Wealth Management in Nassau County, NY

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List of Firms

Nassau County, NY Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Jonathan Polakoff
Location 266 Merrick Rd, Lynbrook, NY 11563, USA
Phone (516) 881-3376
Directions
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SHR WEALTH MANAGEMENT LLC
SEC File# 801-54905
CRD# 421
Location 1615 Northern Blvd #304, Manhasset, NY 11030, USA
Phone (516) 918-9616
Directions
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Shelter Rock Wealth Management - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8893
Directions
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La Ferla Group - Wealth Management & Financial Planners
Location 1050 Franklin Ave #400, Garden City, NY 11530, USA
Phone (877) 257-9040
Directions
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ClearVision Wealth Management
5 out of 5
Location 960 Bellmore Ave, North Bellmore, NY 11710, USA
Phone (516) 542-8900
Directions
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Merrill Lynch Wealth Management Advisor David Rubin
Location 266 Merrick Rd, Lynbrook, NY 11563, USA
Phone (516) 881-3357
Directions
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Merrill Lynch Wealth Management Advisor Jack O'Connell
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8321
Directions
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Ivory Wealth Management
5 out of 5
Location 258 Marguerite Ave, South Floral Park, NY 11001, USA
Phone (860) 767-5014
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
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
Directions
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Merrill Lynch Wealth Management Advisor Anthony J Russo
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8406
Directions
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Hoffman Ringelheim Wealth Management Group - UBS Financial Services Inc.
Location One Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 745-8851
Directions
SEC File# 801-61254
CRD# 119376
Location 48 S Service Rd Suite 102, Melville, NY 11747, USA
Phone (631) 454-1585
Directions
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richter wealth management
Location 1225 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 663-5404
Directions
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Merrill Lynch Wealth Management Advisor Harold Williams
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8354
Directions
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Merrill Lynch Wealth Management Advisor Graham Wolfram
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8268
Directions
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Croce Wealth Management - Morgan Stanley Financial Advisors
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 683-3201
Directions
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FLEET WEALTH MANAGEMENT GROUP, LLC
5 out of 5
Location 200 Garden City Plaza, Garden City, NY 11530, USA
Phone (866) 987-3287
Directions
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Ringelheim Wealth Management Group - UBS Financial Services Inc.
Location 1055 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 408-5821
Directions
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Eon Wealth Management
5 out of 5
Location 1400 Old Country Rd #303, Westbury, NY 11590, USA
Phone (516) 935-7771
Directions
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Glenn Fischer - Raymond James
Location 401 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 342-4100
Directions
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Merrill Lynch Wealth Management Advisor Jody P Sacks
Location 266 Merrick Rd, Lynbrook, NY 11563, USA
Phone (516) 881-3383
Directions
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Agrillo Financial Group
SEC File# 801-77304
CRD# 164395
Location 535 Stewart Ave, Bethpage, NY 11714, USA
Phone (516) 542-0261
Directions
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Merrill Lynch Wealth Management
1 out of 5
Location 50 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, USA
Phone (516) 827-3236
Directions
SEC File# 801-10970
CRD# 6413
Location 300 Garden City Plaza # 226, Garden City, NY 11530, USA
Phone (516) 746-9000
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:45 PM Saturday: Closed Sunday: Closed
Directions
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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
Directions
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Franklin Avenue Wealth Management Group - Morgan Stanley
Location 1300 Franklin Ave, Garden City, NY 11530, USA
Phone (516) 683-3233
Directions
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Gregory-Matthew Wealth Management & Retirement Planning
5 out of 5
Location 585 Stewart Ave Suite 306, Garden City, NY 11530, USA
Phone (516) 590-0090
Directions
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Objective Wealth Management
Location 50 Merrick Rd suite 202, Rockville Centre, NY 11570, USA
Phone (516) 634-1301
Directions
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Ginsberg Wealth Management LLC
Location 200 S Service Rd, Roslyn Heights, NY 11577, USA
Phone (516) 466-7462
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Merrill Lynch Wealth Management Advisor David P Elliott
Location 1325 Franklin Ave 4th Floor, Garden City, NY 11530, USA
Phone (516) 877-8464
Directions
Wealth Management in Nassau County, NY

Where Wealth Management Advisors in Nassau County, NY Serve

Nassau County, NY is a vibrant and diverse region located on Long Island. It boasts a plethora of landmarks, including the iconic Jones Beach State Park, the historic Old Westbury Gardens, and the charming village of Garden City. In terms of top employers, Nassau County is home to major companies such as Northwell Health, Cablevision, and Publishers Clearing House. The county is also traversed by major highways like the Long Island Expressway and the Northern State Parkway, as well as bustling streets like Hempstead Turnpike and Sunrise Highway. Neighborhoods in Nassau County range from the upscale enclaves of the North Shore to the bustling communities of the South Shore, each with its own unique character and charm. With its rich history, diverse population, and thriving economy, Nassau County is truly a gem of the New York metropolitan area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Nassau County, NY can benefit from a bank in numerous ways. For instance, banks can provide loans to residents who are looking to purchase a home in a county where the median home value is $500,000. Additionally, banks can offer financial planning services to residents who are looking to save for their children's college education, plan for their retirement, or invest in the stock market. Furthermore, banks can provide residents with access to online banking services, which is especially important in a county where the population is over 1.3 million people. Finally, banks can offer small business loans to entrepreneurs who are looking to start a business in a county that is home to numerous Fortune 500 companies. Overall, banks play a crucial role in the financial well-being of residents in Nassau County, NY.

Insurance Broker

Nassau County, NY residents can benefit greatly from the services of an insurance broker. With its high population density, residents of this county face unique challenges when it comes to finding the right insurance coverage. An insurance broker can help navigate the complex insurance market and find the best policies to fit the specific needs of each individual or business. For example, with the county's proximity to the coast, residents may need additional coverage for flood or hurricane damage. An insurance broker can also help with finding affordable health insurance options, which can be especially important for those living in an area with a high cost of living. Overall, an insurance broker can provide invaluable support and guidance for residents of Nassau County, NY in navigating the often confusing world of insurance.

Retirement Planning

Residents of Nassau County, NY can benefit significantly from the services of a retirement planner. With its high cost of living and property taxes, Nassau County poses a unique challenge for those planning for their retirement. A skilled retirement planner can help navigate the complexities of the local tax code and devise strategies to minimize the impact of taxes on retirement savings. Additionally, with its proximity to New York City, many Nassau County residents have high-pressure careers and may struggle to find the time and energy to plan for retirement. A retirement planner can help alleviate this burden by providing guidance and support throughout the retirement planning process, from setting goals to creating a comprehensive financial plan. With the right retirement planner, residents of Nassau County can feel confident and secure in their retirement years.

Financial Advisor

Residents of Nassau County, NY can benefit from the guidance of a financial advisor in numerous ways. With the county's high cost of living and property taxes, a financial advisor can help individuals and families create a budget and savings plan that aligns with their financial goals. Additionally, with Nassau County being home to many small business owners, a financial advisor can assist with retirement planning and investment strategies to help grow their businesses. The county's proximity to New York City also means that residents may have unique investment opportunities, such as real estate or stocks, that a financial advisor can help navigate. Furthermore, with the ongoing effects of the COVID-19 pandemic, a financial advisor can provide guidance on how to manage debt and expenses during these uncertain times. Overall, a financial advisor can provide valuable support and expertise to residents of Nassau County, NY in achieving financial stability and success.

Mortgage Loan Officer

Residents of Nassau County, NY can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as determining the best type of loan for a particular situation, helping applicants navigate the complex application process, and providing guidance on how to improve credit scores. In Nassau County, where the median home price is significantly higher than the national average, the assistance of a mortgage loan officer is especially valuable. With their knowledge of the local market and lending options, they can help residents secure the funding they need to purchase their dream home or refinance an existing mortgage. Additionally, given the competitive nature of the Nassau County real estate market, having a mortgage loan officer on your side can give you an edge over other buyers and help you close on a property more quickly.

Tax Services

Residents of Nassau County, NY can benefit from the expertise of a tax advisor in a myriad of ways. One specific area where a tax advisor can be of great help to residents of Nassau County is in navigating the complex tax laws and regulations that are unique to the state of New York. With its high property taxes and income tax rates, Nassau County presents a particularly challenging environment for taxpayers. A tax advisor can assist residents in maximizing deductions and credits, ensuring compliance with state and federal tax laws, and minimizing their tax liability. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's tax situation. By working with a tax advisor, residents of Nassau County can feel confident that they are making informed decisions and maximizing their financial resources.

Estate Planning Lawyer

Residents of Nassau County, NY can benefit from the expertise of an estate planning lawyer in a multitude of ways. One of the most common ways an estate planning lawyer can assist residents of Nassau County is by helping them navigate the complex laws and regulations governing estate planning in the state of New York. This is particularly important in Nassau County, which is known for having some of the highest property values in the country. An estate planning lawyer can help residents of Nassau County protect their assets and ensure that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can help residents of Nassau County minimize their tax liability and maximize the value of their estate for their heirs. With the help of an estate planning lawyer, residents of Nassau County can ensure that their legacy is protected and their loved ones are provided for after they are gone.

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