Best Financial Advisors in Commack, NY

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List of Firms

Commack, NY Fiduciary Financial Advisors

Mark Vaimberg, CFP
Location 225 Wireless Blvd, Hauppauge, NY 11788, USA
Phone (631) 232-1700
Directions
Ameriprise Financial Services, Inc.
Location 100 Motor Pkwy, Hauppauge, NY 11788, USA
Directions
Blue Line Wealth Management
Location 500 Express Dr S #100, Brentwood, NY 11717, USA
Phone (631) 617-6811
Directions
SCOTT E. LIEBERMAN CPA PC
Location 6268 Jericho Turnpike STE 2, Commack, NY 11725, USA
Phone (631) 462-0083
Directions
Jeffrey B Kraut CPA/CGMA
Location 9 Wicks Dr, Commack, NY 11725, USA
Phone (516) 848-2832
Directions
Edward Jones - Financial Advisor: Shelly M Newman, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2193 Jericho Turnpike, Commack, NY 11725, USA
Phone (631) 462-8550
Directions
Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 201 Moreland Rd Ste 2, Hauppauge, NY 11788, USA
Phone (631) 309-5700
Directions
Delphi Group
Location 1034 W Jericho Turnpike, Smithtown, NY 11787, USA
Phone (631) 864-3668
Directions
Katie Coleman - Financial Advisor, Ameriprise Financial Services, LLC
Location 1600 Express Dr S Ste 201, Hauppauge, NY 11788, USA
Phone (631) 780-7052
Directions
Financial Advisors in Commack, NY

Where Certified Financial Advisors in Commack, NY Serve

Commack, NY is a bustling community located in Suffolk County on Long Island. The town is home to several notable landmarks, including the Commack Motor Inn, the Indian Head Golf Course, and the Commack Arena. The area is also known for its top employers, such as Target, Stop & Shop, and Home Depot, which provide ample job opportunities for residents. Major highways and streets in the area include the Long Island Expressway, Jericho Turnpike, and Commack Road, making transportation a breeze. The neighborhoods in Commack are diverse and range from quiet residential areas to bustling commercial districts, providing something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Commack, NY can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them plan for their retirement. Commack has a large population of baby boomers who are approaching retirement age and may not have saved enough for their golden years. A financial advisor can help them create a retirement plan that takes into account their current financial situation, their future goals, and the unique economic conditions in Commack. Additionally, a financial advisor can help residents manage their debt, invest their money wisely, and plan for major life events such as buying a home or starting a family. With the help of a financial advisor, residents of Commack can feel more confident about their financial future and achieve their long-term goals.

Insurance Broker

Residents of Commack, NY would greatly benefit from the expertise of an insurance broker. Commack is a vibrant community with a diverse population, and an insurance broker can help residents navigate the complex world of insurance policies and find coverage that suits their unique needs. For example, many residents in Commack own boats or other watercraft, and an insurance broker can provide guidance on the best coverage options for these assets. Additionally, with the high cost of living in the area, an insurance broker can help residents find affordable health and life insurance policies that provide the coverage they need without breaking the bank. Overall, an insurance broker can be a valuable resource for residents of Commack, NY, helping them protect their assets and their families.

Retirement Planning

Residents of Commack, NY can benefit from the guidance of a retirement planner in a number of ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. This can include determining the amount of money needed to retire comfortably, developing a savings and investment strategy, and exploring options for generating income in retirement. With its high cost of living and proximity to New York City, Commack residents may face particular challenges when it comes to saving for retirement. A retirement planner can help them navigate these challenges and make informed decisions about their financial future. Additionally, a retirement planner can provide ongoing support and advice as circumstances change over time, ensuring that residents of Commack are well-prepared for retirement.

Wealth Management

Residents of Commack, NY can benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Commack has a large population of baby boomers who are nearing retirement age and may need assistance in creating a plan to ensure they have enough money to live comfortably in their golden years. A wealth manager can help them navigate the complex world of retirement planning, including Social Security, pensions, and 401(k) plans. Additionally, with the high cost of living in Commack, many residents may need help managing their finances to ensure they can afford their mortgage or rent, as well as other expenses such as healthcare and education. A wealth manager can provide guidance on budgeting, investing, and saving to help residents achieve their financial goals and live a more secure and comfortable life.

Mortgage Loan Officer

Residents of Commack, NY can benefit greatly from the services provided by a mortgage loan officer. These professionals can assist residents in securing the funds needed to purchase a home in the area. Commack is a thriving community with a strong real estate market, and a mortgage loan officer can help residents navigate the complexities of the home buying process. They can provide guidance on the various types of mortgages available, and help residents find the best loan for their needs and budget. Additionally, a mortgage loan officer can help residents understand the local housing market and provide insights into the best neighborhoods and properties in Commack. With the help of a mortgage loan officer, residents of Commack can achieve their dream of homeownership and secure a bright future in this vibrant Long Island community.

Tax Services

Residents of Commack, NY can benefit greatly from the expertise of a tax advisor. With the high cost of living in Commack, many residents may struggle to make ends meet, and a tax advisor can help them identify deductions and credits that can reduce their tax burden. In addition, Commack is home to many small business owners, who can benefit from the advice of a tax advisor on how to structure their businesses and minimize their tax liability. Finally, with the recent changes to the tax code, many residents may be unsure of how these changes will affect their taxes, and a tax advisor can provide valuable guidance on how to navigate these changes and avoid any potential pitfalls.

Estate Planning Lawyer

Residents of Commack, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Commack, NY, where the cost of living is higher than the national average and many residents have accumulated significant assets over the years. An estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and appoint a trusted person to manage their affairs if they become incapacitated. By working with an estate planning lawyer, residents of Commack, NY can gain peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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