Retirement Planning in Farmingdale, NY

We did the hard work of finding trustworthy partners in Farmingdale, 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 Farmingdale, NY

generic_business-71
Angela J. Cowan
Location 475 Main St #2b, Farmingdale, NY 11735, USA
Phone (516) 756-2632
Directions
generic_business-71
Northeast Risk Management Group Inc
5 out of 5
Location 640 Fulton St # 7, Farmingdale, NY 11735, USA
Phone (516) 586-6227
Directions
generic_business-71
Geller and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd Ste 302, Melville, NY 11747, USA
Phone (631) 760-2271
Directions
generic_business-71
Andrew Goodman - Prudential Financial
5 out of 5
Location 1111 Broadhollow Rd # 348, Farmingdale, NY 11735, USA
Phone (631) 414-7554
Directions
SEC File# 801-10970
CRD# 6413
Location 500 Bi County Blvd, Farmingdale, NY 11735, USA
Phone (631) 501-5555
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
Melody Yr Graham - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 445 Broadhollow Rd Ste 317, Melville, NY 11747, USA
Phone (631) 396-1251
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Skye Legacy Planning, LLC.
Location 500 Bi County Blvd Suite 465, Farmingdale, NY 11735, USA
Phone (631) 753-1212
Directions
generic_business-71
Four Financial Group
Location 500 Bi County Blvd Suite 117, Farmingdale, NY 11735, USA
Phone (631) 482-7059
Directions
SEC File# 801-8095
CRD# 2881
Location 500 Bi County Blvd #200e, Farmingdale, NY 11735, USA
Phone (516) 454-5257
Directions
generic_business-71
Wealth Planners, Inc.
Location 555 Broadhollow Rd #100, Melville, NY 11747, USA
Phone (631) 465-8855
Directions
civic_building-71
Pension Review Services
Location 500 Bi County Blvd #115, Farmingdale, NY 11735, USA
Phone (631) 465-0850
Directions
SEC File# 801-122193
CRD# 314154
Location ste CL-43, 445 Broadhollow Rd, Melville, NY 11747, USA
Phone (631) 424-5218
Directions
generic_business-71
Thomas Coelho - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 200 Broadhollow Rd # 302, Melville, NY 11747, USA
Phone (631) 424-2482
Directions
generic_business-71
Raymond James
Location 1111 Broadhollow Rd, Farmingdale, NY 11735, USA
Phone (631) 390-1266
Directions
generic_business-71
Open Vistas Financial Solutions
Location 575 Broadhollow Rd, Melville, NY 11747, USA
Phone (908) 400-4469
Directions
generic_business-71
The Barnett Group - UBS Financial Services Inc.
Location 58 S Service Rd Suite 310, Melville, NY 11747, USA
Phone (631) 454-3245
Directions
generic_business-71
Financial Connection, Inc.
Location 1111 Broadhollow Rd #359, Farmingdale, NY 11735, USA
Phone (516) 870-0600
Directions
generic_business-71
Procyon Partners, LLC
SEC File# 801-110493
CRD# 288239
Location 534 Broadhollow Rd #300, Melville, NY 11747, USA
Phone (844) 776-2966
Directions
generic_business-71
Northwestern Mutual Wealth Management - Marc Eisenshtat
5 out of 5
Location 500 Bi County Blvd #200e, Farmingdale, NY 11735, USA
Phone (516) 454-5256
Directions
Retirement Planning in Farmingdale, NY

About Farmingdale, NY for Those Planning to Retire

Farmingdale, NY is a bustling Long Island town with a rich history and plenty of landmarks. From the iconic Republic Airport to the charming Main Street, there is no shortage of sights to see. Top employers in the area include Farmingdale State College and Telephonics Corporation, providing ample job opportunities for residents. Major highways such as the Long Island Expressway and Southern State Parkway make commuting a breeze, while streets like Broadhollow Road and Conklin Street offer easy access to local businesses and neighborhoods. Speaking of neighborhoods, Farmingdale boasts a diverse range of communities, from the historic district to the modern developments of the south side. With so much to offer, it's no wonder that Farmingdale is a sought-after destination for both visitors and locals alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Farmingdale, NY would greatly benefit from the services provided by a bank. One of the most common ways a bank can assist the community is by offering low-interest loans to local businesses. Farmingdale is home to a variety of small businesses, including family-owned restaurants and boutiques. These businesses often struggle to secure funding from traditional lenders, making it difficult for them to grow and thrive. A bank that offers affordable loans could help these businesses expand, hire more employees, and contribute to the local economy. Additionally, a bank could provide financial education and resources to residents, helping them to better manage their money and plan for their future. With the high cost of living in Long Island, many families in Farmingdale could benefit from financial guidance and support. Overall, a bank could play a crucial role in helping to strengthen and sustain the vibrant community of Farmingdale, NY.

Insurance Broker

Residents of Farmingdale, NY can benefit from the services of an insurance broker in numerous ways. With the town's proximity to major highways and airports, residents may require specialized insurance coverage for their vehicles or homes. Additionally, the town's location on Long Island makes it susceptible to severe weather conditions, such as hurricanes and flooding, which can cause extensive damage to properties. An insurance broker can assist residents in obtaining the appropriate coverage to protect against these risks. Furthermore, Farmingdale is home to a diverse range of businesses, from small startups to large corporations. An insurance broker can help these businesses navigate the complex world of commercial insurance, including liability, property, and workers' compensation coverage. Overall, an insurance broker can provide invaluable assistance to the residents and businesses of Farmingdale, ensuring that they have the appropriate insurance coverage to protect their assets and livelihoods.

Wealth Management

Residents of Farmingdale, NY can benefit greatly from the services of a wealth manager. With its diverse population and thriving business community, Farmingdale presents a unique set of financial challenges and opportunities. A wealth manager can help residents navigate these challenges by providing personalized investment advice and creating a comprehensive financial plan tailored to their specific needs. Whether it's planning for retirement, managing debt, or investing in the stock market, a wealth manager can provide the expertise and guidance necessary to achieve financial success. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager can help residents of Farmingdale navigate the volatile financial landscape and make informed decisions about their investments. Overall, a wealth manager can provide invaluable assistance to residents of Farmingdale, helping them achieve their financial goals and secure their future.

Financial Advisor

Residents of Farmingdale, NY would greatly benefit from the expertise of a financial advisor. With its proximity to New York City, Farmingdale is a bustling community with a diverse population. A financial advisor could help residents navigate the complexities of investment options, retirement planning, and tax strategies. For example, the high cost of living in the New York metropolitan area may require residents to make difficult financial decisions. A financial advisor could provide guidance on how to allocate funds to meet both short-term and long-term financial goals, such as saving for a child's college education or planning for retirement. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor could help residents develop a plan to weather the financial storm and emerge stronger on the other side. Overall, a financial advisor would be an invaluable resource for the residents of Farmingdale, NY.

Mortgage Loan Officer

Residents of Farmingdale, NY would greatly benefit from the expertise of a mortgage loan officer. With a population of over 8,000 people, Farmingdale is a bustling community with a diverse set of housing needs. A mortgage loan officer can assist residents in securing financing for their dream home, whether it be a historic Victorian in the downtown area or a modern condo near the train station. Additionally, with Farmingdale's close proximity to major highways and transportation hubs, a mortgage loan officer can help residents navigate the complexities of purchasing a home in a desirable location. With their knowledge of the local real estate market and lending options, a mortgage loan officer can provide invaluable guidance to residents looking to make one of the biggest investments of their lives.

Tax Services

Residents of Farmingdale, NY can benefit from the services of a tax advisor in several ways. Firstly, living in a state with high taxes such as New York, residents may need guidance on how to minimize their tax liabilities. A tax advisor can help identify deductions and credits that can be claimed on tax returns, which can lower the amount of taxes owed. Secondly, Farmingdale is home to many small businesses, and a tax advisor can help these businesses navigate the complex tax regulations and ensure compliance with tax laws. Additionally, with the recent changes in tax laws, a tax advisor can help residents understand how these changes may affect their tax situation. For instance, the new cap on state and local tax deductions can have a significant impact on residents of Farmingdale, who pay some of the highest property taxes in the country. In conclusion, a tax advisor can provide valuable assistance to residents of Farmingdale, NY, helping them save money and avoid costly tax mistakes.

Estate Planning Lawyer

Residents of Farmingdale, NY could benefit from the services of an estate planning lawyer in a variety of ways. For example, an estate planning lawyer could help residents create a comprehensive estate plan that addresses their unique needs and circumstances. This could include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer could help residents navigate the complex laws and regulations that govern estate planning in New York State, such as the state's estate and gift tax laws. Furthermore, given Farmingdale's proximity to major metropolitan areas like New York City, an estate planning lawyer could also help residents plan for the potential complexities of owning property in multiple jurisdictions or dealing with assets subject to estate tax in other states. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Farmingdale as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs