Retirement Planning in Harrison, NY

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

generic_business-71
Anthony P Longobucco Associates
Location 550 Mamaroneck Ave Suite 402, Harrison, NY 10528, USA
Phone (914) 698-0172
Directions
generic_business-71
Caputo Michael A
SEC File# 801-114377
CRD# 299322
Location 1025 Westchester Ave # 318, West Harrison, NY 10604, USA
Phone (914) 729-1105
Directions
generic_business-71
Barbican Wealth Advisors
Location 1 New King St Suite 201, West Harrison, NY 10604, USA
Phone (914) 422-0595
Directions
SEC File# 801-120390
CRD# 312712
Location 83 Calvert St, Harrison, NY 10528, USA
Phone (914) 747-4717
Directions
generic_business-71
RWP Capital
Location 440 Mamaroneck Ave Suite 403, Harrison, NY 10528, USA
Phone (914) 220-6195
Directions
generic_business-71
Terence Gibbons - Financial Advisor, Ameriprise Financial Services, LLC
Location 440 Mamaroneck Ave Ste 401, Harrison, NY 10528, USA
Phone (203) 881-5504
Directions
generic_business-71
Gayle Lob Financial Strategies
Location 2900 Westchester Ave W # 308, Purchase, NY 10577, USA
Phone (914) 428-6440
Directions
generic_business-71
Hightower Westchester
Location 440 Mamaroneck Ave Suite 506, Harrison, NY 10528, USA
Phone (914) 825-8630
Directions
generic_business-71
Lawrence Bahr - Morgan Stanley
Location 2000 Westchester Ave #1nc, Purchase, NY 10577, USA
Phone (914) 225-4211
Directions
generic_business-71
Paul Tramontozzi, CFP®
Location 2900 Westchester Ave Suite 308, Purchase, NY 10577, USA
Phone (914) 428-6440
Directions
generic_business-71
Montreux Partners LP
Location 550 Mamaroneck Ave, Harrison, NY 10528, USA
Phone (914) 698-5757
Directions
generic_business-71
Shaffer Wealth Management
Location 600 Mamaroneck Ave # 4, Harrison, NY 10528, USA
Phone (914) 468-0862
Directions
generic_business-71
Pentegra Retirement Services
3 out of 5
Location 701 Westchester Ave #320e, White Plains, NY 10604, USA
Phone (800) 872-3473
Directions
Retirement Planning in Harrison, NY

About Harrison, NY for Those Planning to Retire

Nestled in the heart of Westchester County, Harrison, NY is a charming town that boasts a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. With its picturesque tree-lined streets, Harrison is home to several notable landmarks, including the historic Westchester Country Club, the stunning Harrison Avenue Bridge, and the beautiful Saxon Woods Park. In terms of employment, Harrison is a hub of activity, with some of the top employers including Mastercard, PepsiCo, and Atlas Air. Additionally, the town is conveniently located near major highways such as I-95 and the Hutchinson River Parkway, making it easy to travel to nearby cities like New York City and Stamford, CT. Harrison is comprised of several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Harrison, NY would benefit from a bank in several ways. One of the most common ways is through access to financial services such as loans, savings accounts, and credit cards. With the high cost of living in the area, many residents may need financial assistance to purchase a home or a car, or to start a business. Additionally, banks can provide financial education to residents, helping them to make informed decisions about their money. For example, Harrison has a large population of retirees who may need help managing their retirement savings. A bank can offer advice on investment options and provide retirement planning services. Overall, a bank in Harrison, NY can provide valuable financial resources to help residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Harrison, NY can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance industry and find the best insurance policies that meet their unique needs. This is especially important in Harrison, NY, which is known for its high cost of living and expensive real estate market. Secondly, an insurance broker can provide residents with personalized advice on how to minimize their insurance costs without compromising on coverage. This is particularly relevant in Harrison, NY, where residents may be looking for ways to save money on their insurance premiums while still protecting their assets. Lastly, an insurance broker can assist residents with filing insurance claims and negotiating with insurance companies to ensure that they receive fair compensation in the event of an accident or loss. This is crucial in Harrison, NY, where residents may be at risk of natural disasters such as hurricanes and floods, which can cause significant damage to their homes and property.

Wealth Management

Residents of Harrison, NY could benefit greatly from the services of a wealth manager. With its affluent community and high cost of living, Harrison presents unique financial challenges that require specialized expertise. A wealth manager can help residents navigate the complexities of estate planning, tax optimization, and investment management. Specifically, a wealth manager can assist with the intricacies of managing a portfolio of investments, including analyzing risk and return, diversifying assets, and monitoring performance. They can also provide guidance on retirement planning, including strategies for maximizing Social Security benefits and minimizing tax liabilities. Additionally, a wealth manager can help residents navigate the complexities of estate planning, including creating wills and trusts, minimizing estate taxes, and ensuring that assets are distributed according to their wishes. Overall, the services of a wealth manager can be invaluable for residents of Harrison, NY seeking to secure their financial future and protect their wealth.

Financial Advisor

Residents of Harrison, NY can benefit from the services of a financial advisor in various ways. Firstly, a financial advisor can assist in creating a personalized financial plan that takes into account the unique circumstances of the individual. This could include factors such as the high cost of living in Harrison, NY, which is significantly higher than the national average. Secondly, a financial advisor can provide guidance on investment strategies that can help residents achieve their long-term financial goals, such as saving for retirement or purchasing a home. Additionally, a financial advisor can offer advice on managing debt, which is especially relevant for Harrison, NY residents who may be struggling with high levels of student loan or mortgage debt. Finally, a financial advisor can provide ongoing support and education to help residents make informed financial decisions and stay on track towards achieving their financial goals.

Mortgage Loan Officer

Residents of Harrison, NY can benefit from the assistance of a mortgage loan officer in several ways. Firstly, they can help with the process of obtaining a mortgage, which can be a complicated and time-consuming task. Secondly, a mortgage loan officer can provide guidance on the different types of mortgages available and help residents choose the one that best suits their needs. Moreover, they can assist in the negotiation of mortgage terms and conditions, ensuring that residents get the best possible deal. Another way that a mortgage loan officer can help residents of Harrison, NY is by providing advice on the local real estate market. Harrison is a diverse community with a mix of suburban and urban areas, and a mortgage loan officer can provide insight into the local housing market, including trends in home prices, availability, and demand. This information can be invaluable to residents looking to buy or sell a home in the area.

Tax Services

Residents of Harrison, NY can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by receiving guidance on tax planning and preparation. Harrison, NY residents may have unique tax situations due to the high cost of living in the area. A tax advisor can help residents navigate complex tax laws and regulations, ensuring that they pay the correct amount of taxes and avoid penalties. Additionally, a tax advisor can provide advice on tax-saving strategies, such as maximizing deductions and credits, and minimizing tax liabilities. With the help of a tax advisor, Harrison, NY residents can stay on top of their taxes and make informed financial decisions.

Estate Planning Lawyer

Residents of Harrison, NY can benefit from the services of an estate planning lawyer in numerous ways. For instance, they can help individuals create a will, which is a legal document that outlines how their assets will be distributed upon their death. This is particularly important in Harrison, NY, where the median home value is $1.2 million, making it one of the most expensive places to live in the country. An estate planning lawyer can also assist with setting up trusts, which can protect assets from creditors, minimize taxes, and ensure that beneficiaries receive their inheritance in a timely manner. Additionally, they can help with establishing powers of attorney, which designate someone to make financial and medical decisions on behalf of an individual in the event they become incapacitated. With the help of an estate planning lawyer, residents of Harrison, NY can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs