Retirement Planning in Columbia County, NY

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List of Firms

Top Retirement Planners in Columbia County, NY

Siena Private Wealth
Location 5 Chatham St, Kinderhook, NY 12106, USA
Phone (860) 539-4421
Language http://www.sienaprivate.com/
Directions
NEXT Financial Group, Inc.
SEC File# 801-56786
CRD# 46214
Location 135 Main St, Ravena, NY 12143, USA
Phone (518) 756-4411
Language http://peterhussey.com/
Directions
AXA Advisors, Ed Zaik
Location 66 Schmidt Rd, Ghent, NY 12075, USA
Phone (518) 392-2407
Language http://www.edwardzaik.com/
Directions
S.M. Miller & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5 Palisades Dr Ste 320, Albany, NY 12205, USA
Phone (518) 458-7200
Language https://www.ameripriseadvisors.com/team/sm-miller-associates/?cid=IP_local_google
Directions
Lecce Financial Services, LLC
Location 8 Southwoods Blvd 2nd floor, Albany, NY 12211, USA
Phone (518) 449-4538
Language http://leccefinancialservices.com/
Directions
Columbia County Office-Aging
4 out of 5
Location 325 Columbia St, Hudson, NY 12534, USA
Phone (518) 828-4258
Language https://sites.google.com/a/columbiacountyny.com/columbia-county-office-for-the-aging/
Directions
Hudson Financial LLC
3 out of 5
Location 1 Hudson City Ctr, Hudson, NY 12534, USA
Phone (518) 828-6123
Language http://www.hudsonfinancialllc.com/
Directions
Steven Harty - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1654 Columbia Turnpike, Castleton-On-Hudson, NY 12033, USA
Phone (518) 479-0522
Language https://www.ameripriseadvisors.com/steven.m.harty/?cid=IP_local_google
Directions
Godfrey Financial Associates, Inc.
SEC File# 801-78531
CRD# 126189
Location 797 Rte 9W, Glenmont, NY 12077, USA
Phone (518) 767-2574
Language http://www.godfreyfinancial.com/
Directions
old kinderhook wealth management
Location 2870 US-9, Valatie, NY 12184, USA
Phone (518) 751-0916
Language http://www.okwealthmanagement.com/location.cfm
Directions
Lincoln Investment Planning
Location 1 Mansion St, Coxsackie, NY 12051, USA
Phone (845) 331-3516
Language http://www.lincolninvestment.com/
Directions
The Quinn Wealth Management Group - UBS Financial Services Inc.
Location 8 Southwoods Blvd Suite 207, Albany, NY 12211, USA
Phone (518) 447-3913
Language https://advisors.ubs.com/thequinngroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166181&y_source=1_MTg4ODc3MDYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Bank of America Private Client Advisor John G. Stewart
Location Home Savings Bank Building, 69 State St, Albany, NY 12207, USA
Phone (518) 626-2779
Language https://private.bankofamerica.com/john.g.stewart
Directions
Columbia County Planning Department
Location 401 State St, Hudson, NY 12534, USA
Phone (518) 828-3375
Language https://sites.google.com/a/columbiacountyny.com/planning/home
Directions
North Country Financial Group
5 out of 5
Location 2 Northway Ln # 5, Latham, NY 12110, USA
Phone (518) 782-9901
Language http://www.ncfgny.com/
Directions
Fagan Associates
SEC File# 801-50955
CRD# 107562
4 out of 5
Location 767 Hoosick Rd, Troy, NY 12180, USA
Phone (518) 279-1044
Language http://faganasset.com/
Directions
Cody Wojdyla, CFP® - Certified Financial Planner
Location 18 Corporate Woods Blvd 2nd Floor, Albany, NY 12211, USA
Phone (518) 621-7173
Language https://www.codyfinancialplanner.com/
Directions
Retirement Planning in Columbia County, NY

About Columbia County, NY for Those Planning to Retire

Nestled in the heart of the Hudson Valley, Columbia County, NY is a picturesque region that boasts a rich history and vibrant culture. From the charming streets of Hudson to the rolling hills of Chatham, this county is home to a variety of unique neighborhoods and landmarks. One of the most notable landmarks in Columbia County is Olana State Historic Site, the former home of renowned artist Frederic Edwin Church. This stunning estate offers breathtaking views of the Hudson River and is a must-see for anyone visiting the area. In terms of top employers, Columbia Memorial Health is a major player in the region, providing healthcare services to residents throughout the county. Other notable employers include Taconic Biosciences, a leading provider of genetically engineered mice for research, and the Hudson City School District, which employs hundreds of educators and support staff. When it comes to major highways and streets, Columbia County is well-connected to the rest of the state and beyond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Columbia County, NY can benefit from a bank in several ways. Firstly, banks provide financial services that can help individuals and businesses manage their money more effectively. This is particularly important in Columbia County, where many people rely on agriculture and small businesses for their livelihoods. Secondly, banks offer loans and credit facilities that can help people to invest in their homes, education, and businesses. This is especially important in a county like Columbia, where property values are high and education is a priority for many families. Finally, banks can provide financial education and advice to help people make informed decisions about their money. This is important in a county like Columbia, where there is a wide range of financial products and services available, and people need to be able to navigate them effectively. Overall, a bank can be a valuable resource for residents of Columbia County, helping them to manage their money, invest in their future, and achieve their financial goals.

Insurance Broker

Residents of Columbia County, NY can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help individuals and businesses navigate the complex world of insurance policies and coverage options. For example, Columbia County is home to many small businesses, and an insurance broker can help these businesses find the right coverage to protect their assets and employees. Additionally, with the county's rural landscape and outdoor recreational opportunities, residents may need specialized insurance policies for activities such as hunting, fishing, and hiking. An insurance broker can provide expert guidance and tailor policies to meet these specific needs. Overall, an insurance broker can be an invaluable resource for Columbia County residents, helping them to navigate the often-confusing world of insurance and find the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Columbia County, NY can benefit from the expertise of a wealth manager in a multitude of ways. With a population of just over 60,000, Columbia County is known for its picturesque landscapes and thriving agricultural industry. However, many residents may not be aware of the various investment opportunities available to them. A wealth manager can provide personalized financial advice and assist in creating a comprehensive investment plan tailored to the unique needs of each individual. They can also offer guidance on retirement planning, estate planning, and tax strategies. Additionally, with the rise of digital currencies and blockchain technology, a wealth manager can help residents navigate this complex and rapidly evolving landscape. Overall, a wealth manager can help residents of Columbia County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Columbia County, NY can benefit greatly from the guidance of a financial advisor. With its diverse population and varied economic landscape, the county presents unique challenges and opportunities for financial planning. A knowledgeable advisor can help individuals and families navigate the complexities of retirement planning, estate planning, and tax management. For example, many residents may own second homes or operate small businesses in the area, which require specialized financial planning strategies. Additionally, Columbia County has a high cost of living compared to other areas in upstate New York, which can make it difficult for some residents to save for long-term financial goals. A financial advisor can offer personalized solutions to these challenges, such as investment strategies, debt management plans, and budgeting tools. By working with a financial advisor, residents of Columbia County can feel confident in their financial future and achieve their financial goals.

Mortgage Loan Officer

Residents of Columbia County, NY could greatly benefit from the expertise of a mortgage loan officer. With a deep understanding of the local real estate market, a loan officer can provide valuable insights into the home buying process. Columbia County, NY has a unique housing market, with a mix of historic homes, rural properties, and new developments. A skilled loan officer can help residents navigate the complexities of the mortgage process, including determining the best loan options, securing pre-approval, and negotiating terms with lenders. Additionally, loan officers can provide guidance on down payment assistance programs and other resources available to first-time homebuyers in Columbia County, NY. By working with a mortgage loan officer, residents can feel confident in their home buying decisions and achieve their dreams of homeownership.

Tax Services

Residents of Columbia County, NY can benefit greatly from the expertise of a tax advisor. With its diverse population and unique economic landscape, Columbia County presents a complex tax environment that can be difficult to navigate without professional guidance. For example, many residents in the county are self-employed or work in the agricultural industry, which can lead to complex tax situations that require specialized knowledge. Additionally, Columbia County has a high number of retirees who may have unique tax considerations related to their pensions and other retirement income. A tax advisor can help residents in Columbia County navigate these complexities and ensure that they are taking advantage of all available tax deductions and credits. By working with a tax advisor, residents can save money on their taxes and avoid costly mistakes that could lead to penalties or audits from the IRS.

Estate Planning Lawyer

Residents of Columbia County, NY can benefit greatly from the services of an estate planning lawyer. Specifically, the lawyer can help them create a comprehensive estate plan that takes into account the unique laws and regulations of Columbia County, NY. For example, Columbia County has specific rules regarding the distribution of assets in the event of death, including the requirement that certain assets be distributed to surviving family members. An estate planning lawyer can help residents navigate these rules and ensure that their assets are distributed according to their wishes. Additionally, the lawyer can assist with creating a plan for long-term care, which is particularly important given the aging population of Columbia County. By working with an estate planning lawyer, residents can have peace of mind knowing that their assets and healthcare needs are taken care of in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Columbia County, NY can be comprehensive and tailored to meet the unique needs of each individual. The planner can assist in developing a retirement plan that takes into account the specific financial goals, lifestyle preferences, and risk tolerance of the client. With its picturesque countryside and thriving arts scene, Columbia County, NY offers retirees a wealth of opportunities to enjoy their golden years. The retirement planner can help clients explore the various retirement communities, cultural events, and recreational activities available in the area. Additionally, the planner can provide guidance on tax planning, estate planning, and investment strategies to help clients maximize their retirement income and protect their assets. With the right retirement planning services, retirees in Columbia County, NY can enjoy a fulfilling and financially secure retirement.

Columbia County, NY is the ultimate destination for retirees who are looking for a reliable and trustworthy retirement planner. With its picturesque landscapes and serene atmosphere, Columbia County provides the perfect backdrop for planning the next phase of your life. The county is home to some of the most experienced and knowledgeable retirement planners in the state, who have a deep understanding of the unique needs and challenges that retirees face. Whether you are looking to invest in a retirement plan, create a budget, or simply get advice on how to manage your finances, Columbia County has got you covered. From the quaint towns to the rolling hills, every inch of this county is infused with a sense of calm and tranquility that will put your mind at ease. So, if you are looking for a retirement planner who can help you navigate the complexities of retirement, look no further than Columbia County, NY.