Wealth Management in Florida, NY

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List of Firms

Florida, NY Wealth Management Firms

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SEP Financial Services
Location 5 Hatfield Lane #2A-2, Goshen, NY 10924, USA
Phone (845) 618-1700
Directions
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Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 25 W Main St Ste 3-2, Goshen, NY 10924, USA
Phone (845) 291-7000
Directions
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Warwick Valley Financial Advisors
4 out of 5
Location 28 Railroad Ave #2b, Warwick, NY 10990, USA
Phone (845) 981-7300
Directions
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BlackDiamond Wealth Management
SEC File# 801-112524
CRD# 291459
5 out of 5
Location 12 East 49th Street 11th fl, New York, NY 10017, USA
Phone (212) 784-6999
Directions
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Pell Wealth Partners - Ameriprise Financial Services, LLC
Location 7 Wisner Rd, Warwick, NY 10990, USA
Phone (845) 241-8300
Directions
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Hudson Valley Investment Advisors, Inc.
SEC File# 801-48913
CRD# 107387
5 out of 5
Location 117 Grand St, Goshen, NY 10924, USA
Phone (845) 294-6127
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-78851
CRD# 169635
5 out of 5
Location 59 N Main St, Florida, NY 10921, USA
Phone (845) 651-3070
Directions
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Anthony Tangredi - Raymond James
Location 500 Canal St, Goshen, NY 10924, USA
Phone (845) 360-9500
Directions
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Multi Generation Wealth Management - Ameriprise Financial Services, LLC
Location 530 5th Ave Fl 10, New York, NY 10036, USA
Phone (917) 472-2678
Directions
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Falcon wealth management
5 out of 5
Location 25 Ralph Brach Dr, Wallkill, NY 12589, USA
Phone (845) 235-6421
Directions
Wealth Management in Florida, NY

Where Wealth Management Advisors in Florida, NY Serve

Florida, NY is a small town located in Orange County, boasting a rich history and a variety of landmarks. From the historic Seward Homestead to the breathtaking Glenmere Mansion, there is no shortage of sights to see in this charming community. In terms of employment, Florida is home to several major companies including Tectonic Engineering, Star Expansion Industries, and Kikkerland Design. These top employers provide a diverse range of job opportunities for residents and contribute to the town's thriving economy. When it comes to transportation, Florida is conveniently located near several major highways including Route 17 and the New York State Thruway. Additionally, the town is home to several well-known streets such as Main Street and Bridge Street, making it easy to navigate and explore. As for neighborhoods, Florida is comprised of several distinct areas each with its own unique character and charm. From the quaint and quiet village center to the bustling commercial district, there is something for everyone in this vibrant community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Florida, NY can be helped by a bank in a multitude of ways. One specific way is through providing loans for small businesses in the area. Florida, NY is a small town with a population of just over 2,500 people. Many residents own small businesses, such as family-owned restaurants or boutique shops. However, these businesses often struggle to obtain the necessary funds to expand or even stay afloat. A bank can provide loans to these small businesses, allowing them to invest in new equipment, hire more employees, or even open new locations. This not only benefits the businesses themselves, but also the community as a whole by providing more job opportunities and boosting the local economy. Additionally, a bank can offer financial education and resources to residents who may not have access to such information. This can include workshops on budgeting, saving, and investing, as well as resources for first-time homebuyers.

Insurance Broker

Residents of Florida, NY would benefit greatly from the services of an insurance broker. With its location in the Hudson Valley, Florida experiences severe weather conditions such as heavy snowfall and flooding. An insurance broker can help residents find policies that cover damages caused by these weather events, including property damage and loss of income due to business closures. Additionally, Florida is home to many small businesses, and an insurance broker can help these businesses find the right coverage to protect against liability claims, theft, and other risks. Furthermore, with the rising cost of healthcare, an insurance broker can help residents find affordable health insurance plans that meet their needs. Overall, an insurance broker can provide invaluable assistance to residents of Florida, NY in protecting their assets and ensuring financial security.

Retirement Planning

Residents of Florida, NY can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them navigate the complex world of retirement savings and investments. This is particularly important in Florida, NY, where the cost of living is higher than the national average. A retirement planner can help residents make informed decisions about their retirement savings, such as which investment vehicles are best suited to their needs and how much they should be contributing to their retirement accounts. Additionally, a retirement planner can help residents plan for unexpected expenses, such as healthcare costs or home repairs, which can be particularly challenging for retirees on a fixed income. Finally, a retirement planner can help residents create a comprehensive retirement plan that takes into account their unique goals and circumstances, ensuring that they are able to enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Florida, NY can benefit from the expertise of a financial advisor in many ways. For instance, a financial advisor can help them create and stick to a budget, invest wisely, and plan for retirement. Given that Florida, NY is a small town with a population of about 2,700 people, a financial advisor can help residents navigate the unique financial challenges that come with living in a rural area. For example, a financial advisor can help residents access financial products and services that may not be readily available in the town, such as online banking or investment tools. Additionally, a financial advisor can help residents plan for unexpected events, such as natural disasters, which are common in Florida, NY due to its location in the Catskill Mountains. By providing tailored financial advice and guidance, a financial advisor can help residents of Florida, NY achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Florida, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. With the high cost of living in Florida, NY, many residents may struggle to find affordable financing options on their own. A skilled loan officer can guide them through the process and provide valuable advice on the best loan products available. Additionally, mortgage loan officers can help residents navigate the complex legal and financial requirements associated with buying or refinancing a home. With their knowledge and experience, loan officers can help residents save time, money, and stress in the home-buying process.

Tax Services

Residents of Florida, NY can greatly benefit from the expertise of a tax advisor. With its diverse population and unique economic landscape, Florida, NY presents a complex tax environment that requires specialized knowledge and experience. A tax advisor can assist residents in navigating the intricacies of local tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. Additionally, a tax advisor can help residents optimize their tax strategies, maximizing deductions and minimizing liabilities. Whether it's navigating the complexities of state and local taxes or developing a comprehensive tax plan, a tax advisor can provide invaluable guidance and support to residents of Florida, NY.

Estate Planning Lawyer

Residents of Florida, NY can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents of Florida, NY to create a comprehensive estate plan that takes into account their unique needs and circumstances. This includes drafting wills, trusts, and other legal documents that ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Florida, NY to minimize their tax liabilities by taking advantage of various tax planning strategies. Furthermore, an estate planning lawyer can provide guidance on how to protect assets from creditors and ensure that their loved ones are taken care of in the event of incapacity or death. Given the high population of retirees in Florida, NY, an estate planning lawyer can help them navigate the complexities of Medicaid planning and long-term care planning. Overall, an estate planning lawyer can provide invaluable assistance to residents of Florida, NY in ensuring that their assets are protected and their wishes are carried out.

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