Best Financial Advisors in Rockville Centre, NY

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List of Firms

Rockville Centre, NY Fiduciary Financial Advisors

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Brio Capital
Location 100 Merrick Rd #401w, Rockville Centre, NY 11570, USA
Phone (516) 536-0500
Directions
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Merrill Lynch Wealth Management - Long Island South Shore Office
5 out of 5
Location 266 Merrick Rd Suite 100, Lynbrook, NY 11563, USA
Phone (516) 881-3361
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Brinster & Bergman
Location 100 Merrick Rd # 320E, Rockville Centre, NY 11570, USA
Phone (516) 766-4800
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Ackerman & Associates
4 out of 5
Location 77 N Centre Ave # 315, Rockville Centre, NY 11570, USA
Phone (516) 678-9580
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Mercury Capital Corporation
Location 100 Merrick Rd # 504E, Rockville Centre, NY 11570, USA
Phone (212) 661-8700
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Rubenstein Shenker & Zacarese
Location 53 N Park Ave #51, Rockville Centre, NY 11570, USA
Phone (516) 536-7100
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Westco Financial Group
5 out of 5
Location 77 Hempstead Ave, Lynbrook, NY 11563, USA
Phone (516) 593-5070
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Jonathan Abrams - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 265 Sunrise Hwy Ste 40, Rockville Centre, NY 11570, USA
Phone (516) 415-7756
Directions
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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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Kelly A. Rohrs, CPA
5 out of 5
Location 265 Sunrise Hwy Suite 1-546, Rockville Centre, NY 11570, USA
Phone (516) 225-4239
Directions
Financial Advisors in Rockville Centre, NY

Where Certified Financial Advisors in Rockville Centre, NY Serve

Rockville Centre, NY is a vibrant and bustling community that boasts a rich history and a diverse range of landmarks, top employers, major highways and streets, and neighborhoods. From the charming and picturesque Village Green to the iconic St. Agnes Cathedral, there is no shortage of things to see and do in this dynamic town. Some of the top employers in the area include Mercy Medical Center, Molloy College, and the Rockville Centre School District, while major highways and streets like Sunrise Highway and Long Beach Road provide easy access to neighboring towns and cities. And with neighborhoods like the prestigious Harvard area and the charming South Side, there is truly something for everyone in Rockville Centre. Whether you're looking for a quiet suburban retreat or a bustling urban center, this town has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rockville Centre, NY can benefit from the guidance of a financial advisor in various ways. One of the most common ways is by helping them navigate the high cost of living in the area. As a suburb of New York City, Rockville Centre is known for its expensive real estate and high taxes. A financial advisor can assist residents in creating a budget, managing their debt, and investing wisely to achieve their financial goals. Additionally, with a large population of retirees in the area, a financial advisor can help them plan for their retirement and ensure they have enough savings to maintain their lifestyle. Overall, a financial advisor can provide valuable advice and support to residents of Rockville Centre, NY to help them achieve financial stability and security.

Insurance Broker

Residents of Rockville Centre, NY can benefit greatly from the services of an insurance broker. With its proximity to New York City and the high cost of living in Nassau County, it can be challenging for residents to find affordable insurance options that meet their needs. An insurance broker can provide personalized guidance and recommendations for health, auto, home, and life insurance policies that fit within a resident's budget. Additionally, with the prevalence of extreme weather conditions in the area, such as hurricanes and snowstorms, an insurance broker can help residents understand the specific coverage they need to protect their homes and belongings. Overall, an insurance broker can provide invaluable assistance to residents of Rockville Centre, NY in navigating the complex world of insurance and finding the best policies to protect themselves and their families.

Retirement Planning

Residents of Rockville Centre, NY could benefit greatly from the services of a retirement planner. With a population that is predominantly made up of middle-aged and elderly individuals, a retirement planner can help them navigate the complexities of retirement planning and ensure that they have a secure financial future. Specifically, a retirement planner can help residents of Rockville Centre plan for the high cost of living in the area, which is known for its expensive real estate and high taxes. By working with a retirement planner, residents can make informed decisions about their retirement savings, investments, and income streams, and ensure that they are able to maintain their standard of living throughout their retirement years.

Wealth Management

Residents of Rockville Centre, NY can benefit greatly from the services of a wealth manager. With a median household income of $116,000, many residents have accumulated significant wealth and require guidance on how to manage and grow their assets. A wealth manager can provide personalized investment advice, help with retirement planning, and assist with estate planning. Additionally, with the high cost of living in Rockville Centre, a wealth manager can help residents navigate the complex tax laws and identify opportunities to minimize taxes. Overall, a wealth manager can provide peace of mind to residents of Rockville Centre, knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Rockville Centre, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or refinance their existing mortgages to take advantage of lower interest rates. In a town like Rockville Centre, where the median home value is over $600,000, working with a mortgage loan officer can make all the difference in the world. They can help residents navigate the complex world of mortgages and find the best loan options for their unique financial situations. Additionally, with the help of a mortgage loan officer, residents can get pre-approved for a mortgage, which can give them a competitive edge in a hot real estate market like Rockville Centre's.

Tax Services

Residents of Rockville Centre, NY can benefit greatly from the guidance of a tax advisor. With a population of over 24,000, Rockville Centre is a bustling community with a variety of tax concerns. A tax advisor can assist residents in navigating the complex tax laws and regulations of both the state of New York and the federal government. They can provide advice on how to minimize tax liabilities, identify deductions, and ensure compliance with tax laws. Additionally, with a median household income of over $128,000, many residents of Rockville Centre may have more complicated tax situations, such as investments, real estate holdings, or business ownership. A tax advisor can provide personalized advice tailored to each individual's unique financial situation, helping them to make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Rockville Centre, 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 Rockville Centre residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help Rockville Centre residents minimize their tax burden, protect their assets from creditors, and establish guardianship for their minor children. With its close proximity to New York City, Rockville Centre residents may have unique estate planning needs that require the expertise of a lawyer who understands the complexities of New York State law. An estate planning lawyer can provide peace of mind to Rockville Centre residents by ensuring that their loved ones are taken care of and their wishes are carried out after they are gone.

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