Wealth Management in Rockland County, NY

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List of Firms

Rockland County, NY Wealth Management Firms

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Lexington Ave Capital Management Llc
Location 10 Rugby Rd, New City, NY 10956, USA
Phone (845) 708-5306
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Klasp Management LLC
Location 368 New Hempstead Rd #219, New City, NY 10956, USA
Phone (845) 510-8164
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Lieblich Financial Services
Location 53 S Ridge Rd, Pomona, NY 10970, USA
Phone (718) 771-0887
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Montagna Wealth Management
Location 50 Tice Blvd Suite 340, Woodcliff Lake, NJ 07677, USA
Phone (201) 364-4703
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Hudson Valley Wealth Management
Location 15 E Central Ave, Pearl River, NY 10965, USA
Phone (845) 920-1600
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The Mahoney Group of Raymond James
5 out of 5
Location 1 Crosfield Ave Ste 102, West Nyack, NY 10994, USA
Phone (845) 512-1111
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Merrill Lynch Wealth Management
Location 50 Chestnut Ridge Rd Ground Floor, Montvale, NJ 07645, USA
Phone (201) 573-4509
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Capital Management Group of New York
Location 167 E Central Ave, Pearl River, NY 10965, USA
Phone (845) 638-6669
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Wealth Management in Rockland County, NY

Where Wealth Management Advisors in Rockland County, NY Serve

Rockland County, NY is a diverse and vibrant community located just north of New York City. This county boasts a variety of landmarks, including the iconic Bear Mountain Bridge, the stunning Nyack Beach State Park, and the historic Stony Point Battlefield State Historic Site. The top employers in Rockland County include healthcare giants Montefiore Nyack Hospital and Good Samaritan Hospital, as well as telecommunications leader Verizon. Major highways and streets in the area include the Palisades Interstate Parkway, the New York State Thruway, and Route 59. Rockland County is home to a number of unique and charming neighborhoods, including the artsy and eclectic village of Nyack, the picturesque town of Piermont, and the bustling hamlet of Nanuet. With its rich history, stunning natural beauty, and thriving business community, Rockland County is a truly special place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rockland County, NY can benefit from a bank in several ways. Firstly, a bank can provide them with access to financial services like savings accounts, checking accounts, and loans. This is particularly crucial in Rockland County, which is home to several towns and villages with limited access to banking services. Secondly, a bank can help residents manage their finances by offering financial planning and investment services. With the county's diverse population, including a significant number of immigrants, these services can be particularly valuable for those who may be unfamiliar with the American financial system. Additionally, a bank can provide residents with access to credit, which can be important for those who may not have the means to make large purchases outright. Overall, a bank can be an essential resource for residents of Rockland County, providing them with the tools and support they need to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Rockland County, NY can benefit greatly from the services of an insurance broker. With the county's diverse population and varied industries, an insurance broker can help individuals and businesses navigate the complex world of insurance policies and coverage options. For example, Rockland County has a large Orthodox Jewish community, and an insurance broker can assist with finding policies that meet the specific needs of this group, such as coverage for religious items or events. Additionally, Rockland County is home to many small businesses, and an insurance broker can provide valuable guidance on selecting the right policies to protect their assets and employees. With the ever-changing insurance landscape, having an experienced broker on your side can make all the difference in securing the right coverage at the best possible price.

Retirement Planning

Residents of Rockland County, NY can benefit from the expertise of a retirement planner in several ways. With a population of over 300,000, Rockland County is home to a diverse community of individuals with varying financial backgrounds and retirement goals. A retirement planner can help residents navigate the complexities of retirement planning, including tax implications, investment strategies, and estate planning. Furthermore, Rockland County has one of the highest median home values in the state, which can make retirement planning even more challenging for those looking to maximize their assets. A retirement planner can provide tailored advice on how to make the most of their home equity and other assets to ensure a comfortable retirement. Additionally, with a growing population of retirees in Rockland County, a retirement planner can help residents plan for long-term care and medical expenses, which can be a significant financial burden. Overall, a retirement planner can provide invaluable guidance to Rockland County residents looking to secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Rockland County, NY can benefit greatly from the services of a financial advisor. With its diverse population and thriving economy, Rockland County presents unique financial challenges that require the expertise of a seasoned professional. A financial advisor can help residents navigate the complex tax laws and regulations specific to the county, as well as provide guidance on investment strategies tailored to their individual needs. Additionally, a financial advisor can assist with retirement planning, estate planning, and risk management, ensuring that residents are well-prepared for their financial future. With its proximity to New York City and access to numerous financial institutions, Rockland County offers a wealth of opportunities for those seeking financial advice. A skilled financial advisor can help residents take advantage of these opportunities and achieve their financial goals.

Mortgage Loan Officer

Residents of Rockland County, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, with the soaring real estate prices in the region, a mortgage loan officer can help residents navigate the complexities of the home-buying process and secure a mortgage that best suits their financial needs. Additionally, with the county's diverse population, a mortgage loan officer can assist non-English speaking residents in understanding the intricacies of mortgage contracts and the home-buying process. Furthermore, with the county's proximity to New York City, a mortgage loan officer can help residents take advantage of favorable interest rates and loan programs that are available to them. Overall, a mortgage loan officer can provide invaluable assistance to residents of Rockland County, NY, helping them achieve their dream of homeownership while ensuring that they make informed financial decisions.

Tax Services

Residents of Rockland County, NY could benefit from the expertise of a tax advisor in many ways. Specifically, due to the county's high property taxes, a tax advisor could provide guidance on how to maximize deductions and credits related to property taxes. In addition, the county has a large population of small business owners, who could benefit from the knowledge of a tax advisor on how to navigate complex tax laws and regulations. Furthermore, with the recent changes to federal tax laws, a tax advisor could assist residents in understanding how these changes may impact their individual tax situations and provide strategies for minimizing tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Rockland County, NY in navigating the intricacies of the tax system and ensuring compliance with all applicable laws and regulations.

Estate Planning Lawyer

Rockland County, NY residents can benefit from an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in creating a comprehensive plan to protect assets and ensure their proper distribution upon death. In Rockland County, where the median home value is significantly higher than the national average, protecting real estate assets is especially crucial. Additionally, an estate planning lawyer can help navigate the complex tax laws and regulations in New York State, minimizing tax liabilities for both the estate and its beneficiaries. Furthermore, an estate planning lawyer can assist in drafting important documents such as wills, trusts, and power of attorney agreements, ensuring that the wishes of the individual are carried out in the event of incapacity or death. With the help of an estate planning lawyer, Rockland County residents can have peace of mind knowing that their assets are protected and their loved ones are provided for.

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