Retirement Planning in Huntington, NY

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List of Firms

Top Retirement Planners in Huntington, NY

Resource Capital Fund IV LP
Location 224 Wall St, Huntington, NY 11743, USA
Phone (631) 692-9111
Directions
Safe Harbor Asset Management, Inc.
SEC File# 801-79634
CRD# 124787
Location 167 E Main St, Huntington, NY 11743, USA
Phone (631) 421-4341
Language http://www.investsafeharbor.com/
Directions
Client Focused Advisors, member of Royal Alliance Associates
Location 191 New York Ave 2nd Floor-Suite, Huntington, NY 11743, USA
Phone (516) 280-7188
Language http://www.clientfocusedadvisors.com/
Directions
Peter Leonard - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7356
Language https://www.ameripriseadvisors.com/Peter.Leonard/?cid=IP_local_google
Directions
STEINBERGANNA Wealth Management Corp.
Location 76 New York Ave, Huntington, NY 11743, USA
Phone (631) 271-6160
Language http://www.steinberganna.com/
Directions
Mostransky Financial-Insurance
Location 15 Green St, Huntington, NY 11743, USA
Phone (631) 425-9383
Language http://www.mostranskyfinancial.com/
Directions
Dynamic Financial Services, Ltd.
5 out of 5
Location 36 Schiller Ave, Huntington Station, NY 11746, USA
Phone (516) 822-7526
Language http://www.dynamicfinancialny.com/
Directions
DeLorenzo Financial Group, LLC
Location 775 Park Ave # 235, Huntington, NY 11743, USA
Phone (631) 390-9013 ext. 203
Language http://www.clearhorizongroup.com/location.htm
Directions
Good Harvest Financial Group Inc
Location 164 Flower Hill Rd, Halesite, NY 11743, USA
Phone (631) 423-6501
Directions
Dufek & Associates
Location 778 New York Ave, Huntington, NY 11743, USA
Phone (631) 549-2800
Language http://www.cfoforaday.com/
Directions
Ten Haagen Financial Group
Location 191 New York Ave, Huntington, NY 11743, USA
Phone (631) 425-1966
Directions
The WJ Valone Agency
Location 179 New York Ave, Huntington, NY 11743, USA
Phone (631) 425-4661
Language http://www.thevaloneagency.com/
Directions
New York Financial Partners
Location 36 New York Ave # 6, Huntington, NY 11743, USA
Phone (631) 351-3890
Directions
Jonathan D Stone Financl Plnr
Location 1776 E Jericho Turnpike #2, Huntington, NY 11743, USA
Phone (631) 462-6527
Directions
Protective Wealth Consultants - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7354
Language https://www.ameripriseadvisors.com/team/protective-wealth-consultants/?cid=IP_local_google
Directions
Premier Financial Network
SEC File# 801-112349
CRD# 150791
4 out of 5
Location 545 E Jericho Turnpike, Huntington Station, NY 11746, USA
Phone (631) 629-2159
Language http://premierfinancial.network/
Directions
FM International
5 out of 5
Location 11 Prospect St, Huntington, NY 11743, USA
Phone (631) 385-2100
Language http://fmiretirementservices.com/
Directions
Retirement Planning in Huntington, NY

About Huntington, NY for Those Planning to Retire

Huntington, NY is a bustling town in Suffolk County, Long Island, that boasts a rich history and a plethora of landmarks. From the stunning Heckscher Park to the iconic Huntington Harbor Lighthouse, there is no shortage of sights to see in this vibrant community. Top employers in the area include Northwell Health, Huntington Hospital, and the Walt Whitman Shops, which provide ample job opportunities for residents. Major highways such as the Long Island Expressway and Northern State Parkway run through the town, making it easily accessible for commuters. The streets of Huntington are lined with charming boutiques, restaurants, and cafes, offering a unique shopping and dining experience. Neighborhoods such as Huntington Village and Cold Spring Harbor are known for their picturesque homes and quaint charm, while areas like Huntington Station offer a more urban feel. Overall, Huntington, NY is a dynamic town that offers something for everyone, from its rich history to its bustling streets and thriving businesses.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Huntington, NY can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who need it. This can include loans for purchasing a home or a car, or even personal loans for unexpected expenses. Additionally, a bank can offer savings and checking accounts, which can help residents manage their money more efficiently. Huntington is a vibrant community with a diverse population, and a bank can provide services that cater to the unique needs of this community. For example, a bank may offer bilingual services to assist those who speak languages other than English. Furthermore, a bank can offer investment opportunities to help residents grow their wealth over time. Overall, a bank can be a valuable resource for residents of Huntington, NY, providing them with financial support and guidance tailored to their specific needs.

Insurance Broker

Residents of Huntington, NY can benefit from the services of an insurance broker in numerous ways. One specific example is with regards to the unique natural disasters that can occur in this area. As a coastal town, Huntington is susceptible to hurricanes, floods, and other weather-related events that can cause significant damage to homes and businesses. An insurance broker can help residents in Huntington navigate the complexities of insurance policies and ensure that they have adequate coverage for these types of events. Additionally, brokers can assist in finding the best rates for policies and can provide valuable advice on how to minimize risks and protect assets. Overall, an insurance broker can be a valuable resource for residents of Huntington, NY in protecting themselves and their property from the unexpected.

Wealth Management

Residents of Huntington, NY could benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager could help individuals and families in Huntington, NY to develop a comprehensive financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, investing in the stock market, managing debt, and planning for future expenses such as college tuition or healthcare costs. Additionally, a wealth manager could provide guidance on tax planning and estate planning, helping residents of Huntington, NY to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. Furthermore, given that Huntington, NY is a relatively affluent community with a high cost of living, a wealth manager could help residents to navigate the complexities of managing their finances in this context. By providing tailored advice and support, a wealth manager could help residents of Huntington, NY to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Huntington, NY can benefit greatly from the guidance of a financial advisor in many ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique economic landscape of Huntington. The town's economy is heavily reliant on the service industry, with a significant portion of the population employed in healthcare, education, and retail. A financial advisor can help residents navigate the challenges of earning a living in these fields, while also planning for retirement, saving for their children's education, and managing debt. Additionally, Huntington is known for its high cost of living, with housing expenses being a significant portion of most residents' budgets. A financial advisor can provide guidance on how to manage these expenses and make smart investments in real estate. Finally, with the recent economic downturn caused by the COVID-19 pandemic, many residents of Huntington have been financially impacted.

Mortgage Loan Officer

Residents of Huntington, NY would greatly benefit from the expertise of a mortgage loan officer. With a population of over 200,000 people, Huntington is a bustling community with a diverse range of housing needs. A mortgage loan officer can assist residents in navigating the complex process of obtaining a home loan, whether they are first-time homebuyers or seasoned homeowners looking to refinance. Additionally, the loan officer can provide valuable insights into the local housing market, including trends in property values and interest rates. This knowledge can help residents make informed decisions about their financial future and ensure that they secure the best possible mortgage terms. Overall, a mortgage loan officer can be an invaluable resource for residents of Huntington, NY, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Huntington, NY can benefit from the services of a tax advisor in a multitude of ways. For instance, the tax advisor can help them navigate the complexities of the state's tax code, which can be especially confusing for those who are self-employed or own a business. Additionally, tax advisors can help residents take advantage of various deductions and credits that they may not be aware of, such as the New York State Property Tax Relief Credit. Furthermore, residents can rely on their tax advisor to provide guidance on tax planning and preparation, ensuring that they are in compliance with all relevant tax laws and regulations. With the help of a skilled tax advisor, residents of Huntington, NY can reduce their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Huntington, NY can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for the distribution of their assets after death. This can include drafting a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist with the creation of healthcare directives and power of attorney documents, which can provide peace of mind in the event of incapacitation. In Huntington, NY specifically, residents may also benefit from the expertise of an estate planning lawyer in navigating the unique laws and regulations related to estate planning in New York State. With complex laws surrounding estate taxes and probate, an estate planning lawyer can help ensure that residents of Huntington, NY are able to protect their assets and provide for their loved ones in the most effective way possible.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Huntington, NY can be a game-changer for anyone looking to secure their financial future. With the increasing complexity of the financial market, it is essential to have a professional who can guide you through the process of retirement planning. A retirement planner in Huntington, NY can provide a comprehensive analysis of your current financial situation and develop a customized plan that fits your unique needs. This plan can include investment strategies, tax planning, and retirement income planning. Huntington, NY is a town located on Long Island and is known for its beautiful beaches and vibrant downtown area. With its proximity to the city, many retirees choose to settle in Huntington, NY, making it an ideal location for retirement planning services. The retirement planner can help you navigate the challenges of living in a high-cost area and ensure that your retirement savings are optimized for your lifestyle.

Huntington, NY is undoubtedly the best place to get a retirement planner. The town boasts a plethora of financial advisors who are well-versed in the intricacies of retirement planning. What sets Huntington apart is its community of professionals who are committed to providing tailored solutions to each client. The town is also home to a vibrant arts scene, which fosters creativity and innovation among its residents. This translates to retirement planning as well, as advisors in Huntington are known for their out-of-the-box thinking and ability to devise unique strategies to help their clients meet their financial goals. With its picturesque location and thriving business community, Huntington is the perfect place to find a retirement planner who can help you navigate the complexities of retirement planning and secure your financial future.