Best Financial Advisors in Pawling, NY

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Pawling, NY Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 4 Bauerlein Ct, Mahopac, NY 10541, USA
Phone (914) 548-7583
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1540 Main St, Pleasant Valley, NY 12569, USA
Phone (845) 635-2058
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Pentegra Retirement Services
Location 231 Clapp Hill Rd, Lagrangeville, NY 12540, USA
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Edward Jones - Financial Advisor: John Leigh IV, CFP®|AAMS™
Location 46 Foster Rd #2, Hopewell Junction, NY 12533, USA
Phone (845) 227-5831
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Bourne Lent Asset Management
Location 3 Memorial Ave, Pawling, NY 12564, USA
Phone (845) 855-1590
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Murphy Wealth Management Group
SEC File# 801-108780
CRD# 277161
5 out of 5
Location 60 Merritt Blvd #106, Fishkill, NY 12524, USA
Phone (845) 226-1200
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Ferrigno Financial
5 out of 5
Location 79 E Main St, Washingtonville, NY 10992, USA
Phone (845) 496-5508
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Weiss Financial Group
SEC File# 801-72871
CRD# 159331
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
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
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Capital Markets Advisors LLC
Location 1075 NY-82, Hopewell Junction, NY 12533, USA
Phone (845) 227-8809
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KeyBank
4 out of 5
Location 3 W Main St, Pawling, NY 12564, USA
Phone (845) 855-1500
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Wealth Enhancement Group
Location 44 Old Ridgebury Rd Ste 150, Danbury, CT 06810, USA
Phone (203) 790-4949
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Financial Advisors in Pawling, NY

Where Certified Financial Advisors in Pawling, NY Serve

Pawling, NY is a picturesque town located in the southeastern part of Dutchess County, New York. The town is home to several notable landmarks, including the historic Pawling Village Green, which is surrounded by charming shops and restaurants. Additionally, the town boasts the beautiful Lakeside Park, which offers stunning views of the nearby mountains and is a popular spot for hiking and fishing. When it comes to top employers, Pawling is home to a diverse range of businesses, including the internationally renowned Pawling Corporation, which specializes in manufacturing custom rubber products. Other major employers in the area include the healthcare provider Health Quest, the food distributor Sysco, and the construction company J.T. Cleary. Pawling is easily accessible via several major highways, including Route 22, which runs north-south through the town, and Route 55, which connects Pawling to nearby towns such as Poughkeepsie and Danbury, CT.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Pawling, NY could benefit from the services of a financial advisor in a number of ways. For example, a financial advisor could help residents plan for their retirement by creating a personalized investment strategy that takes into account their specific goals and risk tolerance. Additionally, a financial advisor could help residents navigate the complex world of taxes and ensure that they are taking advantage of all available deductions and credits. Given that Pawling is a small town with a relatively high cost of living, a financial advisor could also help residents manage their budgets and find ways to save money on everyday expenses like groceries and utilities. Ultimately, a financial advisor could provide invaluable guidance and support to residents of Pawling as they work to achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of Pawling, NY can benefit from the services of an insurance broker in a variety of ways. For starters, an insurance broker can help them navigate the complex world of insurance policies and find coverage that meets their specific needs. This is particularly important in Pawling, NY, where the population is largely made up of middle-income families and individuals who may not have a lot of experience with insurance. Additionally, an insurance broker can help Pawling residents save money by finding them the best deals on insurance policies. This is especially important in a town like Pawling, where the cost of living can be quite high. Finally, an insurance broker can provide Pawling residents with peace of mind by ensuring that they have adequate coverage in the event of an accident or other unforeseen event. Overall, the services of an insurance broker can be invaluable for anyone living in Pawling, NY.

Retirement Planning

Residents of Pawling, NY can benefit greatly from the expertise of a retirement planner. Specifically, many residents of Pawling are homeowners and may be looking to downsize or sell their homes in retirement. A retirement planner can help navigate the complexities of selling a home and provide guidance on how to maximize the proceeds from the sale. Additionally, many retirees in Pawling may have retirement accounts, such as 401(k)s or IRAs, that they need help managing and withdrawing from. A retirement planner can provide valuable advice on how to invest these accounts and ensure that retirees are taking advantage of all available tax benefits. With the help of a retirement planner, residents of Pawling can feel confident that they are making the most of their retirement savings and achieving their financial goals.

Wealth Management

Residents of Pawling, NY could benefit greatly from the services of a wealth manager. With the town's proximity to New York City, many residents may have investments or retirement accounts that require careful management. A wealth manager can help residents navigate the complex world of investing, ensuring that their money is working for them and helping them reach their financial goals. Additionally, with the high cost of living in the area, a wealth manager can assist residents in creating a budget and financial plan that allows them to live comfortably while still saving for the future. For Pawling residents who may be unfamiliar with financial planning, a wealth manager can provide education and guidance on topics such as taxes, insurance, and estate planning. Overall, a wealth manager can provide peace of mind and financial security to residents of Pawling, NY.

Mortgage Loan Officer

Residents of Pawling, NY can benefit greatly from the expertise of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can provide valuable guidance and assistance throughout the process. One specific aspect of Pawling, NY that a loan officer can help with is the town's unique zoning laws and regulations. With many historic homes and buildings, it can be challenging to navigate the zoning requirements and restrictions when purchasing or refinancing a property. A knowledgeable loan officer can help residents understand these regulations and ensure that their mortgage application meets all necessary criteria. Additionally, a loan officer can help residents find the best mortgage rates and terms, which can save them thousands of dollars over the life of their loan.

Tax Services

Residents of Pawling, NY can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to maximize their deductions and credits, which can help them save money on their taxes. Additionally, a tax advisor can provide advice on how to structure their finances in a tax-efficient way, such as by investing in tax-advantaged accounts or making charitable donations. In particular, residents of Pawling, NY may benefit from the advice of a tax advisor due to the high property tax rates in the area. By working with a tax advisor, they can ensure that they are taking advantage of all available deductions and credits to minimize their tax burden and keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Pawling, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Pawling is by assisting them in creating a will. This is especially important in a town like Pawling, which is known for its beautiful historic homes and scenic countryside. Many residents of Pawling have valuable assets such as property, artwork, and family heirlooms that they want to ensure are passed down to their loved ones. An estate planning lawyer can help residents of Pawling create a will that reflects their wishes and protects their assets. Additionally, an estate planning lawyer can help residents of Pawling create trusts, establish powers of attorney, and plan for long-term care.

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