Best Financial Advisors in Richmond County, NY

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List of Firms

Richmond County, NY Fiduciary Financial Advisors

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Paulo Financial Advisors
SEC File# 801-79798
CRD# 131943
Location 63 Daleham St, Staten Island, NY 10308, USA
Phone (718) 370-3464
Directions
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John Ross - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2025 Richmond Ave Ste 200, Staten Island, NY 10314, USA
Phone (718) 305-1870
Directions
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Thomas Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
Location 1 Teleport Dr Ste 206, Staten Island, NY 10311, USA
Phone (718) 524-8450
Directions
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Eric P Storberg - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1 Teleport Dr Ste 206, Staten Island, NY 10311, USA
Phone (718) 524-8450
Directions
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Alfredo D Ercilla - TD Wealth Financial Advisor
Location 1837 Richmond Ave Suite 15, Staten Island, NY 10314, USA
Phone (347) 949-3923
Directions
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JFS Investments Inc
Location 3986 Amboy Rd, Staten Island, NY 10308, USA
Phone (718) 966-4832
Directions
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Financial Solutions LLC
SEC File# 801-119943
CRD# 306475
Location 201 Edward Curry Ave # 107, Staten Island, NY 10314, USA
Phone (718) 698-1000
Directions
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Merrill Lynch Wealth Management Advisor Joseph E. Torres
Location 900 South Ave, Staten Island, NY 10314, USA
Phone (718) 494-5503
Directions
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Michael Russo - Wells Fargo Staten Island Financial Advisor
5 out of 5
Location 101 Tyrellan Ave Suite 105, Staten Island, NY 10309, USA
Phone (917) 523-2322
Directions
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AIG Advisor Group: Janet T Doherty, Financial Advisor
5 out of 5
Location 357 New Dorp Ln, Staten Island, NY 10305, USA
Phone (718) 667-3884
Directions
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MK Financial Group LLC
5 out of 5
Location 72 Sharrott Ave Suite C, Staten Island, NY 10309, USA
Phone (718) 966-9800
Directions
Financial Advisors in Richmond County, NY

Where Certified Financial Advisors in Richmond County, NY Serve

Richmond County, also known as Staten Island, is a borough of New York City that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Staten Island Ferry to the stunning Verrazzano-Narrows Bridge, this borough is full of breathtaking sights. Some of the top employers in Richmond County include Staten Island University Hospital, the City of New York, and Richmond University Medical Center. These organizations provide vital services to the community and offer a wide range of employment opportunities. Major highways and streets in the area include the Staten Island Expressway, the West Shore Expressway, and Hylan Boulevard. These thoroughfares connect residents to other parts of the city and beyond, making travel convenient and efficient. Richmond County is also home to several unique neighborhoods, including St. George, Tompkinsville, and Rosebank. Each of these areas has its own distinct character and charm, providing residents with a diverse range of living options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Richmond County, NY can benefit greatly from the expertise of a financial advisor. With the high cost of living in the area, many individuals may struggle to manage their finances effectively. A financial advisor can assist with budgeting, investment planning, and retirement savings strategies, helping residents to achieve their financial goals. Additionally, Richmond County has a large population of retirees, and a financial advisor can provide valuable guidance on managing retirement income and navigating the complexities of Social Security and Medicare. Overall, a financial advisor can help residents of Richmond County navigate the unique financial challenges of living in a high-cost area and plan for a secure financial future.

Insurance Broker

Residents of Richmond County, NY can benefit greatly from the services of an insurance broker. With a population of over 475,000 people, there are a wide variety of insurance needs that must be met. An insurance broker can help residents navigate the complex world of insurance, from finding the right policies to negotiating the best rates. For example, given the high risk of flooding in certain areas of Richmond County, an insurance broker can help residents find the right flood insurance policies to protect their homes and property. Additionally, an insurance broker can help residents understand their health insurance options, which can be especially important in a county with a diverse population and a range of healthcare needs. Overall, an insurance broker can provide invaluable support to residents of Richmond County as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Richmond County, NY could greatly benefit from the services of a retirement planner. With the cost of living being higher than the national average in the county, it can be challenging for individuals to save enough money for retirement. A retirement planner can help residents create a personalized plan to reach their financial goals and ensure a comfortable retirement. Additionally, with the diverse population in Richmond County, a retirement planner can provide specialized advice for individuals with unique cultural and financial backgrounds. Overall, a retirement planner can help residents of Richmond County navigate the complexities of retirement planning and provide peace of mind for their future.

Wealth Management

Residents of Richmond County, NY can benefit from the services of a wealth manager in a variety of ways. One specific example is the high cost of living in the area. A wealth manager can help residents navigate the complex financial landscape by providing guidance on investment strategies, tax planning, and retirement planning. They can also help residents manage debt and create a budget that allows them to live comfortably while saving for the future. Additionally, a wealth manager can offer advice on estate planning and wealth transfer, ensuring that residents can pass on their assets to the next generation with minimal tax implications. Overall, a wealth manager can provide valuable support to residents of Richmond County, NY who want to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Richmond County, NY can benefit from the services of a mortgage loan officer in a multitude of ways. One of the most common ways is by helping them secure a mortgage to purchase a home in the county. With its close proximity to Manhattan and beautiful waterfront views, Richmond County is a highly desirable location for many individuals and families. A mortgage loan officer can assist residents in navigating the complex process of securing a mortgage, including finding the best rates and terms for their unique financial situation. Additionally, with the ongoing COVID-19 pandemic, many residents may be struggling financially and in need of mortgage relief options. A mortgage loan officer can provide guidance and support in accessing these resources and potentially avoiding foreclosure.

Tax Services

Residents of Richmond County, NY can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways a tax advisor can assist residents in this county is by providing guidance on the various tax laws and regulations that apply to them. For instance, Richmond County residents may need help navigating the complex tax code related to property taxes, given that the county has some of the highest property tax rates in the U.S. Additionally, tax advisors can help residents in this county identify tax deductions and credits that they may be eligible for, such as those related to home office expenses or charitable donations. By working with a tax advisor, Richmond County residents can ensure that they are taking advantage of all available tax benefits while also minimizing their tax liability.

Estate Planning Lawyer

Residents of Richmond County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Richmond County, NY, where the cost of living is high and property values are constantly increasing. An estate planning lawyer can help residents navigate complex estate laws and tax codes, ensuring that their loved ones are not burdened with unnecessary expenses or legal disputes. Additionally, an estate planning lawyer can help residents set up trusts, establish guardianships for minor children, and plan for long-term care needs. Overall, an estate planning lawyer can provide peace of mind and security for residents of Richmond County, NY, knowing that their legacy and loved ones are protected.

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FAQs About Personal Financial Advisors in Richmond County, NY