Wealth Management in Inwood, NY

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List of Firms

Inwood, NY Wealth Management Firms

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UBS Private Wealth Management
3 out of 5
Location 299 Park Ave 26th floor, New York, NY 10171, USA
Phone (212) 821-7000
Directions
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North Shore Wealth Management
1 out of 5
Location 255 Executive Dr #305, Plainview, NY 11803, USA
Phone (800) 935-1899
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Manhattan Wealth Management Group
5 out of 5
Location 280 Madison Ave #600, New York, NY 10016, USA
Phone (212) 810-6961
Directions
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ECG Resources Inc
Location 148 Doughty Blvd #312, Inwood, NY 11096, USA
Phone (212) 812-9800
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Objective Wealth Management
Location 50 Merrick Rd suite 202, Rockville Centre, NY 11570, USA
Phone (516) 634-1301
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JL Wealth Management Group
Location 1211 6th Ave Suite 3300, New York, NY 10036, USA
Phone (212) 703-6115
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Altium Wealth Management, LLC
5 out of 5
Location 2500 Westchester Ave #210, Purchase, NY 10577, USA
Phone (877) 780-0074
Directions
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Guide Wealth Management LLC
Location 430 Park Ave, New York, NY 10022, USA
Phone (646) 450-1001
Directions
SEC File# 801-69141
CRD# 147092
Location 170 Broadway, Brooklyn, NY 11211, USA
Phone (347) 263-8506
Directions
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Silvercrest Asset Management
SEC File# 801-61004
CRD# 118333
5 out of 5
Location 1330 6th Ave # 38, New York, NY 10019, USA
Phone (212) 649-0600
Directions
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RBC Wealth Management Branch - Jericho-NY
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2000
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Piermont Wealth Management
SEC File# 801-61254
CRD# 119376
Location 100 Park Ave, New York, NY 10017, USA
Phone (888) 910-1666
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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PEYD
4 out of 5
Location 600 Bayview Ave, Inwood, NY 11096, USA
Phone (646) 801-7393
Directions
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HSG Wealth Management - UBS Financial Services Inc.
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 821-2043
Directions
Wealth Management in Inwood, NY

Where Wealth Management Advisors in Inwood, NY Serve

Inwood, NY is a vibrant neighborhood located in the northernmost part of Manhattan, surrounded by natural beauty and bustling city life. The neighborhood boasts a variety of landmarks, including the Inwood Hill Park, the Dyckman Farmhouse Museum, and the Cloisters Museum and Gardens. Inwood also has a diverse range of top employers, such as Columbia University Medical Center, New York-Presbyterian Hospital, and the United States Postal Service. Major highways and streets in the area include the Henry Hudson Parkway, Broadway, and Dyckman Street. Inwood is divided into several neighborhoods, including Marble Hill, Hudson Heights, and Fort George, each with its own unique character and charm. With its rich history, stunning architecture, and vibrant community, Inwood is a must-visit destination for anyone looking to experience the best of New York City.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Inwood, NY can benefit from a bank in various ways. For instance, a bank can provide financial assistance to small businesses in the area, which can help boost the local economy. Inwood is a diverse community, with a large population of Hispanic and Caribbean immigrants. Many of these residents may not have access to traditional financial services, such as credit cards or loans, due to language barriers or lack of credit history. A bank can provide bilingual services and financial education to help these individuals build credit and manage their finances. Additionally, a bank can offer services such as check cashing and money transfers, which are frequently used by those who do not have a bank account. Inwood is also located in a flood-prone area, and a bank can provide resources and assistance to help residents prepare for natural disasters and protect their assets. Overall, a bank can play a crucial role in supporting the financial well-being of Inwood's residents and the community as a whole.

Insurance Broker

Residents of Inwood, NY can benefit greatly from the services of an insurance broker. Inwood is a diverse community with a mix of homeowners and renters, and a broker can help them find the right insurance coverage for their unique needs. For example, Inwood is located near the water, which increases the risk of flooding. A broker can help residents find flood insurance to protect their homes and belongings. Additionally, Inwood is home to many small businesses, and a broker can assist with finding the right commercial insurance coverage to protect their assets. With the help of an insurance broker, residents of Inwood can have peace of mind knowing they are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Inwood, NY would greatly benefit from the expertise of a retirement planner. With its diverse population and unique economic landscape, Inwood presents a complex set of challenges for those planning for retirement. A retirement planner can help residents navigate the intricacies of Social Security and Medicare, as well as advise on investment strategies that take into account the area's high cost of living. Additionally, given Inwood's proximity to Manhattan and its status as a transportation hub, a retirement planner can help residents plan for the potential impact of rising transportation costs and the changing job market. By working with a retirement planner, residents of Inwood can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Inwood, NY can benefit from the services of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances. Inwood is a diverse neighborhood with a mix of homeowners and renters, and a financial advisor can help residents navigate the complexities of managing their finances in a way that aligns with their goals. Additionally, a financial advisor can provide guidance on investing in the stock market, which can be a valuable tool for building wealth over time. Inwood is also home to many small businesses, and a financial advisor can help entrepreneurs with everything from budgeting to securing financing for their ventures. Overall, a financial advisor can be an invaluable resource for residents of Inwood looking to achieve financial stability and success.

Mortgage Loan Officer

Residents of Inwood, NY could benefit from the expertise and guidance of a mortgage loan officer in several ways. For example, with the high cost of living in Inwood, many residents may struggle to save for a down payment on a home. A mortgage loan officer can help them explore different loan options and find one that suits their budget and needs. Additionally, Inwood is a diverse community with many first-time homebuyers who may not be familiar with the home-buying process. A mortgage loan officer can provide education and resources to help them navigate the process with confidence. Furthermore, Inwood is a flood-prone area, and many homes require flood insurance, which can be a complex and confusing process. A mortgage loan officer can help residents understand their insurance options and find a policy that provides the necessary coverage. Overall, a mortgage loan officer can be a valuable resource for residents of Inwood, NY looking to achieve their dream of homeownership.

Tax Services

Residents of Inwood, NY can benefit from the expertise of a tax advisor in a multitude of ways. For instance, the tax laws in New York are complex and constantly changing, and a tax advisor can help residents navigate these changes and ensure that they are compliant with all relevant regulations. Additionally, Inwood is a diverse community with a significant immigrant population, and a tax advisor can provide valuable assistance to those who may be unfamiliar with the tax laws in the United States. Furthermore, a tax advisor can help residents maximize their tax savings by identifying deductions and credits that they may not be aware of, which can be especially helpful in a community where the cost of living is relatively high. Ultimately, working with a tax advisor can help residents of Inwood achieve greater financial stability and peace of mind.

Estate Planning Lawyer

Residents of Inwood, NY can benefit from an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive plan for their assets, which includes their real estate properties, bank accounts, and investments. This is especially important for Inwood residents, given that the neighborhood has a diverse population with varying levels of wealth and property ownership. Secondly, an estate planning lawyer can assist residents in setting up trusts and wills, which can help avoid costly legal battles and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can advise residents on tax planning strategies, which is crucial in a neighborhood like Inwood, where property taxes are some of the highest in the city. Overall, an estate planning lawyer can provide invaluable guidance and support to Inwood residents as they navigate the complex world of estate planning.

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