Wealth Management in Suffern, NY

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List of Firms

Suffern, NY Wealth Management Firms

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Pegasus Asset Management Inc
SEC File# 801-3186
CRD# 104766
5 out of 5
Location 400 Rella Blvd, Suffern, NY 10901, USA
Phone (845) 369-9422
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# 801-120981
CRD# 136100
Location 48 Burd St # 209, Nyack, NY 10960, USA
Phone (845) 358-4930
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Topaz Ct, Suffern, NY 10901, USA
Phone (845) 369-3024
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Chestnut Investment Group Inc
Location 4 Executive Blvd #204, Suffern, NY 10901, USA
Phone (845) 369-0016
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Forefront Wealth Planning & Asset Management
Location 145 Franklin Turnpike Suite 204, Ramsey, NJ 07446, USA
Phone (888) 271-1445
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M K Financial Services
Location 28 N De Baun Ave, Suffern, NY 10901, USA
Phone (845) 357-7530
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Stein Investment Management
Location 2180 Kent Ct, Mahwah, NJ 07430, USA
Phone (201) 529-3123
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Montagna Wealth Management
Location 50 Tice Blvd Ste 340, Woodcliff Lake, NJ 07677, USA
Phone (201) 364-4703
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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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Merrill Lynch Wealth Management Advisor Charles I Slater
Location 50 Chestnut Ridge Rd Ground Floor, Montvale, NJ 07645, USA
Phone (201) 573-4561
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Wealth Management in Suffern, NY

Where Wealth Management Advisors in Suffern, NY Serve

Suffern, NY is a quaint village located in Rockland County, NY, with a population of around 11,000. The village is home to a plethora of landmarks, including the historic Lafayette Theater, which has been in operation since 1924, and the iconic Sacred Heart Church, which was built in the late 1800s. Suffern is also home to a number of top employers, including Good Samaritan Hospital, which employs over 2,000 people, and Avon Products, which has a large distribution center in the village. Major highways that run through Suffern include the New York State Thruway and Route 17, making it easily accessible to commuters. The village is divided into several distinct neighborhoods, including the downtown area, which is home to a variety of shops, restaurants, and cafes, and the North Side, which is known for its large, historic homes and tree-lined streets. Suffern is a unique and vibrant community that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Suffern, NY can benefit from a bank in various ways. For instance, with the town's proximity to the New York-New Jersey border, residents can take advantage of cross-border banking services. A bank can also help residents with financial planning, such as saving for college tuition or retirement. Furthermore, with the town's diverse population, a bank can provide multilingual services to cater to the needs of non-English speakers. Additionally, Suffern is home to many small businesses, and a bank can offer loans and other financial services to help these businesses grow and thrive. Overall, a bank in Suffern can provide essential financial services to help residents achieve their financial goals and support the local economy.

Insurance Broker

Residents of Suffern, NY can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can assist residents in finding the right insurance coverage that suits their unique needs and budget. This is particularly important in Suffern, NY, where the cost of living is relatively high compared to other areas in Rockland County. Additionally, an insurance broker can help residents navigate the complexities of insurance policies, including understanding the fine print and identifying potential gaps in coverage. Furthermore, an insurance broker can provide ongoing support to residents, including assistance with claims and policy renewals. With an insurance broker's expertise, residents of Suffern, NY can have peace of mind knowing that they are adequately protected from unforeseen events.

Retirement Planning

Residents of Suffern, NY would benefit greatly from the expertise of a retirement planner. With a population of over 11,000, Suffern is a diverse community with unique financial needs. A retirement planner can provide personalized advice on how to maximize retirement savings, navigate Social Security benefits, and plan for long-term care. In addition, Suffern is located in Rockland County, which has some of the highest property taxes in the country. A retirement planner can help residents navigate the complexities of estate planning and tax strategies to ensure that their assets are protected and their loved ones are provided for. With the average life expectancy in Rockland County at 83 years old, it is crucial for residents to have a solid retirement plan in place. A retirement planner can help residents achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Suffern, NY could greatly benefit from the guidance of a financial advisor in a number of ways. For one, the town is home to a diverse range of income levels, with some households struggling to make ends meet and others enjoying significant financial success. A skilled advisor could help those on either end of the spectrum navigate their unique financial challenges and goals, whether that means creating a budget, building an investment portfolio, or planning for retirement. Additionally, Suffern is situated in Rockland County, which has some of the highest property taxes in the country. A financial advisor could help homeowners in the area manage these taxes and potentially find ways to reduce them, such as through appealing property assessments or taking advantage of tax breaks. Overall, the expertise and guidance of a financial advisor could be invaluable to residents of Suffern as they strive to achieve financial stability and success.

Mortgage Loan Officer

Residents of Suffern, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer can assist residents in finding the right mortgage product that suits their unique financial situation and goals. This is particularly important in Suffern, NY, where the cost of living is relatively high compared to other areas in the state. Additionally, the loan officer can help residents navigate the complex mortgage application process, which can be overwhelming and confusing for many people. They can also provide valuable advice on how to improve credit scores, reduce debt-to-income ratios, and increase down payment amounts to increase the chances of getting approved for a mortgage. Ultimately, the role of a mortgage loan officer is to ensure that residents of Suffern, NY can achieve their dream of homeownership without experiencing undue financial stress.

Tax Services

Residents of Suffern, NY can benefit greatly from the guidance of a tax advisor. With a population of just over 11,000, Suffern is a small village in Rockland County that is home to many families and small businesses. A tax advisor can help these residents navigate the complex tax laws and regulations that apply to both individuals and businesses in Suffern. They can provide advice on tax planning, preparation, and filing, as well as help with audits and other tax-related issues. Additionally, a tax advisor can offer guidance on local tax laws and regulations specific to Suffern, such as property taxes and sales taxes. With the help of a tax advisor, residents of Suffern can ensure that they are in compliance with all tax laws and regulations, while also maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Suffern, NY can benefit from the services of an estate planning lawyer in many ways. For one, these professionals can help individuals create a comprehensive estate plan that ensures their assets are properly distributed to their loved ones after they pass away. In addition, estate planning lawyers can help residents navigate the complex legal landscape of New York State, which has unique laws and regulations that can affect their estate planning decisions. For example, Suffern residents may need to consider the state's inheritance tax laws, which can impact how much of their estate is subject to taxation. Furthermore, estate planning lawyers can help residents establish trusts, create living wills, and designate power of attorney, all of which can provide peace of mind and security for themselves and their families. Overall, working with an estate planning lawyer can be a valuable investment for residents of Suffern, NY who want to ensure that their wishes are carried out and their loved ones are protected.

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