Wealth Management in Smithtown, NY

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List of Firms

Smithtown, NY Wealth Management Firms

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Synergy Wealth Strategies
Location 227 E Main St, Smithtown, NY 11787, USA
Phone (631) 961-5432
Directions
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Choice Professional Management
4 out of 5
Location 525 W Jericho Turnpike, Smithtown, NY 11787, USA
Phone (631) 864-6006
Directions
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Jesse Whitsit - Morgan Stanley
Location 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788, USA
Phone (631) 851-5346
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Mitlin Financial, Inc.
5 out of 5
Location 140 Adams Ave Suite B-12, Hauppauge, NY 11788, USA
Phone (631) 952-4466 ext. 112
Directions
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Citi Personal Wealth Management
Location 18 E Main St, Smithtown, NY 11787, USA
Phone (631) 724-1309
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North Shore Wealth Management Advisors, Inc.
Location 200 Motor Pkwy Suite A5, Hauppauge, NY 11788, USA
Phone (631) 780-5556
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Merrill Lynch Wealth Management Advisor Kim M Pino
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3249
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Merrill Lynch Wealth Management
Location 50 NY-111, Smithtown, NY 11787, USA
Phone (631) 361-3221
Directions
Wealth Management in Smithtown, NY

Where Wealth Management Advisors in Smithtown, NY Serve

Smithtown, NY is a vibrant community on Long Island that boasts a rich history and diverse culture. From the iconic Smithtown Bull to the bustling Main Street, there are plenty of landmarks that make this town unique. Top employers in the area include St. Catherine of Siena Medical Center, Hauppauge School District, and the Town of Smithtown. Major highways such as the Long Island Expressway and Northern State Parkway provide easy access to neighboring towns and cities. The town is divided into several neighborhoods, including Smithtown Proper, Kings Park, and Commack, each with its own distinct personality and charm. Whether you're looking for a quiet suburban retreat or a bustling urban hub, Smithtown has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Smithtown, NY can benefit from a bank in numerous ways. One of the most common ways is by providing access to financial services such as checking and savings accounts, loans, and credit cards. A bank also offers investment and retirement planning services to help residents secure their financial future. Moreover, with Smithtown being a suburban town with a high cost of living, banks can provide assistance in the form of mortgage loans and refinancing options to help residents afford their dream homes. Additionally, banks can help small business owners in Smithtown with business loans and merchant services to grow their businesses. Overall, a bank can be a valuable resource for residents of Smithtown, NY, providing them with the financial tools and resources they need to achieve their goals and improve their financial well-being.

Insurance Broker

Residents of Smithtown, NY can benefit from the services of an insurance broker in a myriad of ways. For instance, an insurance broker can help them navigate the complexities of the healthcare system and secure the best insurance policies for themselves and their families. This is particularly important in Smithtown, NY, where the population is rapidly aging, and the demand for healthcare services is increasing. Additionally, an insurance broker can assist residents in finding the most affordable auto insurance policies that offer the best coverage, given the heavy traffic in and around Smithtown, NY. Moreover, an insurance broker can help homeowners in Smithtown, NY, secure comprehensive home insurance policies that protect their homes and belongings from natural disasters, such as hurricanes and floods, which are common in the area. Overall, an insurance broker can provide invaluable assistance to residents of Smithtown, NY, by helping them navigate the complex and often confusing world of insurance policies.

Retirement Planning

Residents of Smithtown, NY can benefit greatly from the services of a retirement planner. With a population of over 117,000 people, Smithtown is a bustling community that is home to many retirees. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing their finances, maximizing their social security benefits, and developing a comprehensive retirement plan that meets their unique needs. In addition, Smithtown residents may have specific concerns related to the high cost of living in the area, including rising healthcare costs and property taxes. A retirement planner can help them develop strategies for managing these expenses and ensuring that they have enough money to live comfortably in their golden years. Overall, a retirement planner can provide invaluable guidance and support to the residents of Smithtown as they plan for their future and work towards achieving their retirement goals.

Financial Advisor

Residents of Smithtown, NY can benefit from the expertise of a financial advisor in a multitude of ways. With its affluent population and high cost of living, Smithtown residents may require assistance in managing their finances and planning for the future. A financial advisor can help them navigate complex financial decisions such as investing, retirement planning, and tax strategies. Additionally, due to its proximity to New York City, many Smithtown residents may have high-stress jobs and busy schedules, leaving little time for financial planning. A financial advisor can help alleviate this burden by providing personalized financial planning services and taking care of the details. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can help Smithtown residents navigate the ever-changing financial landscape and adjust their financial plans accordingly. Overall, a financial advisor can provide invaluable assistance to the residents of Smithtown, NY in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Smithtown, NY can benefit from the assistance of a mortgage loan officer in several ways. Firstly, they can help residents secure a mortgage loan to purchase a home in Smithtown, which is known for its excellent schools and proximity to New York City. Additionally, mortgage loan officers can help residents refinance their existing mortgages to take advantage of lower interest rates, which can save them thousands of dollars over the life of their loan. With the cost of living in Smithtown being higher than the national average, having a mortgage loan officer who can provide guidance and support throughout the home-buying or refinancing process can be invaluable to residents who want to make the most of their investment.

Tax Services

Residents of Smithtown, NY can benefit from the expertise of a tax advisor in numerous ways. With the town's median household income of $112,000, residents may require assistance in navigating the complexities of tax laws and regulations. A tax advisor can provide guidance on tax planning, minimizing tax liabilities, and maximizing deductions. Additionally, Smithtown has a diverse population, including many small business owners who may require advice on tax implications for their business. The town also has a high property tax rate, which can be a significant burden for homeowners. A tax advisor can provide insight on how to reduce property tax bills through exemptions and appeals. With the ever-changing tax laws and regulations, a tax advisor can help residents stay up-to-date and avoid costly mistakes. Overall, a tax advisor can provide valuable assistance to the residents of Smithtown, NY in ensuring they are compliant with tax laws and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Smithtown, NY can benefit from the services of an estate planning lawyer in a variety of ways. One specific issue that is unique to Smithtown is the high cost of living in the area. An experienced estate planning lawyer can help residents navigate the complex laws and regulations surrounding estate planning, including minimizing taxes and protecting assets from creditors. Additionally, a lawyer can assist with creating wills and trusts, ensuring that assets are distributed according to the individual's wishes. Furthermore, an estate planning lawyer can help residents plan for long-term care and medical expenses, which can be especially important in a high-cost area like Smithtown. In short, an estate planning lawyer can provide invaluable assistance to residents of Smithtown, helping them protect their assets and plan for the future.

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