Retirement Planning in Hicksville, NY

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Top Retirement Planners in Hicksville, NY

PareShah Partners
Location 960 S Broadway suite 115-B, Hicksville, NY 11801, USA
Phone (516) 268-3446
Directions
Bshapiro Financial
Location 100 Jericho Quadrangle Suite 335, Jericho, NY 11753, USA
Phone (516) 342-6566
Directions
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 333 Jericho Turnpike Ste 232, Jericho, NY 11753, USA
Phone (516) 513-1175
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Charles Crystal, CFP - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8812
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Full Spectrum Financial Solutions
Location 500 N Broadway, Jericho, NY 11753, USA
Phone (516) 719-0150
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Mark Grossmann - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 390 N Broadway Ste 240, Jericho, NY 11753, USA
Phone (516) 231-1000
Directions
SEC File# 801-119967
CRD# 283070
5 out of 5
Location 405 RXR Plaza, Uniondale, NY 11556, USA
Phone (516) 874-5030
Directions
Highland Wealth Advisors, LLC
Location 390 N Broadway 3rd floor, Jericho, NY 11753, USA
Directions
Domenick D'Andrea, AIF®, CRC®, CPFA™
5 out of 5
Location 1400 Old Country Rd #408, Westbury, NY 11590, USA
Phone (516) 366-5847
Directions
Lebenthal Financial Services, Inc
5 out of 5
Location Located in Jericho Atrium, Jericho, NY 11753, USA
Phone (516) 349-5555
Directions
Retirement Planning in Hicksville, NY

About Hicksville, NY for Those Planning to Retire

Hicksville, NY is a bustling town located in Nassau County on Long Island. It is home to a plethora of landmarks that attract visitors from all over, including the Broadway Mall, Eisenhower Park, and the iconic Hicksville Gregory Museum. This town boasts a diverse range of top employers, such as the New York Community Bank, Nassau County Police Department, and the Hicksville School District. Major highways like the Long Island Expressway and Northern State Parkway serve as vital arteries for transportation in and out of Hicksville, while major streets like Old Country Road and Newbridge Road provide convenient access to local businesses and residential neighborhoods. Hicksville is made up of several distinct neighborhoods, each with its unique charm and character, including Newbridge Gardens, Old Bethpage, and West Village. With its rich history and vibrant community, Hicksville is a town that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Hicksville, NY would be helped by a bank in a multitude of ways. One specific example is through the provision of small business loans to the many local entrepreneurs in the area. With a population of over 41,000 people, Hicksville is a bustling community with a diverse range of small businesses, including restaurants, retail stores, and professional services. A bank could provide much-needed financial support to these businesses, allowing them to expand their operations, hire more employees, and contribute to the local economy. In addition, a bank could offer various financial services to residents, such as checking and savings accounts, mortgages, and personal loans, helping them to achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Hicksville, NY can benefit from the expertise of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies, ensuring that they have the right coverage for their needs. This is particularly important in Hicksville, where residents face unique risks due to the area's proximity to major highways and busy intersections. Additionally, an insurance broker can help residents save money by finding them the best deals on insurance policies, which is especially important in a town where the cost of living is already high. Finally, an insurance broker can provide valuable advice and support in the event of a claim, helping residents to get the compensation they deserve and ensuring that their rights are protected. Overall, an insurance broker can be an invaluable resource for residents of Hicksville, NY, helping them to navigate the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Hicksville, NY can greatly benefit from the expertise of a wealth manager. With its proximity to New York City, Hicksville is home to many professionals who have accumulated significant wealth over the years. However, managing that wealth can be a daunting task, especially for those who are not familiar with the intricacies of the financial markets. A wealth manager can help residents of Hicksville navigate the complex world of investing, providing guidance on everything from stocks and bonds to real estate and alternative investments. They can also help individuals and families develop a comprehensive financial plan that takes into account their unique goals and circumstances, such as saving for retirement, paying for college, or starting a business. By working with a wealth manager, residents of Hicksville can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Hicksville, NY could benefit from the guidance of a financial advisor in a multitude of ways. A financial advisor could help individuals create a personalized budget that takes into account the high cost of living in Nassau County, where Hicksville is located. Additionally, a financial advisor could assist with retirement planning, given that the median age in Hicksville is 43.6 years old. With the average home value in Hicksville being $503,400, a financial advisor could also provide advice on saving for a down payment or managing a mortgage. Furthermore, a financial advisor could help individuals navigate the complexities of investing, given the proximity of Hicksville to New York City and the abundance of investment opportunities in the surrounding area. Overall, a financial advisor could provide invaluable support to residents of Hicksville, NY in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of Hicksville, NY can greatly benefit from the services of a mortgage loan officer. With the high cost of living in Nassau County, many residents struggle to afford the down payment required for a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they secure the best possible interest rates and terms. Additionally, Hicksville is a diverse community with residents from all walks of life. A knowledgeable mortgage loan officer can work with residents to find the right mortgage product for their unique financial situation, whether they are first-time homebuyers or experienced investors. With the help of a mortgage loan officer, residents of Hicksville can achieve their dreams of homeownership and build a strong financial future for themselves and their families.

Tax Services

Residents of Hicksville, NY could benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor could provide guidance on how to maximize deductions for property taxes, which can be particularly advantageous for homeowners in Hicksville where property taxes are notoriously high. Additionally, a tax advisor could assist local small business owners with navigating the complex tax regulations and laws that are unique to New York state. Furthermore, given the diverse population of Hicksville, a tax advisor could provide valuable insight into how to navigate the tax implications of international income, which may be relevant for residents who have recently immigrated or have family abroad. Overall, a tax advisor could provide valuable assistance to residents of Hicksville in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Hicksville, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Hicksville is by drafting wills and trusts. This is particularly important in Hicksville, a community with a large population of middle-class families who have worked hard to build their wealth. An estate planning lawyer can help these families protect their assets and ensure that their estates are distributed to their loved ones according to their wishes. Additionally, an estate planning lawyer can assist residents of Hicksville with other important legal matters, such as setting up durable powers of attorney and healthcare proxies, which can be critical in the event of a medical emergency. With the help of an experienced estate planning lawyer, residents of Hicksville can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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