Wealth Management in Cold Spring Harbor, NY

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List of Firms

Cold Spring Harbor, NY Wealth Management Firms

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Taglich Brothers, Inc.
SEC File# 801-68376
CRD# 29102
Location 37 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 757-1500
Language https://taglichbrothers.com/
Directions
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Newgate Asset Management
5 out of 5
Location 23 Green St, Huntington, NY 11743, USA
Phone (646) 762-2000
Language http://newgateassetmanagement.com/contact-us/
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Premier Consulting Partners
Location 1000 Woodbury Rd #300, Woodbury, NY 11797, USA
Phone (516) 358-3872
Language http://premierconsultingpartners.com/
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Traverse Capital Management LLC
Location 82 Main St Ste 300, Huntington, NY 11743, USA
Phone (631) 228-5500
Language https://www.traversecm.com/
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Hudson River Wealth Management - UBS Financial Services Inc.
Location 709 Westchester Ave Suite 400, White Plains, NY 10604, USA
Phone (914) 287-6055
Language https://advisors.ubs.com/hrwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=172407&y_source=1_MjI3MTI5MjgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Peter Leonard - Financial Consultant, Ameriprise Financial Services, LLC
Location 7 E Carver St, Huntington, NY 11743, USA
Phone (631) 414-7356
Language https://www.ameripriseadvisors.com/Peter.Leonard/?cid=IP_local_google
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Dufek & Associates
Location 778 New York Ave, Huntington, NY 11743, USA
Phone (631) 549-2800
Language http://www.cfoforaday.com/
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Rockline Wealth Management
5 out of 5
Location 255 Executive Dr #409, Plainview, NY 11803, USA
Phone (516) 605-1613
Language http://www.rocklinewealth.com/
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Landmark Wealth Management, LLC.
5 out of 5
Location 95 Broadhollow Rd Suite 102, Melville, NY 11747, USA
Phone (631) 923-2485
Language http://www.landmarkwealthmgmt.com/
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North Shore Asset Management LLC
Location 147 Main St, Cold Spring Harbor, NY 11724, USA
Phone (212) 757-7777
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Wealth Management in Cold Spring Harbor, NY

Where Wealth Management Advisors in Cold Spring Harbor, NY Serve

Nestled in the picturesque hamlet of Cold Spring Harbor, NY, lies a treasure trove of landmarks, top employers, major highways, streets, and neighborhoods. From the historic Whaling Museum to the Cold Spring Harbor Laboratory, this quaint village boasts an array of attractions that draw visitors from far and wide. The top employers in the area include the aforementioned Cold Spring Harbor Laboratory, as well as the Cold Spring Harbor School District, the Dolan Family Health Center, and the Cold Spring Harbor Fish Hatchery & Aquarium. These institutions provide ample employment opportunities for both residents and commuters alike. When it comes to major highways and streets, Cold Spring Harbor is conveniently located near the Long Island Expressway, Northern State Parkway, and Route 25A. Meanwhile, Main Street and Harbor Road offer easy access to the village’s many shops, restaurants, and attractions. As for neighborhoods, Cold Spring Harbor is home to a diverse array of communities, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cold Spring Harbor, NY can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to homeowners who are looking to renovate their homes to withstand the harsh winter weather that is common in the area. Additionally, the bank can offer loans to small business owners who are looking to expand their operations in the village. With the village being a popular tourist destination, a bank can also offer foreign exchange services to visitors who require currency exchange. Furthermore, a bank can provide investment advice to residents who are looking to invest in the stock market or other investment opportunities. Lastly, a bank can offer financial literacy programs to help residents better understand how to manage their finances and make informed decisions about their money.

Insurance Broker

Residents of Cold Spring Harbor, NY can benefit from the services of an insurance broker in several ways. First and foremost, an insurance broker can help them navigate the complex and ever-changing insurance landscape, ensuring that they have the right coverage for their unique needs. Given Cold Spring Harbor's proximity to the water, residents may require specialized insurance coverage for flood and water damage. An insurance broker can help them find the best policies and rates for this type of coverage. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, which can be especially important for families with children attending the highly-regarded Cold Spring Harbor School District. Finally, an insurance broker can provide peace of mind for residents by helping them prepare for unexpected events, such as accidents, illness, or natural disasters. With the help of an insurance broker, residents of Cold Spring Harbor can rest assured that they are protected against life's uncertainties.

Retirement Planning

Residents of Cold Spring Harbor, NY can benefit greatly from the expertise of a retirement planner. With its affluent community and high cost of living, retirement planning can be a complex and daunting task for many residents. A retirement planner can help navigate the intricacies of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment options and tax strategies. Additionally, with Cold Spring Harbor's proximity to New York City, a retirement planner can help residents prepare for the unique challenges of retiring in a metropolitan area, such as managing high housing costs and navigating complex healthcare systems. Overall, a retirement planner can provide invaluable support and guidance to residents of Cold Spring Harbor, NY as they plan for their future.

Financial Advisor

Residents of Cold Spring Harbor, NY could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the complex tax laws and regulations that are unique to the state of New York. With its high cost of living and notoriously high tax rates, Cold Spring Harbor residents may struggle to make sense of their tax obligations and find ways to minimize their tax burden. A knowledgeable financial advisor could provide guidance on tax planning strategies, such as maximizing deductions and taking advantage of tax-advantaged investment accounts, to help residents keep more of their hard-earned money. Additionally, a financial advisor could assist with retirement planning, estate planning, and investment management, all of which are important considerations for Cold Spring Harbor residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Cold Spring Harbor, NY can benefit greatly from the assistance of a mortgage loan officer. With the town's prime location on the North Shore of Long Island, residents have access to some of the most expensive real estate in the country. A mortgage loan officer can help residents navigate the complex and competitive housing market in Cold Spring Harbor, ensuring they secure the best possible loan for their dream home. Additionally, the town is known for its excellent schools and high property values, making it an attractive destination for families looking to settle down. A mortgage loan officer can provide valuable guidance on financing options and help residents understand the implications of their mortgage decisions. Overall, a mortgage loan officer can be an invaluable resource for residents of Cold Spring Harbor, NY looking to achieve their homeownership goals.

Tax Services

Residents of Cold Spring Harbor, NY can benefit from the expertise of a tax advisor in a multitude of ways. For instance, Cold Spring Harbor is home to a large number of affluent individuals who may require assistance with complex tax planning strategies such as estate planning, charitable giving, and retirement planning. Additionally, many residents of Cold Spring Harbor own businesses or work in high-paying professions, which can lead to complicated tax situations requiring the guidance of a knowledgeable tax advisor. Furthermore, Cold Spring Harbor is located in the state of New York, which has some of the highest state and local taxes in the country. A tax advisor can help residents navigate these tax laws, minimize their tax liability, and ensure compliance with all applicable regulations. Overall, the expertise of a tax advisor can be invaluable to residents of Cold Spring Harbor, NY in achieving their financial goals and minimizing their tax burden.

Estate Planning Lawyer

Residents of Cold Spring Harbor, NY could benefit from an estate planning lawyer in a variety of ways. One specific aspect that an estate planning lawyer could assist with is navigating the complex tax laws surrounding the area. Cold Spring Harbor is located in Suffolk County, which has some of the highest property taxes in the country. An estate planning lawyer could help residents understand how to minimize their tax liability through trusts, gifting, and other strategies. Additionally, the lawyer could assist with creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directives. This would ensure that residents' assets are distributed according to their wishes and that their loved ones are taken care of in the event of incapacitation or death. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Cold Spring Harbor, NY.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Cold Spring Harbor, NY can provide a range of services tailored to the unique needs of high-net-worth individuals. These services may include investment management, estate planning, tax planning, and risk management. In addition, a wealth manager in Cold Spring Harbor can provide specialized expertise in areas such as real estate investments, private equity, and alternative investments. With its picturesque harbor and historic homes, Cold Spring Harbor is a community that values preservation and growth. A wealth manager in this area can help clients navigate the complexities of wealth management while also providing guidance on how to invest in the local community, whether it be through supporting local businesses or investing in local real estate projects. By working with a wealth manager in Cold Spring Harbor, clients can feel confident that their financial goals are being met while also contributing to the growth and prosperity of their community.

Cold Spring Harbor, NY is an ideal location to find a wealth manager for a variety of reasons. One of the most notable aspects of this town is its rich history and culture. With a population of just over 5,000, Cold Spring Harbor is a small community that is home to many affluent families and individuals. This means that there is a high demand for expert financial advice and management services. Furthermore, the town is situated in close proximity to New York City, which is a major financial hub and home to many of the world's top financial institutions. This means that wealth managers in Cold Spring Harbor have access to a wealth of resources and connections that can help them provide their clients with the best possible advice and guidance. Additionally, the town boasts a thriving business community, with many local entrepreneurs and business owners who require expert financial advice to help them grow and succeed. All of these factors make Cold Spring Harbor an ideal location for anyone looking to find a skilled and experienced wealth manager.