Wealth Management in Mahopac, NY

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List of Firms

Mahopac, NY Wealth Management Firms

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Murphy Wealth Management Group
SEC File# 801-108780
CRD# 277161
5 out of 5
Location 60 Merritt Blvd #106, Fishkill, NY 12524, USA
Phone (845) 226-1200
Directions
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Weiss Advisory Group, LLC
4 out of 5
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-5900
Directions
SEC File# 801-72871
CRD# 159331
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
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
SEC File# 801-71774
CRD# 154719
5 out of 5
Location 2500 Westchester Ave #210, Purchase, NY 10577, USA
Phone (877) 780-0074
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-68893
CRD# 127216
Location 3 Starr Ridge Rd Suite 103, Brewster, NY 10509, USA
Phone (845) 278-8638
Directions
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Hollow Brook Wealth Management LLC
SEC File# 801-68599
CRD# 145521
Location 152 Bedford Rd 2nd floor, Katonah, NY 10536, USA
Phone (212) 364-1840
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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Wealth Management in Mahopac, NY

Where Wealth Management Advisors in Mahopac, NY Serve

Mahopac, NY is a picturesque town situated in the heart of Putnam County. It is home to many landmarks that are steeped in history, such as the Mahopac Railroad Station, which was built in 1902 and now serves as a museum. The town is also known for its beautiful lakes, including Lake Mahopac and Lake Casse, which provide residents with ample opportunities for outdoor recreation. When it comes to employment, Mahopac is home to several top employers, including the Mahopac Central School District, Putnam Hospital Center, and the Town of Carmel. Additionally, the town is conveniently located near major highways and streets, such as Route 6 and the Taconic State Parkway, making it easy for residents to commute to nearby cities. Mahopac is made up of several distinct neighborhoods, each with its own unique character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mahopac, NY can benefit from a bank in numerous ways. For instance, the bank can help them with their financial needs by providing them with loans for their businesses or homes. It can also provide them with investment opportunities to help them grow their wealth. Additionally, the bank can offer services such as online banking and mobile banking to make banking more convenient for residents. Moreover, Mahopac is a town that is known for its beautiful lakes and parks, and the bank can help residents enjoy these amenities by providing them with loans for recreational activities such as boat purchases or camping equipment. Overall, a bank can play a significant role in the lives of residents of Mahopac, NY by providing them with financial support and helping them achieve their goals.

Insurance Broker

Residents of Mahopac, NY can benefit from the expertise of an insurance broker in many ways. One specific example is navigating the unique insurance needs of living in a community surrounded by bodies of water, such as Lake Mahopac and the Croton Reservoir. An insurance broker can help residents understand the risks associated with living near water and recommend appropriate coverage for potential flood or water damage. Additionally, an insurance broker can help residents understand the state-specific insurance requirements and regulations that apply to Mahopac, NY, such as the New York State Department of Financial Services guidelines for auto insurance. With their expertise, an insurance broker can help residents of Mahopac, NY feel confident in their insurance coverage and prepared for any unexpected events.

Retirement Planning

Residents of Mahopac, NY can benefit greatly from the services of a retirement planner. With the town's population of over 8,000 individuals, many of whom are approaching retirement age, a retirement planner can provide valuable guidance on how to navigate the complex financial landscape of retirement. From creating a budget to managing investments and maximizing social security benefits, a retirement planner can help residents of Mahopac, NY plan for a comfortable and secure retirement. Additionally, with the town's proximity to New York City, a retirement planner can also provide advice on how to manage the unique financial challenges that come with living in a high cost-of-living area. Overall, a retirement planner can provide the expertise and support that residents of Mahopac, NY need to achieve their retirement goals and enjoy a fulfilling retirement.

Financial Advisor

Residents of Mahopac, NY would benefit from the guidance of a financial advisor in a multitude of ways. One specific need that stands out in Mahopac is the high cost of living, particularly in regards to housing. A financial advisor could assist residents in creating a budget and saving plan that takes into account the high cost of housing in the area. Additionally, many residents in Mahopac may be saving for their children's education, as the town is home to several highly rated schools. A financial advisor could provide insight into the best ways to save for college, such as 529 plans or other investment vehicles. Finally, with many residents commuting to nearby cities for work, a financial advisor could help them navigate the complexities of taxes and retirement planning across state lines. Overall, a financial advisor could provide valuable support to residents of Mahopac in achieving their financial goals and navigating the unique challenges of living in this area.

Mortgage Loan Officer

Residents of Mahopac, NY can benefit from the expertise of a mortgage loan officer in a number of ways. For instance, the town is known for its high property values, which can make it difficult for first-time homebuyers to secure a loan. A mortgage loan officer can help residents navigate the complex lending process and find the best rates and terms for their specific needs. Additionally, Mahopac is home to a diverse population with varying financial backgrounds, making it essential for a loan officer to be able to customize their approach to each individual. Whether a resident is looking to refinance their current home or purchase a new property, a mortgage loan officer can provide invaluable guidance and support throughout the entire process.

Tax Services

Residents of Mahopac, NY can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws in New York State and ensure that they are in compliance with all regulations. This is particularly important in Mahopac, where the tax laws can be confusing and difficult to understand. Additionally, a tax advisor can help residents minimize their tax liability by identifying deductions and credits that they may be eligible for. This is especially important in Mahopac, where the cost of living is high and residents may be struggling to make ends meet. Finally, a tax advisor can provide valuable advice on estate planning and help residents ensure that their assets are properly protected and transferred to their heirs in the event of their passing. Overall, the expertise of a tax advisor can be invaluable to residents of Mahopac, NY, helping them to navigate the complex tax landscape and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Mahopac, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Mahopac residents is by creating a comprehensive estate plan that ensures their assets are distributed as they wish after they pass away. This is particularly important in Mahopac, which is a town with a high population of retirees and seniors. An estate planning lawyer can also assist Mahopac residents with setting up trusts, creating powers of attorney and healthcare proxies, and minimizing estate taxes. Furthermore, an estate planning lawyer can help Mahopac residents navigate complex legal issues, such as Medicaid planning, and can provide guidance on how to protect assets from nursing home costs. Overall, an estate planning lawyer can provide invaluable assistance to Mahopac residents in planning for their future and protecting their assets.

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