Retirement Planning in Babylon, NY

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Top Retirement Planners in Babylon, NY

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Double D Accounting & Tax Services
Location 513 Davis St, North Babylon, NY 11703, USA
Phone (631) 242-2370
Directions
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The First National Bank of Long Island
1 out of 5
Location 42 Deer Pk Ave, Babylon, NY 11702, USA
Phone (631) 422-1700
Directions
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Brookview Commons
4 out of 5
Location 100 Commons Way, Deer Park, NY 11729, USA
Phone (631) 242-6667
Directions
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Shown Kumar - Prudential Financial
Location 60 Fire Island Ave, Babylon, NY 11702, USA
Phone (631) 482-8277
Directions
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Kyung Yeum - Prudential Financial
Location 445 Broadhollow Rd #405, Melville, NY 11747, USA
Phone (631) 927-3362
Directions
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Laufer LLP
SEC File# 801-109945
CRD# 173446
5 out of 5
Location 406 Deer Pk Ave, Babylon, NY 11702, USA
Phone (631) 226-9600
Directions
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Thrivent Financial
5 out of 5
Location 77 Deer Pk Ave, Babylon, NY 11702, USA
Phone (516) 909-3513
Directions
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Babylon Beach House
5 out of 5
Location 23 Yacht Club Rd, Babylon, NY 11702, USA
Phone (631) 669-3323
Directions
SEC File# 801-72862
CRD# 159289
Location 133 E Main Street Second Floor, Babylon, NY 11702, USA
Phone (631) 539-7809
Directions
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Webster Bank
4 out of 5
Location 180 W Main St, Babylon, NY 11702, USA
Phone (631) 669-3200
Directions
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Edward Jones - Financial Advisor: Eric P Bencivenga
SEC File# 801-3297
CRD# 250
Location 400 W Main St Suite 105, Babylon, NY 11702, USA
Phone (631) 367-3124
Directions
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Vincent Livreri - Prudential Financial
Location 445 Broadhollow Rd #405, Melville, NY 11747, USA
Phone (631) 927-3450
Directions
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lml | wedding & event planning llc
5 out of 5
Location 110 Cooper St, Babylon, NY 11702, USA
Phone (631) 792-5096
Directions
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Apple Bank
5 out of 5
Location 8 Little E Neck Rd, Babylon, NY 11702, USA
Phone (631) 587-4222
Directions
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MCINTOSH TAX AND ASSET MANAGEMENT GROUP
5 out of 5
Location 1375 Deer Pk Ave, North Babylon, NY 11703, USA
Phone (631) 951-4800
Directions
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L.I Tax & Planning Inc
4 out of 5
Location 470 Sunrise Hwy South Service Rd, West Babylon, NY 11704, USA
Phone (631) 661-8410
Directions
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Forest Hills Financial Group
SEC File# 801-58108
CRD# 46173
Location 200 Broadhollow Rd Ste 405, Melville, NY 11747, USA
Phone (631) 589-5400
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Derek Lundquist - Thrivent
5 out of 5
Location 77 Deer Pk Ave, Babylon, NY 11702, USA
Phone (516) 909-3513
Directions
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United Financial Wealth Management
Location 170 Little E Neck Rd #5, West Babylon, NY 11704, USA
Phone (631) 595-3211
Language http://ufwm.net/
Directions
SEC File# 801-110409
CRD# 288256
Location 155 Pinelawn Rd, Melville, NY 11747, USA
Phone (516) 938-2400
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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Berkshire Nursing & Rehabilitation Center
4 out of 5
Location 10 Berkshire Rd, West Babylon, NY 11704, USA
Phone (631) 587-0600
Directions
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Sunrise of West Babylon
4 out of 5
Location 580 Montauk Hwy, West Babylon, NY 11704, USA
Phone (631) 422-8500
Directions
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Seb Group Inc
Location 534 Windmill Ave, West Babylon, NY 11704, USA
Phone (631) 587-1187
Directions
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R&G Brenner Income Tax
4 out of 5
Location 9 W Main St, Babylon, NY 11702, USA
Phone (631) 893-5802
Directions
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Endeavor Financial Planning, LLC
Location 445 NY-110 #25, Melville, NY 11747, USA
Phone (631) 870-0957
Directions
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Bethpage Federal Credit Union
3 out of 5
Location 555 Montauk Hwy, West Babylon, NY 11704, USA
Phone (800) 628-7070
Directions
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Principal Financial Group
Location 60 George St, Babylon, NY 11702, USA
Phone (516) 249-0469
Directions
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The Law Offices of Nicole J. Zuvich, P.C.
Location 400 W Main St #332, Babylon, NY 11702, USA
Phone (631) 840-0100
Directions
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Louis Ruscito
Location 8 Little E Neck Rd, Babylon, NY 11702, USA
Phone (631) 661-1497
Directions
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Jackson Hewitt Tax Service
4 out of 5
Location 983 Straight Path, West Babylon, NY 11704, USA
Phone (631) 819-1134
Directions
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The Bristal Assisted Living at West Babylon
4 out of 5
Location 520 Montauk Hwy, West Babylon, NY 11704, USA
Phone (631) 539-7700
Directions
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Craig James Financial Services, LLC
SEC File# 801-57198
CRD# 20804
5 out of 5
Location 510 Broadhollow Rd Suite 204, Melville, NY 11747, USA
Phone (631) 393-2888
Directions
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Menna Wealth Planning Group, Inc.
SEC File# 801-66730
CRD# 158667
Location 3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779, USA
Phone (631) 605-8400
Directions
Retirement Planning in Babylon, NY

About Babylon, NY for Those Planning to Retire

Babylon, NY is a vibrant and diverse town located on the south shore of Long Island. It boasts a variety of landmarks, including the historic Babylon Village, the Argyle Park Gazebo, and the Babylon Lighthouse. The town is home to major employers such as the Good Samaritan Hospital Medical Center, the Town of Babylon, and the Babylon Union Free School District. The town is easily accessible via several major highways, including the Southern State Parkway, Sunrise Highway, and the Robert Moses Causeway. Its bustling streets are lined with charming shops, restaurants, and cafes, making it a popular destination for locals and tourists alike. Babylon is comprised of several unique neighborhoods, each with its own character and charm. From the quaint and picturesque Babylon Village to the bustling and eclectic West Babylon, there is something for everyone in this vibrant town. Whether you're looking for a quiet residential area or a lively commercial district, Babylon has it all.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Babylon, NY can benefit from a bank in a multitude of ways. One specific way is through the provision of small business loans to local entrepreneurs. Babylon is a bustling town with a vibrant downtown area and many small businesses. These businesses are the backbone of the community and provide employment opportunities for residents. However, starting and maintaining a small business can be challenging, especially when it comes to securing financing. A bank can provide the necessary funds to help these businesses grow and thrive, ultimately contributing to the local economy. Additionally, banks can offer financial education and resources to help residents manage their finances and plan for their future. This can include services such as retirement planning, investment advice, and debt management. Overall, a bank can be a valuable resource for residents of Babylon, NY looking to build a better financial future.

Insurance Broker

Residents of Babylon, NY can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help residents of Babylon, NY find the best insurance policies that suit their unique needs and budget. This is especially important for those who may not have the time or expertise to navigate through the complex insurance market. Additionally, an insurance broker can help residents of Babylon, NY understand the intricacies of their insurance policies, including coverage limits, deductibles, and exclusions. This level of expertise is particularly useful in Babylon, NY, where residents may face unique risks such as flooding due to its proximity to the coast. A broker can help residents of Babylon, NY find the right flood insurance coverage to protect their homes and possessions in the event of a natural disaster. Overall, an insurance broker can provide invaluable support to residents of Babylon, NY, helping them navigate the complexities of the insurance market and ensuring that they have the right coverage to protect their assets.

Wealth Management

Residents of Babylon, NY can greatly benefit from the services of a wealth manager. With its proximity to New York City, many residents of Babylon work in high-paying jobs in finance, law, and other industries. A wealth manager can help these individuals navigate the complexities of their finances, including managing investments, creating a retirement plan, and minimizing taxes. Additionally, Babylon has a strong community of small business owners, many of whom could benefit from a wealth manager's expertise in financial planning and investment strategy. Whether it's creating a succession plan for a family-owned business or maximizing profits through smart investments, a wealth manager can help Babylon's small business owners achieve their financial goals. Overall, the diverse needs of Babylon's residents make the services of a wealth manager invaluable in helping them achieve financial stability and success.

Financial Advisor

Residents of Babylon, NY would greatly benefit from the services of a financial advisor. With a population of over 12,000 people, there are many individuals and families who could use assistance in managing their finances. Specifically, Babylon is a coastal community that is vulnerable to natural disasters such as hurricanes and flooding. A financial advisor could help residents prepare for these events by creating a plan for emergency savings and insurance coverage. Additionally, many residents of Babylon are small business owners or entrepreneurs. A financial advisor could provide guidance on budgeting, investing, and tax planning to help these individuals grow their businesses and achieve financial success. Overall, a financial advisor can offer invaluable support to the residents of Babylon, NY in navigating the complexities of personal and business finance.

Mortgage Loan Officer

Residents of Babylon, NY can benefit from a mortgage loan officer in many ways. For instance, a mortgage loan officer can help first-time homebuyers navigate the complex process of obtaining a mortgage. Additionally, a loan officer can assist homeowners in refinancing their current mortgage to get a better interest rate or lower monthly payment. With the high cost of living in Babylon, NY, many residents may struggle to save for a down payment. A mortgage loan officer can help by explaining different loan programs that offer low down payment options. Furthermore, with the town's proximity to the ocean, residents may be interested in purchasing a second home or investment property. A mortgage loan officer can provide guidance on investment property loans and rental income requirements. In short, a mortgage loan officer can be a valuable resource for Babylon, NY residents looking to achieve their homeownership goals.

Tax Services

Residents of Babylon, NY could greatly benefit from the expertise of a tax advisor in a variety of ways. For instance, with the high property taxes in the area, a tax advisor could help homeowners navigate the complexities of deductions and exemptions to maximize their savings. Additionally, with the many small businesses in Babylon, a tax advisor could assist entrepreneurs in properly structuring their businesses to minimize their tax liabilities and avoid potential audits. Furthermore, with the recent changes to the federal tax code, a tax advisor could help residents understand how these changes will impact their individual tax situations and provide guidance on how to adjust their withholding and estimated tax payments accordingly. Overall, a tax advisor can provide invaluable assistance to residents of Babylon, NY in navigating the intricate world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Babylon, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them to create a comprehensive estate plan that meets their specific needs. With an estate plan in place, residents of Babylon can ensure that their assets are distributed according to their wishes after they pass away. An estate planning lawyer can also help residents of Babylon to minimize their tax liabilities and protect their assets from creditors. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing power of attorney. With the complexities of estate planning, it is essential to seek the guidance of a knowledgeable and experienced estate planning lawyer in Babylon, NY.

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