Retirement Planning in Orange County, NY

We did the hard work of finding trustworthy partners in Orange County, NY. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Orange County, NY

Richard J. Ernst, Eagle Strategies LLC
Location 58 Maybrook Rd, Campbell Hall, NY 10916, USA
Phone (845) 636-4171
Language http://www.rjernst.com/
Directions
Michael Warren
Location 406 NY-32, Vails Gate, NY 12584, USA
Language https://fa.citizensbank.com/ny/vails-gate/michael-warren-d105272
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
SEP Financial Services
Location 5 Hatfield Lane #2A-2, Goshen, NY 10924, USA
Phone (845) 618-1700
Language http://seppfs.com/
Directions
Great Path Planning
SEC File# 801-119391
CRD# 284461
Location 10 Matthews St, Goshen, NY 10924, USA
Phone (845) 397-7284
Language http://www.greatpathfp.com/
Directions
Mundi Financial
Location 90 Crystal Run Rd Suite 101, Middletown, NY 10941, USA
Phone (855) 246-3548
Language https://www.mundifinancial.com/
Directions
WealthTrust
Location 33 Airport Center Dr SUITE 105, New Windsor, NY 12553, USA
Phone (845) 445-1500
Language https://www.mywealthtrust.com/
Directions
Retirement Planning in Orange County, NY

About Orange County, NY for Those Planning to Retire

Orange County, NY is a vibrant and diverse community filled with rich history and modern amenities. The county boasts a plethora of landmarks, including the iconic Storm King Mountain and the breathtaking Hudson River. Top employers in the area include the prestigious West Point Military Academy and the bustling Woodbury Common Premium Outlets. Major highways such as Route 17 and the New York State Thruway provide easy access to neighboring cities and towns, while bustling streets like Main Street in Warwick and Broadway in Newburgh offer a variety of shopping and dining options. Orange County is also home to several unique and charming neighborhoods, including the quaint village of Goshen and the bustling city of Middletown. Whether you're a history buff, an outdoor enthusiast, or a city slicker, Orange County has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Orange County, NY can benefit from a bank in various ways. One of the most common ways is through mortgage loans. With the county's growing population, there is a high demand for housing. A bank can provide mortgage loans to residents who are looking to purchase a home or refinance their current mortgage. Additionally, Orange County is known for its agricultural industry, and a bank can offer loans to farmers to help them expand their operations or purchase new equipment. Another way a bank can help is by offering small business loans to entrepreneurs looking to start or grow their business in the county. With the diverse economy of Orange County, a bank can also provide investment opportunities to residents who are looking to invest in the stock market or other financial instruments. Overall, a bank can play a significant role in the financial well-being of Orange County residents by providing various financial services and support.

Insurance Broker

Residents of Orange County, NY can benefit from the services of an insurance broker in many ways. One specific example is that the broker can help them navigate the complexities of the local healthcare system. With several hospitals and medical centers scattered throughout the county, it can be challenging for residents to find the right provider and insurance plan to suit their needs. An experienced broker can offer expert guidance on the various options available, including coverage for pre-existing conditions, prescription drugs, and mental health services. Additionally, they can help residents understand the nuances of the Affordable Care Act and how it affects their insurance choices. By working with a broker, Orange County residents can ensure that they have the coverage they need to stay healthy and protected.

Wealth Management

Residents of Orange County, NY can benefit greatly from the services of a wealth manager. With the county's population growing at a steady rate, there is an increasing need for financial planning and investment management. A wealth manager can assist with retirement planning, tax planning, and estate planning, among other services. In Orange County, NY, where the median household income is $76,618, a wealth manager can help individuals and families make the most of their earnings and investments. Additionally, with the county's proximity to New York City, there are unique opportunities for investment and wealth management that a skilled professional can help navigate. The complexity of the financial world can be overwhelming, but a wealth manager can provide the burstiness of knowledge and expertise needed to help Orange County residents achieve their financial goals.

Financial Advisor

Residents of Orange County, NY can benefit from the expertise of a financial advisor in numerous ways. One specific example is the high cost of living in the area, which can make it difficult for individuals to save for retirement or manage their finances effectively. A financial advisor can provide guidance on creating a budget, investing in the stock market, and developing a long-term financial plan that takes into account the unique challenges of living in Orange County. Additionally, the region is home to many small business owners who may require assistance with managing their finances, such as creating a business plan or securing funding for expansion. A financial advisor can offer valuable insights and support to help these entrepreneurs achieve their goals and grow their businesses. Overall, partnering with a financial advisor can help residents of Orange County, NY navigate the complex financial landscape and achieve greater financial security and stability.

Mortgage Loan Officer

Residents of Orange County, NY can benefit from the services of a mortgage loan officer in various ways. For instance, they can help first-time homebuyers navigate the complex process of obtaining a mortgage. Additionally, they can assist existing homeowners in refinancing their loans to take advantage of lower interest rates. Given that Orange County, NY is a diverse community with a mix of urban and rural areas, a mortgage loan officer can also help residents find suitable loans for properties that may not meet traditional lending requirements. Furthermore, with the county's proximity to New York City, mortgage loan officers can help residents take advantage of government-backed programs designed to encourage homeownership in high-cost areas. Overall, a mortgage loan officer can be a valuable resource for Orange County, NY residents looking to buy or refinance a home.

Tax Services

Residents of Orange County, NY can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations specific to Orange County, NY. For instance, the county has a unique property tax system where properties are assessed at different rates depending on their location. A tax advisor can help residents understand their property tax bills and ensure that they are not overpaying. Secondly, a tax advisor can help residents take advantage of tax deductions and credits that they may not be aware of. For example, residents who work from home may be eligible for a home office deduction, and those who have children may qualify for the child tax credit. Lastly, a tax advisor can help residents plan for their financial future by creating a tax-efficient investment strategy. They can advise on the best retirement accounts to use, such as a traditional IRA or a Roth IRA, and help residents minimize their tax liability when withdrawing funds in retirement.

Estate Planning Lawyer

Residents of Orange County, NY can benefit from the services of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help residents to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes upon their passing. This is particularly important in Orange County, NY, where property values are high and many residents have substantial assets that they want to protect. Additionally, an estate planning lawyer can help residents to minimize their tax liability and ensure that their loved ones are not burdened with unnecessary taxes or legal fees. Furthermore, an estate planning lawyer can assist with creating trusts, drafting wills, and establishing powers of attorney, all of which can help residents to protect their assets and ensure that their wishes are respected. Overall, an estate planning lawyer can be an invaluable resource for residents of Orange County, NY who want to ensure that their assets are protected and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Orange County, NY can be quite extensive. With a population of over 380,000, Orange County is a diverse community with a range of financial needs and goals. A retirement planner in this area can provide customized financial plans that take into account the unique economic landscape of Orange County, including factors such as local tax laws and cost of living expenses. They can also provide guidance on investment strategies that align with the client's risk tolerance, as well as advice on estate planning and long-term care options. In addition, a retirement planner in Orange County, NY can help clients navigate the many retirement benefits available to them, including Social Security and Medicare. With their expertise and knowledge of the local market, a retirement planner in Orange County, NY can help clients achieve their financial goals and enjoy a comfortable retirement.

Orange County, NY is the perfect place to find a retirement planner. With its picturesque landscapes and vibrant communities, Orange County offers a unique blend of urban and rural living that caters to the needs of retirees. The county is home to some of the most experienced and knowledgeable retirement planners who can help you navigate the complex world of retirement planning. Whether you need advice on managing your finances, investing your savings, or planning for long-term care, Orange County's retirement planners have the expertise and skills to guide you every step of the way. With its diverse population and rich cultural heritage, Orange County is a great place to retire and enjoy the golden years of your life. So, if you're looking for a reliable and trustworthy retirement planner, look no further than Orange County, NY.