Banks & Credit Unions in Roslyn Heights, NY

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Bank Branches and ATMs in Roslyn Heights, NY

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ATM (TD Bank)
Location 111 Mineola Ave, Roslyn Heights, NY 11577, USA
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 100 Hillside Avenue, Williston Park, NY 11596, USA
Phone (516) 741-4022
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Bethpage Federal Credit Union
4 out of 5
Location 1145 Willis Ave, Albertson, NY 11507, USA
Phone (800) 628-7070
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Moti Seoparson - Mortgage Loan Officer
Location 111 Mineola Ave, Roslyn Heights, NY 11577, USA
Phone (646) 258-2121
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ATM (Roslyn Auto Masters)
Location 145 Roslyn Rd, Roslyn Heights, NY 11577, USA
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Banks in Roslyn Heights, NY

Where Roslyn Heights, NY Banks & Credit Unions Serve

Roslyn Heights, NY is a vibrant and bustling community located in Nassau County, Long Island. This charming town is home to a plethora of landmarks, including the historic Roslyn Clock Tower, the beautiful Gerry Pond Park, and the picturesque Christopher Morley Park. The top employers in Roslyn Heights include the prestigious North Shore-Long Island Jewish Health System, the renowned Roslyn Union Free School District, and the thriving Roslyn Savings Bank. Major highways and streets in Roslyn Heights include the Long Island Expressway, the Northern State Parkway, and the bustling Willis Avenue. These thoroughfares make it easy for residents to commute to nearby cities like New York City and Brooklyn. Roslyn Heights is also home to several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the exclusive Country Club Estates, the cozy Roslyn Gardens, and the charming Heights Village. Overall, Roslyn Heights is a dynamic and diverse community that offers something for everyone.

Roslyn Heights, NY Banking Related Services

Insurance Broker

Residents of Roslyn Heights, NY can benefit greatly from the services of an insurance broker. With the town's proximity to major highways and its high population density, accidents and property damage are common occurrences. An insurance broker can help residents find the best coverage for their homes, cars, and personal property, ensuring that they are protected in the event of an unexpected event. Additionally, with the high cost of healthcare in the area, an insurance broker can help residents find affordable health insurance options that meet their unique needs and budget. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Roslyn Heights, NY.

Retirement Planning

Residents of Roslyn Heights, NY can benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, Roslyn Heights presents unique financial challenges for those looking to retire comfortably. A retirement planner can help residents navigate these challenges by providing personalized guidance on retirement savings, investment strategies, and income planning. Additionally, a retirement planner can help Roslyn Heights residents optimize their Social Security benefits and navigate the complex tax laws that can impact their retirement income. With the help of a retirement planner, residents of Roslyn Heights can feel more confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Roslyn Heights, NY can benefit greatly from the services of a wealth manager. With its affluent community and high cost of living, residents may need help managing their finances and investments. A wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, which are all critical to long-term financial success. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a wealth manager can help residents navigate the uncertainties of the current market and make informed decisions about their investments. Overall, a wealth manager can provide peace of mind and help residents of Roslyn Heights, NY achieve their financial goals.

Financial Advisor

Residents of Roslyn Heights, NY can greatly benefit from the help of a financial advisor in many ways. One of the most common ways is through retirement planning. As a suburban community with a higher-than-average median household income, many residents of Roslyn Heights are focused on securing their financial future for retirement. A financial advisor can assist with creating a personalized plan that takes into account factors such as individual goals, risk tolerance, and current financial situation. Additionally, with the ever-changing tax laws and financial landscape, a financial advisor can provide valuable insights and guidance on investment strategies and financial planning to help residents of Roslyn Heights achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Roslyn Heights, NY would benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this Long Island town, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they get the best possible rate and terms. Additionally, a loan officer can provide guidance on the specific housing market in Roslyn Heights, which may differ from other areas of Long Island. With their knowledge and support, residents can achieve their dream of homeownership in this beautiful and sought-after community.

Tax Services

Residents of Roslyn Heights, NY could benefit from a tax advisor in several ways. For instance, a tax advisor could help individuals and businesses navigate the complex tax laws and regulations in the state of New York. The tax advisor could also assist residents in Roslyn Heights in identifying tax deductions and credits that they may be eligible for, such as the New York State School Tax Relief (STAR) program. Additionally, given the high cost of living in Roslyn Heights and the surrounding areas, a tax advisor could help residents plan for retirement and minimize their tax burden. Overall, a tax advisor can provide valuable guidance and support to residents of Roslyn Heights, NY, helping them make informed decisions about their finances and ensuring they are in compliance with tax laws.

Estate Planning Lawyer

Residents of Roslyn Heights, NY could greatly benefit from the services of an estate planning lawyer. One of the most common ways that a lawyer could assist residents is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Roslyn Heights, as the area has a higher-than-average cost of living and many residents have accumulated significant assets over their lifetimes. Additionally, an estate planning lawyer can help residents minimize tax liabilities and protect their assets from creditors. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' legacies are protected for future generations.

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