Wealth Management in Islandia, NY

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List of Firms

Islandia, NY Wealth Management Firms

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Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (800) 445-4595
Directions
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Carolyn Smith-LoGiudice - Financial Advisor, Ameriprise Financial Services, LLC
Location 1174 Veterans Memorial Hwy, Hauppauge, NY 11788, USA
Phone (631) 770-0335
Directions
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McCormick Wealth Management Group - Ameriprise Financial Services, LLC
Location 640 Johnson Ave Ste 201, Bohemia, NY 11716, USA
Phone (631) 582-9770
Directions
SEC File# 801-123519
CRD# 314170
3 out of 5
Location 700 Veterans Memorial Hwy #302, Hauppauge, NY 11788, USA
Phone (631) 382-5012
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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magii inc.
3 out of 5
Location 490 Wheeler Rd # 265, Hauppauge, NY 11788, USA
Phone (631) 434-8200
Directions
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Brian Batter
5 out of 5
Location 1300 Veterans Memorial Hwy Ste 130, Hauppauge, NY 11788, USA
Phone (631) 761-1778
Directions
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American Millennium Group
Location 2120 5th Ave, Ronkonkoma, NY 11706, USA
Phone (631) 647-5210
Directions
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Creative Wealth Management, LLC
Location 1377 Motor Pkwy # 212, Islandia, NY 11749, USA
Phone (631) 232-9170
Directions
Wealth Management in Islandia, NY

Where Wealth Management Advisors in Islandia, NY Serve

Islandia, NY is a small village located in Suffolk County on Long Island. It is home to several landmarks including the Islandia Village Hall and the Islandia Shopping Center. The village is also situated near the Long Island MacArthur Airport, which serves as a major transportation hub for the region. Top employers in Islandia include CA Technologies, a global software company, and Telephonics, a defense and aerospace technology firm. The village is also home to several small businesses and restaurants. Major highways in the area include the Long Island Expressway (I-495) and Veterans Memorial Highway (NY-454). These highways provide easy access to neighboring towns and cities, such as Hauppauge and Ronkonkoma. Islandia is divided into several neighborhoods, including the Islandia Village Center and the Islandia East neighborhood. The village is known for its quiet, suburban feel and family-friendly atmosphere.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Islandia, NY can benefit from a bank in numerous ways. For instance, a bank can provide loans to individuals who want to start a business in Islandia, which can create job opportunities for the locals. Additionally, banks offer various investment options, such as certificates of deposit and mutual funds, which can help residents grow their wealth. Furthermore, banks can provide financial education and resources to help residents manage their money better. This is particularly important in Islandia, where the cost of living is high, and residents need to budget wisely to make ends meet. Lastly, banks offer a range of services, such as online banking and mobile banking, which can make banking more convenient for residents who have busy schedules and cannot visit a bank branch during regular business hours.

Insurance Broker

Islandia, NY residents can benefit from the services of an insurance broker in a myriad of ways. Firstly, an insurance broker can assist Islandia residents in identifying the most suitable insurance policies that cater to their specific needs. This is particularly important in Islandia, NY, which is a small village with a population of just over 3,000 people. Therefore, the insurance needs of residents in Islandia may differ greatly from those in larger towns or cities. An insurance broker can also help Islandia residents navigate the complex insurance market and provide them with advice on the most cost-effective options available. Additionally, an insurance broker can help Islandia residents file claims and provide support in the event of disputes with insurance companies. Overall, an insurance broker can provide invaluable assistance to Islandia residents in securing their financial future and protecting their assets.

Retirement Planning

Residents of Islandia, NY could benefit greatly from the services of a retirement planner. With its high cost of living and proximity to New York City, Islandia presents unique challenges for retirees. A retirement planner could help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on how to maximize retirement savings. Additionally, Islandia has a large population of small business owners who may need help with succession planning or selling their businesses in retirement. A retirement planner could assist in developing a comprehensive plan to ensure a smooth transition and financial security in retirement. Overall, the expertise of a retirement planner could be invaluable to the residents of Islandia as they plan for their golden years.

Financial Advisor

Residents of Islandia, NY can benefit from the guidance of a financial advisor in various ways. With a population of just over 3,000 people, Islandia is a small village located in Suffolk County, New York. One specific way a financial advisor can help residents is by creating a personalized investment plan that takes into account the unique economic landscape of the area. Islandia has a diverse economy, with businesses ranging from healthcare to manufacturing. A financial advisor can help residents navigate this economic landscape by identifying investment opportunities that align with their financial goals and risk tolerance. Additionally, a financial advisor can help residents plan for the future by developing a retirement strategy that takes into account the high cost of living in Suffolk County. With the help of a financial advisor, residents of Islandia can feel confident in their financial future.

Mortgage Loan Officer

Residents of Islandia, NY can greatly benefit from the assistance of a mortgage loan officer. With a population of just over 3,000 people, Islandia is a small community located in Suffolk County, New York. Due to its location and size, many residents may struggle to secure affordable housing. A mortgage loan officer can provide guidance and support to individuals and families looking to purchase a home in Islandia. They can help potential homeowners navigate the complexities of the mortgage process, including finding the best rates and terms for their financial situation. Additionally, a mortgage loan officer can assist residents in understanding the various government programs available to help them purchase a home, such as the Federal Housing Administration (FHA) or Veterans Affairs (VA) loans. Overall, the expertise and knowledge of a mortgage loan officer can be invaluable for residents of Islandia looking to achieve their dream of homeownership.

Tax Services

Residents of Islandia, NY can benefit from the expertise of a tax advisor in several ways. For instance, many residents in Islandia work in the aviation industry, which has unique tax implications. A tax advisor can help such residents navigate the complexities of the aviation industry tax laws and identify deductions that can reduce their tax liability. Additionally, Islandia is home to several small businesses, and a tax advisor can help these businesses comply with tax regulations and maximize their deductions. Furthermore, since Islandia is located in Suffolk County, residents may be subject to different tax laws than those in other parts of New York State. A tax advisor can help residents in Islandia understand these unique tax laws and plan accordingly. Overall, a tax advisor can provide invaluable advice and guidance to residents in Islandia, NY, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Islandia, NY residents can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families navigate the complex world of wills, trusts, and other estate planning documents. For Islandia residents, an estate planning lawyer can provide guidance on how to protect their assets from creditors and taxes, as well as how to ensure that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can help Islandia residents plan for long-term care and medical expenses, which can be particularly important given the area's high cost of living. With their expertise and knowledge of the law, estate planning lawyers can help Islandia residents achieve peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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