Retirement Planning in Bronx County, NY

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Top Retirement Planners in Bronx County, NY

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NORTHEAST RETIREMENT PLANNING
Location 3901 Independence Ave Suite 2F, The Bronx, NY 10463, USA
Phone (917) 407-1797
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Alpha Financial Tax
1 out of 5
Location 1426 White Plains Rd, The Bronx, NY 10462, USA
Phone (718) 518-0110
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TIAA Financial Services
2 out of 5
Location 730 3rd Ave, New York, NY 10017, USA
Phone (866) 842-2442
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SEC File# 801-69261
CRD# 147119
5 out of 5
Location 231 W 29th St, New York, NY 10001, USA
Phone (646) 461-7670
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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SQ and Associates
5 out of 5
Location 2100 Bartow Ave, The Bronx, NY 10475, USA
Phone (516) 531-3706
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SEC File# 801-62193
CRD# 175112
5 out of 5
Location 40 Wall St 56th Floor, New York, NY 10005, USA
Phone (212) 227-7770
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Primerica
SEC File# 801-72263
CRD# 10111
5 out of 5
Location 2114 Williamsbridge Rd #202, The Bronx, NY 10461, USA
Phone (718) 701-0248
Time Monday: 9:00 AM – 2:00 PM Tuesday: 9:00 AM – 2:00 PM Wednesday: 9:00 AM – 2:00 PM Thursday: 9:00 AM – 2:00 PM Friday: 9:00 AM – 2:00 PM Saturday: 9:00 AM – 2:00 PM Sunday: 9:00 AM – 2:00 PM
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Kevin Quinn - Financial Advisor, Ameriprise Financial Services, LLC
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5856
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Brunch & Budget
5 out of 5
Location 2361 Nostrand Ave, VT 5th Floor, Brooklyn, NY 11210, USA
Phone (917) 615-5359
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Apple Bank
3 out of 5
Location 74 Hugh J. Grant Cir, The Bronx, NY 10472, USA
Phone (718) 794-2375
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Highbridge Group Llc
Location 777 Westchester Ave, The Bronx, NY 10455, USA
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Retirement Planning in Bronx County, NY

About Bronx County, NY for Those Planning to Retire

Bronx County, NY is a bustling borough with a rich history and diverse culture. From the iconic Yankee Stadium to the stunning New York Botanical Garden, there are plenty of landmarks that make the Bronx a unique and exciting place to visit. Some of the top employers in the area include Montefiore Medical Center, the New York City Department of Education, and the Albert Einstein College of Medicine. The Bronx is also home to several major highways and streets, including the Major Deegan Expressway and the Grand Concourse, which provide easy access to other parts of the city. Neighborhoods like Riverdale, Fordham, and Pelham Bay offer a range of housing options, from cozy apartments to spacious single-family homes. With its vibrant energy and endless possibilities, the Bronx is a must-see destination for anyone looking to experience the best of New York City.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bronx County, NY could be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial resources that can assist with the high cost of living in the area. This could include offering loans for home purchases or renovations, providing low-interest credit cards, or offering savings accounts with competitive interest rates. Additionally, banks can provide financial education and resources to help residents better manage their finances and plan for the future. In particular, the Bronx has a large immigrant population, and banks can play a crucial role in helping these individuals navigate the complex financial system and access resources that they may not be aware of. By providing these services, banks can help residents of the Bronx build long-term financial stability and security.

Insurance Broker

Residents of Bronx County, NY can benefit greatly from the services of an insurance broker. With the high population density and diverse demographics of the area, an insurance broker can provide tailored solutions to meet the unique needs of Bronx residents. For example, a broker can help navigate the complexities of healthcare insurance and find plans that cover specific conditions or treatments that are prevalent in the area, such as asthma or diabetes. Additionally, a broker can assist with finding affordable auto insurance options, which is crucial for residents who rely on their cars to commute to work or school. Furthermore, with the high incidence of property damage due to severe weather in the area, an insurance broker can help homeowners and renters find policies that provide adequate coverage for their homes and belongings. Overall, an insurance broker can provide invaluable assistance to residents of Bronx County, NY, by helping them find the right insurance policies to protect their health, property, and assets.

Wealth Management

Residents of Bronx County, NY could benefit from the services of a wealth manager in a multitude of ways. One specific area of concern for residents is the high cost of living in the area. A wealth manager can help individuals navigate the complex financial landscape of the county and create a personalized plan for saving and investing. This may include strategies for reducing debt, maximizing retirement savings, and creating a diversified investment portfolio. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management. With the help of a skilled wealth manager, residents of Bronx County can achieve their financial goals and secure a stable financial future for themselves and their families.

Financial Advisor

Residents of Bronx County, NY can benefit greatly from the expertise of a financial advisor in a number of ways. With a population of over 1.4 million people, the county is home to a diverse range of individuals with varying financial needs. A financial advisor can help residents with retirement planning, investment strategies, debt management, and budgeting. However, given the high poverty rate in the Bronx, a financial advisor can also provide guidance on how to navigate government assistance programs, such as food stamps and housing vouchers, and offer advice on how to build credit and access affordable loans. Additionally, a financial advisor can help residents of the Bronx navigate the complex and ever-changing tax laws and regulations, ensuring that they are not overpaying or missing out on potential deductions. Overall, a financial advisor can provide invaluable assistance to the residents of Bronx County, helping them to achieve financial stability and security.

Mortgage Loan Officer

Residents of Bronx County, NY can benefit significantly from the expertise of a mortgage loan officer. With a population of over 1.4 million, the Bronx is the fourth most densely populated county in the United States, and home to a diverse range of communities. Given the high cost of living in the area, many residents may require financial assistance in purchasing a home or refinancing an existing mortgage. A mortgage loan officer can help guide individuals through the complex process of securing a loan, providing valuable advice on interest rates, loan terms, and repayment options. Additionally, they can offer insight into local housing trends and market conditions, helping borrowers make informed decisions about their investments. With the expertise of a mortgage loan officer, residents of the Bronx can achieve their dreams of homeownership and secure a stable financial future for themselves and their families.

Tax Services

Residents of Bronx County, NY can benefit from the expertise of a tax advisor in numerous ways. One specific example is the complexities surrounding property taxes in the county. The Bronx has one of the highest property tax rates in the country, and navigating the various exemptions and abatements can be daunting for homeowners. A tax advisor can assist residents in understanding their eligibility for these programs and help them save money on their property taxes. Additionally, with the recent changes to the federal tax code, a tax advisor can provide guidance on how these changes may impact Bronx County residents' tax liabilities. By working with a tax advisor, residents can ensure they are taking advantage of all available tax benefits and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Bronx County, NY can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help residents of Bronx County, NY create a will that outlines their wishes for their assets and property after their passing. This is particularly important in Bronx County, NY, where the population is diverse and often has complex family structures. Additionally, an estate planning lawyer can help residents of Bronx County, NY create a trust, which can protect their assets from creditors and ensure that their beneficiaries receive their inheritance in a timely and efficient manner. Finally, an estate planning lawyer can help residents of Bronx County, NY plan for long-term care, which is important given the high cost of healthcare in the area. Overall, an estate planning lawyer can provide invaluable assistance to residents of Bronx County, NY in planning for their future and ensuring that their wishes are carried out after their passing.

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