Retirement Planning in Nassau County, NY

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List of Firms

Top Retirement Planners in Nassau County, NY

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Empire Financial Partners of NY
Location West Tower, 530 RXR Plaza 5th floor, Uniondale, NY 11556, USA
Phone (516) 507-5097
Directions
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Joseph Lisanti - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 265 Sunrise Hwy Ste 40, Rockville Centre, NY 11570, USA
Phone (516) 705-5062
Directions
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Quality Senior Services of America
Location 3280 Sunrise Hwy #375, Wantagh, NY 11793, USA
Phone (516) 679-1622
Directions
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Wellcare Financial Planning
5 out of 5
Location 230 Hilton Ave #204, Hempstead, NY 11550, USA
Phone (516) 505-7008
Directions
SEC File# 801-118206
CRD# 307127
4 out of 5
Location 181 S Franklin Ave #303, Valley Stream, NY 11581, USA
Phone (516) 240-6161
Directions
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Financial Planning Association
Location 140 Fell Ct Suite 107, Hauppauge, NY 11788, USA
Phone (516) 542-2004
Directions
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ClergyPlanning & Dresner Financial Planning
Location 1831 Grant Ave, East Meadow, NY 11554, USA
Phone (888) 200-9670
Directions
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Esquire Financial Planning Group
Location 320 Nassau Blvd, Garden City, NY 11530, USA
Phone (516) 485-3500
Directions
SEC File# 801-113324
CRD# 149843
Location 1979 Marcus Ave, North New Hyde Park, NY 11042, USA
Phone (631) 234-0871
Directions
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Perkins-London Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 90 Merrick Ave Ste 105, East Meadow, NY 11554, USA
Phone (516) 861-3521
Directions
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CJW Financial Associates
Location 626 RXR Plaza #646, Uniondale, NY 11553, USA
Phone (516) 522-2647
Directions
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National Financial Network, Inc
Location 990 Stewart Ave Suite 200, Garden City, NY 11530, USA
Phone (516) 745-5600
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Pivotal Financial Services, Inc
Location 445 Broadhollow Rd #25, Melville, NY 11725, USA
Phone (631) 486-8128
Directions
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Calvin Kong - Financial Advisor, Ameriprise Financial Services, LLC
Location 1001 Franklin Ave Ste 302, Garden City, NY 11530, USA
Phone (516) 479-5823
Directions
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MLA Financial Services
Location 2273 Lincoln St, North Bellmore, NY 11710, USA
Phone (516) 345-6100
Directions
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New York Retirement Planning
Location 720 E Jericho Turnpike suite 1, Huntington Station, NY 11746, USA
Phone (631) 236-9844
Directions
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Wall & William Financial Services
Location 21 Morris Ave, Rockville Centre, NY 11570, USA
Phone (516) 256-5000
Directions
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Rnr Securities LLC
Location 1802 Hempstead Bethpage Turnpike, East Meadow, NY 11554, USA
Phone (866) 843-7123
Directions
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Rogg & Kejriwal LLP
5 out of 5
Location 208 Stonehinge Ln, Carle Place, NY 11514, USA
Phone (516) 338-6884
Directions
Retirement Planning in Nassau County, NY

About Nassau County, NY for Those Planning to Retire

Nassau County, located on Long Island, New York, is a bustling area filled with an array of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Jones Beach State Park to the historic Old Westbury Gardens, Nassau County boasts a plethora of must-see destinations. The county is home to a variety of top employers, including Northwell Health, Nassau University Medical Center, and Hofstra University, providing ample job opportunities for residents. Major highways such as the Long Island Expressway and Northern State Parkway connect Nassau County to neighboring areas, while bustling streets like Hempstead Turnpike and Franklin Avenue provide easy access to local businesses and restaurants. Nassau County is comprised of a variety of neighborhoods, from the upscale areas of Garden City and Manhasset to the diverse communities of Hempstead and Freeport.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Nassau County, NY can benefit from a bank in several ways. Firstly, banks offer various financial services, such as savings and checking accounts, loans, and credit cards. These services can help Nassau County residents manage their finances more effectively, track their spending, and save money for future expenses. Secondly, banks in Nassau County can help residents invest their money in stocks, bonds, and other financial instruments. This can help residents grow their wealth and achieve their long-term financial goals. Additionally, banks can provide financial education and advice to residents, helping them make informed decisions about their money. Given that Nassau County is one of the wealthiest counties in the United States, with a high cost of living, having access to these financial services can be particularly valuable for residents.

Insurance Broker

Residents of Nassau County, NY can benefit greatly from the services of an insurance broker. With its dense population and high cost of living, Nassau County presents unique challenges for its residents when it comes to finding affordable insurance options. An experienced insurance broker can help navigate the complex world of insurance policies, ensuring that residents have the coverage they need at a price they can afford. From health insurance to homeowners insurance, an insurance broker can provide expert advice and guidance tailored to the specific needs of Nassau County residents. With so many options and variables to consider, having a knowledgeable insurance broker on your side can make all the difference in securing the best possible coverage for you and your family.

Wealth Management

Residents of Nassau County, NY can benefit from the expertise of a wealth manager in a multitude of ways. One specific example is the high cost of living in the area. A wealth manager can assist with creating a personalized financial plan that takes into account the unique expenses of living in Nassau County, such as property taxes and housing costs. Additionally, with the county's proximity to New York City, many residents may have high-pressure jobs and limited time to manage their finances. A wealth manager can provide a comprehensive approach to managing investments, retirement planning, and tax strategies, allowing residents to focus on their careers and families. Furthermore, with the recent changes to tax laws, a wealth manager can help navigate the complexities of filing taxes in Nassau County and ensure that residents are taking advantage of all available deductions. Overall, a wealth manager can provide invaluable support to residents of Nassau County, NY in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Nassau County, NY can benefit from the guidance of a financial advisor in several ways. With its affluent communities and high cost of living, Nassau County presents unique financial challenges that require tailored solutions. A financial advisor can help individuals navigate the complex tax laws and regulations specific to the county, ensuring they are maximizing their deductions and minimizing their liabilities. Additionally, they can provide guidance on investment strategies that take into account the county's high property values and fluctuating real estate market. A financial advisor can also assist with retirement planning, helping residents develop a comprehensive plan that accounts for the county's high cost of living and potential healthcare expenses. Overall, a financial advisor can provide invaluable assistance to Nassau County residents looking to secure their financial future amidst the county's unique economic landscape.

Mortgage Loan Officer

Residents of Nassau County, NY could greatly benefit from the expertise of a mortgage loan officer. With its prime location on Long Island and close proximity to New York City, Nassau County is a highly sought-after area for homebuyers. However, the high cost of living and competitive real estate market can make it difficult for residents to navigate the home buying process alone. A mortgage loan officer can help residents secure the best possible mortgage rates and guide them through the complex application process. Additionally, with the recent surge in remote work due to the COVID-19 pandemic, many residents are looking to purchase homes with home offices or additional living space. A mortgage loan officer can help residents find the right loan products to finance these unique properties. Overall, a mortgage loan officer can provide invaluable support and guidance to Nassau County residents looking to achieve their dream of homeownership in this vibrant and dynamic community.

Tax Services

Residents of Nassau County, NY can benefit from the assistance of a tax advisor in a multitude of ways. One specific area where residents may require guidance is in navigating the county's property tax system. With property taxes in Nassau County being notoriously high, a tax advisor can help homeowners understand the various exemptions and deductions available to them, as well as assist in appealing their property tax assessments. Additionally, a tax advisor can provide guidance on how to maximize deductions on state and federal income tax returns, as well as provide advice on tax planning strategies for investments and retirement accounts. With the ever-changing tax laws and regulations, a tax advisor can provide residents of Nassau County with the knowledge and expertise needed to make informed financial decisions and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Nassau County, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Nassau County, NY to create a comprehensive estate plan that takes into account their unique circumstances and goals. This is particularly important in Nassau County, NY, where property values are high and the cost of living is relatively expensive. Secondly, an estate planning lawyer can help residents of Nassau County, NY to minimize their tax liabilities and avoid probate. This is important because Nassau County, NY has some of the highest property taxes in the country, and probate can be a lengthy and expensive process. Finally, an estate planning lawyer can help residents of Nassau County, NY to protect their assets and ensure that their wishes are carried out after their death. This is important in Nassau County, NY, where there is a high incidence of elder abuse and financial exploitation.

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