Retirement Planning in Uniondale, NY

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Top Retirement Planners in Uniondale, NY

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Empire Wealth Strategies
Location 333 Earle Ovington Blvd Suite 402, Uniondale, NY 11553, USA
Phone (516) 228-1000
Directions
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Metzger Financial
Location 50 Charles Lindbergh Blvd, Uniondale, NY 11553, USA
Phone (919) 803-3069
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Empire Wealth Strategies
Location 333 Earle Ovington Blvd Suite 402, Uniondale, NY 11553, USA
Phone (516) 394-2537
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Clutch Capital Mng
SEC File# 801-111055
CRD# 158043
Location RXR Plaza, Uniondale, NY 11553, USA
Directions
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Wright James
Location 333 Earle Ovington Blvd # 1010, Uniondale, NY 11553, USA
Phone (516) 228-0100
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Granata & Associates
Location 333 Earle Ovington Blvd #402, Uniondale, NY 11553, USA
Phone (516) 394-2520
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Q6 Advisors, Inc.
5 out of 5
Location 333 Earle Ovington Blvd #402, Uniondale, NY 11553, USA
Phone (516) 394-2506
Directions
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ARB Consulting Services
Location 550 Uniondale Ave, Uniondale, NY 11553, USA
Phone (516) 216-7710
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Fallon Matthew
Location 333 Earle Ovington Blvd # 1010, Uniondale, NY 11553, USA
Phone (516) 228-0100
Directions
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Kugman Partners
SEC File# 801-77304
CRD# 164395
Location 626 RXR Plaza, Uniondale, NY 11556, USA
Phone (212) 949-6663
Directions
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Nexus Financial Strategies
Location 530 RXR Plaza, Uniondale, NY 11553, USA
Phone (347) 696-0801
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SEC File# 801-119967
CRD# 283070
5 out of 5
Location 405 RXR Plaza, Uniondale, NY 11556, USA
Phone (516) 874-5030
Directions
SEC File# 801-114445
CRD# 285510
Location 626 RXR Plaza 6th Floor, Uniondale, NY 11553, USA
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
Directions
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Robert Armieri - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 333 Earle Ovington Blvd Suite 903, Uniondale, NY 11553, USA
Phone (516) 479-5824
Directions
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Old Castle Financial Advisors
Location 333 Earle Ovington Blvd, Uniondale, NY 11553, USA
Phone (866) 237-9420
Directions
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Blue Ocean Wealth Solutions
Location 50 Charles Lindbergh Blvd #600, Uniondale, NY 11553, USA
Phone (516) 686-7197
Directions
Retirement Planning in Uniondale, NY

About Uniondale, NY for Those Planning to Retire

Uniondale, NY is a bustling community located in Nassau County with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The iconic Nassau Coliseum, a multi-purpose indoor arena, is a major landmark in the area and has been the home to numerous concerts, sporting events, and shows. The top employers in Uniondale include RXR Realty, Winthrop-University Hospital, and Long Island Marriott. Major highways such as the Meadowbrook State Parkway and the Southern State Parkway run through the area, providing easy access to neighboring towns and cities. The neighborhood is divided into several sections, including the Uniondale Estates, the Uniondale Gardens, and the Uniondale Terrace. Each neighborhood has its own unique character and charm, making Uniondale an exciting and diverse place to live.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Uniondale, NY could benefit from a bank in a multitude of ways. One of the most common ways is through financial education and guidance. With a median household income of $89,000, residents of Uniondale may have more complex financial situations that require expert advice. A bank could offer seminars and workshops on topics such as budgeting, saving for retirement, and building credit. Additionally, a bank could provide access to financial products and services that are tailored to the needs of the community, such as low-interest loans for small businesses or first-time homebuyers. With a population that is 75% Black or African American, a bank could also prioritize diversity and inclusion in their hiring practices and community outreach efforts to better serve this demographic. Overall, a bank could play a crucial role in empowering and supporting the residents of Uniondale, NY.

Insurance Broker

As a resident of Uniondale, NY, there are a myriad of ways that an insurance broker could be of assistance. For example, given the high population density of the area and the prevalence of car ownership, an insurance broker could help residents navigate the complex world of auto insurance, ensuring that they have the coverage they need in case of an accident. Additionally, given the proximity of Uniondale to New York City, residents may be at increased risk for certain types of crime, making it important to have comprehensive home insurance coverage. An insurance broker could help residents understand the different types of policies available and select the one that best fits their needs. Finally, Uniondale is a diverse community with a range of income levels, making it important for an insurance broker to be able to work with clients from all walks of life and provide them with tailored insurance solutions that fit their unique circumstances.

Wealth Management

Residents of Uniondale, NY could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a wealth manager's help, residents can create a comprehensive plan that takes into account their current financial situation, future goals, and any unique circumstances they may have. This is particularly important in Uniondale, where the cost of living is higher than the national average. A wealth manager can help residents navigate the complexities of retirement planning, including tax implications, investment strategies, and risk management. Additionally, a wealth manager can provide guidance on estate planning, helping residents ensure that their assets are distributed according to their wishes and minimizing the impact of taxes and other fees. Overall, a wealth manager can provide invaluable support to Uniondale residents as they work towards their financial goals and plan for a secure future.

Financial Advisor

Residents of Uniondale, NY can benefit from the guidance and expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. With the high cost of living in Uniondale, including housing, transportation, and healthcare, a financial advisor can help residents make informed decisions about budgeting, saving, and investing to ensure that they can meet their financial obligations and achieve their long-term objectives. Additionally, a financial advisor can provide education and resources on topics such as retirement planning, tax strategies, and estate planning, which can be particularly important for Uniondale residents who may be facing complex financial situations due to their age, income, or family circumstances. Ultimately, a financial advisor can help residents of Uniondale navigate the often-confusing world of personal finance and make smart choices that will improve their financial well-being over time.

Mortgage Loan Officer

Residents of Uniondale, NY would greatly benefit from the services provided by a mortgage loan officer. With a population of over 24,000 people, Uniondale is a diverse community that is home to many first-time homebuyers, young families, and retirees. A mortgage loan officer can provide assistance to these residents by helping them navigate the complex process of obtaining a mortgage loan. This includes providing guidance on the different types of loans available, explaining the various terms and conditions, and helping residents find the right loan that fits their unique financial situation. Additionally, a mortgage loan officer can help residents understand the local real estate market and provide advice on how to make the most informed decisions when purchasing a home in Uniondale. With the help of a mortgage loan officer, residents of Uniondale can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Uniondale, NY can benefit from the expertise of a tax advisor in a multitude of ways. With the high cost of living in Uniondale, it is crucial to have a tax advisor who can provide guidance on how to maximize tax deductions and credits. For instance, a tax advisor can help residents claim deductions for property taxes, mortgage interest, and charitable contributions. Additionally, Uniondale is home to a diverse population, and a tax advisor can assist non-native English speakers in navigating the complex tax system. Moreover, with the recent changes in tax laws, a tax advisor can help Uniondale residents stay informed and make informed decisions about their finances. With the expertise of a tax advisor, residents of Uniondale can ensure that they are taking advantage of all available tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Uniondale, NY can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help residents draft a will, which is a legal document that specifies how their assets will be distributed after their death. This is particularly important in Uniondale, NY, where the cost of living is relatively high, and residents may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents set up trusts, which can protect their assets from creditors and ensure that their beneficiaries receive their inheritance in a tax-efficient manner. Furthermore, an estate planning lawyer can assist residents in creating a power of attorney, which is a legal document that grants someone else the authority to make decisions on their behalf in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable assistance to residents of Uniondale, NY, by helping them plan for the future and protect their assets.

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