Wealth Management in Westbury, NY

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List of Firms

Westbury, NY Wealth Management Firms

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MAP Estate Planning, Inc.
Location 1025 Old Country Rd Suite 426, Westbury, NY 11590, USA
Phone (516) 616-7000
Directions
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DeFreitas & Minsky LLP
5 out of 5
Location 30 Jericho Executive Plaza #500w, Jericho, NY 11753, USA
Phone (516) 746-6322
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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
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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
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The Florio Wealth Management Group
Location 1025 Old Country Rd Suite 312, Westbury, NY 11590, USA
Phone (516) 758-2430
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SJM Asset Management
Location 293 Castle Ave # 1C, Westbury, NY 11590, USA
Phone (516) 333-7520
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SEC File# 801-114223
CRD# 289759
Location 2 Jericho Plaza #208, Jericho, NY 11753, USA
Phone (516) 388-7980
Directions
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Michael J. Meehan - RBC Wealth Management Branch Director
Location 1 Jericho Plaza Suite 202, Jericho, NY 11753, USA
Phone (516) 733-2040
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Robert Vissichelli - Thrivent
Location 1400 Old Country Rd Ste 413, Westbury, NY 11590, USA
Phone (516) 308-3811
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Whitmore Asset Management LLC
Location 370 Old Country Rd, Garden City, NY 11530, USA
Phone (516) 741-0566
Directions
Wealth Management in Westbury, NY

Where Wealth Management Advisors in Westbury, NY Serve

Westbury, NY is a vibrant and bustling community located in Nassau County. This charming town is home to several notable landmarks, including the iconic NYCB Theatre at Westbury, the beautiful Old Westbury Gardens, and the impressive Roosevelt Field Mall. With a diverse range of top employers, including the New York Institute of Technology, VHB Engineering, and The Bristal Assisted Living, Westbury offers a wealth of career opportunities. Major highways and streets, such as the Long Island Expressway, Old Country Road, and Post Avenue, make it easy to navigate this bustling town. Westbury is divided into several distinct neighborhoods, including the affluent Carriage Hill community, the charming Salisbury neighborhood, and the bustling downtown area. Whether you're looking to explore the town's many landmarks, pursue a rewarding career, or settle down in a vibrant community, Westbury has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Westbury, NY can be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial services such as checking and savings accounts, loans, and credit cards. This can be particularly useful for the diverse population of Westbury, which includes a significant number of immigrants who may not have access to traditional banking services. Additionally, a bank can help residents of Westbury with financial education and resources, such as workshops on budgeting and saving, which can be especially helpful for those who are struggling to make ends meet. Finally, a bank can also provide support for small businesses in the area, which are an important part of the local economy. For example, a bank might offer small business loans or other financial products to help entrepreneurs start or grow their businesses. Overall, a bank can be an important resource for residents of Westbury, NY, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Westbury, NY can benefit greatly from the services of an insurance broker. With its diverse population and growing economy, Westbury has unique insurance needs that require the expertise of a knowledgeable broker. For example, many residents in the area work in industries such as healthcare and retail, which can come with specific risks and liabilities. A broker can help these individuals find the right insurance coverage to protect their business and personal assets. Additionally, Westbury is located in an area that is prone to natural disasters such as hurricanes and flooding. A broker can assist residents in finding comprehensive policies that cover these types of events and provide peace of mind during times of crisis. Overall, an insurance broker can help Westbury residents navigate the complex world of insurance and ensure they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Westbury, NY can greatly benefit from the services of a retirement planner. With the town's proximity to New York City, many residents have high-paying jobs and may not have given much thought to their retirement plans. A retirement planner can help them create a comprehensive plan that takes into account their current financial situation and future goals. Additionally, Westbury has a diverse population, with many retirees from different backgrounds. A retirement planner can help these individuals navigate the complexities of Social Security, Medicare, and other retirement benefits. Furthermore, with the rising cost of healthcare, a retirement planner can help residents of Westbury plan for their medical expenses in retirement. Overall, a retirement planner can provide invaluable guidance and support to the residents of Westbury, NY as they plan for their future.

Financial Advisor

Residents of Westbury, NY could benefit from the expertise of a financial advisor in numerous ways. For instance, a financial advisor could help individuals in Westbury, NY create a comprehensive budget that accounts for the high cost of living in Nassau County. The advisor could also provide guidance on how to invest in the stock market to ensure that residents are making informed decisions that align with their long-term financial goals. Additionally, a financial advisor could help residents navigate complex tax laws and regulations, which are particularly challenging in New York State. By working with a financial advisor, residents of Westbury, NY can feel more confident about their financial future and make informed decisions that will help them achieve their financial goals.

Mortgage Loan Officer

Residents of Westbury, NY can greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents navigate the complexities of the home buying process, including finding the right mortgage product, securing competitive interest rates, and ensuring that all necessary documentation is in order. With the high cost of living in Westbury, NY, a mortgage loan officer can also help residents find creative financing solutions that fit their unique financial situation. For example, they may be able to help residents take advantage of government-backed programs or connect them with local lenders who specialize in working with first-time homebuyers. With so many options available, a mortgage loan officer can help residents make informed decisions that will ultimately save them money and provide them with a stable, long-term housing solution.

Tax Services

Residents of Westbury, NY can benefit from the expert advice of a tax advisor in many ways. For instance, a tax advisor can help residents navigate the complex tax laws of New York State and ensure that they are in compliance with all applicable regulations. Additionally, a tax advisor can help residents minimize their tax liabilities by identifying deductions and credits that they may be eligible for. Furthermore, a tax advisor can assist residents in planning for their financial future by providing advice on retirement planning, estate planning, and other financial matters. In Westbury, NY, where the cost of living is relatively high, the guidance of a tax advisor can be particularly valuable in helping residents manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Westbury, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can assist residents of Westbury is by helping them create a comprehensive estate plan that addresses their unique needs and circumstances. This may include drafting a will, establishing trusts, and creating powers of attorney. Additionally, an estate planning lawyer can help residents of Westbury navigate complex tax laws and minimize their tax liability. Given that Westbury is located in Nassau County, which has some of the highest property taxes in the country, this can be particularly important for homeowners. Furthermore, an estate planning lawyer can help residents of Westbury plan for long-term care and ensure that their assets are protected in the event of incapacity or disability. With its proximity to New York City and its high cost of living, Westbury residents may face additional challenges in planning for their future, making the services of an estate planning lawyer all the more valuable.

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