Wealth Management in Lynbrook, NY

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List of Firms

Lynbrook, NY Wealth Management Firms

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Westco Financial Group
5 out of 5
Location 77 Hempstead Ave, Lynbrook, NY 11563, USA
Phone (516) 593-5070
Directions
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Merrill Lynch Wealth Management - Long Island South Shore Office
5 out of 5
Location 266 Merrick Rd Suite 100, Lynbrook, NY 11563, USA
Phone (516) 881-3361
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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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Merrill Lynch Wealth Management
1 out of 5
Location 36-35 Bell Blvd, Queens, NY 11361, USA
Phone (718) 281-7777
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Landmark Wealth Management, LLC.
5 out of 5
Location 95 Broadhollow Rd Suite 102, Melville, NY 11747, USA
Phone (631) 923-2485
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Anglia Advisors
Location 70 Sunrise Hwy Suite 500, Valley Stream, NY 11581, USA
Phone (646) 713-2225
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Merrill Lynch Wealth Management Advisor Jesse M Silver
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8274
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Kevin Dougherty Financial
Location 247 Merrick Rd # 101B, Lynbrook, NY 11563, USA
Phone (516) 792-1180
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Feinman, Rettig & Associates
Location 89 Main St, East Rockaway, NY 11518, USA
Phone (516) 593-7848
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Florio Wealth Management Group
5 out of 5
Location 1025 Old Country Rd Suite 312, Westbury, NY 11590, USA
Phone (516) 758-2430
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Point Wealth Management
Location 400 Broadhollow Rd Suite 200, Melville, NY 11747, USA
Phone (631) 592-2017
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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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RBC Wealth Management Branch - Jericho-NY
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2000
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Merrill Lynch Wealth Management Advisor Ola Jose
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8511
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Becker & Associates
Location 173 Earle Ave # A, Lynbrook, NY 11563, USA
Phone (516) 887-8050
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The BACH Wealth Management Group - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8804
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SHR WEALTH MANAGEMENT LLC
Location 1615 Northern Blvd #304, Manhasset, NY 11030, USA
Phone (516) 918-9616
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Merrill Lynch Wealth Management Advisor Edward W Blatz
Location 36-35 Bell Blvd, Bayside, NY 11361, USA
Phone (718) 281-7777
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The Sapient Wealth Management Group - Morgan Stanley
Location 58 S Service Rd Ste 400, Melville, NY 11747, USA
Phone (631) 755-8800
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Morgan Stanley Financial Advisors
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 248-2200
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First Republic Private Wealth Management
Location 1001 Franklin Ave #100, Garden City, NY 11530, USA
Phone (516) 873-2600
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National Securities
Location 66 Sydney Ave, Malverne, NY 11565, USA
Phone (516) 593-5529
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Carroll Financial Group
Location 40 Rowe Ave, Lynbrook, NY 11563, USA
Phone (516) 825-1110
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MWM Group LLC
Location 335 Washington Ave, Cedarhurst, NY 11516, USA
Phone (718) 696-4000
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North Shore Wealth Management Group, LLC
5 out of 5
Location 5000 Merrick Rd, Massapequa, NY 11758, USA
Phone (516) 576-8886
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Weber Asset Management
Location 1983 Marcus Ave # 221, New Hyde Park, NY 11042, USA
Phone (800) 438-3863
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SoundView Wealth Management - Morgan Stanley
Location Two Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 336-0700
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Wealth Management in Lynbrook, NY

Where Wealth Management Advisors in Lynbrook, NY Serve

Lynbrook, NY is a vibrant and bustling village located in Nassau County, Long Island. It boasts a rich history and a diverse community. The village is home to several landmarks, including the Lynbrook Public Library, the Lynbrook Fire Department, and the Lynbrook Station, which is part of the Long Island Rail Road. In terms of top employers, Lynbrook is home to several major companies, including the Hewlett-Packard Company, the Northwell Health System, and the Nassau County Police Department. These companies provide a significant amount of employment opportunities for residents of the village and the surrounding areas. Lynbrook is also well-connected to major highways and streets, including the Southern State Parkway, Sunrise Highway, and Merrick Road. These highways and streets provide easy access to other parts of Long Island and the greater New York City area. Finally, Lynbrook is comprised of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lynbrook, NY could benefit greatly from a bank in a variety of ways. For instance, a bank could provide financial education to the community, teaching them about budgeting, saving, and investing. Additionally, the bank could offer loans to small businesses, which would help stimulate the local economy. Furthermore, the bank could provide mortgages to individuals looking to purchase homes in Lynbrook, which would help attract new residents to the area. One specific aspect of Lynbrook that a bank could address is the need for affordable housing. With the cost of living in Lynbrook being higher than the national average, a bank could provide low-interest loans or other financial assistance to help residents afford to live in the area. Overall, a bank could play a significant role in improving the financial well-being of Lynbrook's residents and the community as a whole.

Insurance Broker

As a resident of Lynbrook, NY, one would greatly benefit from the assistance of an insurance broker. With the town's proximity to the coast, homeowners and renters alike may require specialized coverage for flood damage. Additionally, the bustling business district may require commercial insurance for local entrepreneurs. An insurance broker can navigate the complex insurance market and find the best policies for each individual's unique needs. Furthermore, with the town's diverse population, an insurance broker can assist non-native English speakers in understanding their coverage options and ensuring they have adequate protection. Overall, an insurance broker can provide invaluable assistance to the residents of Lynbrook, NY in protecting their assets and livelihoods.

Retirement Planning

Residents of Lynbrook, NY can greatly benefit from the services of a retirement planner. With its close proximity to New York City, many Lynbrook residents are likely to have high-paying jobs and a desire to retire comfortably. A retirement planner can help these individuals create a personalized plan that takes into account their unique financial situation, as well as the specific challenges and opportunities presented by living in Lynbrook. For example, a retirement planner may recommend investing in real estate in the area, as Lynbrook is known for its strong housing market and high property values. Additionally, a retirement planner can help Lynbrook residents navigate the complex tax laws of New York State, ensuring that they are taking advantage of all available deductions and credits. With the help of a retirement planner, Lynbrook residents can achieve their retirement goals and enjoy a comfortable and secure future.

Financial Advisor

Residents of Lynbrook, NY can benefit from the guidance of a financial advisor in many ways. With its proximity to New York City, many residents may have high incomes and complex financial situations that require expert advice. A financial advisor can help individuals navigate the intricacies of tax planning, investment management, and retirement planning. Additionally, with the high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses to ensure they are living within their means. Furthermore, with the recent changes to the tax code, a financial advisor can help residents take advantage of new deductions and credits to minimize their tax liability. Overall, a financial advisor can provide valuable insight and guidance to residents of Lynbrook, NY to help them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lynbrook, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the cost of living in Lynbrook being higher than the national average, a mortgage loan officer can assist residents in finding a suitable mortgage loan that fits their budget. Additionally, with the town's proximity to the beach, a mortgage loan officer can help residents secure loans for beachfront properties. Furthermore, Lynbrook has a diverse population, with a significant number of residents being immigrants. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage loan while also considering their unique financial situations. Lastly, with the current economic climate, a mortgage loan officer can provide guidance to residents looking to refinance their current mortgage loans to take advantage of lower interest rates. Overall, a mortgage loan officer can help residents of Lynbrook, NY achieve their dream of homeownership while also ensuring they make informed financial decisions.

Tax Services

Residents of Lynbrook, NY could benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, it is important for individuals to maximize their income and minimize their tax liability. A tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. Additionally, Lynbrook is home to many small business owners who could benefit from the guidance of a tax advisor on issues such as payroll taxes and business deductions. With the constantly changing tax laws and regulations, it can be difficult for individuals to stay up-to-date, but a tax advisor can provide valuable insight and advice. Overall, the services of a tax advisor can help residents of Lynbrook, NY save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Lynbrook, NY can benefit significantly from the services of an estate planning lawyer. In particular, an estate planning lawyer can help residents in Lynbrook to create a will that outlines their wishes for their assets after they pass away. This is especially important for Lynbrook residents who own property in the area, as the town is known for its high property values. Additionally, an estate planning lawyer can assist with setting up trusts to protect assets and minimize taxes, as well as creating powers of attorney and healthcare proxies to ensure that their wishes are carried out in the event of incapacitation. With the help of an estate planning lawyer, residents of Lynbrook can have peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.

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