TOP 30 Insurance for retirement in Beacon, New York

6 results found

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Beacon ICG, LLC is a finance institution located at 1895 Walt Whitman Road, Melville, New York, United States. Our team of advisors provides resources and insights to help you pursue your financial goals. We offer clear guidance, proactive solutions, and wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. Whether you are an individual or a business, we can help you navigate group benefits for employees and implement retirement and benefit plans. Our team is committed to standing alongside you as an investment Co-Fiduciary and helping you plan for your financial future. Contact us today to learn more about how we can assist you in achieving your unique financial goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Kim Dingee - Ameriprise Financial Services, Inc. is a reputable financial institution located at 436 Main Street in Beacon, New York, United States. Specializing in financial planning and investment services, they offer personalized solutions to help individuals achieve their financial goals. As an ATM location, clients can conveniently access their funds and manage their finances with ease. With a commitment to providing exceptional customer service and expert financial advice, Kim Dingee - Ameriprise Financial Services, Inc. is a trusted partner in helping clients secure their financial future.

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.

Welcome to Frame Of Mind Self-Health, your sanctuary for holistic well-being located at 111 Beacon Drive, Sound Beach, New York. We specialize in offering a diverse range of health-focused practices designed to enhance your physical, mental, and emotional health. Our expert-led sessions include Mindfulness, Christ-Mind Meditation, QiGong, Tai Chi, Injury Recovery Enhancement, Pain Management, and more. Whether you're looking to manage stress, recover from an injury, or simply seek a deeper connection with yourself, our offerings are tailored for everyone—from kids to seniors, individuals with special needs, and those in recovery. Experience the transformative power of brain-body integration, self-massage, gentle movements, and breath work, all aimed at detoxifying the body, restoring energy balance, and boosting emotional health.