TOP 10 Retiree financial planning in New York

The Fountains is a premier senior living community located at 1100 Clove Road in New York, United States. Our beautifully landscaped grounds and elegant facilities provide a comfortable and luxurious environment for residents to enjoy their golden years. Our dedicated staff offers personalized care and support to ensure that each resident's needs are met with compassion and respect. From spacious apartments to gourmet dining options, The Fountains offers a wide range of amenities and services designed to enhance the quality of life for our residents. Come experience the warmth and hospitality of The Fountains and discover why we are a trusted choice for senior living in New York.

Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.

First Command is a trusted financial institution located at 273 Main Street in Highland Falls, New York. As a bank, finance, and insurance agency, we offer a wide range of services to help individuals and families achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need assistance with banking, investments, retirement planning, or insurance, First Command is here to help you every step of the way. Visit us today to learn more about how we can support your financial future.

Medicare Made 4U is a trusted insurance agency located at 2708 New York 52 in Pine Bush, New York. We specialize in providing personalized Medicare plans tailored to meet the unique needs of each individual. Our team of experienced professionals is dedicated to helping you navigate the complex world of healthcare insurance, ensuring you have the coverage you need at a price you can afford. Contact us today to learn more about how Medicare Made 4U can help you secure your future health and well-being.

The Finest Federal Credit Union, located at 215 Park Row in New York City, is dedicated to serving the financial and banking needs of New York State's law enforcement community and their families. As the only financial institution in New York specifically chartered to cater to police and law enforcement personnel, retirees, and their family members, we take pride in offering convenient mobile banking services for managing savings, checking, auto loans, and home loans online. Our easy and quick loan application process ensures that you can borrow money for various purposes at lower rates than most credit cards. With competitive rates of return and low percentage rates for personal and car loans, we make sure your money works for you. Our partnership with Siebert Financial Corp further enhances our commitment to providing top-notch financial services to the law enforcement community. Join us today and experience the difference with The Finest Federal Credit Union.

TurtleBay Advisory Services is a reputable finance institution located at 217 North Route 303 in Valley Cottage, New York, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. We offer a range of services including investment management, retirement planning, and wealth preservation strategies. Trust TurtleBay Advisory Services to provide you with the expertise and support you need to secure your financial future.

Security Mutual Life Insurance Co is an insurance agency located at 55 Broadway, New York, United States. Interested in joining their team? Explore career opportunities with Security Mutual Life. They provide valuable insights on financial planning through their ClientLine®, covering topics such as estate planning, tax issues, and business marketing ideas. With a focus on helping policyholders achieve long-term financial security, Security Mutual offers tools, products, and solutions tailored to individual needs. Stay informed with their SML Planning Minute Podcast, where they discuss important financial topics such as combating identity theft, concerns about generation Z's spending habits, and protecting assets before getting re-married. Security Mutual also gives back to the community by securing grants for local charitable organizations. Contact them at 1-800-346-7171 for more information.

Health Services Retirement is an insurance agency located at 555 West 57th Street in New York, New York, United States. We specialize in providing retirement planning services for individuals working in the health services industry. Our experienced team is dedicated to helping our clients navigate the complexities of retirement planning and ensuring they have the financial security they need for their future. Contact us today to learn more about how we can help you plan for a comfortable and stress-free retirement.

AGMA Retirement & Health is a leading health and insurance agency located in the heart of New York City. Our institution is dedicated to providing comprehensive retirement and health insurance solutions to individuals and families. Our team of experienced professionals is committed to helping our clients navigate the complex world of insurance and retirement planning, ensuring they have the coverage and support they need for a secure future. Visit us at 1430 Broadway to learn more about how AGMA Retirement & Health can help you achieve peace of mind and financial security.

Marco Wealth Strategies Group, Inc is a leading finance institution located at 114 Seguine Avenue in New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Marco Wealth Strategies Group, Inc to provide you with personalized financial solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security.

Retirecony is a leading insurance agency located at 101 Tyrellan Avenue in New York, United States. We specialize in providing comprehensive insurance solutions tailored to meet the needs of retirees and those planning for their retirement. Our team of experienced agents is dedicated to helping clients navigate the complexities of insurance planning, ensuring they have the coverage they need to protect their assets and secure their financial future. At Retirecony, we prioritize customer service and strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you plan for a secure retirement.

Vento Tax & Wealth Management Group is a premier accounting and finance institution located at 95 New Dorp Lane in New York, United States. With a team of experienced professionals, we provide expert tax and wealth management services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Vento Tax & Wealth Management Group is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving financial success.

New York Life Insurance Company is a reputable insurance agency located at 1511 Bryant Avenue in New York, United States. With a long history of providing reliable and comprehensive insurance coverage, this institution is dedicated to helping individuals and families protect their financial future. Their team of experienced agents offers a range of insurance products, including life insurance, retirement planning, and investment solutions. Whether you are looking for coverage for yourself or your loved ones, New York Life Insurance Company is committed to providing personalized service and tailored insurance solutions to meet your needs. Trust in this established institution to safeguard your assets and provide peace of mind for the future.

Term & Whole Life NYC is a reputable insurance agency located at 1617 3rd Avenue in New York City. Specializing in term and whole life insurance policies, our experienced agents are dedicated to providing personalized coverage options to meet the unique needs of our clients. Whether you are looking for short-term coverage or a long-term investment in your future, Term & Whole Life NYC is here to help. Contact us today to learn more about our comprehensive insurance solutions.

New York Life Insurance Company is a reputable insurance agency located at 120 Broadway in New York, New York. Life Insurance Agent Tynetta Porter is dedicated to providing top-notch insurance services to clients, helping them protect their loved ones and secure their financial future. With a strong track record of customer satisfaction and a commitment to integrity and professionalism, Tynetta Porter is a trusted advisor in the insurance industry. Contact them today to discuss your life insurance needs and find the perfect policy for you and your family.

JF Income Tax Inc is a reputable accounting and finance institution located at 4 North Main Street in Spring Valley, New York, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need assistance with filing your taxes or managing your finances, JF Income Tax Inc is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

AJ Taxes Service is a reputable accounting and finance institution located at 305 Airport Executive Park in Nanuet, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, AJ Taxes Service is dedicated to providing high-quality and personalized financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take control of your finances.

Tax Relief Attorney In Motion is a top-notch finance institution located at 1222 Audra Court in Mohegan Lake, New York. Specializing in providing expert tax relief services, our team of skilled attorneys is always in motion, working tirelessly to help individuals and businesses navigate the complex world of taxes. Whether you are facing IRS audits, tax liens, or wage garnishments, our experienced professionals are here to provide personalized solutions to help you achieve financial peace of mind. Trust Tax Relief Attorney In Motion to handle all of your tax-related needs with professionalism and expertise.

Taxes for Expats is a top-rated accounting and finance institution located at 276 5th Avenue in New York, New York, United States. With a clear and transparent process, Taxes for Expats offers thorough and well-thought-out services to help taxpayers navigate the complex world of IRS regulations. As the best in the business, Taxes for Expats is here to assist with a variety of tax-related needs, including filing US tax returns for non-US aliens or Green Card holders, negotiating with the IRS on behalf of clients, and providing guidance on tax implications for various life choices and situations. With a team of experienced professionals including over 80 accredited CPAs, EAs, and JDs, Taxes for Expats is equipped to handle a wide range of tax scenarios, from expatriate tax filings to complex tax issues for contractors, aid workers, and international pilots. The institution also offers webinars to walk clients through their process and answer any questions they may have.

Tax Master Network Corp is a leading accounting and finance institution located at 1601 University Avenue in New York, United States. Our team of experts specializes in providing a wide range of tax services, financial planning, and consulting to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or investment strategies, Tax Master Network Corp is here to help. Contact us today to learn more about how we can support your financial success.

B T Accounting & Tax Services is a reputable institution located at 1797 Stillwell Avenue in New York, United States. Specializing in accounting and finance, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. With a team of experienced professionals, B T Accounting & Tax Services is dedicated to providing top-notch assistance with tax preparation, auditing, bookkeeping, and financial planning. Whether you need help with filing your taxes or creating a comprehensive financial strategy, this institution is committed to delivering personalized and reliable solutions to meet your needs.

Strategic Tax Planners LLC is a reputable accounting and finance institution located at 1045 Bay Ridge Avenue in New York City. Specializing in tax and financial planning, the firm offers services to individuals, families, and business owners. With a holistic approach, Strategic Tax Planners LLC considers every aspect of your financial situation to create a comprehensive plan tailored to your needs. Whether you visit our office at Suite 1 in Brooklyn or connect with us remotely, our team is dedicated to helping you achieve your financial goals.

Medicare Management of WNY is an insurance agency located at 8645 Main Street in Buffalo, New York. They offer a free copy of the #1 Amazon Best-Selling Guidebook, "Starting Medicare Smartly," which provides time-saving steps to help you sign up stress-free and avoid costly late penalties. The institution is dedicated to helping those nearing 65 who are confused about Medicare feel more confident in their decisions. The founder has authored a best-selling book, published special reports, and developed the nationally recognized Medicare SmartStart Program™. They offer complimentary community educational events and private presentations to help Baby Boomers in WNY navigate the complexities of Medicare. With their expertise, the Medicare process becomes simpler, easier, and almost effortless. Visit Medicare Management of WNY to receive personalized guidance on starting Medicare smartly and avoiding common pitfalls.

Diane McGrath - State Farm Insurance Agent is a well-established insurance agency located at 75 North Park Avenue, Rockville Centre, New York, United States. With over 30 years of experience, Diane McGrath and her experienced team are dedicated to providing exceptional insurance products to help individuals and families effectively manage the risks they face in their everyday lives. They offer a wide range of insurance services, including Auto Insurance, Home Insurance, Life Insurance, Renters/Condo Insurance, Health Insurance, and more. In addition to insurance services, Diane McGrath - State Farm Insurance Agent also offers assistance with Banking and Financial needs. Their personalized approach ensures that each customer receives a comprehensive insurance plan tailored to meet their specific needs and goals. The team at Diane McGrath - State Farm Insurance Agent is committed to providing excellent customer service, educating customers about their insurance options, and building long-lasting relationships with their valued clients.

I'm With Amanda Medicare Education & Solutions is a health insurance agency located at 7337 Oswego Road in New York, United States. We are a trusted resource for all your Medicare needs, providing expert guidance and solutions to ensure you have the coverage you need. Our clients are consistently satisfied with our services, proudly proclaiming, "I'm With Amanda!" Contact us today to learn more about how we can help you navigate the complex world of Medicare.

New York Life Insurance Company: Goldman Nathaniel is an insurance agency located at 5788 Widewaters Parkway, Syracuse, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, as well as customizable long-term coverage to fit your needs and budget. Their services include investments in the market, income protection, estate planning, and insurance for employees and business owners. With a diverse workforce and a commitment to community engagement, New York Life strives to make a positive impact on society. They have received high financial ratings and offer flexible solutions to help you achieve financial security and peace of mind. Visit their website to learn more about their offerings and how they can help you plan for the future.

Argiro Group Inc is an insurance agency located at 2105 West Genesee Street in Syracuse, New York. We specialize in providing unique and innovative health care solutions for our clients, both now and in the future. From self insurance to stop loss, we offer a range of options to help you find the right healthcare benefits for your needs. Our group Medicare plans are designed to provide comprehensive healthcare benefits for retirees, working closely with unions to ensure coverage that aligns with their philosophy and requirements. Additionally, our voluntary benefits allow employees to personalize their insurance coverage, promoting job satisfaction and financial security.

Sheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.

Patrick Violando, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of dedicated professionals including Leonard Babcock, Mark Banac, Jeanne Bernhardt, and many others, clients can expect personalized and expert advice on insurance options. Whether it's life insurance, retirement planning, or investment strategies, the team at Patrick Violando, Bankers Life Agent is committed to helping clients protect their financial future. Contact them today for a consultation.

The Highmark Blue Cross Blue Shield of Western New York Medicare Help Center in Orchard Park is a trusted health insurance agency located at 4086 North Buffalo Street. Our dedicated team is committed to helping individuals navigate the complexities of Medicare and find the coverage that best suits their needs. Whether you are looking for information on Medicare plans, enrollment assistance, or general insurance guidance, our knowledgeable staff is here to provide personalized support. Visit us at our convenient Orchard Park location to learn more about how we can help you make informed decisions about your healthcare coverage.