Best Financial Advisors in Briarcliff Manor, NY

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Briarcliff Manor, NY Fiduciary Financial Advisors

Ann Herrero - Financial Advisor, Ameriprise Financial Services, LLC
Location 427 Bedford Rd Ste 110, Pleasantville, NY 10570, USA
Phone (914) 769-2800
Language https://www.ameripriseadvisors.com/Ann.Herrero/?cid=IP_local_google
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Financial Advisors in Briarcliff Manor, NY

Where Certified Financial Advisors in Briarcliff Manor, NY Serve

Nestled in the heart of Westchester County, Briarcliff Manor, NY is a picturesque village that boasts a rich history and a vibrant community. From its stunning architecture to its lush greenery, this town is a true gem of the Hudson Valley. One of the most iconic landmarks in Briarcliff Manor is the Sleepy Hollow Country Club, which has been a favorite destination for golfers and socialites since the early 20th century. Another must-see attraction is the Briarcliff Manor Public Library, which houses an impressive collection of books and serves as a hub for community events and activities. In terms of top employers, Briarcliff Manor is home to a diverse range of businesses, including pharmaceutical giant Acorda Therapeutics, healthcare provider Phelps Hospital, and the prestigious Briarcliff Manor School District. These companies offer a wide range of job opportunities for residents and contribute significantly to the local economy.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Briarcliff Manor, NY could benefit from the services of a financial advisor in a number of ways. For example, a financial advisor could help them create a budget that takes into account the high cost of living in the area, including the high property taxes and housing costs. Additionally, a financial advisor could help residents plan for retirement, which is especially important given the high cost of living in the area. They could also help residents navigate the complex world of investing, including identifying opportunities for growth and minimizing risk. Overall, a financial advisor could be an invaluable resource for residents of Briarcliff Manor, NY looking to achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Briarcliff Manor, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding affordable and comprehensive health insurance plans that meet the specific needs of Briarcliff Manor residents. Briarcliff Manor is a small village with a population of just over 7,000 people, so it can be challenging for individuals to navigate the complex world of insurance on their own. An insurance broker can provide personalized guidance and support to help residents make informed decisions about their health insurance coverage. Additionally, an insurance broker can help Briarcliff Manor residents find the best home insurance policies to protect their homes and belongings from natural disasters, theft, and other unforeseen events. With the help of an insurance broker, residents of Briarcliff Manor can have peace of mind knowing that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Briarcliff Manor, NY can benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, Briarcliff Manor residents may face unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate these challenges by providing personalized advice and guidance on retirement savings, investment strategies, and estate planning. Additionally, a retirement planner can help Briarcliff Manor residents understand their Social Security benefits and how to maximize them. With the help of a retirement planner, residents of Briarcliff Manor can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Briarcliff Manor, NY can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by creating a personalized investment strategy that aligns with their financial goals. With the high cost of living in Briarcliff Manor, including the steep property taxes and housing prices, residents need to ensure that their investments are working hard for them. A wealth manager can also help residents navigate complex financial situations, such as estate planning and tax optimization, to ensure that they are maximizing their wealth. Additionally, with the town's proximity to New York City, a wealth manager can provide guidance on investment opportunities in the city and beyond. Overall, a wealth manager can provide valuable financial guidance and support to residents of Briarcliff Manor, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Briarcliff Manor, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, whether they are first-time homebuyers or looking to refinance. In Briarcliff Manor, where the median home value is over $800,000, a mortgage loan officer can provide valuable advice on the best loan options for a resident's budget and financial goals. They can also help residents understand the local real estate market and provide insight into the unique features of Briarcliff Manor's neighborhoods. With a mortgage loan officer's guidance, residents can make informed decisions about their home purchase or refinance and secure the financing they need to achieve their homeownership dreams.

Tax Services

Residents of Briarcliff Manor, NY can benefit greatly from the services of a tax advisor. One specific way a tax advisor can help is by providing guidance on how to navigate the local tax laws. Briarcliff Manor is known for having some of the highest property taxes in Westchester County, and a tax advisor can help residents understand how to minimize their tax burden. Additionally, a tax advisor can provide advice on how to take advantage of tax credits and deductions that may be unique to the area. With their expertise, a tax advisor can help residents of Briarcliff Manor save money and ensure they are in compliance with all local tax regulations.

Estate Planning Lawyer

Residents of Briarcliff Manor, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create a comprehensive plan for the distribution of their assets and property after they pass away. In Briarcliff Manor, where the median home value is around $800,000, estate planning is particularly important to ensure that valuable real estate and other assets are properly managed and passed down to future generations. An estate planning lawyer can also assist with creating wills, trusts, and other legal documents that can provide peace of mind and ensure that a person's wishes are carried out in the event of their death. Additionally, estate planning lawyers can help with issues related to taxes, probate, and other legal matters that may arise during the estate planning process.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Briarcliff Manor, NY

A financial advisor in Briarcliff Manor, NY can provide a range of financial advising services to help clients achieve their financial goals. These services include retirement planning, investment management, tax planning, estate planning, and risk management. Briarcliff Manor, NY is a unique location with a high cost of living, which means that financial advisors in this area must be well-versed in helping clients navigate the challenges of managing their finances in a high-cost environment. Additionally, Briarcliff Manor, NY is home to many successful professionals who require specialized financial advising services, such as executive compensation planning and wealth management. A financial advisor in Briarcliff Manor, NY can provide these specialized services to help clients optimize their financial strategies and achieve long-term financial success.

Briarcliff Manor, NY is undoubtedly the best place to get financial advising due to its unique blend of modernity and tradition. The town boasts a rich history dating back to the late 19th century, which has been preserved through its well-maintained architecture and cultural landmarks. At the same time, Briarcliff Manor is also a hub of economic activity, with a diverse range of businesses and industries that offer numerous investment opportunities. This makes it an ideal location for financial advisors who are looking to provide their clients with a comprehensive understanding of the financial landscape. Moreover, the town is home to a highly educated and affluent population, which means that financial advisors here are well-versed in dealing with complex and high-value investments. In short, Briarcliff Manor is the perfect place for anyone who wants to receive top-notch financial advice from experienced professionals who are intimately familiar with the local market.