Wealth Management in White Plains, NY

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List of Firms

White Plains, NY Wealth Management Firms

The Sabia / Bickler Wealth Management Group
Location Lincoln Ave, White Plains, NY 10604, USA
Phone (914) 287-6010
Language http://www.ubs.com/team/sabiabickler/
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MM Wealth Management - UBS Financial Services Inc.
Location 709 Westchester Ave Suite 400, White Plains, NY 10604, USA
Phone (914) 287-4760
Language https://advisors.ubs.com/mmwealthmanagement/?utm_source=Yext&utm_medium=GMB&utm_campaign=172280&y_source=1_MTg4ODg0MjAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Merrill Lynch Wealth Management
5 out of 5
Location 360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Phone (914) 682-5500
Language https://www.local.ml.com/WHITE_PLAINS
Directions
Tortoise Investment Management, LLC
SEC File# 801-65160
CRD# 128723
Location 2 Westchester Park Dr #215, White Plains, NY 10604, USA
Phone (914) 686-0024
Language http://www.tortoiseinvestment.com/
Directions
Wealth Management in White Plains, NY

Where Wealth Management Advisors in White Plains, NY Serve

White Plains, NY is a bustling city in Westchester County, known for its rich history and vibrant culture. The city is home to several landmarks, including the Westchester County Courthouse, the White Plains Armory, and the Jacob Purdy House. These historic sites offer a glimpse into the city's past and showcase its unique architectural style. Top employers in White Plains include healthcare providers like Westchester Medical Center and White Plains Hospital, as well as financial institutions like Morgan Stanley and Citigroup. These companies provide a wealth of job opportunities for residents and contribute to the city's thriving economy. White Plains is also well-connected to major highways and streets, including the Bronx River Parkway, the Hutchinson River Parkway, and the Cross Westchester Expressway. These routes make it easy for commuters to travel to and from the city and provide convenient access to nearby attractions. The city is divided into several neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of White Plains, NY can benefit from a bank in numerous ways. For instance, a bank can offer them access to various financial services such as loans, savings accounts, and credit cards. This is particularly important for the residents of White Plains, NY, who live in a bustling city with high living costs. Additionally, a bank can help residents of White Plains, NY to manage their finances better by providing them with financial advice and tools to help them budget and save. Furthermore, a bank can offer residents of White Plains, NY the convenience of online banking services, which allows them to access their accounts and make transactions from the comfort of their homes or offices. Overall, a bank can help residents of White Plains, NY to achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of White Plains, NY could benefit from the services of an insurance broker in various ways. For instance, an insurance broker could help residents navigate the complex and ever-changing insurance landscape, ensuring that they get the best coverage for their unique needs. Additionally, given that White Plains, NY is a bustling city with a diverse population, an insurance broker can help residents find insurance policies that cater to their specific demographics, such as policies that cover multi-generational households or policies that cater to small business owners. Furthermore, an insurance broker can also help residents save money on their insurance premiums by identifying discounts and bundling options that they may not have known about otherwise. Overall, an insurance broker can be an invaluable resource for White Plains, NY residents looking to protect themselves and their assets.

Retirement Planning

Residents of White Plains, NY can benefit greatly from the services of a retirement planner. With the city's high cost of living, many individuals may struggle to save adequately for retirement. A retirement planner can help these individuals create a personalized plan to maximize their savings and investments. Additionally, White Plains is home to a diverse population, including many immigrants who may not be familiar with the intricacies of the U.S. retirement system. A retirement planner can provide education and guidance on topics such as Social Security, pensions, and 401(k) plans. Furthermore, with the city's proximity to New York City and its fast-paced lifestyle, many residents may not have the time or expertise to manage their retirement funds effectively. A retirement planner can take on this responsibility and ensure that their clients' investments are optimized for growth and security. Overall, a retirement planner can provide invaluable support to White Plains residents as they plan for their future.

Financial Advisor

Residents of White Plains, NY could benefit from a financial advisor in a variety of ways. One specific challenge that many face in this bustling city is the high cost of living. A financial advisor could help individuals navigate this expense by creating a budget that accounts for the higher-than-average housing and transportation costs. Additionally, a financial advisor could assist with retirement planning, which is especially important in White Plains as the median age is 39.3 years old, indicating that many residents are likely to be approaching retirement age. Furthermore, a financial advisor could provide guidance on investing in the local economy, as White Plains is home to numerous businesses and a thriving downtown area. Overall, a financial advisor could help residents of White Plains achieve their financial goals and make the most of the opportunities available in this vibrant city.

Mortgage Loan Officer

Residents of White Plains, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex process of obtaining a mortgage. This is especially important in White Plains, which has a diverse population with varying levels of financial literacy. Secondly, the loan officer can provide guidance on the types of mortgages available and which ones are best suited for each resident's unique situation. For example, residents may need assistance in understanding the differences between fixed-rate and adjustable-rate mortgages. Finally, the loan officer can help residents secure the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. In a city like White Plains, where the cost of living is high, every dollar counts, and the services of a mortgage loan officer can make a significant difference in residents' financial well-being.

Tax Services

Residents of White Plains, NY could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding property ownership in the city. With its prime location just 25 miles north of New York City, White Plains is a highly desirable place to live, which means that property values can be quite high. A tax advisor can help homeowners understand the various tax deductions and credits that may be available to them, as well as advise them on how to structure their property ownership in a way that minimizes their tax liability. Additionally, a tax advisor can help residents navigate the state and local tax laws that can be particularly complex in New York. By working with a tax advisor, residents of White Plains can ensure that they are taking advantage of all the tax breaks available to them and are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of White Plains, NY can greatly benefit from the assistance of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be of great help is in the creation of a comprehensive estate plan that takes into account the unique characteristics of White Plains, NY. With its diverse population and rapidly changing real estate market, an estate planning lawyer can ensure that a resident's estate plan is tailored to meet their specific needs and goals. Additionally, an estate planning lawyer can provide guidance on complex legal issues such as tax planning, asset protection, and business succession planning, which can be particularly important for White Plains residents who own businesses or hold significant assets. Overall, working with an estate planning lawyer can provide peace of mind for White Plains residents, knowing that their assets and loved ones will be protected in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in White Plains, NY are designed to help individuals and families achieve their financial goals. These services include investment management, retirement planning, estate planning, and tax planning. With the complexity of the financial world, a wealth manager can provide expertise and guidance to navigate the ever-changing landscape. In White Plains, NY, a wealth manager can also offer specialized services for those in the healthcare industry, due to the city's proximity to several major hospitals and medical centers. Additionally, the wealth manager can provide guidance on philanthropic giving, as White Plains has a strong nonprofit community and many opportunities for charitable giving. With their burstiness and complexity, the wealth manager can help clients make informed decisions about their finances and achieve long-term financial success.

White Plains, NY is undoubtedly the best place to get a wealth manager. The city's strategic location in the heart of Westchester County makes it a hub for financial institutions and top-notch wealth management firms. Furthermore, White Plains is home to a highly educated and skilled workforce, with many professionals possessing advanced degrees and certifications in finance, accounting, and investment management. The city's diverse economy, which comprises of various industries such as healthcare, technology, and finance, provides a unique opportunity for wealth managers to offer customized solutions to clients based on their specific needs. With the city's bustling business district, state-of-the-art infrastructure, and a supportive business environment, White Plains is the ideal destination for anyone looking for a wealth manager who can help them achieve their financial goals.