Retirement Planning in Bohemia, NY

We did the hard work of finding trustworthy partners in Bohemia, NY. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Bohemia, NY

generic_business-71
Financial Planning Association
Location 140 Fell Ct Suite 107, Hauppauge, NY 11788, USA
Phone (516) 542-2004
Directions
generic_business-71
Capital Financial Planning
5 out of 5
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 360-0464
Directions
generic_business-71
Gary Nuccio - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Directions
generic_business-71
Brian McCormick - Financial Advisor, Ameriprise Financial Services, LLC
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Directions
generic_business-71
American Portfolios Financial Services
5 out of 5
Location 4250 Veterans Memorial Hwy #420e, Holbrook, NY 11741, USA
Phone (631) 439-4600
Directions
generic_business-71
Independent Investors
SEC File# 801-19338
CRD# 105677
Location 181 Smithtown Blvd #202, Nesconset, NY 11767, USA
Phone (631) 979-2142
Directions
generic_business-71
Advisory Associates
5 out of 5
Location 3480 Veterans Memorial Hwy STE 10, Bohemia, NY 11716, USA
Phone (631) 750-9247
Directions
generic_business-71
Colarossi & Williams
Location One, Suffolk Square Suite 550, Islandia, NY 11749, USA
Phone (631) 300-4320
Directions
generic_business-71
AMAC - Association of Mature American Citizens
5 out of 5
Location 5 Orville Dr 400, Bohemia, NY 11716, USA
Phone (888) 262-2006
Language http://amac.us/
Directions
generic_business-71
Nestegg Advisors Inc
Location 330 Vanderbilt Motor Pkwy # 305, Hauppauge, NY 11788, USA
Phone (631) 952-2700
Directions
generic_business-71
JHM Financial Services Group
Location 5 Angelica Ct, Hauppauge, NY 11788, USA
Phone (631) 360-2254
Directions
generic_business-71
The Rooney Group - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5319
Directions
SEC File# 801-123519
CRD# 314170
3 out of 5
Location 700 Veterans Memorial Hwy #302, Hauppauge, NY 11788, USA
Phone (631) 382-5012
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
Directions
generic_business-71
Debt Reduction Services
5 out of 5
Location 4170 Veterans Memorial Hwy Suite 203, Bohemia, NY 11716, USA
Phone (631) 473-7500
Directions
generic_business-71
Primerica
4 out of 5
Location 4580 Sunrise Hwy Ste B, Oakdale, NY 11769, USA
Phone (631) 889-1534
Directions
generic_business-71
Matarazzo Staiger Wealth Management
Location 640 Johnson Ave Ste 202, Bohemia, NY 11716, USA
Phone (631) 319-6777
Directions
generic_business-71
Long Island Tax Resolution Services
5 out of 5
Location 80 Orville Dr Suite 100, Bohemia, NY 11716, USA
Phone (631) 244-1650
Directions
Retirement Planning in Bohemia, NY

About Bohemia, NY for Those Planning to Retire

Bohemia, NY is a vibrant town located in Suffolk County, Long Island. This charming community is home to several notable landmarks, including the Connetquot River State Park Preserve, the Bohemia Historical Society, and the Long Island MacArthur Airport. Bohemia boasts a diverse economy, with top employers such as NBTY, Covanta Energy, and BAE Systems. These companies provide a range of job opportunities for residents, from manufacturing and engineering to healthcare and education. Major highways that run through Bohemia include the Long Island Expressway (I-495), Sunrise Highway (NY-27), and the Southern State Parkway. These thoroughfares provide easy access to neighboring towns and cities, making Bohemia a convenient location for commuters and travelers alike. Bohemia is made up of several distinct neighborhoods, each with its own unique character and charm. Some of the most popular areas include Central Bohemia, Oakdale, and Sayville.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bohemia, NY would be helped by a bank in various ways. Firstly, a bank would provide them with a safe and secure place to store their money. This is especially important in Bohemia, NY, a small town with a population of just over 10,000 people. With limited access to financial institutions, residents would benefit from having a local bank where they can deposit their earnings and savings. Secondly, a bank would offer loans and credit to residents who need financial assistance. This is particularly useful for small business owners in Bohemia, NY who may need capital to start or expand their businesses. Lastly, a bank would provide financial advice and resources to residents, helping them to make informed decisions about their money. This is crucial in a town like Bohemia, NY where the cost of living is relatively high compared to other areas in the state. With the right guidance, residents can better manage their finances and plan for their future.

Insurance Broker

Residents of Bohemia, NY can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. This is particularly important for residents of Bohemia, NY, who may be exposed to unique risks, such as flooding due to the proximity to the Connetquot River. Secondly, an insurance broker can help residents save money by comparing policies from different insurance companies and finding the most affordable options. This can be especially helpful for residents of Bohemia, NY, who may be facing high living expenses due to the area's proximity to New York City. Lastly, an insurance broker can provide personalized service and support, helping residents understand their policies, file claims, and manage their coverage over time. Overall, an insurance broker can be a valuable resource for residents of Bohemia, NY, helping them protect their assets, save money, and navigate the complex world of insurance.

Wealth Management

Residents of Bohemia, NY could benefit from the expertise of a wealth manager in a variety of ways. One specific challenge unique to Bohemia is the high cost of living in the area, which can make it difficult for individuals and families to save for the future. A skilled wealth manager could help residents navigate this challenge by developing a comprehensive financial plan that takes into account their income, expenses, and long-term goals. This might involve creating a budget that allows for regular savings contributions, as well as identifying investment opportunities that can help grow their wealth over time. Additionally, a wealth manager could provide guidance on retirement planning, estate planning, and tax strategies, all of which can help Bohemia residents achieve greater financial security and peace of mind.

Financial Advisor

Residents of Bohemia, NY can benefit greatly from the expertise of a financial advisor. With a population of over 10,000 people, Bohemia is a bustling community that is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can help residents of Bohemia navigate complex financial situations such as retirement planning, investment management, and tax planning. Additionally, a financial advisor can help residents of Bohemia develop a comprehensive financial plan that takes into account their unique circumstances and goals. With the high cost of living in the New York metropolitan area, residents of Bohemia can benefit from the guidance of a financial advisor who can help them make informed decisions about their finances and investments.

Mortgage Loan Officer

Residents of Bohemia, NY can benefit greatly from the services provided by a mortgage loan officer. These professionals can assist in securing financing for the purchase of a new home or refinancing an existing mortgage. In Bohemia, NY, where the cost of living is high, a mortgage loan officer can help potential homeowners navigate the complex process of obtaining a mortgage loan. They can also provide guidance on the various types of mortgage loans available, such as fixed-rate, adjustable-rate, and government-backed loans. Additionally, a mortgage loan officer can help residents of Bohemia, NY to understand the local real estate market and provide advice on how to make a competitive offer on a home. With their expertise, a mortgage loan officer can help residents of Bohemia, NY achieve their dream of homeownership.

Tax Services

Residents of Bohemia, NY can benefit from the expertise of a tax advisor in several ways. Firstly, tax advisors can help individuals navigate the complex tax laws and regulations that are unique to New York State. Specifically, Bohemia residents may need assistance with understanding the tax implications of owning property in Suffolk County, which has some of the highest property taxes in the country. Additionally, tax advisors can help small business owners in Bohemia to maximize their deductions and minimize their tax liabilities, which can be especially important given the economic challenges facing the community in the wake of the COVID-19 pandemic. Finally, tax advisors can provide guidance on estate planning and wealth management, which can be particularly valuable for residents of Bohemia who have accumulated significant assets over the course of their careers. Overall, a tax advisor can provide invaluable assistance to residents of Bohemia in navigating the complexities of the tax code and ensuring that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Bohemia, NY residents can benefit greatly from the services of an estate planning lawyer. These legal professionals are well-versed in the intricacies of estate planning, and can help individuals and families create plans that protect their assets and ensure that their wishes are carried out after they pass away. For example, a resident of Bohemia might seek the assistance of an estate planning lawyer to create a trust for their children, or to establish a power of attorney in case they become incapacitated. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that govern inheritance and estate planning, ensuring that they are able to minimize their tax burden and maximize their assets. Overall, the expertise of an estate planning lawyer can be invaluable to residents of Bohemia, NY who want to ensure that their loved ones are taken care of and their assets are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs