Retirement Planning in Newburgh, NY

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List of Firms

Top Retirement Planners in Newburgh, NY

Spectrum Pension & Compensation
Location 3 Racquet Rd, Newburgh, NY 12550, USA
Phone (845) 567-6090
Language http://specpension.com/
Directions
Hudson Valley Estate Planning Council
Location 276 NY-17K, Newburgh, NY 12550, USA
Phone (845) 564-3654
Language http://www.hvepc.org/council/contact
Directions
Ferrigno Financial
5 out of 5
Location 79 E Main St, Washingtonville, NY 10992, USA
Phone (845) 496-5508
Language http://www.ferrignofinancial.com/
Directions
J. Pink Associates, Inc., Financial Advisors
5 out of 5
Location 942 NY-376 Ste 205, Wappingers Falls, NY 12590, USA
Phone (845) 790-4300
Language http://www.johnpink.com/
Directions
Edward Jones - Financial Advisor: Joseph E Profaci Sr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 297 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 566-7379
Language https://www.edwardjones.com/us-en/financial-advisor/joseph-profaci
Directions
Kenan Financial, CPA
4 out of 5
Location 145 Windsor Hwy, Newburgh, NY 12550, USA
Phone (845) 562-6303
Directions
Louis Curci: Primerica - Financial Services
Location 1662 NY-300 STE 142, Newburgh, NY 12550, USA
Phone (845) 632-6100
Language https://www.primerica.com/LOUISCURCI
Directions
Michael Warren
SEC File# 801-111055
CRD# 158043
Location 406 NY-32, Vails Gate, NY 12584, USA
Language https://fa.citizensbank.com/ny/vails-gate/michael-warren-d105272
Directions
Quint Investments and Insurance Services
5 out of 5
Location 210 New Hackensack Rd, Wappingers Falls, NY 12590, USA
Phone (845) 345-3628
Language http://www.quintii.com/
Directions
DSL Financial Services
5 out of 5
Location 2645 South Rd Suite 8, Poughkeepsie, NY 12601, USA
Phone (845) 454-4110
Language http://www.dslfinancialservices.com/
Directions
Jackson Hewitt Tax Service
4 out of 5
Location 5020 Rte 9W Ste 102, Newburgh, NY 12550, USA
Phone (845) 863-1040
Language https://office.jacksonhewitt.com/tax-preparation-services-locations/en/ny/newburgh/5020-route-9w/16462?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=16462
Directions
Step Stone Financial
Location 1450 NY-300 #4, Newburgh, NY 12550, USA
Phone (845) 565-5911
Directions
Step Stone Financial
Location 436 Robinson Ave, Newburgh, NY 12550, USA
Phone (866) 788-7753
Directions
Edward Jones - Financial Advisor: Errol S Fletcher
Location 297 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 566-7379
Language https://www.edwardjones.com/us-en/financial-advisor/errol-fletcher
Directions
Retirement Planning in Newburgh, NY

About Newburgh, NY for Those Planning to Retire

Newburgh, NY is a bustling city nestled on the Hudson River that boasts a rich history and vibrant culture. From its stunning architecture to its bustling downtown, Newburgh is a city that truly has it all. One of the city's most iconic landmarks is the Newburgh Waterfront, which features a stunning boardwalk and picturesque views of the river. Other notable landmarks include the Newburgh Free Library, the Dutch Reformed Church, and the Crawford House. Newburgh is also home to a number of top employers, including St. Luke's Cornwall Hospital, Orange County Community College, and the Newburgh Enlarged City School District. Major highways such as I-84 and the New York State Thruway run through the city, making it easily accessible from anywhere in the region. When it comes to neighborhoods, Newburgh has a diverse range of options to choose from. From the historic homes of the East End to the charming streets of the Heights, there's something for everyone in this vibrant city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Newburgh, NY would greatly benefit from a bank in various ways. For starters, a bank would provide easy access to financial services like savings accounts, loans, and credit cards. This would be particularly helpful for low-income residents who may not have access to these services otherwise. Additionally, a bank could offer financial education classes to help residents manage their money effectively, which would be especially beneficial given the high poverty rate in Newburgh. Furthermore, a bank could invest in local businesses and help stimulate the local economy, which has struggled in recent years due to the decline of the manufacturing industry. Overall, a bank would be a valuable resource for the residents of Newburgh, providing them with the financial tools and resources they need to thrive.

Insurance Broker

Residents of Newburgh, NY can benefit from the services of an insurance broker in a multitude of ways. One of the most common ways an insurance broker can help is by providing guidance and recommendations for the best insurance policies to fit each individual's unique needs. This is particularly important in Newburgh, where the city experiences a higher than average crime rate. Insurance brokers can assist residents in finding the right coverage for their homes, vehicles, and personal belongings, ensuring they are adequately protected in the event of theft or damage. Additionally, Newburgh is located in an area that is prone to natural disasters, such as flooding and hurricanes. An insurance broker can help residents navigate the complexities of flood insurance and other forms of coverage to ensure they are protected against these potential risks. Overall, the expertise and guidance of an insurance broker can provide peace of mind for residents of Newburgh, knowing that they are prepared for whatever life may throw their way.

Wealth Management

Residents of Newburgh, NY can benefit from the expertise of a wealth manager in several ways. Wealth managers can help individuals in Newburgh, NY to create a comprehensive financial plan that takes into account their unique goals and circumstances. This may include investment advice, retirement planning, tax planning, and estate planning. Additionally, wealth managers can provide guidance on how to manage debt and improve credit scores, which can be particularly important for residents of Newburgh, NY, who may face higher-than-average levels of debt due to the area's high cost of living and limited job opportunities. Furthermore, a wealth manager can help Newburgh residents navigate the complexities of the local real estate market, which can be challenging due to the city's mix of historic and modern properties and its diverse population. By working with a wealth manager, residents of Newburgh, NY can gain the knowledge and support they need to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Newburgh, NY could benefit from the guidance of a financial advisor in a multitude of ways. One specific area of concern for Newburgh residents is the high poverty rate, which is nearly double the national average. A financial advisor could assist in creating a budget and developing a savings plan to help individuals and families improve their financial stability. In addition, a financial advisor could provide advice on how to invest in local businesses and real estate to support the revitalization of the city's economy. With the guidance of a financial advisor, Newburgh residents could work towards achieving their financial goals and improving their overall quality of life.

Mortgage Loan Officer

Residents of Newburgh, NY can benefit from the assistance of a mortgage loan officer in various ways. Firstly, the officer can provide expert advice on the best mortgage options available in the area, taking into account the unique characteristics of the Newburgh housing market. This is particularly important given that Newburgh is a city with a rich history and diverse population, which can impact the housing market in complex ways. Moreover, a mortgage loan officer can help residents navigate the often complicated process of applying for and obtaining a mortgage, providing guidance on the necessary documentation, credit requirements, and other factors that can impact one's ability to secure a loan. Additionally, a loan officer can help residents understand the various costs associated with purchasing a home in Newburgh, such as property taxes and insurance, and can work with them to find ways to reduce these costs and make homeownership more affordable.

Tax Services

Residents of Newburgh, NY can benefit greatly from the expertise of a tax advisor. With the city's diverse population and unique economic landscape, a tax advisor can provide tailored advice and guidance on tax planning, compliance, and strategies to minimize tax liabilities. For instance, with the city's high poverty rate, residents may qualify for various tax credits and deductions that can significantly reduce their tax burden. A tax advisor can help identify these opportunities and ensure that residents take full advantage of them. Additionally, with the city's growing number of small businesses, a tax advisor can assist entrepreneurs with tax planning and compliance, helping them navigate the complex tax laws and regulations that apply to their businesses. Overall, a tax advisor can be an invaluable resource for Newburgh residents, helping them navigate the complex and ever-changing tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Newburgh, NY can benefit greatly from the services of an estate planning lawyer. With the city's rich history and diverse population, there are a multitude of unique circumstances that may require specialized legal guidance. For example, many residents of Newburgh own property that has been passed down through multiple generations, making it important to establish clear ownership rights and prevent disputes. Additionally, the city's proximity to major highways and transportation hubs means that many residents may have complex financial and business interests that require careful planning and protection. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes and that their loved ones are protected in the event of their passing. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for residents of Newburgh, NY.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Newburgh, NY can be exceedingly beneficial for individuals who are approaching their golden years. These services may include developing a personalized retirement plan, analyzing investment portfolios, and providing guidance on tax-efficient strategies. Moreover, a retirement planner in Newburgh, NY can assist in navigating the complexities of Social Security and Medicare, ensuring that clients receive maximum benefits. One unique aspect of retirement planning in Newburgh, NY is the city's proximity to the Hudson River. A skilled retirement planner may suggest investing in waterfront properties or exploring opportunities for boating and fishing in retirement. With the help of a knowledgeable retirement planner, individuals can confidently plan for a comfortable and fulfilling retirement in Newburgh, NY.

Newburgh, NY is the ideal destination for anyone looking for a reliable retirement planner. With its rich history and diverse community, this city offers a unique perspective on retirement planning that cannot be found elsewhere. The city's proximity to major metropolitan areas makes it an ideal location for retirees who want to stay connected to the world while enjoying a peaceful and serene lifestyle. Moreover, Newburgh, NY boasts a plethora of financial institutions that specialize in retirement planning. These institutions offer a range of services, from investment advice to estate planning, and are staffed by knowledgeable professionals who have years of experience in the field. Overall, Newburgh, NY is the perfect place to find a retirement planner who can help you achieve your financial goals and live the retirement of your dreams.