Retirement Planning in Putnam County, NY

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Top Retirement Planners in Putnam County, NY

SEC File# 801-10970
CRD# 6413
Location 4 Bauerlein Ct, Mahopac, NY 10541, USA
Phone (914) 548-7583
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Ralph Adorno, CLU & Associates
Location 558 Peekskill Hollow Rd, Putnam Valley, NY 10579, USA
Phone (800) 258-7608
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 20 Milltown Rd #203, Brewster, NY 10509, USA
Phone (845) 278-1634
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The Birch Lange Group of Raymond James
Location 341 US-202, Somers, NY 10589, USA
Phone (914) 276-2475
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Group For Financial Planning
Location 60 June Rd, North Salem, NY 10560, USA
Phone (914) 276-0225
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Finesco Associates Inc.
5 out of 5
Location 38 Starr Ridge Rd, Brewster, NY 10509, USA
Phone (845) 278-8290
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Securities America Inc
Location 1227 Peekskill Hollow Rd, Carmel Hamlet, NY 10512, USA
Phone (914) 741-2500
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Securities America Inc
Location 1760 US-9 #5, Garrison, NY 10524, USA
Phone (845) 424-6200
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Raymond J Passero Financial Advisor
Location 960 US-6 Suite 170, Mahopac, NY 10541, USA
Phone (914) 837-8642
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Copper Beech Wealth Management Group of Raymond James
Location 341 US-202 Ste 1A, Somers, NY 10589, USA
Phone (914) 276-2475
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Integrated Financial Partners
Location 16 Mt Ebo Rd S, Brewster, NY 10509, USA
Phone (845) 289-0035
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Carminucci Wealth Management and Financial Services
Location 4 W Cross St, Croton Falls, NY 10519, USA
Phone (914) 617-8780
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Retirement Planning in Putnam County, NY

About Putnam County, NY for Those Planning to Retire

Putnam County, NY is a charming and picturesque area located in the Hudson Valley region of New York State. The county boasts a number of notable landmarks, including the historic Boscobel House and Gardens, the majestic Hudson Highlands State Park, and the scenic Fahnestock State Park. Additionally, Putnam County is home to a diverse range of top employers, including IBM, PepsiCo, and the Putnam County government. Major highways such as I-84 and the Taconic State Parkway provide easy access to the area, while bustling streets like Route 6 and Route 22 offer a variety of shopping and dining options. Putnam County is comprised of several unique neighborhoods, each with its own distinct character and charm. From the quaint and cozy village of Cold Spring to the bustling town of Carmel, there is truly something for everyone in this idyllic corner of New York State.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Putnam County, NY could benefit from a bank in a multitude of ways. For instance, the county is known for its abundance of outdoor recreational activities, such as hiking and fishing. A bank could help residents finance their equipment purchases or offer loans for vacation homes in the area. Additionally, Putnam County is home to a large number of small businesses, many of which could benefit from loans or lines of credit to help them grow and expand. The county also has a significant senior population, and a bank could offer specialized services and financial planning to help seniors manage their retirement savings and investments. Overall, a bank in Putnam County could provide valuable financial resources and support to residents of all ages and backgrounds.

Insurance Broker

Residents of Putnam County, NY can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. This is particularly important in Putnam County, which has a diverse population with varying insurance needs. Additionally, an insurance broker can help residents save money by comparing rates from different insurance providers and negotiating on their behalf. This is especially crucial in Putnam County, where the cost of living is higher than the national average and residents may be looking for ways to cut costs. Lastly, an insurance broker can provide peace of mind to residents by ensuring that they have adequate coverage in the event of an unexpected event, such as a natural disaster or medical emergency. This is particularly important in Putnam County, which is located in a region that is prone to severe weather events and has a high incidence of chronic health conditions.

Wealth Management

Residents of Putnam County, NY can benefit from the expertise of a wealth manager in various ways. For example, a wealth manager can help residents navigate the complex tax laws in Putnam County, which can be particularly challenging for those who are self-employed or own multiple properties. Additionally, a wealth manager can help residents plan for retirement, which is especially important given that Putnam County has a higher than average cost of living compared to other parts of New York state. Furthermore, a wealth manager can assist residents in creating a diversified investment portfolio that takes into account the unique economic and demographic factors of Putnam County, such as the county's growing population of retirees and the increasing demand for healthcare services. Overall, a wealth manager can provide valuable guidance and support to help residents of Putnam County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Putnam County, NY could benefit greatly from the services of a financial advisor. With its close proximity to New York City, many residents of Putnam County work in the financial industry and have complex financial portfolios. Additionally, Putnam County is known for its high cost of living, which can make it difficult for residents to save for retirement or invest in their future. A financial advisor can help residents navigate the complexities of the financial world, offering guidance on everything from retirement planning to investment strategies. They can also help residents create a budget and manage their debt, which is especially important given the high cost of living in the area. Overall, a financial advisor can provide invaluable support to residents of Putnam County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Putnam County, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the county is known for its high real estate prices, and thus, a mortgage loan officer can help residents secure the best possible rates and terms for their home loans. Additionally, Putnam County is located in the Hudson Valley region, where housing inventory is often limited, and therefore, a mortgage loan officer can assist residents in navigating the competitive market and finding suitable properties. Moreover, the county is home to several rural areas, and a mortgage loan officer can help residents access specialized loan programs, such as USDA loans, that are designed to support homebuyers in rural areas. Ultimately, a mortgage loan officer can provide valuable guidance and support to residents of Putnam County, NY, helping them achieve their homeownership goals and build long-term financial stability.

Tax Services

Residents of Putnam County, NY can benefit greatly from the expertise of a tax advisor. With the county being home to a large number of small businesses, a tax advisor can assist in navigating the complex tax laws and regulations, ensuring compliance and maximizing deductions. Additionally, with the county's high property taxes, a tax advisor can provide guidance on strategies for reducing tax liability. Furthermore, with the recent changes to the federal tax code, a tax advisor can help residents understand how these changes impact their personal finances and provide advice on how to adjust their tax planning accordingly. Overall, a tax advisor can provide valuable insights and guidance to residents of Putnam County, NY, helping them to make informed decisions and optimize their financial situation.

Estate Planning Lawyer

Residents of Putnam County, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Putnam County, NY, which has a high cost of living and a significant number of wealthy residents. Additionally, an estate planning lawyer can assist residents in minimizing their tax liabilities and protecting their assets from creditors. Furthermore, an estate planning lawyer can help residents establish trusts and other legal structures that can provide for their loved ones long after they are gone. Overall, the services of an estate planning lawyer can help residents of Putnam County, NY achieve peace of mind knowing that their affairs are in order and their loved ones are provided for.

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