Estate Planning Attorneys in Rocky Point, NY

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List of Firms

Top Rocky Point, NY Estate Planning Law Firms

Regina Kiperman, RK Law PC
5 out of 5
Location 40 Wall St Suite 2508, New York, NY 10005, USA
Phone (917) 261-4514
Directions
The Cormac McEnery Law Firm
5 out of 5
Location 562 City Island Ave, The Bronx, NY 10464, USA
Phone (718) 885-1234
Directions
Jessica M. Smith, Esq.
5 out of 5
Location 6302 NY-25A, Wading River, NY 11792, USA
Phone (631) 456-2724
Directions
Futterman, Lanza & Pasculli, LLP
5 out of 5
Location 180 E Main St Suite 101, Smithtown, NY 11787, USA
Phone (631) 979-4300
Directions
Davies At Law * Timothy R. Davies, Esq.
5 out of 5
Location 565 NY-25A, Miller Place, NY 11764, USA
Phone (631) 209-1111
Directions
Law Offices of Steven M. Adler, PLLC
5 out of 5
Location 390 N Broadway Suite 200, Jericho, NY 11753, USA
Phone (516) 876-1105
Directions
The Frampton Firm PC
5 out of 5
Location 544 NY-25A, Rocky Point, NY 11778, USA
Phone (631) 633-3333
Directions
Johannesen & Johannesen
4 out of 5
Location 544 NY-25A, Rocky Point, NY 11778, USA
Phone (631) 821-6234
Directions
Capasso & Capasso
5 out of 5
Location 159 NY-25A, Miller Place, NY 11764, USA
Phone (631) 732-7407
Directions
Sheryll Law, P.C.
5 out of 5
Location 633 E Main St #2, Riverhead, NY 11901, USA
Phone (631) 528-2123
Directions
Eghrari Wealth Training Law Firm
5 out of 5
Location 50 Karl Ave #202, Smithtown, NY 11787, USA
Phone (631) 265-0599
Directions
Ward Christena
4 out of 5
Location 333 NY-25A #10, Rocky Point, NY 11778, USA
Phone (631) 821-3001
Directions
Burner Law Group, P.C.
5 out of 5
Location 12 Research Way, Setauket- East Setauket, NY 11733, USA
Phone (631) 941-3434
Directions
Curtis R. Morrison Attorney at Law, LLC
4 out of 5
Location 159 Rocky Point Rd, Middle Island, NY 11953, USA
Phone (631) 775-7723
Directions
Law Offices of Robin Burner Daleo, PLLC | Elder Law | Estate Planning
5 out of 5
Location 516 NY-25A, Mt Sinai, NY 11766, USA
Phone (631) 392-6600
Directions
Haimo Law
5 out of 5
Location 103 Pine Hill Rd, Port Jefferson, NY 11777, USA
Phone (631) 889-2757
Directions
Law Office of Tara A. Scully, P.C.
5 out of 5
Location 646 Main St two, Port Jefferson, NY 11777, USA
Phone (631) 509-4911
Directions
David J. Lorber & Assoc., PLLC
5 out of 5
Location 100 N Country Rd, Setauket- East Setauket, NY 11733, USA
Phone (631) 750-0900
Directions
Terry Cipriani PLLC
Location 595 NY-25A, Miller Place, NY 11764, USA
Phone (631) 849-5396
Directions
Estate Planning Lawyers in Rocky Point, NY

Where Estate Planners in Rocky Point, NY Serve

Rocky Point, NY is a charming hamlet located on the North Shore of Long Island. It is home to several notable landmarks, including the beautiful Rocky Point Beach and the historic Hallock State Park Preserve. The town also boasts a thriving business community with top employers such as Brookhaven National Laboratory and Stony Brook University. Major highways and streets that run through the area include Route 25A, Route 25, and County Road 21. Rocky Point is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the Rocky Point Landing, North Shore Beach, and the beautiful Shoreham-Wading River area. With its picturesque scenery and rich history, Rocky Point is a wonderful place to call home.

Financial Services Related to Estate Planning in Rocky Point, NY

Banks and Credit Unions

Residents of Rocky Point, NY can benefit from a bank in numerous ways. One of the most common ways is by having access to various financial services that can help them manage their money more effectively. For instance, a bank can offer savings and checking accounts, loans, credit cards, and investment options that can help residents reach their financial goals. Additionally, a bank can provide financial education and advice tailored to the specific needs of the community, such as information on how to save for a down payment on a home in Rocky Point's competitive housing market. Overall, a bank can be a valuable resource for residents of Rocky Point, NY looking to improve their financial well-being.

Insurance Broker

Residents of Rocky Point, NY can benefit from the services of an insurance broker in a number of ways. One of the most common ways an insurance broker can help is by providing personalized guidance on selecting insurance policies that best meet the specific needs of individuals and families in Rocky Point. With its close proximity to the Long Island Sound and the Atlantic Ocean, Rocky Point residents may have unique insurance needs related to flood and hurricane coverage. An insurance broker can help residents navigate these potential risks and ensure they have the right coverage in place to protect their homes and belongings. Additionally, an insurance broker can help residents understand the complexities of health insurance and find the most affordable and comprehensive coverage options available. Overall, an insurance broker can provide valuable support to Rocky Point residents in securing the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Rocky Point, NY can benefit greatly from the expertise of a retirement planner. One of the most common ways that a retirement planner can help is by developing a comprehensive retirement plan that takes into account the unique needs and circumstances of each individual. For example, Rocky Point, NY is a small town with a high cost of living compared to other areas on Long Island. A retirement planner can help residents navigate the challenges of saving for retirement while also managing the day-to-day expenses of living in Rocky Point. Additionally, a retirement planner can help residents understand the different types of retirement accounts available to them, such as 401(k)s and IRAs, and help them choose the best investment options for their individual goals and risk tolerance. Overall, a retirement planner is an invaluable resource for anyone looking to secure their financial future in Rocky Point, NY.

Wealth Management

Residents of Rocky Point, NY would greatly benefit from the services of a wealth manager in a variety of ways. One specific example is the high cost of living in the area, which can make it challenging for individuals and families to save and invest for the future. A wealth manager can help residents navigate this financial landscape by creating a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for reducing debt, maximizing retirement savings, and investing in the local real estate market. Additionally, a wealth manager can provide ongoing support and guidance to help residents stay on track and make informed financial decisions as their needs and priorities change over time. Overall, the expertise and resources of a wealth manager can be invaluable for residents of Rocky Point, NY who want to achieve financial stability and security for themselves and their families.

Financial Advisor

Residents of Rocky Point, NY can benefit greatly from the guidance of a financial advisor. One of the most common ways they can be helped is by creating a personalized financial plan that takes into account their unique circumstances. This includes evaluating their current financial situation, setting realistic goals, and developing a strategy to achieve those goals. In Rocky Point, NY, where many residents are homeowners, a financial advisor can also provide guidance on managing mortgage payments and refinancing options. Additionally, with the high cost of living on Long Island, a financial advisor can help residents navigate the complexities of saving for retirement, investing, and managing debt. Overall, a financial advisor can provide invaluable support to Rocky Point residents in achieving financial stability and reaching their long-term financial goals.

Mortgage Loan Officer

Residents of Rocky Point, NY would greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in the area, many families struggle to afford a home without taking out a mortgage. A loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide valuable advice on choosing the right type of mortgage and interest rate for their specific financial situation. Additionally, in a town like Rocky Point where natural disasters like hurricanes and flooding are a common occurrence, a loan officer can help residents secure a mortgage that includes insurance coverage for these events. Overall, a mortgage loan officer can provide invaluable support to residents of Rocky Point, NY looking to purchase a home.

Tax Services

Residents of Rocky Point, NY can benefit greatly from the services of a tax advisor. With the ever-changing tax laws and regulations, it can be challenging for individuals to navigate the complex tax system on their own. A tax advisor can assist residents in maximizing their deductions, minimizing their tax liability, and ensuring compliance with all applicable tax laws. In particular, residents of Rocky Point, NY who own businesses or rental properties may require specialized tax advice to help them navigate the unique tax implications of these ventures. Additionally, residents who have experienced significant life changes, such as marriage, divorce, or the birth of a child, may benefit from the guidance of a tax advisor to ensure that their tax situation reflects these changes accurately.

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