Retirement Planning in Valhalla, NY

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Top Retirement Planners in Valhalla, NY

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Robert E Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
Directions
SEC File# 801-79162
CRD# 159404
Location 399 Knollwood Rd #113, White Plains, NY 10603, USA
Phone (914) 997-9229
Directions
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Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
Directions
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Northwestern Mutual - Jeffrey Zorn
Location 50 Main St, White Plains, NY 10606, USA
Phone (914) 367-0960
Directions
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Clarfeld Financial Advisors
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 846-0100
Directions
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Keystone Financial Advisors
1 out of 5
Location 50 Main St #1000, White Plains, NY 10606, USA
Phone (914) 682-2190
Directions
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Retirement Plan Consulting Group
Location 150 Motor Pkwy #207, Hauppauge, NY 11788, USA
Phone (631) 406-7373
Directions
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Joseph Silva - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Summit Lake Drive Ste 210, Valhalla, NY 10595, USA
Phone (914) 595-4333
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
Directions
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Fox Financial Services Inc
5 out of 5
Location 5 Waller Ave # 305, White Plains, NY 10601, USA
Phone (914) 761-1639
Directions
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Strategic Asset Services
Location 7 Skyline Dr #220, Hawthorne, NY 10532, USA
Phone (914) 266-1501
Directions
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Thoroughbred Advisors
SEC File# 801-41722
CRD# 265
Location 15 Fisher Ln, White Plains, NY 10603, USA
Phone (914) 428-4000
Directions
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Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
Directions
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Hart Vida & Partners
5 out of 5
Location 400 Columbus Ave, Valhalla, NY 10595, USA
Phone (914) 617-7620
Directions
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Westchester Benefit Group, Inc.
5 out of 5
Location 500 Summit Lake Drive # 120, Valhalla, NY 10595, USA
Phone (914) 747-5100
Directions
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Jeffrey Guzman CPA PC
Location 100 Summit Lake Drive, Valhalla, NY 10595, USA
Phone (914) 747-2106
Directions
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Boston Harbor Wealth Advisors
Location 127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510, USA
Phone (914) 902-5450
Directions
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David Lasco - Financial Advisor, Ameriprise Financial Services, LLC
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
Directions
Retirement Planning in Valhalla, NY

About Valhalla, NY for Those Planning to Retire

Valhalla, NY is a vibrant and bustling town located in Westchester County, New York. It is home to several landmarks that are worth a visit, such as the Kensico Dam Plaza, the Westchester Medical Center, and the Rockefeller State Park Preserve. The town is also known for its top employers, including the Westchester Medical Center Health Network, the New York Medical College, and the Kensico Cemetery. Major highways such as the Bronx River Parkway and the Taconic State Parkway run through Valhalla, providing easy access to nearby cities. The town is divided into several neighborhoods, each with its own unique charm and character. From the tree-lined streets of North Valhalla to the bustling downtown area, Valhalla has something for everyone. Overall, Valhalla is a town that is rich in history, culture, and opportunity, making it an ideal place to live, work, and visit.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Valhalla, NY is a bustling suburban town with a population of over 5,000 residents. As with any town, the need for financial services is paramount. A bank in Valhalla, NY would provide its residents with a plethora of services including savings accounts, checking accounts, loans, and mortgages. However, one specific way that residents of Valhalla, NY would be helped by a bank is through its ability to offer financial advice and education. Many residents in Valhalla, NY are hardworking individuals who may not have had the opportunity to learn about financial management. A bank in Valhalla, NY could help these individuals understand the importance of budgeting, saving, and investing. Additionally, the bank could provide resources and tools to help residents make informed financial decisions that could positively impact their future. In a town like Valhalla, NY where the cost of living is high, having access to financial education and resources could be a game-changer for many residents.

Insurance Broker

Residents of Valhalla, NY can benefit from an insurance broker in a multitude of ways. Firstly, an insurance broker can assist residents in navigating the complex and ever-changing insurance market, providing them with tailored coverage that meets their unique needs and budget. Additionally, an insurance broker can help residents save money by identifying potential discounts and bundling options. With its close proximity to Westchester Medical Center, Valhalla residents may also benefit from an insurance broker's expertise in health insurance, ensuring they have access to quality healthcare at an affordable price. Moreover, an insurance broker can provide peace of mind by ensuring that residents have adequate coverage for potential risks specific to the area, such as flood or hurricane damage. Overall, an insurance broker can be an invaluable resource for Valhalla residents, helping them protect their assets and plan for the future.

Wealth Management

Residents of Valhalla, NY can benefit from a wealth manager in several ways. Firstly, a wealth manager can help in creating a financial plan that aligns with the residents' goals and objectives. This is particularly important in Valhalla, NY, where the cost of living is relatively high compared to other areas in the state. A wealth manager can help residents navigate the complex financial landscape of Valhalla, NY and make informed decisions about their finances. Additionally, a wealth manager can assist residents in managing their investments, minimizing tax liabilities, and protecting their assets. With the help of a wealth manager, residents of Valhalla, NY can achieve financial security and peace of mind.

Financial Advisor

Residents of Valhalla, NY could benefit from the guidance of a financial advisor in numerous ways. For instance, a financial advisor can help them plan for retirement, create a budget, invest in the stock market, or manage their debts. In Valhalla, NY, where the cost of living is relatively high, a financial advisor can also assist residents in finding ways to save money on their daily expenses, such as groceries, transportation, or housing. Moreover, a financial advisor can provide advice on how to navigate the local tax laws, which can be complex and confusing for many people. With the help of a financial advisor, residents of Valhalla, NY can achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Valhalla, NY can benefit from the expertise of a mortgage loan officer in various ways. These experts can provide guidance on the best mortgage options available based on the unique needs and financial situations of the residents. They can also offer assistance in navigating the complex mortgage application process, including the gathering of all necessary documentation and paperwork. Specifically, given Valhalla's proximity to New York City, a mortgage loan officer can help residents secure financing for properties in the city or surrounding areas, which can be a daunting task due to the high cost of living and competitive real estate market. Additionally, they can help residents understand the intricacies of mortgage rates, terms, and conditions, ensuring that they make informed decisions that align with their long-term financial goals. Overall, a mortgage loan officer can provide invaluable support to residents of Valhalla, NY, making the home buying process smoother and more manageable.

Tax Services

Residents of Valhalla, NY can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. They can also help with tax preparation, ensuring that returns are filed accurately and on time. Additionally, a tax advisor can provide guidance on tax implications related to life changes, such as marriage, divorce, or the birth of a child. In Valhalla, where the median household income is higher than the national average, a tax advisor can be especially helpful in navigating complex tax laws and maximizing savings. Furthermore, with the recent changes to tax laws, a tax advisor can help residents understand how these changes impact their individual tax situation and make informed decisions accordingly.

Estate Planning Lawyer

Residents of Valhalla, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Valhalla residents is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets, both during their lifetime and after their death. This is particularly important in Valhalla, which has a high cost of living and a large number of wealthy residents. An estate planning lawyer can help these residents protect their assets and ensure that they are passed down to their loved ones in the most tax-efficient way possible. Additionally, an estate planning lawyer can assist with creating a power of attorney and healthcare proxy, which can be invaluable in the event of incapacitation or illness. Overall, an estate planning lawyer can provide invaluable assistance to Valhalla residents in planning for their future and protecting their assets.

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