Banks & Credit Unions in Woodbury, NY

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Bank Branches and ATMs in Woodbury, NY

Citizens Bank
2 out of 5
Location 603 Jericho Turnpike, Syosset, NY 11791, USA
Phone (516) 588-2610
Language https://locations.citizensbank.com/ny/syosset/603-jericho-tpke.html
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Banks in Woodbury, NY

Where Woodbury, NY Banks & Credit Unions Serve

Woodbury, NY is a charming hamlet located in Nassau County, Long Island. This picturesque town boasts of several landmarks that make it stand out. The Woodbury Country Club is a popular destination for golf enthusiasts, while the Syosset-Woodbury Community Park offers a serene environment for outdoor activities. The town is also home to the Woodbury Jewish Center, a significant religious institution. Top employers in Woodbury include the Cold Spring Harbor Laboratory, which is a world-renowned research facility, and the North Shore-Long Island Jewish Health System, a leading healthcare provider in the region. Other major employers in the area include the Hain Celestial Group, a natural and organic food company, and the Estée Lauder Companies, a global leader in the beauty industry. Major highways and streets in Woodbury include the Long Island Expressway, which runs through the town, and Jericho Turnpike, a bustling commercial hub.

Woodbury, NY Banking Related Services

Insurance Broker

Residents of Woodbury, NY would greatly benefit from the services of an insurance broker. With the town's close proximity to New York City, many residents commute to work and may require additional coverage for their vehicles. An insurance broker can help them find the best auto insurance policies to fit their needs and budget. Additionally, Woodbury is home to many affluent individuals who may require specialized insurance for their high-value homes and possessions. An insurance broker can help them navigate the complex world of luxury insurance and find policies that offer comprehensive coverage. Overall, an insurance broker can provide peace of mind to Woodbury residents by ensuring that they have the right insurance coverage for their unique circumstances.

Retirement Planning

Residents of Woodbury, NY can benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, many residents may struggle to save enough for retirement. A retirement planner can help individuals create a personalized plan to ensure they have enough savings to enjoy their golden years comfortably. They can also assist in navigating the complex world of retirement accounts, such as 401(k)s and IRAs, to maximize savings and minimize taxes. Additionally, with Woodbury's proximity to New York City, a retirement planner can help residents plan for the unique challenges and opportunities that come with retiring in a metropolitan area. Overall, a retirement planner can provide invaluable guidance and peace of mind for Woodbury residents looking to secure their financial future.

Wealth Management

Residents of Woodbury, NY can benefit greatly from the services of a wealth manager. With its high median household income and affluent population, Woodbury is home to many individuals and families who require specialized financial advice and planning. A wealth manager can help these residents navigate the complexities of investment, retirement, and estate planning, ensuring that they make informed decisions that align with their long-term financial goals. Additionally, with its proximity to New York City and the surrounding areas, many Woodbury residents may have unique tax considerations that a wealth manager can help them address. Ultimately, a wealth manager can provide peace of mind and financial security to Woodbury residents, allowing them to focus on enjoying the many benefits of living in this beautiful community.

Financial Advisor

Residents of Woodbury, NY can benefit greatly from the expertise of a financial advisor. With its affluent population and high cost of living, many residents may struggle to manage their finances effectively. A financial advisor can provide guidance on budgeting, saving for retirement, and investing wisely. Additionally, with the prevalence of small businesses in Woodbury, a financial advisor can offer valuable advice on managing cash flow and maximizing profits. No matter what their financial goals may be, residents of Woodbury can benefit from the personalized advice and support of a skilled financial advisor.

Mortgage Loan Officer

Residents of Woodbury, NY would greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in Woodbury due to the high cost of living in the area. A mortgage loan officer can help residents understand their options and choose the best mortgage product for their unique financial situation. Additionally, they can help residents secure the best interest rates and terms possible, which can save them thousands of dollars over the life of their loan. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Woodbury who are looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Woodbury, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to take advantage of the various tax deductions and credits available to them. For example, residents of Woodbury, NY who own businesses may be eligible for the Empire State Film Production Tax Credit, which can provide a significant tax break. Additionally, a tax advisor can help residents navigate the complex tax laws and regulations specific to New York State, such as the state's estate tax laws. With the help of a tax advisor, residents of Woodbury, NY can ensure they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Woodbury, NY can benefit from the expertise of an estate planning lawyer in a number of ways. One of the most common ways is through the creation of a comprehensive estate plan that includes wills, trusts, and other legal documents designed to protect their assets and ensure their wishes are carried out after they pass away. An estate planning lawyer can also help residents of Woodbury navigate the complex tax laws that apply to their estates, as well as assist with the transfer of assets to their heirs. Additionally, given the high cost of living in Woodbury, NY, an estate planning lawyer can help residents plan for long-term care and Medicaid eligibility, which can be critical for those who need assistance with daily living activities.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Woodbury, NY is a bustling town that is home to a plethora of popular banking services. From traditional banks like Chase and Wells Fargo to community banks like The First National Bank of Long Island, residents have a wide range of options to choose from. In addition to the standard banking services, many of these institutions offer special programs tailored to the needs of the Woodbury community. For example, The First National Bank of Long Island offers a unique program that provides financing for local small businesses looking to expand. This program has been incredibly successful in helping to boost the local economy and support the growth of small businesses in the area. Overall, the banking services in Woodbury, NY are top-notch and provide residents with a wide range of options to choose from.

Woodbury, NY is undoubtedly the best place to avail banking services due to its exceptional financial institutions that cater to the needs of its residents. With a population of over 10,000 people, Woodbury boasts of several banks, including Chase, TD Bank, and Bank of America, that provide a wide range of financial services such as checking and savings accounts, loans, mortgages, and credit cards. Moreover, Woodbury is home to several community banks and credit unions that offer personalized services to their customers. For instance, the Woodbury Financial Services Credit Union provides its members with low-interest loans, high-yield savings accounts, and other financial services that are tailored to meet their unique needs. Additionally, the town's banks and credit unions have invested in modern technology, such as online banking and mobile apps, to make banking more accessible and convenient for their customers. Overall, Woodbury, NY's banking services are unmatched, making it the go-to place for anyone seeking reliable and efficient financial services.