Retirement Planning in Kings Park, NY

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List of Firms

Top Retirement Planners in Kings Park, NY

342 Accounting & Tax Service
Location 211 Ardito Ave, Kings Park, NY 11754, USA
Phone (631) 903-0098
Language https://342accountingandtaxservice.com/
Directions
MAS Group
Location 41 Willow Ridge Dr, Smithtown, NY 11787, USA
Phone (631) 389-2301
Directions
Marcus Robert
Location 14 Cedar St N, Kings Park, NY 11754, USA
Phone (631) 663-3900
Directions
Marino & Berner
3 out of 5
Location 55 1st Ave, Kings Park, NY 11754, USA
Phone (631) 544-6101
Language https://www.marinobernercpas.com/
Directions
Allstate Personal Financial Representative: Craig Mehlsack
Location 49 Indian Head Rd, Kings Park, NY 11754, USA
Phone (631) 269-5200
Language https://agents.allstate.com/0B8656
Directions
Sovereign Global Advisors
Location 1 Village, # 201, Kings Park, NY 11754, USA
Phone (866) 790-9700
Language http://sovereignglobaladvisors.com/
Directions
Hall CPA Group LLP
5 out of 5
Location 277 Indian Head Rd, Kings Park, NY 11754, USA
Phone (631) 269-7500
Language http://www.hallcpagroup.com/
Directions
Edward Jones - Financial Advisor: Wayne R Buess, AAMS®
SEC File# 801-3297
CRD# 250
Location 82 Main St, Kings Park, NY 11754, USA
Phone (631) 269-5031
Language https://www.edwardjones.com/us-en/financial-advisor/wayne-buess
Directions
Retirement Planning in Kings Park, NY

About Kings Park, NY for Those Planning to Retire

Kings Park, NY is a charming hamlet nestled in the heart of Long Island. This quaint community boasts an array of landmarks, including the Kings Park Psychiatric Center, a sprawling complex of abandoned buildings with a haunting history. The nearby Sunken Meadow State Park offers breathtaking views of the Long Island Sound and is a popular spot for hiking, picnicking, and beach-going. Top employers in Kings Park include the Kings Park School District, St. Johnland Nursing Center, and the Nissequogue Golf Club. The hamlet is conveniently located near major highways, including the Long Island Expressway and the Northern State Parkway, making it easily accessible from all parts of Long Island. Kings Park is divided into several distinct neighborhoods, each with its own unique character. The Kings Park Estates is a luxurious enclave of sprawling mansions and manicured lawns, while the downtown area is a bustling hub of shops, restaurants, and cafes.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kings Park, NY would greatly benefit from the services provided by a bank. One specific way that a bank could assist the community is by offering small business loans to local entrepreneurs looking to start or expand their businesses. Kings Park is a small, tight-knit community with a limited number of commercial establishments. By providing funding to these small businesses, a bank could help stimulate economic growth in the area and provide new job opportunities for residents. Additionally, a bank could offer financial education classes to community members, helping them to better manage their money and plan for their futures. With its close proximity to New York City, Kings Park is an attractive place to live for those who work in the city but desire a quieter, more suburban lifestyle. A bank that understands the unique needs of this community could play a vital role in its continued growth and prosperity.

Insurance Broker

Residents of Kings Park, NY could greatly benefit from the services of an insurance broker. With the town being located near the coast, it is important for residents to have proper coverage for potential hurricane damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have the appropriate coverage for their homes. In addition, Kings Park has a large population of small business owners who could benefit from a broker's expertise in finding the right coverage for their specific industry. From liability insurance to workers' compensation, an insurance broker can help protect these businesses and their owners from financial ruin. With so many potential risks and uncertainties, the services of an insurance broker can provide peace of mind to the residents of Kings Park, NY.

Wealth Management

Residents of Kings Park, NY can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them plan for their retirement by creating a comprehensive investment portfolio that aligns with their goals and risk tolerance. Secondly, a wealth manager can assist in minimizing tax liabilities by creating tax-efficient strategies that take advantage of deductions and credits. Additionally, a wealth manager can help residents of Kings Park, NY navigate complex financial situations such as estate planning and managing inheritances. Furthermore, with the high cost of living in Kings Park, NY, a wealth manager can help residents create a budget and manage their expenses in a way that allows them to maintain their lifestyle without overspending. Finally, with the volatile nature of the stock market, a wealth manager can help residents of Kings Park, NY make informed investment decisions that mitigate risk and maximize returns.

Financial Advisor

Residents of Kings Park, NY can benefit from the expertise of a financial advisor in various ways. One of the most common ways is by helping them achieve their financial goals, whether it's saving for retirement, paying off debts, or investing in the stock market. Additionally, financial advisors can assist Kings Park residents in creating a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in Long Island. For instance, a financial advisor can help them navigate the complexities of the local real estate market and make informed decisions when buying or selling a home. Furthermore, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs, which are all crucial aspects of financial management that can be overwhelming for the average person. Overall, a financial advisor can help Kings Park residents achieve financial security and peace of mind, which is especially important in today's uncertain economic climate.

Mortgage Loan Officer

Residents of Kings Park, NY can benefit from the expertise of a mortgage loan officer in several ways. With the high cost of living in Kings Park, NY, a mortgage loan officer can help residents secure a mortgage that suits their budget and financial goals. Moreover, a mortgage loan officer can provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help residents choose the best option for their financial situation. Furthermore, with the complex and ever-changing mortgage industry, a mortgage loan officer can help residents navigate the intricacies of the mortgage process, from pre-approval to closing. With their knowledge and experience, a mortgage loan officer can help residents of Kings Park, NY achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Kings Park, NY would greatly benefit from the expertise of a tax advisor. With its high median household income and property values, Kings Park residents face unique challenges when it comes to managing their finances and taxes. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and investment strategies, helping Kings Park residents to build and protect their wealth. In a community where many residents are small business owners or self-employed, a tax advisor can also offer valuable advice on business tax planning and compliance. With the help of a tax advisor, residents of Kings Park can ensure that they are making the most of their hard-earned money and securing their financial future.

Estate Planning Lawyer

Residents of Kings Park, NY can benefit from the services of an estate planning lawyer in a number of ways. One specific issue that is unique to Kings Park is the prevalence of historic homes in the area. Many of these homes have been passed down through generations, and it is important for residents to have a plan in place for how these properties will be handled after their passing. An estate planning lawyer can assist with creating a will or trust that outlines how the property should be distributed, as well as providing guidance on any tax implications that may arise. Additionally, an estate planning lawyer can help residents of Kings Park navigate the complex legal landscape surrounding Medicaid eligibility, which can be especially important for those who may require long-term care in the future. By working with an experienced estate planning lawyer, residents of Kings Park can ensure that their assets are protected and their wishes are carried out after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Kings Park, NY can be a valuable resource for those looking to secure their financial future. The planner can provide a comprehensive analysis of an individual's current financial situation, including income, expenses, assets, and liabilities. They can also assist with creating a personalized retirement plan that takes into account an individual's goals, risk tolerance, and timeline. Moreover, the planner can help navigate the complex world of retirement savings vehicles, such as 401(k)s, IRAs, and annuities, and provide guidance on investment strategies. In Kings Park, NY, the planner can also take into account the unique cost of living and tax implications of retiring in this Long Island community, which can be significantly different from other areas in the country. Overall, a retirement planner in Kings Park, NY can provide a wealth of knowledge and expertise to help individuals achieve a comfortable and secure retirement.

Kings Park, NY is the ideal location to find a retirement planner due to its extensive network of financial experts and its commitment to providing top-notch retirement planning services. With its charming small-town feel and proximity to New York City, Kings Park offers retirees the best of both worlds. The local financial advisors have an in-depth understanding of the unique challenges that retirees face and are adept at creating personalized retirement plans that account for factors such as healthcare costs, tax implications, and social security benefits. Moreover, Kings Park's wealth of community resources, including senior centers, libraries, and recreational facilities, ensures that retirees can enjoy a fulfilling and active retirement. Overall, Kings Park's combination of expertise, resources, and quality of life make it the go-to destination for anyone seeking a retirement planner.