Wealth Management in Huntington, NY

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List of Firms

Huntington, NY Wealth Management Firms

KEM Asset Management LLC
5 out of 5
Location 434 New York Ave, Huntington, NY 11743, USA
Phone (631) 549-4500
Language https://kemassetmanagement.business.site/?utm_source=gmb&utm_medium=referral
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RBC Wealth Management Branch - Jericho-NY
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2000
Language https://us.rbcwealthmanagement.com/jericho?utm_source=GMB&utm_medium=Yext
Directions
STEINBERGANNA Wealth Management Corp.
Location 76 New York Ave, Huntington, NY 11743, USA
Phone (631) 271-6160
Language http://www.steinberganna.com/
Directions
Rosica Wealth Management Group - UBS Financial Services Inc.
Location 58 S Service Rd Suite 310, Melville, NY 11747, USA
Phone (631) 454-3257
Language https://advisors.ubs.com/rosicawmg/?utm_source=Yext&utm_medium=GMB&utm_campaign=172471&y_source=1_MTg4ODg1MTEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 50 W Jericho Turnpike, Huntington Station, NY 11746, USA
Phone (631) 385-4880
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1156&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1156
Directions
Safe Harbor Asset Management, Inc.
SEC File# 801-79634
CRD# 124787
Location 167 E Main St, Huntington, NY 11743, USA
Phone (631) 421-4341
Language http://www.investsafeharbor.com/
Directions
Point Wealth Management
SEC File# 801-110687
CRD# 170398
Location 400 Broadhollow Rd Suite 200, Melville, NY 11747, USA
Phone (631) 592-2017
Language http://www.robertkilroy.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
DeLorenzo Financial Group, LLC
Location 775 Park Ave # 235, Huntington, NY 11743, USA
Phone (631) 390-9013 ext. 203
Language http://www.clearhorizongroup.com/location.htm
Directions
Wealth Management in Huntington, NY

Where Wealth Management Advisors in Huntington, NY Serve

Nestled in the heart of Long Island, Huntington, NY is a vibrant and diverse town that boasts a rich history and a thriving community. From its charming downtown area to its stunning beaches and parks, Huntington is a true gem of the region. Some of the town's most notable landmarks include the Vanderbilt Museum and Planetarium, the Heckscher Museum of Art, and the Huntington Harbor Lighthouse. These iconic sites offer a glimpse into the town's past and present, and attract visitors from all over the world. When it comes to employment, Huntington is home to a variety of top employers, including Northwell Health, Huntington Hospital, and Cold Spring Harbor Laboratory. These organizations provide jobs and opportunities for residents, and contribute to the town's strong economy. In terms of transportation, Huntington is well-connected to major highways and streets, including the Long Island Expressway, Northern State Parkway, and Route 25A.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Huntington, NY could benefit from a bank in a multitude of ways. For instance, a bank could assist with financing for local businesses, such as the popular restaurants and boutiques on Main Street. Additionally, many residents in Huntington own homes and may require a mortgage or home equity loan, which a bank could provide. With the town's proximity to the beach, a bank could also offer loans for recreational vehicles, such as boats or jet skis. Furthermore, Huntington is known for its vibrant arts community, and a bank could contribute to local arts organizations through sponsorships or grants. Overall, a bank in Huntington, NY has the potential to positively impact the community in numerous ways.

Insurance Broker

Residents of Huntington, NY can benefit from an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that meets their specific needs. With the unique location of Huntington, NY, situated on the north shore of Long Island, residents may require specialized coverage for coastal flooding or hurricane damage. An insurance broker can help residents understand the intricacies of these policies and ensure they have adequate coverage. Additionally, an insurance broker can assist residents in comparing policies from multiple providers to find the best rates and coverage options. This can be especially helpful for residents who may be on a tight budget or have specific coverage needs. Overall, an insurance broker can provide invaluable assistance to residents of Huntington, NY in navigating the complex world of insurance policies and finding the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Huntington, NY can benefit from the expertise of a retirement planner in a multitude of ways. Firstly, a retirement planner can help individuals in Huntington navigate the complex tax laws and regulations that are specific to New York state. With a thorough understanding of the tax code, a retirement planner can help residents maximize their retirement savings and minimize their tax burden. Additionally, a retirement planner can provide guidance on investment strategies that are tailored to the unique needs and goals of residents in Huntington. For example, with its close proximity to New York City, many residents of Huntington may have a higher cost of living and need to plan accordingly for retirement. A retirement planner can help residents create a comprehensive plan that takes into account their lifestyle, expenses, and goals, ensuring that they are well-prepared for retirement.

Financial Advisor

Residents of Huntington, NY can benefit from the services of a financial advisor in a variety of ways. One specific area where a financial advisor can be helpful is in navigating the local real estate market. Huntington is a desirable location for homeowners, with its proximity to New York City and picturesque waterfront views. However, the high cost of living and competitive housing market can make it challenging for residents to purchase their dream home or invest in property. A financial advisor can provide guidance on budgeting, saving for a down payment, and securing a mortgage with favorable terms. They can also help clients evaluate potential investment properties and make informed decisions about buying and selling real estate in Huntington and the surrounding areas. By working with a financial advisor, residents can feel more confident in their financial decisions and achieve their long-term goals.

Mortgage Loan Officer

Residents of Huntington, NY can benefit greatly from the expertise of a mortgage loan officer. With their knowledge of the local real estate market and lending options, a loan officer can help residents navigate the often complex process of buying a home or refinancing an existing mortgage. In particular, Huntington is known for its high cost of living, which can make it challenging for residents to find affordable housing. A skilled loan officer can help residents explore a range of financing options to find the best fit for their individual needs and financial situation. Whether it's securing a lower interest rate, accessing government-backed loans, or negotiating with lenders, a mortgage loan officer can be an invaluable resource for residents looking to achieve their homeownership goals in Huntington, NY.

Tax Services

Residents of Huntington, NY can benefit greatly from the services of a tax advisor. With its affluent population and high property values, Huntington residents are often subject to complex tax laws and regulations. A tax advisor can offer guidance on deductions and credits that can help residents save money on their taxes. Additionally, Huntington is home to many small business owners who can benefit from the expertise of a tax advisor in navigating the complexities of business taxes. Furthermore, Huntington is located in Suffolk County, which has some of the highest property taxes in the country. A tax advisor can help residents understand how to minimize their property tax burden and ensure that they are taking advantage of all available exemptions. Overall, a tax advisor can provide invaluable assistance to Huntington residents in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Huntington, NY can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them navigate the complexities of estate planning and develop a comprehensive plan that ensures their assets are distributed according to their wishes. This is particularly important in Huntington, NY, where the cost of living is high, and property values are constantly fluctuating. Secondly, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. This is especially important for those with significant assets, as they may be at risk of losing them to creditors or lawsuits. Lastly, an estate planning lawyer can help residents plan for their future health care needs, including long-term care, and ensure that their wishes are respected in the event of incapacity or disability. In conclusion, an estate planning lawyer can provide invaluable assistance to residents of Huntington, NY, helping them plan for their future and protect their assets.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Huntington, NY are designed to help high net worth individuals and families manage their wealth effectively. These services can include investment management, financial planning, retirement planning, tax planning, estate planning, and more. One specific aspect of Huntington, NY that a wealth manager can take advantage of is its proximity to New York City. With easy access to the financial capital of the world, a wealth manager in Huntington can offer clients unique investment opportunities and access to top financial professionals. Additionally, the wealth manager can leverage their local network and knowledge of the Huntington community to provide personalized and tailored wealth management services to their clients. Whether it's managing investments or planning for the future, a wealth manager in Huntington, NY can provide comprehensive and sophisticated wealth management services to meet the needs of their clients.

Huntington, NY is the ideal location to seek out a reputable wealth manager. With its rich history and thriving community, this town is a hub for financial expertise and resources. The unique aspect of Huntington lies in its proximity to Wall Street, making it a prime location for wealth managers who have a deep understanding of the financial industry. Furthermore, the town's diverse population and booming economy offer a wealth of investment opportunities that can be leveraged by an experienced wealth manager. From the bustling downtown area to the scenic waterfront, Huntington offers a variety of settings for financial discussions and planning sessions. With its combination of expertise, resources, and beautiful surroundings, it's no wonder that Huntington is the top choice for those seeking a wealth manager.