Wealth Management in Glen Cove, NY

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List of Firms

Glen Cove, NY Wealth Management Firms

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Target Rock Wealth Management LLC
SEC File# 801-111055
CRD# 158043
Location 411 Theodore Fremd Ave Suite 206 S, Rye, NY 10580, USA
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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Bank of America (with Drive-thru ATM)
3 out of 5
Location 111 Forest Ave, Glen Cove, NY 11542, USA
Phone (516) 671-6465
Directions
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Rockline Wealth Management
5 out of 5
Location 255 Executive Dr #409, Plainview, NY 11803, USA
Phone (516) 605-1613
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Vanderbilt Financial Group
SEC File# 801-77166
CRD# 116537
Location 125 Froehlich Farm Blvd, Woodbury, NY 11797, USA
Phone (631) 845-5100
Directions
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Pentegra Retirement Services
SEC File# 801-111055
CRD# 158043
Location 44 Marden Ave, Sea Cliff, NY 11579, USA
Time Monday: 9:00 AM – 4:45 PM Tuesday: 9:00 AM – 4:45 PM Wednesday: 9:00 AM – 4:45 PM Thursday: 9:00 AM – 4:45 PM Friday: 9:00 AM – 4:45 PM Saturday: 10:00 AM – 1:00 PM Sunday: Closed
Directions
SEC File# 801-61749
CRD# 124261
5 out of 5
Location 445 Broadhollow Rd #208, Melville, NY 11747, USA
Phone (631) 293-2806
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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ECRC
Location 3 School St, Glen Cove, NY 11542, USA
Phone (516) 759-2666
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Solar Credit Solutions
Location 50 Glen St #234, Glen Cove, NY 11542, USA
Phone (800) 851-0073
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CCS Management Group LLC
Location 41 Forest Ave # 200, Glen Cove, NY 11542, USA
Phone (516) 801-0374
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Berenes Capital Management
Location 939 Ripley Ln, Oyster Bay, NY 11771, USA
Phone (516) 626-2615
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Herb Hill Management Group
Location 45 Herb Hill Rd, Glen Cove, NY 11542, USA
Phone (516) 674-0101
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SEC File# 801-108198
CRD# 284649
Location 4 Bridle Ct, Oyster Bay, NY 11771, USA
Phone (516) 398-7897
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Primerica
Location 39 Glen St, Glen Cove, NY 11542, USA
Phone (516) 674-8901
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Vito Abbondandolo Llp
Location 21 Cedar Swamp Rd # E, Glen Cove, NY 11542, USA
Phone (516) 801-4251
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Walker & McMillian LLC.
SEC File# 801-72203
CRD# 151367
Location 71 Robinson Ave, Glen Cove, NY 11542, USA
Phone (516) 818-2357
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Gaun & Company CPAs, P.C.
5 out of 5
Location 231 Glen Cove Ave, Sea Cliff, NY 11579, USA
Phone (516) 759-0217
Directions
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Gold Coast Advisors, LLC
Location 130 Shore Rd, Port Washington, NY 11050, USA
Phone (516) 944-0081
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SEC File# 801-72197
CRD# 156338
Location 1 Jericho Plaza #201, Jericho, NY 11753, USA
Phone (516) 942-6615
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Aqumulate LLC
Location 50 Glen St #224b, Glen Cove, NY 11542, USA
Phone (888) 623-7189
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Merrill Lynch Wealth Management Advisor Tom Murray
Location 805 Northern Blvd, Great Neck, NY 11021, USA
Phone (516) 498-3300
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Paul J. Nagel, CPA, CFP
5 out of 5
Location 13 Deasy Ln, Glen Cove, NY 11542, USA
Phone (516) 759-2930
Directions
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James P. O'Day, CPA, P.C.
4 out of 5
Location 70 Glen St Suite 270, Glen Cove, NY 11542, USA
Phone (516) 671-3300
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The 58 Group - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-1607
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Gamco Asset Management Inc
Location 401 Theodore Fremd Ave, Rye, NY 10580, USA
Phone (914) 921-5000
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Marino Wealth Management
Location 111 South St, Oyster Bay, NY 11771, USA
Phone (516) 588-1950
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DiSilvio Wealth Management Group
Location 1055 Franklin Ave Ste 200, Garden City, NY 11530, USA
Phone (516) 916-5164
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Wealth Management in Glen Cove, NY

Where Wealth Management Advisors in Glen Cove, NY Serve

Glen Cove, NY is a vibrant city located on the North Shore of Long Island. It boasts a variety of landmarks, including the historic Glen Cove Mansion, the Garvies Point Museum and Preserve, and the Morgan Memorial Park. The city is home to many top employers, such as the Northwell Health System, the Glen Cove City School District, and the Glen Cove Hospital. Major highways in the area include the Long Island Expressway and the Northern State Parkway, while notable streets include Glen Street, School Street, and Brewster Street. Glen Cove is divided into several distinct neighborhoods, each with its own unique character and charm, including the Glen Cove Village, the Landing, and the North Shore Highlands. With its rich history, diverse culture, and thriving economy, Glen Cove is a wonderful place to live, work, and visit.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Glen Cove, NY can benefit from a bank in several ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Glen Cove, NY is a diverse community with a rich history and a growing economy. With a bank, residents can take advantage of financial tools that can help them meet their financial goals, whether it's saving for a down payment on a home or starting a small business. Additionally, a bank can offer financial education and resources to help residents make informed decisions about their money. For example, a bank could offer workshops on budgeting, saving, and investing, or provide online tools and calculators to help residents plan for their financial future. Overall, a bank can be a valuable resource for residents of Glen Cove, NY, helping them to manage their money and achieve their financial goals.

Insurance Broker

Residents of Glen Cove, NY can benefit from the expertise of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the most suitable policies for their needs. This is particularly important in Glen Cove, which has a diverse population with varying insurance needs. Additionally, an insurance broker can assist residents in filing claims and ensuring that they receive the appropriate compensation for their losses. With the high cost of living in Glen Cove, it is crucial that residents have adequate insurance coverage to protect themselves financially. Finally, an insurance broker can provide valuable advice on how to minimize risks and prevent losses, which is especially important in a coastal city like Glen Cove that is prone to natural disasters such as hurricanes and flooding. Overall, an insurance broker can be an invaluable resource for residents of Glen Cove, NY in securing their financial well-being.

Retirement Planning

Residents of Glen Cove, NY can benefit greatly from the guidance of a retirement planner. With the city's high cost of living and proximity to New York City, it can be challenging for individuals to navigate their finances and plan for retirement. A retirement planner can assist with creating a personalized strategy that takes into account the unique circumstances of each resident, including their income, debt, and long-term goals. Additionally, Glen Cove has a diverse population, including a significant number of immigrants, who may have additional financial considerations. A retirement planner can help these individuals navigate the complexities of the U.S. financial system and ensure that they are taking advantage of all available resources. Overall, a retirement planner can provide invaluable support to residents of Glen Cove, NY as they plan for a secure and comfortable future.

Financial Advisor

Residents of Glen Cove, NY can benefit from the services of a financial advisor in several ways. One particular aspect that stands out is the high cost of living in the city. With a cost of living index of 157, which is 57% higher than the national average, residents may struggle to make ends meet and save for the future. A financial advisor can help by creating a budget plan that takes into account the high cost of living and helps individuals prioritize their expenses. Additionally, a financial advisor can provide guidance on investment opportunities and retirement planning to help residents build wealth and secure their financial future. With the help of a financial advisor, residents of Glen Cove, NY can navigate the complex financial landscape and achieve their financial goals.

Mortgage Loan Officer

Residents of Glen Cove, NY can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the loan officer can provide guidance on the best mortgage products available in the area, taking into account the unique characteristics of Glen Cove, such as its diverse population and booming real estate market. They can also help residents navigate the complex mortgage application process, which can be particularly daunting for first-time homebuyers. Furthermore, a mortgage loan officer can assist residents in securing the most favorable terms and interest rates for their home loans, which can save them thousands of dollars over the life of the loan. With their knowledge of the local market and the intricacies of the mortgage industry, a mortgage loan officer can help residents of Glen Cove achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Glen Cove, NY can greatly benefit from the expertise of a tax advisor. Specifically, with the high property taxes in Glen Cove, a tax advisor can help residents navigate the complexities of property tax deductions and exemptions. Additionally, with the recent changes to the federal tax laws, a tax advisor can assist residents in maximizing their deductions and minimizing their tax liability. Moreover, for those who own small businesses or are self-employed, a tax advisor can provide guidance on how to accurately report income and expenses, as well as identify potential deductions. With the help of a tax advisor, residents of Glen Cove can ensure that they are taking advantage of all available tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Glen Cove, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Glen Cove, NY, where the cost of living is high, and the real estate market is competitive. An estate planning lawyer can help residents navigate the complexities of estate taxes and probate laws, ensuring that their heirs receive the maximum benefits from their estate. Additionally, an estate planning lawyer can help residents protect their assets from creditors and lawsuits and provide guidance on long-term care planning and Medicaid eligibility. By working with an estate planning lawyer, residents of Glen Cove, NY can have peace of mind knowing that their legacy and financial well-being are secure.

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