynbrook, NY can benefit greatly from the advice and guidance of a financial advisor. One specific way in which a financial advisor can help Lynbrook residents is by providing insight on the local real estate market. With the median home value in Lynbrook being over $500,000, many residents may be interested in buying or selling property. A financial advisor can provide valuable information about the current state of the market, as well as offer advice on how to make the most of a real estate investment. Additionally, a financial advisor can help Lynbrook residents with retirement planning, investment strategies, and tax planning, all of which can help them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Lynbrook, NY can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it is crucial for homeowners to have comprehensive coverage for their homes and property. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their individual needs. Additionally, with the high cost of healthcare in New York, an insurance broker can assist residents in finding affordable health insurance plans that provide the necessary coverage. In a town like Lynbrook, where many families are raising children and planning for their future, an insurance broker can offer peace of mind and protection for their most valuable assets.

Retirement Planning

Residents of Lynbrook, NY can benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a personalized financial plan that takes into account their unique circumstances, such as their income, expenses, and retirement goals. Secondly, a retirement planner can provide guidance on how to invest their money wisely to maximize their returns and minimize their risks. Thirdly, a retirement planner can help them navigate the complex world of Social Security and Medicare, ensuring that they receive all the benefits they are entitled to. Finally, given that Lynbrook, NY is a relatively affluent community, a retirement planner can help residents plan for the high cost of living in the area and ensure that they have enough savings to maintain their lifestyle in retirement.

Wealth Management

Residents of Lynbrook, NY can greatly benefit from the services of a wealth manager. One specific way a wealth manager can help is by providing guidance on investments that are tailored to the unique needs of the community. Lynbrook is a diverse community with a mix of middle-class and affluent residents. A wealth manager can help residents navigate the various investment options available and create a personalized investment plan that aligns with their financial goals. Additionally, a wealth manager can provide advice on retirement planning, tax strategies, and estate planning, all of which are important considerations for residents of Lynbrook who want to secure their financial futures. By working with a wealth manager, residents can feel confident that their finances are in good hands and that they are on the path to achieving their financial goals.

Mortgage Loan Officer

Residents of Lynbrook, NY can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can provide guidance and support throughout the home buying process, helping residents find the best mortgage options available to them. Additionally, with Lynbrook's proximity to New York City, many residents may be self-employed or work in industries with irregular income streams. A mortgage loan officer can help these individuals navigate the complex financial requirements of obtaining a mortgage, ensuring they have the best chance of securing a loan and purchasing their dream home.

Tax Services

Residents of Lynbrook, NY can greatly benefit from the assistance of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations specific to Lynbrook, NY. For example, Lynbrook residents may be eligible for certain tax credits or deductions that are unique to the town. A tax advisor can help residents understand these tax breaks and ensure they are taking advantage of all available options. Additionally, a tax advisor can provide support in preparing tax returns, minimizing tax liabilities, and developing strategies for long-term tax planning. With the help of a knowledgeable tax advisor, residents of Lynbrook can feel confident in their financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Lynbrook, NY could greatly benefit from the services of an estate planning lawyer. With a population of over 19,000 people, there are many individuals and families who could use guidance in creating a comprehensive plan for their assets and end-of-life wishes. For example, an estate planning lawyer can help Lynbrook residents navigate the complex New York state laws regarding wills, trusts, and probate. They can also assist with naming beneficiaries, creating powers of attorney, and minimizing estate taxes. Additionally, with the median home value in Lynbrook being $525,000, an estate planning lawyer can help homeowners protect their largest asset and ensure it is passed down to their loved ones according to their wishes. Overall, an estate planning lawyer can provide invaluable support to residents of Lynbrook, NY in securing their financial future and peace of mind.

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