Retirement Planning in Massapequa, NY

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List of Firms

Top Retirement Planners in Massapequa, NY

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Montalvo Tax
5 out of 5
Location 4722 Sunrise Hwy E, Massapequa Park, NY 11762, USA
Phone (516) 590-3540
Language http://www.montalvotax.com/
Directions
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Northeast Risk Management Group Inc
5 out of 5
Location 640 Fulton St # 7, Farmingdale, NY 11735, USA
Phone (516) 586-6227
Language http://www.nefinancialplanning.com/
Directions
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Investment Insight Wealth Management, LLC
SEC File# 801-68932
CRD# 130070
Location 36 West Dr, Massapequa, NY 11758, USA
Phone (516) 249-0060
Language http://www.myinvestmentinsight.com/
Directions
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Priority Pension Services
Location 370 N Iowa Ave, Massapequa, NY 11758, USA
Phone (516) 584-2750
Language http://www.ppsafi.com/
Directions
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ADC Financial Group
Location 200 Boundary Ave # 102, Massapequa, NY 11758, USA
Phone (516) 308-7514
Directions
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ClearVision Wealth Management
5 out of 5
Location 960 Bellmore Ave, North Bellmore, NY 11710, USA
Phone (516) 542-8900
Language http://www.nhapreferred.com/
Directions
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John Hartnagel - Prudential Financial
Location 898 N Broadway #2, Massapequa, NY 11758, USA
Phone (516) 717-1882
Language http://www.prudential.com/us/john.hartnagel
Directions
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Allstate Personal Financial Representative: Adam Paganetti
Location 847 N Broadway Ste 101, Massapequa, NY 11758, USA
Phone (516) 606-5624
Language https://agents.allstate.com/adam-paganetti-massapequa-ny.html?utm_source=GMB&utm_medium=Website
Directions
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Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 707 Broadway Ste 1, Massapequa, NY 11758, USA
Phone (516) 799-1206
Language https://www.ameripriseadvisors.com/michael.g.conway/?cid=IP_local_google
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J P Wealth Management Inc
Location 977 N Broadway, Massapequa, NY 11758, USA
Phone (516) 798-9000
Language http://www.jpwm.com/
Directions
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Goldman Sachs Personal Financial Management Long Island Metro
Location 24 Union Ave, Bethpage, NY 11714, USA
Phone (516) 579-2700
Language https://www.goldmanpfm.com/find-financial-advisor/long-island-ny
Directions
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Li Financial Group Limited
Location 4940 Merrick Rd, Massapequa Park, NY 11762, USA
Phone (877) 755-9950
Language http://www.lifinancialgroup.com/insurance-contact-us
Directions
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Arisspro Financial Planning
Location 1388 Field Ln, Seaford, NY 11783, USA
Phone (516) 221-6091
Directions
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Stepniewski Todd M
Location 5550 Merrick Rd # 200, Massapequa, NY 11758, USA
Phone (516) 797-7590
Directions
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Ameriprise Financial
SEC File# 801-111055
CRD# 158043
Location New York Ave, Massapequa, NY 11758, USA
Directions
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desjardin tax service
5 out of 5
Location 79 Alhambra Rd, Massapequa, NY 11758, USA
Phone (516) 799-4020
Language https://www.desjardintax.com/
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 500 Bi County Blvd #200e, Farmingdale, NY 11735, USA
Phone (516) 454-5257
Language https://www.northwesternmutual.com/financial-professional-locator?address=500%20Bi%20County%20Blvd,11735?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Geneva Capital Management
SEC File# 801-28444
CRD# 105432
5 out of 5
Location 68 S Service Rd Suite 100, Melville, NY 11747, USA
Phone (516) 404-0734
Language http://www.genevacm.com/
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Open 24 hours Sunday: Open 24 hours
Directions
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Open Vistas Financial Solutions
Location 575 Broadhollow Rd, Melville, NY 11747, USA
Phone (908) 400-4469
Language http://www.openvistasfinancial.com/
Directions
Retirement Planning in Massapequa, NY

About Massapequa, NY for Those Planning to Retire

Massapequa, NY is a vibrant and bustling community located in Nassau County, Long Island. This town is home to a plethora of landmarks, including the Massapequa Preserve, which features over 400 acres of nature trails and wildlife. Other notable landmarks include the Massapequa Park Village Hall and the Massapequa Train Station, which provides easy access to New York City. Top employers in Massapequa include the Massapequa School District, Northwell Health, and the Town of Oyster Bay. These organizations offer a wide range of job opportunities for residents, from teachers and healthcare professionals to administrative and public service positions. Major highways and streets in Massapequa include the Southern State Parkway, which runs east-west through the town, and Merrick Road, which is a major east-west thoroughfare. Other important roads include Sunrise Highway, Hicksville Road, and Broadway. Massapequa is comprised of several unique neighborhoods, each with its own distinct character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Massapequa, NY can benefit from banks in several ways. For instance, banks can provide financial assistance for those looking to purchase a home in the area, which is known for its high property values and desirable school district. Additionally, banks can offer loans for small businesses, which are prevalent in Massapequa's bustling downtown area. With its close proximity to the beach, residents may also need assistance with financing for recreational activities such as boat purchases or renovations. Furthermore, banks can provide financial education to help residents manage their money effectively and make informed decisions about investments and savings. Overall, banks play a vital role in the financial stability and growth of Massapequa's community.

Insurance Broker

Residents of Massapequa, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, it is important for residents to have adequate coverage for potential flood damage. An insurance broker can help residents navigate the complexities of flood insurance policies and ensure that they have the appropriate coverage for their specific needs. Additionally, with the high cost of living in the area, an insurance broker can assist residents in finding affordable health insurance options and help them understand the intricacies of different healthcare plans. Furthermore, with many residents owning businesses or working in industries that require liability insurance, an insurance broker can provide guidance on selecting the right policy to protect their assets and mitigate risks. Overall, an insurance broker can be an invaluable resource for Massapequa residents looking to protect themselves and their assets.

Wealth Management

Residents of Massapequa, NY can benefit greatly from the expertise of a wealth manager. With its close proximity to New York City, Massapequa is home to many affluent individuals who require specialized financial planning and investment services. A wealth manager can assist with everything from retirement planning to tax strategies, helping residents to maximize their wealth and achieve their financial goals. Additionally, with the high cost of living in the area, a wealth manager can provide guidance on budgeting and managing expenses. Furthermore, Massapequa is known for its strong sense of community, and a wealth manager can help residents to give back through charitable giving and philanthropic efforts. Overall, the services of a wealth manager can provide invaluable support to residents of Massapequa, NY in navigating the complexities of their financial lives.

Financial Advisor

Residents of Massapequa, NY could benefit from the services of a financial advisor in a multitude of ways. With a population of over 21,000 people, Massapequa is a bustling community that is home to a diverse range of individuals with varying financial needs. A financial advisor could assist residents with everything from creating a budget and managing debt to investing in the stock market and planning for retirement. Additionally, given the high cost of living in the area, many residents may be struggling to save for a down payment on a home or pay off student loans. A financial advisor could provide guidance on how to prioritize these expenses and create a plan to achieve financial stability. Furthermore, with the prevalence of small businesses in the area, a financial advisor could also help entrepreneurs with their financial planning needs, such as creating a business plan, securing funding, and managing cash flow.

Mortgage Loan Officer

Residents of Massapequa, NY, a bustling suburb located on the south shore of Long Island, often turn to mortgage loan officers for assistance in securing funding for their dream homes. These professionals offer a range of services, including helping clients navigate the complex mortgage application process, analyzing their financial situation to determine the best loan options, and providing guidance on how to improve their credit score. For Massapequa residents, in particular, mortgage loan officers can also offer insight into the unique housing market of the area, which is known for its high demand and competitive pricing. With their expertise and knowledge of the local real estate landscape, mortgage loan officers can provide invaluable support to those looking to make Massapequa their home.

Tax Services

Residents of Massapequa, NY could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help Massapequa residents navigate the complex tax laws that apply to their unique circumstances. This might include providing guidance on deductions and credits that are available to residents of the area, as well as helping them understand the implications of any changes to tax laws that might impact them. Additionally, a tax advisor could help Massapequa residents with tax planning, helping them to minimize their tax liabilities and maximize their savings. This could include strategies like setting up retirement accounts or investing in tax-advantaged funds. Overall, a tax advisor could be an invaluable resource for residents of Massapequa, helping them to navigate the complex world of taxes and ensure that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Massapequa, NY can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by helping them to create a comprehensive estate plan that takes into account their unique needs and circumstances. This includes drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can be a lengthy and expensive process. Given that Massapequa, NY is a densely populated area with a high median household income, residents may have more complex financial situations that require specialized estate planning strategies. An experienced estate planning lawyer can help navigate these complexities and ensure that their clients' wishes are carried out in the most efficient and effective way possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Massapequa, NY can be a comprehensive solution to ensure a financially sound and secure retirement. These services include analyzing the current financial situation of the client, identifying their retirement goals and objectives, and creating a personalized retirement plan that takes into account the unique needs of the client. The planner can provide advice on investment strategies, tax planning, and estate planning. One specific aspect of retirement planning in Massapequa, NY is the consideration of the high cost of living in the area. The planner can help clients navigate the complex financial landscape and develop a plan that accounts for the unique challenges of living in a high-cost area. With the help of a retirement planner, clients in Massapequa, NY can achieve their retirement goals and enjoy a financially secure future.

Massapequa, NY is undeniably the best place to get a retirement planner. The town boasts of a thriving community of financial advisors who are well-versed in the complexities of retirement planning. These advisors have a deep understanding of the unique needs and preferences of the town's residents, which makes them well-equipped to offer personalized solutions to their clients. What's more, Massapequa, NY is home to a diverse range of financial institutions, which means that residents have access to a wide variety of investment options. This makes it easier for retirees to create a customized retirement plan that aligns with their financial goals and aspirations. With its rich history and vibrant community, Massapequa, NY is the perfect place to find a retirement planner who can help you secure your financial future.