Retirement Planning in Rye, NY

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Top Retirement Planners in Rye, NY

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Siller & Cohen
SEC File# 801-69625
CRD# 145323
Location 800 Westchester Ave W # S504, Rye Brook, NY 10573, USA
Phone (914) 305-9050
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Eastern Planning Inc
Location 800 Westchester Ave W # N641, Rye Brook, NY 10573, USA
Phone (914) 552-2718
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Susan O'Rourke - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 411 Theodore Fremd Ave Ste 206, Rye, NY 10580, USA
Phone (914) 925-3464
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Prosperian
Location 800 Westchester Ave n409, Rye Brook, NY 10573, USA
Phone (914) 288-8966
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Flynn Financial Partners, Ltd.
5 out of 5
Location 56 Harrison St Suite 203, New Rochelle, NY 10801, USA
Phone (212) 490-4580
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First Lease Advisors
SEC File# 801-69625
CRD# 145323
Location 800 Westchester Ave, Rye Brook, NY 10573, USA
Phone (914) 696-0066
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Graef Financial Group
Location 800 Westchester Ave S 504, Rye Brook, NY 10573, USA
Phone (914) 305-9020
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Financial Spyglass
Location 411 Theodore Fremd Ave Suite 206, Rye, NY 10580, USA
Phone (914) 921-6800
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Nicholas Liapunov's
Location 800 Westchester Ave N-409, Rye Brook, NY 10573, USA
Phone (914) 288-8866
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Hightower Westchester
Location 440 Mamaroneck Ave Suite 506, Harrison, NY 10528, USA
Phone (914) 825-8630
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Rye Planning Department
Location 1051 Boston Post Rd, Rye, NY 10580, USA
Phone (914) 967-7167
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The Osborn Senior Living
4 out of 5
Location 101 Theall Rd, Rye, NY 10580, USA
Phone (914) 925-8000
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Paul Tramontozzi, CFP®
Location 2900 Westchester Ave Suite 308, Purchase, NY 10577, USA
Phone (914) 428-6440
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Cysner Financial Services
Location 105 Calvert St # 202, Harrison, NY 10528, USA
Phone (914) 670-0020
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Navis Wealth
SEC File# 801-119746
CRD# 311171
Location 800 Westchester Ave Suite C-700, Rye Brook, NY 10573, USA
Phone (914) 848-8300
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Gayle Lob Financial Strategies
Location 2900 Westchester Ave W # 308, Purchase, NY 10577, USA
Phone (914) 428-6440
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Retirement Planning in Rye, NY

About Rye, NY for Those Planning to Retire

Rye, NY is a quaint and picturesque town located in Westchester County, New York. This charming community is home to a variety of landmarks, including the historic Rye Playland amusement park, the Rye Nature Center, and the iconic Rye Town Park and Beach. The town is also known for its top employers, such as PepsiCo, Morgan Stanley, and IBM, which provide ample job opportunities for residents. Major highways and streets in the area include I-95, the Hutchinson River Parkway, and Boston Post Road, making it easy to travel to nearby cities like New York City and Stamford, Connecticut. Rye is comprised of several distinct neighborhoods, each with its own unique character and charm, such as the affluent Greenhaven neighborhood and the family-friendly Milton Point. Overall, Rye offers a perfect blend of small-town charm and big-city convenience, making it an ideal place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rye, NY can benefit from a bank in various ways. For starters, the bank can help residents with their financial needs, such as opening a savings or checking account, obtaining a loan, or applying for a credit card. Additionally, the bank can provide residents with investment opportunities to grow their wealth. Rye, NY is known for its affluent community, and a bank can offer specialized services to cater to the unique needs of its residents, such as wealth management and private banking. Furthermore, the bank can provide residents with access to online banking, mobile banking, and other digital services, making it easier for them to manage their finances on the go. With the help of a bank, residents of Rye, NY can have peace of mind knowing that their financial needs are being taken care of by a trusted institution.

Insurance Broker

Residents of Rye, NY could greatly benefit from the services of an insurance broker. With the town's proximity to the Long Island Sound, many residents may be in need of flood insurance, which can be a complex and confusing process to navigate on their own. Additionally, with the high cost of living in the area, an insurance broker could help residents find the best deals on home and auto insurance to ensure they are adequately protected without breaking the bank. Furthermore, with Rye being a popular destination for tourists, business owners in the area may require specialized insurance coverage for their establishments. An insurance broker can assist in finding policies that address the unique risks associated with running a business in a tourist town. Overall, the expertise and guidance of an insurance broker can provide peace of mind for Rye residents, allowing them to focus on enjoying all that their beautiful town has to offer.

Wealth Management

Residents of Rye, NY can benefit from the expertise of a wealth manager in several ways. One specific aspect that requires attention is the high cost of living in Rye, NY. With a median home value of $1.3 million, residents need to be strategic in their investments and financial planning to ensure long-term financial stability. A wealth manager can provide guidance on investment opportunities that align with the residents' financial goals and help them navigate the complexities of the market. Additionally, a wealth manager can assist with estate planning, tax management, and retirement planning, all of which are crucial for residents in Rye, NY, where the cost of living is high. By working with a wealth manager, residents can make informed financial decisions that will secure their financial future and provide peace of mind.

Financial Advisor

Residents of Rye, NY can greatly benefit from the expertise of a financial advisor in various ways. With the town's high cost of living and median household income of $160,000, a financial advisor can help residents manage their finances and investments to ensure long-term financial stability. Additionally, with Rye's proximity to New York City and its bustling job market, a financial advisor can provide guidance on retirement planning and maximizing employer benefits. Furthermore, with the town's strong emphasis on education and the high cost of college tuition, a financial advisor can assist in creating a comprehensive plan for funding higher education for children. Overall, a financial advisor can provide valuable insights and strategies to help residents of Rye, NY navigate the complexities of personal finance and achieve their financial goals.

Mortgage Loan Officer

Residents of Rye, NY could benefit greatly from the expertise of a mortgage loan officer. One specific way that they could be helped is by navigating the complex real estate market in the area. With its proximity to New York City and stunning waterfront properties, Rye is a highly desirable location for homebuyers. However, the high cost of living and competitive market can make it difficult for residents to secure a mortgage. A mortgage loan officer can help residents understand the various loan options available to them and guide them through the application process. Additionally, they can assist with negotiating terms and finding the best interest rates, ultimately helping residents achieve their dream of owning a home in this beautiful and sought-after community.

Tax Services

Residents of Rye, NY can benefit from the services of a tax advisor in numerous ways. Specifically, tax advisors can help Rye residents navigate the complexities of the New York State tax code, which includes unique provisions such as the Metropolitan Commuter Transportation Mobility Tax. Additionally, tax advisors can assist Rye residents in maximizing deductions related to local property taxes, which can be especially high in this affluent Westchester County community. Furthermore, tax advisors can provide guidance on strategies for minimizing tax liability related to investments, retirement accounts, and other financial assets that are common among Rye residents. Overall, the expertise of a tax advisor can help Rye residents make informed decisions that optimize their financial well-being and minimize their tax burden.

Estate Planning Lawyer

Residents of Rye, NY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families with a variety of tasks, from drafting wills and trusts to establishing guardianships and conservatorships. In Rye, NY, where the median home value is over $1 million, estate planning is especially important for those who want to ensure that their assets are distributed according to their wishes. An estate planning lawyer can help Rye residents create a comprehensive plan that takes into account their unique financial situation and family dynamics. They can also assist with tax planning, charitable giving, and other complex legal matters that may arise. With the help of an estate planning lawyer, residents of Rye, NY can have peace of mind knowing that their loved ones will be taken care of in the event of their passing.

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