What are some popular wealth management services?

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.

What are people saying about wealth management services in Huntington, NY?

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.

What does a wealth manager do?

A wealth manager in Huntington, NY is tasked with managing the financial assets of high net worth individuals, families, and businesses. They offer personalized financial advice and investment strategies to help their clients achieve their financial goals. One unique aspect of Huntington, NY is its thriving arts scene. Wealth managers in this area may work with clients who are passionate about supporting local arts organizations, such as the Huntington Arts Council or the Cinema Arts Centre. These clients may wish to incorporate charitable giving into their financial plans, and a skilled wealth manager can help them navigate the complex tax implications of philanthropy. Additionally, Huntington is home to many successful entrepreneurs, and wealth managers may work closely with these clients to help them grow their businesses and manage their personal finances. Overall, a wealth manager in Huntington, NY must be adept at navigating both the financial and cultural landscapes of this vibrant community.

When should you get a wealth manager?

Huntington, NY residents should consider reaching out to a wealth manager when they have amassed a substantial amount of wealth that they want to protect and grow. With its affluent community, Huntington presents a unique set of challenges and opportunities for wealth management. The town's proximity to New York City and its thriving economy make it a hub for successful entrepreneurs and high-net-worth individuals. However, the cost of living in Huntington is also high, and residents need to be strategic in managing their finances to maintain their lifestyle. A wealth manager can help Huntington residents navigate the complex financial landscape and create a customized investment plan that aligns with their goals and risk tolerance. Additionally, as Huntington residents approach retirement, a wealth manager can provide guidance on estate planning, tax optimization, and other strategies to ensure a comfortable retirement.

How do I choose the right wealth manager?

A wealth manager in Huntington, NY must possess a myriad of important qualities to effectively manage their clients' finances. Firstly, they must have a deep understanding of the financial markets and be able to make informed investment decisions. In addition to this, they must be able to communicate complex financial concepts to their clients in a clear and concise manner. Furthermore, they must possess excellent analytical skills to identify potential risks and opportunities for their clients' portfolios. A wealth manager in Huntington, NY must also have a strong network of contacts in the local business community to stay abreast of any developments that may impact their clients' investments. Lastly, they must have a deep understanding of the unique financial landscape of Huntington, NY, which is known for its high cost of living and competitive real estate market. This knowledge is essential to help their clients navigate the complexities of investing in this region.

What are the best wealth management firms in Huntington, NY?

Huntington, NY is home to some of the top wealth management firms in the country. These firms have a reputation for providing personalized and comprehensive financial planning services to high net worth individuals and families. One of the most notable firms in the area is located on Main Street and has been serving the community for over 30 years. The firm's team of experienced advisors offers a wide range of services, including investment management, tax planning, estate planning, and retirement planning. They are known for their attention to detail and their ability to tailor their services to meet the unique needs of each client. With Huntington's affluent population and proximity to New York City, it's no surprise that these firms have thrived in the area.

How do wealth managers get paid?

Wealth managers in Huntington, NY are compensated in several ways, including commission-based models, fee-based models, and hybrid models. In commission-based models, wealth managers earn a percentage of the assets they manage, while in fee-based models, they charge a flat fee for their services. Hybrid models combine both commission and fee-based structures. However, what sets Huntington, NY apart is the prevalence of fee-only wealth managers who charge a flat fee for their services and do not earn commissions from products they recommend. This approach aligns the interests of the wealth manager with those of the client, ensuring that the advice given is solely in the client's best interest. This unique compensation structure highlights the commitment of wealth managers in Huntington, NY to providing transparent and ethical financial advice to their clients.

Find the Best Wealth Management Services in Huntington, NY

Connect With a Wealth Manager

List of Firms

Huntington, NY Wealth Management Firms

KEM Asset Management LLC

5 out of 5

434 New York Ave, Huntington, NY 11743, USA

(631) 549-4500

https://kemassetmanagement.business.site/?utm_source=gmb&utm_medium=referral

Directions

RBC Wealth Management Branch - Jericho-NY

1 Jericho Plaza Suite 202, Jericho, NY 11753, USA

(516) 733-2000

https://us.rbcwealthmanagement.com/jericho?utm_source=GMB&utm_medium=Yext

Directions

STEINBERGANNA Wealth Management Corp.

76 New York Ave, Huntington, NY 11743, USA

(631) 271-6160

http://www.steinberganna.com/

Directions

Rosica Wealth Management Group - UBS Financial Services Inc.

58 S Service Rd Suite 310, Melville, NY 11747, USA

(631) 454-3257

https://advisors.ubs.com/rosicawmg/?utm_source=Yext&utm_medium=GMB&utm_campaign=172471&y_source=1_MTg4ODg1MTEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl

Directions

Charles Schwab

SEC File# 801-35905

CRD# 106753

5 out of 5

50 W Jericho Turnpike, Huntington Station, NY 11746, USA

(631) 385-4880

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

167 E Main St, Huntington, NY 11743, USA

(631) 421-4341

http://www.investsafeharbor.com/

Directions

Point Wealth Management

SEC File# 801-110687

CRD# 170398

400 Broadhollow Rd Suite 200, Melville, NY 11747, USA

(631) 592-2017

http://www.robertkilroy.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3

Directions

DeLorenzo Financial Group, LLC

775 Park Ave # 235, Huntington, NY 11743, USA

(631) 390-9013 ext. 203

http://www.clearhorizongroup.com/location.htm

Directions

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.

Nearby Locations

Airmont, NY Albany County, NY Albany, NY Armonk, NY Auburn, NY Babylon, NY Ballston Spa, NY Bay Shore, NY

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.

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