Retirement Planning in Rockland County, NY

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

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 Rockland County, NY

incline pension
Location 3 Croyden Ln, New City, NY 10956, USA
Phone (646) 415-9166
Directions
Edie Haughney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Blue Hill Plaza Ste 1509, Pearl River, NY 10965, USA
Phone (845) 653-3272
Time Monday: 9:30 AM – 5:30 PM Tuesday: 9:30 AM – 5:30 PM Wednesday: 9:30 AM – 5:30 PM Thursday: 9:30 AM – 5:30 PM Friday: 9:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
A & S Financial Planning LLC
Location 86 Olcott Ave, Croton-On-Hudson, NY 10520, USA
Phone (914) 271-2547
Directions
Whelan Financial Planning
SEC File# 801-122165
CRD# 140357
5 out of 5
Location BY APPOINTMENT ONLY, 50 Hudson Ave, Peekskill, NY 10566, USA
Phone (800) 775-8564
Directions
Craig M. Arons, CPA/PFS PC
Location 55 Old Nyack Turnpike Suite 212, Nanuet, NY 10954, USA
Phone (845) 623-1414
Directions
Money Concepts Financial Planning Centre
SEC File# 801-39736
CRD# 12963
Location 65 Highview Ave, Orangeburg, NY 10962, USA
Phone (845) 398-0097
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Erik A Olsen Financial
Location 491 Kings Hwy # E, Valley Cottage, NY 10989, USA
Phone (845) 627-1099
Directions
Castel Financial Partners
Location 17 Adele Blvd, Chestnut Ridge, NY 10977, USA
Phone (646) 884-2397
Directions
Financial Planning Strategies
Location 20 Moriah Ln, Suffern, NY 10901, USA
Phone (845) 368-1002
Directions
Estate Planning Council of Rockland County
Location 275 N Middletown Rd #2c, Pearl River, NY 10965, USA
Phone (212) 863-9607
Directions
Ben Glancz
Location 1 Hillcrest Center Dr, Spring Valley, NY 10977, USA
Phone (845) 659-7921
Directions
Danziger Retirement Planning
Location 136 Summit Ave # 203, Montvale, NJ 07645, USA
Phone (201) 569-4000
Directions
SEC File# 801-71410
CRD# 153763
5 out of 5
Location 500 Franklin Turnpike #104, Ramsey, NJ 07446, USA
Phone (201) 474-4011
Directions
SDA Wealth Strategies
Location 1 Blue Hill Plaza Ste 1509, Pearl River, NY 10965, USA
Phone (845) 414-8780
Directions
Onyx Tax & Bookkeeping Services
Location 365 W Clarkstown Rd, New City, NY 10956, USA
Phone (845) 300-7022
Directions
Gaber, Berard & Donahue, LLP
5 out of 5
Location 365 NY-304 #202, Bardonia, NY 10954, USA
Phone (845) 623-4500
Directions
Rosenfeld/Tortu Retirement
Location 220 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 332-5353
Directions
Tauber Solutions
Location 7 Perlman Dr Suite 200, Spring Valley, NY 10977, USA
Phone (845) 322-6500
Directions
Retirement Planning in Rockland County, NY

About Rockland County, NY for Those Planning to Retire

Rockland County, NY is a vibrant and diverse community located just 20 miles north of New York City. With a rich history and a variety of landmarks, it's no wonder why so many people choose to call this place home. Some of the most notable landmarks include the Palisades Center Mall, the Nyack Beach State Park, and the Bear Mountain State Park. In terms of top employers, Rockland County is home to a variety of businesses and industries. Some of the largest employers in the area include Pfizer, Nyack Hospital, and Rockland Community College. When it comes to major highways and streets, Rockland County has a number of options for commuters and travelers. The New York State Thruway, Route 9W, and the Palisades Interstate Parkway are just a few of the major roads that run through the area. Finally, Rockland County is made up of a variety of unique neighborhoods, each with its own character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rockland County, NY can benefit from a bank in several ways. Firstly, many of the banks in the area offer a range of financial products and services, such as checking and savings accounts, loans, and credit cards. These products can help residents to manage their finances more effectively and achieve their financial goals. Additionally, many banks in Rockland County offer online and mobile banking services, which can be particularly useful for busy residents who may not have time to visit a branch in person. Another way that banks can help residents of Rockland County is by providing financial education and resources. This can include workshops, seminars, and online resources that can help residents to better understand their finances and make informed decisions about their money. Finally, banks in Rockland County can also play a role in supporting the local community by providing funding and other resources to local organizations and initiatives.

Insurance Broker

Residents of Rockland County, NY could greatly benefit from the services of an insurance broker. With the county's diverse population and varied economic landscape, navigating the complex world of insurance can be overwhelming and confusing. An experienced insurance broker can provide invaluable assistance in finding the right coverage for each individual's unique needs, whether it be for health, auto, or home insurance. Additionally, Rockland County is known for its high cost of living, making it all the more important for residents to find affordable insurance options. An insurance broker can help residents compare prices and coverage options, ensuring they are getting the best value for their money. With the added complexities of living in a densely populated area, such as increased risk of accidents and higher crime rates, having comprehensive insurance coverage is essential. An insurance broker can help residents navigate these unique challenges and provide peace of mind knowing they are properly protected.

Wealth Management

Residents of Rockland County, NY would greatly benefit from the services of a wealth manager. Given that the county is located just north of New York City, it has a high cost of living and many residents may struggle to manage their finances. A wealth manager can assist with financial planning, investment advice, and tax planning, among other services. Additionally, Rockland County has a diverse population, including a large Orthodox Jewish community. A wealth manager with knowledge of the unique financial needs and practices of this community could provide valuable guidance on issues such as charitable giving, estate planning, and retirement planning. Overall, a wealth manager can help residents of Rockland County navigate the complexities of the financial world and make informed decisions to secure their financial futures.

Financial Advisor

Residents of Rockland County, NY can benefit from the expertise of a financial advisor in several ways. With its proximity to New York City, Rockland County is home to many affluent individuals who may need assistance with managing their wealth. A financial advisor can help these residents create a personalized investment strategy that aligns with their financial goals. Moreover, Rockland County has a diverse population, including many immigrants who may need guidance on navigating the complex financial landscape in the United States. A financial advisor can help these residents with financial planning, budgeting, and managing debt. Additionally, Rockland County has a high cost of living, which can make it challenging for some residents to save for retirement. A financial advisor can help these individuals create a retirement plan that takes into account their current financial situation and helps them save for the future. Overall, a financial advisor can provide valuable assistance to residents of Rockland County, NY, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Rockland County, NY can benefit from the services of a mortgage loan officer in various ways. Firstly, given that the county is one of the most expensive places to live in the United States, a mortgage loan officer can help residents secure a loan to purchase a home. This is particularly important given that the median home value in Rockland County is $460,000, which is significantly higher than the national average. Furthermore, a mortgage loan officer can also help residents refinance their homes to take advantage of lower interest rates or to access equity for other purposes such as home improvements or debt consolidation. Additionally, given the county's proximity to New York City, a mortgage loan officer can help residents navigate the complexities of obtaining a mortgage for a second home or investment property in the surrounding area. In summary, the services of a mortgage loan officer can be invaluable to residents of Rockland County, NY who are looking to purchase, refinance or invest in property in the area.

Tax Services

Residents of Rockland County, NY can greatly benefit from the expertise of a tax advisor. With its diverse population and unique tax laws, navigating the tax system in Rockland County can be a complex and daunting task. A tax advisor can help residents with a variety of issues, such as tax planning, preparation, and filing. They can also provide guidance on deductions and credits specific to Rockland County, such as the STAR program and property tax exemptions. Additionally, a tax advisor can assist residents with audits and resolving any tax disputes with the IRS or state tax authorities. With their knowledge and experience, a tax advisor can help residents save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Rockland County, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive estate plan that takes into account the unique laws and regulations of Rockland County, NY. This includes drafting a will, establishing trusts, and ensuring that all necessary legal documents are in order. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Rockland County, NY, and minimize their tax liability. With the high cost of living in Rockland County, NY, minimizing taxes can be a significant financial benefit for residents. Finally, an estate planning lawyer can provide guidance on how to protect assets and plan for long-term care, which can be especially important for the aging population in Rockland County, NY. Overall, working with an estate planning lawyer can provide residents of Rockland County, NY with peace of mind and financial security.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs