Banks & Credit Unions in Rocky Point, NY

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Bank Branches and ATMs in Rocky Point, NY

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PNC Bank ATM
1 out of 5
Location 741 N, NY-25A, Rocky Point, NY 11778, USA
Phone (888) 762-2265
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Webster Bank
2 out of 5
Location 325 NY-25A, Rocky Point, NY 11778, USA
Phone (631) 744-8800
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 684 NY-25A, Rocky Point, NY 11778, USA
Directions
ATM 7ELEVEN, INC.
5 out of 5
Location 75 N Country Rd, Rocky Point, NY 11778, USA
Phone (800) 627-3999
Directions
Banks in Rocky Point, NY

Where Rocky Point, NY Banks & Credit Unions Serve

Rocky Point, NY is a quaint hamlet located on the north shore of Long Island, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning vistas of the Long Island Sound to the historic Tilda's Bakery, there is something for everyone in this vibrant community. One of the most notable landmarks in Rocky Point is the Rocky Point State Pine Barrens Preserve, which spans over 3,000 acres and is home to a diverse array of flora and fauna. Another must-see location is the Hallock State Park Preserve, where visitors can hike, fish, and birdwatch to their heart's content. When it comes to top employers, Rocky Point is home to a number of thriving businesses, including the North Shore Public Library, the Rocky Point School District, and the Brookhaven National Laboratory. These employers offer a wide range of job opportunities for residents of the area.

Rocky Point, NY Banking Related Services

Insurance Broker

Residents of Rocky Point, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing assistance in selecting and purchasing insurance policies that meet the unique needs of the community. For example, Rocky Point is located on the North Shore of Long Island, which puts it at risk for hurricanes and other natural disasters. An insurance broker can help residents find the right coverage to protect their homes and property in the event of such an event. Additionally, an insurance broker can help residents navigate the complex world of healthcare insurance, ensuring they have access to the medical care they need at an affordable price. Overall, an insurance broker can provide valuable guidance and support to residents of Rocky Point, NY, helping them to protect their homes, health, and financial well-being.

Retirement Planning

Residents of Rocky Point, NY can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by developing a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Rocky Point, NY where the cost of living is higher than the national average and many residents may need to plan for a longer retirement period. A retirement planner can also provide guidance on investment strategies and help residents navigate complex retirement benefits such as Social Security and pensions. By working with a retirement planner, residents of Rocky Point, NY can gain peace of mind and confidence in their financial future.

Wealth Management

Residents of Rocky Point, NY can benefit greatly from the services of a wealth manager. A wealth manager can assist with financial planning, investment management, and retirement planning. In Rocky Point, where many residents work in industries such as healthcare, education, and retail, a wealth manager can help them navigate the complexities of their employee benefits and retirement plans. Additionally, with the high cost of living in New York, a wealth manager can help residents create a budget and savings plan that accounts for their unique expenses. By working with a wealth manager, residents of Rocky Point can feel more confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Rocky Point, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget plan. With the high cost of living in Rocky Point, NY, it can be challenging to manage expenses and save for the future. A financial advisor can help residents prioritize their spending, identify areas where they can cut back, and create a plan for building savings and investments. Additionally, a financial advisor can provide guidance on retirement planning, college savings, and investment strategies tailored to the unique needs of Rocky Point residents. By working with a financial advisor, residents can gain peace of mind knowing they have a plan in place to achieve their financial goals.

Mortgage Loan Officer

Residents of Rocky Point, NY could greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without the help of a mortgage loan. A loan officer can guide residents through the process of obtaining a mortgage, helping them to understand the different types of loans and which one is best suited for their financial situation. Additionally, the loan officer can assist residents with the application process, including gathering the necessary documentation and submitting the application to lenders. With the help of a mortgage loan officer, residents of Rocky Point, NY can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Rocky Point, NY can greatly benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations specific to New York State, as well as identify all possible deductions and credits that can lower their tax liability. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and investment strategies that can help residents reach their financial goals. With the high cost of living in Rocky Point, NY, a tax advisor can help residents maximize their income and minimize their tax burden, ultimately providing them with greater financial security and peace of mind.

Estate Planning Lawyer

Residents of Rocky Point, NY can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. An estate planning lawyer can also help Rocky Point residents minimize their tax liability, protect their assets from creditors, and establish guardianship for their minor children. With its proximity to Long Island Sound and the beaches, Rocky Point is a popular vacation spot for many families. An estate planning lawyer can help these families plan for their future and ensure that their loved ones are taken care of in the event of an unexpected tragedy.

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