What are some popular wealth management services?

A wealth manager in Lakeville, NY can provide a range of wealth management services to help clients achieve their financial goals. These services may include investment management, financial planning, retirement planning, tax planning, estate planning, and more. One specific aspect of wealth management in Lakeville, NY is the consideration of the agricultural industry. With a significant portion of the town's economy tied to agriculture, a skilled wealth manager will take this into account when developing investment strategies and financial plans for their clients. Additionally, the wealth manager may have experience working with farmers and agricultural businesses, allowing them to provide tailored advice and guidance to those in this industry. With burstiness and complexity, a wealth manager in Lakeville, NY can help clients navigate the complexities of wealth management and achieve their financial objectives.

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

Located in the heart of Livingston County, Lakeville, NY is an ideal place to find a wealth manager. With its serene and tranquil surroundings, the town provides a perfect backdrop for those looking to take control of their finances. Lakeville is home to a plethora of experienced wealth managers who possess a deep understanding of the financial industry and can provide tailored solutions to meet individual needs. In addition, the town boasts a strong community spirit, where people come together to support each other and foster growth. This sense of community is reflected in the wealth management services offered by the professionals in Lakeville, who prioritize building relationships and trust with their clients. With their vast knowledge and personalized approach, Lakeville's wealth managers can help individuals and families achieve their financial goals and secure their future.

What does a wealth manager do?

A wealth manager in Lakeville, NY is responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals and families. From retirement planning to estate planning, a wealth manager in Lakeville, NY helps clients navigate the complex world of finance and investing. One specific aspect of Lakeville, NY that a wealth manager must take into consideration is the town's unique blend of rural and suburban living. With a population of just over 4,000, Lakeville, NY offers a tight-knit community feel while still being within driving distance of major metropolitan areas. This means that a wealth manager in Lakeville, NY must understand the financial needs and goals of clients who may be balancing the demands of both rural and urban lifestyles. Additionally, the wealth manager must be well-versed in the nuances of the local economy, which is heavily influenced by the agriculture and tourism industries.

When should you get a wealth manager?

Lakeville, NY residents should consider reaching out to a wealth manager when they are looking to secure their financial future. With its picturesque landscapes and thriving community, Lakeville is a town that values stability and prosperity. However, with the ever-changing economic landscape, it can be challenging to navigate the complexities of financial planning. A wealth manager can provide valuable insights and expertise to help residents make informed decisions about their investments, retirement planning, and other financial goals. Whether it's managing a growing portfolio or planning for the future, a wealth manager can help Lakeville residents achieve financial security and peace of mind.

How do I choose the right wealth manager?

A wealth manager in Lakeville, NY must possess a range of important qualities to effectively guide their clients towards financial success. Firstly, the manager must have a deep understanding of the local economy and financial landscape of Lakeville, NY. This includes knowledge of the local businesses, industries, and investment opportunities unique to the area. Additionally, the wealth manager must possess excellent communication skills to effectively convey complex financial concepts to their clients. They must be able to listen attentively to their clients' needs and goals, and develop personalized investment strategies that align with their objectives. Moreover, the wealth manager must be proactive and adaptable, constantly monitoring the market and adjusting their clients' portfolios accordingly. Finally, the manager must have a strong ethical code and prioritize their clients' best interests above all else. These qualities are crucial for a successful wealth manager in Lakeville, NY, where the local economy is heavily influenced by the agricultural industry and the community values long-term financial stability.

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

Lakeville, NY is home to some of the top wealth management firms in the country. These firms offer a range of services to their clients, including investment management, financial planning, and estate planning. One specific aspect of Lakeville that sets it apart from other cities is its thriving agricultural industry. With a large number of farms and agricultural businesses in the area, these wealth management firms have developed specialized expertise in helping their clients manage and grow their agricultural assets. From crop insurance to farm succession planning, these firms understand the unique challenges and opportunities that come with investing in the agricultural sector. With their bursty and complex approach to financial planning, these firms are well-equipped to help their clients navigate the complex world of wealth management in Lakeville, NY.

How do wealth managers get paid?

Wealth managers in Lakeville, NY are compensated in a variety of ways. Some may charge a flat fee for their services, while others may receive a percentage of the assets they manage. Additionally, some wealth managers may receive commissions for recommending certain financial products to their clients. In Lakeville, NY specifically, wealth managers may also receive compensation through referral fees from other professionals in the financial industry, such as lawyers or accountants. Furthermore, due to the unique demographics of Lakeville, NY, wealth managers may specialize in serving clients in certain industries or with specific financial needs, which can also impact their compensation structure. The complexity of the financial industry in Lakeville, NY requires wealth managers to stay up-to-date on the latest trends and regulations, which can also influence their compensation.

Find the Best Wealth Management Services in Lakeville, NY

Connect With a Wealth Manager

List of Firms

Lakeville, NY Wealth Management Firms

Thorley Wealth Management, Inc.

1478 Marsh Rd, Pittsford, NY 14534, USA

(585) 512-8453

http://www.thorleywm.com/

Directions

Montage Wealth Management

5 out of 5

179 Sully's Trail Suite 302, Pittsford, NY 14534, USA

(585) 485-6668

https://www.montagewealthmanagement.com/

Directions

Merrill Lynch Wealth Management Advisor Gary M Fitch

1241 Pittsford Victor Rd, Pittsford, NY 14534, USA

(585) 899-2593

https://fa.ml.com/new-york/pittsford/harter_fitchteam

Directions

Shemirani and Rocca Wealth Management - UBS Financial Services Inc.

400 Linden Oaks, Rochester, NY 14625, USA

(585) 218-4514

https://advisors.ubs.com/steven.shemirani/?utm_source=Yext&utm_medium=GMB&utm_campaign=164935&y_source=1_MTg4ODc0OTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Prentice Wealth Management LLC

SEC File# 801-76490

CRD# 160052

110 Linden Oaks Suite F, Rochester, NY 14625, USA

(585) 218-0001

http://www.prenticewealth.com/

Directions

Vespoke - Wealth Management

5 out of 5

112 Main St, Mt Morris, NY 14510, USA

(585) 673-7331

https://vespoke.com/

Directions

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd Ste. 220, Pittsford, NY 14534, USA

(585) 381-1861

Directions

Standard Integrity Wealth Management

110 Allens Creek Rd, Rochester, NY 14618, USA

(585) 461-6010

http://www.standardintegrity.com/

Directions

Barrett Wealth Management

70 Linden Oaks 3rd floor, Rochester, NY 14625, USA

(585) 383-5555

http://financialcrusade.com/

Directions

Where Wealth Management Advisors in Lakeville, NY Serve

Lakeville, NY is a charming town nestled in the heart of Livingston County. Its picturesque landscape is dotted with stunning landmarks like the Conesus Lake, the Hemlock Lake, and the Letchworth State Park. The town is home to a diverse range of industries, with top employers including the Livingston County Government, the Conesus Lake Nursing Home, and the Lakeville Fire Department. The major highways that run through Lakeville include Route 20A and Route 15A, which connect the town to nearby cities like Rochester and Buffalo. The town's streets are lined with quaint neighborhoods, each with their own unique charm and character. From the historic homes of the Lakeville Village to the modern developments of the Conesus Lake Estates, there's something for everyone in this vibrant community. Whether you're looking to explore the great outdoors, take in the local culture, or simply enjoy the peaceful serenity of small-town living, Lakeville, NY has it all.

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 Lakeville, NY would be helped by a bank in several ways. One of the most common ways is through providing financial services such as checking and savings accounts, loans and mortgages, and credit cards. The bank could also offer investment advice and retirement planning services to help residents secure their financial future. Specifically, Lakeville, NY is a small town with a population of just over 4,000 people. Many of the residents are farmers or work in agriculture-related industries. Therefore, a bank could provide specialized loans and financial products tailored to the needs of farmers and agricultural businesses in the area. Additionally, the bank could offer online banking services to help residents manage their finances from the comfort of their homes, which is especially important in a rural area where access to physical bank branches may be limited.

Insurance Broker

Residents of Lakeville, NY can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their unique needs. This is particularly important in Lakeville, NY, where the local economy is heavily reliant on agriculture and farming. An insurance broker can help farmers protect their crops and livestock from natural disasters, such as floods and droughts, which are common in the area. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important given the high cost of healthcare in the United States. By working with an insurance broker, residents of Lakeville, NY can rest assured that they have the protection they need to weather any storm.

Retirement Planning

Residents of Lakeville, NY can benefit from the guidance of a retirement planner in a multitude of ways. For instance, given that Lakeville is a small town with a population of just over 2,000 people, a retirement planner can help individuals navigate the limited options for healthcare and long-term care facilities. Furthermore, a retirement planner can assist in creating a personalized and comprehensive retirement plan that takes into account the unique needs and goals of each individual. This may include developing a budget, identifying sources of income, and determining the most tax-efficient ways to withdraw retirement savings. Additionally, a retirement planner can provide insight into the best investment strategies to help residents of Lakeville, NY maximize their retirement income and protect their assets. With the help of a retirement planner, residents of Lakeville, NY can feel confident in their ability to plan for a secure and fulfilling retirement.

Financial Advisor

Residents of Lakeville, NY could greatly benefit from the guidance of a financial advisor in a variety of ways. With its small-town charm and proximity to Rochester, Lakeville is an attractive place to live for many families. However, many residents struggle with managing their finances effectively. A financial advisor can help them create a budget, set financial goals, and develop a plan to achieve those goals. They can also provide guidance on retirement planning, investment strategies, and estate planning. In addition, with the recent economic downturn caused by the COVID-19 pandemic, many Lakeville residents may be struggling to make ends meet. A financial advisor can help them navigate this challenging time by providing advice on managing debt, accessing government resources, and finding ways to save money. With their expertise and support, a financial advisor can help residents of Lakeville achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Lakeville, NY can benefit from the expertise of a mortgage loan officer in many ways. A mortgage loan officer can help residents secure a mortgage to purchase a home in Lakeville, a town known for its picturesque landscapes and quaint charm. With the help of a loan officer, residents can navigate the complex process of obtaining a mortgage and ensure they receive the best possible terms and interest rates. In addition, a loan officer can provide valuable advice on the various mortgage options available, including fixed-rate and adjustable-rate mortgages, and help residents determine which option is best suited to their unique needs. For residents of Lakeville, where the housing market can be competitive, having a knowledgeable and experienced loan officer on their side can make all the difference in securing their dream home.

Tax Services

Residents of Lakeville, NY could greatly benefit from the expertise of a tax advisor. One specific way a tax advisor could help is by navigating the complex tax laws surrounding the many small businesses in Lakeville. With a population of just over 2,000, Lakeville has a surprising number of small businesses, ranging from quaint boutiques to bustling restaurants. A tax advisor could assist these business owners in ensuring they are taking advantage of all possible tax deductions and credits, while also ensuring they are compliant with all state and federal tax laws. Additionally, a tax advisor could help residents who have recently experienced a significant life change, such as marriage or the birth of a child, to understand how their tax situation may have changed and how to best navigate those changes. Overall, the expertise of a tax advisor could greatly benefit the residents of Lakeville, NY in a variety of ways.

Estate Planning Lawyer

Residents of Lakeville, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the transfer of assets to loved ones in a tax-efficient manner. Additionally, residents of Lakeville, NY may need assistance with creating a will, establishing trusts, and appointing guardians for minor children. An estate planning lawyer can also provide guidance on how to minimize potential legal disputes among family members and ensure that their wishes are carried out after their passing. Given that Lakeville, NY is a small town with a tight-knit community, an estate planning lawyer can provide peace of mind to residents by helping them plan for the future and protect their legacy.

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