Banks & Credit Unions in Locust Valley, NY

We did the hard work of finding trustworthy partners in Locust Valley, NY. Fill out the form to get connected.
Scroll to List of Firms

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Locust Valley, NY

American Community Bank
4 out of 5
Location 300 Glen St #1, Glen Cove, NY 11542, USA
Phone (516) 609-2900
Language http://www.acbalways.com/
Directions
Chase Bank
5 out of 5
Location 100 Village Sq Ste 160, Glen Cove, NY 11542, USA
Phone (516) 676-6605
Language https://locator.chase.com/ny/glen-cove/100-village-square?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjkxNDIxMTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
The First National Bank of Long Island
5 out of 5
Location 108 Forest Ave #2, Locust Valley, NY 11560, USA
Phone (516) 671-1549
Language http://www.fnbli.com/
Directions
Apple Bank
5 out of 5
Location 200 Birch Hill Rd, Locust Valley, NY 11560, USA
Phone (516) 759-7620
Language https://www.applebank.com/about/get-in-touch/atm-branch-locations/nassau/200-birch-hill-road-(locust-valley)?utm_source=G&utm_medium=local&utm_campaign=G-local
Directions
Banks in Locust Valley, NY

Where Locust Valley, NY Banks & Credit Unions Serve

Locust Valley, NY is a picturesque hamlet situated in the North Shore of Long Island. This affluent community is known for its stunning estates, historic landmarks, and bustling downtown area. One of the most notable landmarks is the Planting Fields Arboretum State Historic Park, which boasts over 400 acres of lush gardens, greenhouses, and historic mansions. Locust Valley is also home to the iconic Bailey Arboretum, a 42-acre park that features walking trails, a pond, and a variety of flora and fauna. The top employers in Locust Valley are diverse, ranging from small businesses to large corporations. Some of the major employers in the area include the Locust Valley Central School District, the North Shore-LIJ Health System, and the United States Postal Service. Additionally, there are many small businesses that contribute to the local economy, including restaurants, boutiques, and specialty shops.

Locust Valley, NY Banking Related Services

Insurance Broker

Residents of Locust Valley, NY can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find the right insurance coverage for their unique needs, such as homeowners, auto, and life insurance. Locust Valley, NY is a small town located in Nassau County, and its residents may have different insurance needs than those in larger cities. An insurance broker can help them navigate the complex insurance market and find the best policies that fit their budget. Additionally, an insurance broker can provide personalized advice and support when it comes to filing claims, negotiating with insurance companies, and ensuring that residents get the compensation they deserve. Overall, an insurance broker can be a valuable resource for Locust Valley, NY residents looking to protect themselves and their assets.

Retirement Planning

Residents of Locust Valley, NY could benefit greatly from the services of a retirement planner. The planner can help them navigate the complex world of retirement planning and ensure they have a solid financial plan in place. Locust Valley is known for its affluent community, and retirement planning can be particularly important for those who have accumulated significant wealth. A retirement planner can help residents of Locust Valley make informed decisions about their retirement savings, investments, and other financial matters. Additionally, the planner can provide guidance on estate planning, tax planning, and other important aspects of retirement planning. With the help of a retirement planner, residents of Locust Valley can rest assured that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of Locust Valley, NY, would greatly benefit from the services of a wealth manager. With a median household income of over $151,000, many residents have complex financial situations that require expert guidance. A wealth manager can assist with investment strategies, tax planning, retirement planning, and estate planning. Additionally, many Locust Valley residents own businesses or have inherited wealth, which can add another layer of complexity to their financial situation. A wealth manager can help these individuals navigate the intricacies of wealth management and create a personalized plan to meet their unique needs. Overall, a wealth manager can provide peace of mind and help residents of Locust Valley achieve their financial goals.

Financial Advisor

Residents of Locust Valley, NY could benefit from the expertise of a financial advisor in a number of ways. For starters, a financial advisor could help them create a comprehensive budget that takes into account the high cost of living in the area. Locust Valley is known for its affluent community, and as such, residents may have unique financial needs and goals that require specialized attention. A financial advisor could also assist with retirement planning, investment strategies, and estate planning, all of which are important considerations for individuals and families living in this picturesque Long Island town. By working with a financial advisor, residents of Locust Valley can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of Locust Valley, NY can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in securing a mortgage for their dream home. With its picturesque village and proximity to New York City, Locust Valley is a highly desirable location, and a loan officer can provide guidance on navigating the competitive housing market. Additionally, a loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments. With the median home value in Locust Valley being over $1 million, having a knowledgeable loan officer on your side can make all the difference in achieving your homeownership goals.

Tax Services

Residents of Locust Valley, NY can benefit greatly from the expertise of a tax advisor in various ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situations. For instance, Locust Valley is known for its affluent community, where many residents have high net worth and complex financial portfolios. A tax advisor can provide valuable guidance on tax planning strategies that can help them maximize their wealth and minimize their tax liabilities. Additionally, a tax advisor can assist with tax preparation and filing, ensuring that residents comply with all applicable tax laws and regulations and avoid costly penalties. Overall, a tax advisor can be an invaluable resource for Locust Valley residents looking to optimize their financial well-being.

Estate Planning Lawyer

Residents of Locust Valley, NY can benefit from an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Locust Valley, where the median home value is significantly higher than the national average. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. They can also provide guidance on healthcare directives and powers of attorney, ensuring that residents have a plan in place for medical emergencies. Overall, an estate planning lawyer can provide peace of mind for residents of Locust Valley, knowing that their assets and wishes are protected.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Locust Valley, NY is a thriving community that boasts a range of popular banking services. From traditional brick-and-mortar banks to online-only institutions, residents have access to a wealth of financial resources. One particular standout is the Bank of Locust Valley, which has been serving the community for over 100 years. With a focus on personalized service and community involvement, the Bank of Locust Valley offers a range of products and services, including checking and savings accounts, loans, and investment options. Additionally, the bank is known for its commitment to sustainability, with a focus on reducing its carbon footprint and supporting green initiatives. Overall, the banking landscape in Locust Valley is diverse and dynamic, with options to suit the needs of every individual and business.

Locust Valley, NY is undoubtedly the best place to avail banking services. The town's strategic location, nestled in the heart of Nassau County, makes it easily accessible to residents and visitors alike. The banking institutions in Locust Valley are renowned for their exceptional customer service and innovative banking solutions. From traditional banking services like savings accounts and loans to cutting-edge digital banking options, the banks in Locust Valley have got it all covered. Moreover, the banks in this town have a deep understanding of the unique financial needs of the community, making them the go-to for personalized financial advice. The banks' commitment to providing top-notch banking services is further bolstered by the town's vibrant economy, which is home to numerous small and medium-sized businesses. Therefore, whether you're an individual or a business owner, Locust Valley, NY, is undoubtedly the best place to avail banking services.