Tax Services in Rocky Point, NY

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Top Rocky Point, NY Tax Preparers

Long Island Tax, Accounting, & Advisory Services Inc.
5 out of 5
Location 4 Hemlock Rd, Mt Sinai, NY 11766, USA
Phone (631) 645-5257
Directions
Edwin J Murphy Inc
5 out of 5
Location 585 NY-25A #1, Rocky Point, NY 11778, USA
Phone (631) 744-8180
Directions
Cross Island Prospectives Inc.
Location 75 Woodlot Rd, Ridge, NY 11961, USA
Phone (631) 304-1916
Directions
Vanek James H
5 out of 5
Location 1 Sylvester Ct, Rocky Point, NY 11778, USA
Phone (631) 821-5571
Directions
Tax Accountant in Rocky Point, NY

Where Tax Accountants in Rocky Point, NY Serve

Rocky Point, NY is a charming hamlet located in the town of Brookhaven on Long Island's North Shore. This quaint community is home to several notable landmarks, including the historic Noah Hallock Homestead, the scenic Rocky Point State Pine Barrens Preserve, and the stunning North Shore Beach. As for top employers, Rocky Point offers a variety of job opportunities, with major employers including the Rocky Point School District, the Brookhaven Memorial Hospital Medical Center, and the Suffolk County Police Department. In terms of transportation, Rocky Point is easily accessible via several major highways, including Route 25A, Route 25, and the Long Island Expressway. Additionally, the town boasts several bustling streets, such as Route 25A and Route 25, which are lined with shops, restaurants, and other local businesses.

Financial Services Related to Tax Planning in Rocky Point, NY

Banks and Credit Unions

Rocky Point, NY is a small town with a population of approximately 14,000 people. One of the most common ways that residents of Rocky Point can be helped by a bank is through access to financial services such as checking and savings accounts, loans, and credit cards. In addition, banks can provide residents with financial advice and education to help them make informed decisions about their money. With the town's proximity to the Long Island Sound, many residents own boats and may require financing for their watercraft. Banks can also offer investment advice to help residents grow their wealth and plan for the future. Overall, the services provided by banks can be incredibly beneficial to the residents of Rocky Point, NY, helping them to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Rocky Point, NY can benefit greatly from the services of an insurance broker. With the town being located in a coastal area, there is a higher risk of natural disasters such as hurricanes and floods. An insurance broker can assist residents in finding the right coverage for their homes and properties to protect against these potential hazards. Additionally, the town has a large population of small business owners who may need specialized insurance policies to cover their unique risks and liabilities. An insurance broker can help these entrepreneurs navigate the complex world of commercial insurance and find the right coverage for their specific needs. With the ever-changing insurance market, an insurance broker can also keep residents up to date on the latest policy options and help them make informed decisions about their coverage. Overall, the expertise and guidance of an insurance broker can provide invaluable support to the residents of Rocky Point, NY.

Retirement Planning

Residents of Rocky Point, NY could greatly benefit from the expertise of a retirement planner. With its proximity to the Long Island Sound, many residents of Rocky Point enjoy a waterfront lifestyle. However, this can come with a high cost of living, and retirement planning can help ensure that residents are able to maintain their desired lifestyle in their golden years. A retirement planner can assist with creating a personalized financial plan, including investment strategies and savings goals, that takes into account the unique challenges of living in Rocky Point. Additionally, a retirement planner can provide guidance on navigating the complex world of Social Security and Medicare, ensuring that residents are able to maximize their benefits and minimize their expenses. Overall, a retirement planner can help residents of Rocky Point, NY achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Rocky Point, NY can benefit greatly from the services of a wealth manager. A wealth manager can help residents manage their finances, investments, and assets to ensure that they are making the most of their money. Specifically, in Rocky Point, NY, a wealth manager can help residents navigate the local real estate market. Rocky Point is a small town on the North Shore of Long Island, with a mix of residential and commercial properties. A wealth manager can help residents make informed decisions about buying or selling property, as well as provide guidance on managing rental properties. Additionally, a wealth manager can help residents plan for their retirement and ensure that they have enough savings to enjoy their golden years. With the help of a wealth manager, residents of Rocky Point, NY can achieve financial security and peace of mind.

Financial Advisor

Residents of Rocky Point, NY could benefit greatly from the expertise of a financial advisor. One specific way that a financial advisor could help is by providing guidance on how to navigate the local real estate market. Rocky Point is a small, coastal town located on Long Island, which has seen a surge in demand for housing in recent years. A financial advisor could help residents make informed decisions about buying or selling property, taking into account factors such as interest rates, property taxes, and market trends. Additionally, a financial advisor could provide advice on retirement planning, investments, and budgeting, helping residents to achieve their financial goals and secure their future. With the right guidance, residents of Rocky Point can make smart financial decisions and enjoy a prosperous future.

Mortgage Loan Officer

Residents of Rocky Point, NY can benefit from the expertise of a mortgage loan officer in various ways. For instance, the officer can help them navigate the complex process of securing a mortgage loan, which can be quite overwhelming. Additionally, the officer can provide invaluable advice on the different types of loans available, such as fixed-rate, adjustable-rate, and government-backed loans. This is particularly important for Rocky Point, NY residents, as the area has a diverse housing market with a wide range of home prices. Moreover, a mortgage loan officer can assist residents in finding the most suitable loan terms and interest rates based on their financial situation. This can help them save a significant amount of money in the long run, which is especially important in a place like Rocky Point, NY, where the cost of living can be high. Overall, the guidance of a mortgage loan officer can be instrumental in helping Rocky Point, NY residents achieve their dream of homeownership.

Estate Planning Lawyer

Residents of Rocky Point, NY can greatly benefit from the services of an estate planning lawyer. With its close proximity to the Long Island Sound, many residents in Rocky Point have inherited or acquired waterfront properties, which require specialized planning to ensure their preservation and transfer to future generations. An estate planning lawyer can help residents navigate the complexities of estate taxes, probate, and trust administration, and create personalized plans that reflect their unique circumstances and wishes. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are especially important for residents in Rocky Point who enjoy outdoor activities such as boating and fishing, and may be at higher risk for accidents or emergencies. By working with an estate planning lawyer, residents in Rocky Point can ensure that their assets and loved ones are protected and their legacies are preserved.

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