Retirement Planning in Glens Falls, NY

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List of Firms

Top Retirement Planners in Glens Falls, NY

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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 959 US-9, Queensbury, NY 12804, USA
Language http://www.edwardjones.com/
Directions
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Randall DeVaney - UBS Financial Services Inc.
Location One Broad Street Plaza 2nd Floor, Glens Falls, NY 12801, USA
Phone (518) 743-2063
Language https://advisors.ubs.com/randall.devaney/?utm_source=Yext&utm_medium=GMB&utm_campaign=162133&y_source=1_MTg4ODcxODItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Steve Wright, CFP - UBS Financial Services Inc.
Location One Broad Street Plaza 2nd Floor, Glens Falls, NY 12801, USA
Phone (518) 745-5500
Language https://advisors.ubs.com/stephen.wright/?utm_source=Yext&utm_medium=GMB&utm_campaign=163594&y_source=1_MTg4ODczNDItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Christopher Zito, CFP, CRPC - UBS Financial Services Inc.
Location One Broad Street Plaza 2nd Floor, Glens Falls, NY 12801, USA
Phone (518) 743-2047
Language https://advisors.ubs.com/christopher.zito/?utm_source=Yext&utm_medium=GMB&utm_campaign=159062&y_source=1_MTg4ODY4NDktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Adirondack Retirement Spec
SEC File# 801-74527
CRD# 132345
Location 351 Bay Rd, Queensbury, NY 12804, USA
Phone (518) 761-6184
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 55 Bay St, Glens Falls, NY 12801, USA
Phone (518) 761-1215
Language https://www.edwardjones.com/us-en
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 136 Glen St, Glens Falls, NY 12801, USA
Phone (518) 792-0085
Language https://www.edwardjones.com/us-en
Directions
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Parent Frances J
Location 119 Dix Ave, Glens Falls, NY 12801, USA
Phone (518) 743-9586
Directions
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The Table Rock Group - Morgan Stanley
Location 20 Maple Street, Glens Falls, NY 12801, USA
Phone (607) 432-5000
Language https://advisor.morganstanley.com/the-table-rock-group?y_source=1_MTA4Mjg3NDUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Robert H Bell - Morgan Stanley
Location 20 Maple Street, Glens Falls, NY 12801, USA
Phone (518) 742-2070
Language https://advisor.morganstanley.com/robert.h2.bell?y_source=1_MTA4MjE2NzUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Northwestern Mutual Financial
Location 1048 US-9, Queensbury, NY 12804, USA
Phone (518) 480-3119
Language https://www.northwesternmutual.com/
Directions
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Chris Skinner
Location 771 Upper Glen St, Queensbury, NY 12804, USA
Phone (518) 793-7714
Language https://fa.citizensbank.com/ny/queensbury/chris-skinner-j034304
Directions
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Northwestern Mutual Life-Whitman
Location 458 Glen St #1, Glens Falls, NY 12801, USA
Phone (518) 798-2364
Language http://www.dave-whitman.com/client_center.cfm
Directions
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Glenn Pearsall - UBS Financial Services Inc.
Location One Broad Street Plaza 2nd Floor, Glens Falls, NY 12801, USA
Phone (518) 743-2042
Language https://advisors.ubs.com/glenn.pearsall/?utm_source=Yext&utm_medium=GMB&utm_campaign=159667&y_source=1_MjI3MDU5MTYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
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Edward Costello - Morgan Stanley
Location 86 Glen St 3rd Fl, Glens Falls, NY 12801, USA
Phone (518) 742-2071
Language https://advisor.morganstanley.com/edward.costello?y_source=1_MTA4MjYwMTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Trustco Bank
3 out of 5
Location 100 Glen St, Glens Falls, NY 12801, USA
Phone (518) 798-8131
Language https://www.trustcobank.com/
Directions
Retirement Planning in Glens Falls, NY

About Glens Falls, NY for Those Planning to Retire

Nestled in the heart of the Adirondack Mountains, Glens Falls, NY is a charming city that boasts a rich history and vibrant culture. From its iconic landmarks to its bustling streets, there's no shortage of things to see and do in this bustling metropolis. One of the city's most notable landmarks is the Glens Falls Civic Center, a state-of-the-art sports and entertainment venue that hosts a variety of events throughout the year. Other notable attractions include the Hyde Collection Art Museum and Historic House, the Chapman Historical Museum, and the Adirondack Theatre Festival. When it comes to top employers, Glens Falls is home to a diverse range of businesses, including healthcare providers, manufacturing companies, and financial institutions. Some of the city's largest employers include Glens Falls Hospital, AngioDynamics, and Arrow Financial Corporation. Major highways and streets in the area include Interstate 87, Route 9, and Route 32.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Glens Falls, NY would greatly benefit from a bank in several ways. Firstly, a bank would provide access to financial services such as checking and savings accounts, loans, and credit cards. This would enable residents to manage their finances more efficiently and securely. Additionally, the bank could offer investment options to help residents grow their wealth. Furthermore, Glens Falls is a popular tourist destination known for its rich history and beautiful scenery. A bank could offer services such as currency exchange and traveler's checks to assist tourists visiting the area. Lastly, Glens Falls is home to several small businesses and a bank could provide them with business loans and other financial services to help them grow and succeed. Overall, a bank would be a valuable asset to the residents of Glens Falls, NY, providing them with the financial resources they need to thrive.

Insurance Broker

Residents of Glens Falls, NY would greatly benefit from the services of an insurance broker. With the city's proximity to the Adirondack Mountains and the Hudson River, residents face unique risks and challenges that require specialized insurance coverage. For instance, homes in Glens Falls are susceptible to flooding due to the city's location in a floodplain. An insurance broker can help residents secure flood insurance policies to protect their homes and belongings from potential damage. Additionally, the city experiences harsh winters, which can result in accidents on the roads. An insurance broker can assist residents in finding the right auto insurance coverage to protect themselves and their vehicles from accidents and damage caused by winter weather conditions. With the help of an insurance broker, residents of Glens Falls can rest assured that they have the right insurance coverage in place to protect themselves and their families from unexpected events.

Wealth Management

Residents of Glens Falls, NY could benefit from the services of a wealth manager in a variety of ways. One specific example is the potential assistance with navigating the local real estate market. With Glens Falls being a small city in upstate New York, the housing market may not be as straightforward as larger metropolitan areas. A wealth manager could provide valuable insight into the local market trends and help clients make informed decisions when buying or selling property. Additionally, they could provide guidance on investment opportunities in the area, such as the growing tourism industry or the expanding healthcare sector. A wealth manager could also assist with retirement planning, tax strategies, and estate planning, all of which are important considerations for residents of Glens Falls looking to secure their financial futures. Overall, a wealth manager could provide invaluable expertise and support to help residents of Glens Falls achieve their financial goals.

Financial Advisor

Residents of Glens Falls, NY could greatly benefit from the guidance and expertise of a financial advisor. With its thriving tourism industry, booming healthcare sector, and diverse population, Glens Falls presents unique financial challenges that require a tailored approach. A financial advisor can help residents navigate the complexities of retirement planning, investment management, and estate planning, while also providing valuable insights into the local economy and job market. Additionally, with the city's proximity to the Adirondack Mountains and Lake George, a financial advisor can assist residents in creating a long-term financial plan that accounts for the seasonal fluctuations in the local economy and the potential impact of natural disasters. Overall, a financial advisor can help residents of Glens Falls achieve their financial goals and secure their financial future in a rapidly changing and dynamic environment.

Mortgage Loan Officer

Residents of Glens Falls, NY can benefit greatly from the services of a mortgage loan officer. The city's population has been growing steadily over the years, and with that comes a higher demand for housing. A mortgage loan officer can assist residents in securing a loan to purchase a home or refinance an existing mortgage. Additionally, Glens Falls is home to a number of historic properties that may require special financing options, and a mortgage loan officer can help navigate those complexities. The city is also located in an area prone to severe weather, such as heavy snowfall and flooding, which can cause damage to homes. A mortgage loan officer can help residents obtain loans for repairs or renovations to their homes to ensure they are safe and livable. Overall, a mortgage loan officer can provide invaluable assistance to residents of Glens Falls, NY in achieving their homeownership goals and maintaining their properties.

Tax Services

Residents of Glens Falls, NY could greatly benefit from the expertise of a tax advisor in several ways. With the city's proximity to the Adirondack Mountains and Lake George, many residents may own vacation homes or rental properties that require specialized tax knowledge. Additionally, Glens Falls has a thriving small business community, and a tax advisor could provide valuable guidance on tax planning and compliance for these businesses. The city also has a significant number of retirees, who may have unique tax considerations such as Social Security benefits and required minimum distributions. A tax advisor could help these individuals maximize their retirement income while minimizing their tax burden. Furthermore, with the recent changes to the tax code, a tax advisor could help residents navigate the complexities of the new laws and ensure that they are taking advantage of all available deductions and credits. Overall, a tax advisor could provide valuable assistance to residents of Glens Falls, NY in a variety of ways.

Estate Planning Lawyer

Residents of Glens Falls, NY could benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can assist in creating a will that outlines how assets should be distributed after death. This is especially important in Glens Falls, NY, where there is a significant aging population, and many retirees have accumulated substantial wealth over the years. Additionally, an estate planning lawyer can help residents minimize their tax liabilities by creating trusts or other legal structures that protect assets and reduce estate taxes. Furthermore, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney or healthcare directives that ensure their wishes are respected if they become unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Glens Falls, NY as they navigate the complexities of estate planning and ensure their assets are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services provided by a retirement planner in Glens Falls, NY are designed to help individuals plan for their future and enjoy their golden years. These services include a comprehensive analysis of an individual's financial situation, retirement goals, and risk tolerance. The planner will also help clients create a retirement budget, develop a retirement income plan, and identify potential sources of income. In addition, the planner will assist clients in creating a tax-efficient retirement plan, including strategies for minimizing taxes on retirement income. One unique aspect of retirement planning in Glens Falls, NY is the abundance of natural beauty and recreational activities available in the area. This can provide retirees with an opportunity to stay active and engaged in their community, which can improve their overall quality of life in retirement.

Glens Falls, NY is the ultimate destination for retirees seeking the services of a financial planner. The city's rich history and cultural diversity make it an ideal location for individuals looking to secure their financial future. With a population of over 14,000, Glens Falls boasts a thriving economy, a robust healthcare system, and a wide range of recreational activities. The city's financial planners are well-versed in the intricacies of retirement planning, and they possess the skills and expertise necessary to help clients navigate the complexities of the financial world. Additionally, Glens Falls is home to a number of financial institutions, including banks, credit unions, and investment firms, which offer a wide range of financial products and services tailored to the needs of retirees. Whether you're looking to invest in stocks, bonds, or mutual funds, or simply seeking advice on how to manage your retirement savings, Glens Falls has everything you need to ensure a comfortable and secure retirement.