Best Financial Advisors in Manhasset, NY

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List of Firms

Manhasset, NY Fiduciary Financial Advisors

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Wellbeing Financial
Location 55 Knickerbocker Rd, Manhasset, NY 11030, USA
Phone (866) 221-6099
Directions
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Bank of America (with Drive-thru ATM)
1 out of 5
Location 240 Plandome Rd, Manhasset, NY 11030, USA
Phone (516) 627-7840
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Wells Fargo Bank
3 out of 5
Location 355 Plandome Rd, Manhasset, NY 11030, USA
Phone (516) 365-2969
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Merrill Lynch Wealth Management Advisor Tom Linker
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3427
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 1433 Old Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 723-9801
Directions
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Quan-Vest Consultants Inc
Location 390 Plandome Rd, Manhasset, NY 11030, USA
Phone (516) 365-4619
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Ginsberg Wealth Management LLC
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
Phone (516) 466-7462
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RGA Investment Advisors LLC
Location 185 Great Neck Rd Suite 306, Great Neck, NY 11021, USA
Phone (516) 665-1945
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Morgan Stanley Smith Barney
5 out of 5
Location 600 Northern Blvd # 212, Great Neck, NY 11021, USA
Phone (888) 454-3965
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Apple Bank
5 out of 5
Location 1395 Northern Blvd, Manhasset, NY 11030, USA
Phone (516) 627-1800
Directions
Financial Advisors in Manhasset, NY

Where Certified Financial Advisors in Manhasset, NY Serve

Manhasset, NY is a charming village located in Nassau County, Long Island. This affluent community is known for its picturesque landscapes, luxurious homes, and top-rated schools. One of the most notable landmarks in Manhasset is the Americana Manhasset, an upscale shopping center that attracts visitors from all over the world. Other notable landmarks include the Mary Jane Davies Green, a beautiful public park, and the Manhasset Bay Yacht Club, a popular destination for boaters. As for top employers, Northwell Health is one of the largest employers in the area, providing healthcare services to the community. Another major employer is the Manhasset School District, which employs hundreds of teachers and administrators. Additionally, there are many small businesses and retail shops that contribute to the local economy. Manhasset is conveniently located near several major highways, including the Long Island Expressway and Northern State Parkway.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Manhasset, NY can benefit greatly from the guidance of a financial advisor. With its affluent community and high cost of living, many people in Manhasset may struggle to manage their finances effectively. A financial advisor can help them create a personalized budget, invest wisely, and plan for their future. Additionally, with Manhasset's proximity to New York City, residents may have unique financial considerations such as navigating the complexities of stock options or managing a high-income tax bracket. A financial advisor can provide valuable expertise and support in these areas, helping Manhasset residents achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Manhasset, NY can benefit greatly from the services of an insurance broker. With the fast-paced lifestyle and high cost of living in Manhasset, it can be challenging to navigate the complex world of insurance policies and find the best coverage for individual needs. An insurance broker can provide personalized guidance and support to help residents find the right insurance policies that fit their unique needs and budget. Specifically, with the high value of homes in Manhasset, it is important to have adequate homeowners insurance coverage to protect against potential damages or losses. An insurance broker can help residents navigate the various options available and ensure they have the right coverage for their home and belongings. Additionally, with the prevalence of luxury vehicles in the area, an insurance broker can assist residents in finding comprehensive car insurance that covers potential damages and liabilities. Overall, an insurance broker can provide invaluable assistance to residents of Manhasset, NY in finding the right insurance coverage to protect their assets and financial well-being.

Retirement Planning

Residents of Manhasset, NY could benefit from the services of a retirement planner in many ways. One of the most common ways is by helping them navigate the complex world of retirement planning and investment strategies. Manhasset is a wealthy community with a high cost of living, and residents may need guidance on how to maximize their retirement savings to maintain their lifestyle in retirement. A retirement planner can also help residents in Manhasset with estate planning, tax planning, and risk management, ensuring that their assets are protected and their financial goals are met. With the help of a retirement planner, residents of Manhasset can feel confident that they are on track to a secure and comfortable retirement.

Wealth Management

Residents of Manhasset, NY could benefit from the expertise of a wealth manager in many ways. One specific example is the high cost of living in the area. With a median home value of over $1 million, many Manhasset residents may need guidance on how to manage their finances in order to afford their lifestyle. A wealth manager can help individuals create a personalized financial plan that takes into account their unique goals and circumstances. They can also provide advice on investment strategies, retirement planning, and estate planning. With the help of a skilled wealth manager, residents of Manhasset can feel confident in their financial future and enjoy the many benefits of living in this beautiful and affluent community.

Mortgage Loan Officer

Residents of Manhasset, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist with securing financing for a new home, refinancing an existing mortgage, or obtaining a home equity loan. One specific advantage for Manhasset residents is the ability to work with a loan officer who is familiar with the local real estate market. Manhasset is known for its high-end homes and desirable location, which can make finding the right financing options a challenge. A knowledgeable loan officer can provide guidance on the best mortgage products for the area, as well as help navigate the complex application process. With the help of a mortgage loan officer, Manhasset residents can achieve their dream of homeownership or use their home equity to fund important expenses.

Tax Services

Residents of Manhasset, NY can benefit greatly from the assistance of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to minimize tax liabilities. With the high cost of living in Manhasset, NY, residents may be looking for ways to keep more of their hard-earned money. A tax advisor can provide advice on deductions and credits that may be applicable to their specific situation and help them make informed decisions about their finances. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations in New York state, ensuring that they are in compliance and avoiding any potential penalties or fines.

Estate Planning Lawyer

Residents of Manhasset, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trusts, and powers of attorney. Manhasset is known for its affluent community, and many residents have significant assets that need to be protected and distributed according to their wishes. An estate planning lawyer can provide guidance on minimizing taxes, avoiding probate, and ensuring that assets are passed down to heirs in a timely and efficient manner. Additionally, Manhasset is home to many small business owners, and an estate planning lawyer can help with business succession planning to ensure that the business continues to thrive after the owner's passing. Overall, an estate planning lawyer can provide peace of mind and ensure that the wishes of Manhasset residents are carried out in the event of incapacity or death.

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