The 30 Best Retirement community services in New York

The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Merrill Lynch Financial Advisor Andrew M Gergel is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. They prioritize building relationships with clients through meaningful conversations to identify and prioritize financial goals. By listening to clients' needs and aspirations, they customize financial approaches to help achieve personal goals such as wealth transfer, retirement planning, education funding, and more. Utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand clients' investing preferences. This assessment helps tailor financial approaches to align with individual goals and priorities. The institution believes in adapting financial plans as clients' lives and goals evolve, ensuring that their approach remains relevant and effective.

Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.

Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

The Birchwood of Polish Town, located at 512 Pulaski Street in Riverhead, New York, is a renowned institution that has been a beloved staple in the community for over 80 years. Under new ownership by Danielle Sessa in 2014, The Birchwood continues to offer traditional Polish dishes such as pierogis and kielbasa, as well as a variety of pub favorites like burgers, seafood, pasta, and salads. Our venue is perfect for weddings, holiday parties, and family gatherings, with the capacity to host up to 250 guests and handicap accessibility. While we have implemented stringent sanitization measures to combat COVID-19, we urge all guests to follow our guidelines to ensure a safe and enjoyable experience during their visit. Please be aware that exposure to COVID-19 is possible in public spaces, and individuals with underlying health conditions are at higher risk. By visiting The Birchwood of Polish Town, you acknowledge and accept all risks related to COVID-19.

Watermark of Wading River is a charming waterfront restaurant located at 2925 North Wading River Road in Wading River, New York. Situated in a picturesque setting overlooking the water, this establishment offers a unique dining experience with a diverse menu of delicious food options. Whether you're looking to enjoy a romantic dinner for two or a fun meal with friends and family, Watermark of Wading River provides a welcoming atmosphere and exceptional service. Come and savor the flavors of fresh seafood, grilled meats, and seasonal dishes while taking in the beautiful scenery. With its tranquil surroundings and delectable cuisine, Watermark of Wading River is the perfect destination for a memorable dining experience.

Billy Williams - State Farm Insurance Agent is a well-established insurance agency located at 218 Main Street in Setauket- East Setauket, New York, United States. With over 20 years of experience as a State Farm Agent, Billy Williams has been serving the Suffolk County community with dedication and commitment. As a member of the local Fire Department and Fire Commissioner in Setauket, Billy is deeply involved in helping and protecting the community. Additionally, he has been the Past President of the Three Village Kiwanis Club and an active member of the Chamber of Commerce. At Billy Williams - State Farm Insurance Agent, the team is dedicated to helping customers protect their loved ones and achieve their dreams while safeguarding against the unexpected. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, the agency serves customers throughout New York, including Long Island, Westchester County, and the five boroughs.

Welcome to the Gerald Cawley State Farm Agency located at 3034 Jericho Turnpike in East Northport, New York. Our insurance agency is conveniently situated just 1/2 mile west of Larkfield Rd, across from the 7 Eleven. We offer a wide range of insurance services including Auto, Home, Property, Business, Boat, Life, and Health insurance quotes. Our experienced team is dedicated to helping you protect your assets and plan for the future with personalized insurance plans that suit your needs. As a retired NYPD Lieutenant and second-generation State Farm agent, Gerald Cawley takes pride in serving the East Northport community. We strive to provide high-quality customer service and build long-lasting relationships with our clients. Whether you're looking to secure your family, assets, or plan for the future, we are here to help you navigate the world of insurance. Contact us today for all your insurance needs and let us help you manage the risks of everyday life and realize your dreams.

The Black Cow Coffee Company is a beloved cafe and food store located at 7 Wheeler Avenue in Pleasantville, New York, United States. Founded by Michael and Peggy Grant in 1995, the Black Cow has become the heart of the community in Croton and has since expanded to Pleasantville and Phelps Hospital. After 25 years, the Grants have retired to Vermont, passing the torch to close family and friends. Zoe now runs the Croton location, Michele manages Pleasantville, and Amanda oversees the hospital store. Despite the new faces, the goal remains the same - to nourish and care for the communities they love.

TEG Federal Credit Union - Beekman Branch is a convenient financial institution located at 2540 State Route 55 in Poughquag, New York. As a full-service credit union, TEG offers a range of banking services including ATMs, loans, savings accounts, and more. Whether you need to withdraw cash, deposit funds, or speak with a financial advisor, TEG Federal Credit Union - Beekman Branch is here to help you manage your finances effectively. Visit us today to experience personalized service and competitive rates.

Popular Bank is a renowned financial institution offering a wide range of banking services including savings accounts, loans, and investment opportunities. Located at 301 East Fordham Road in New York, United States, Popular Bank is committed to providing convenient and reliable banking solutions to individuals and businesses alike. With a strong presence in the community, Popular Bank is a trusted partner for all your financial needs. Whether you need to withdraw cash from the ATM, open a new account, or seek financial advice, Popular Bank is here to help. Visit us today and experience the difference of banking with Popular Bank.

Alternatives Federal Credit Union is a financial institution located at 125 North Fulton Street in Ithaca, New York, United States. As a credit union, Alternatives offers a range of banking services including savings accounts, loans, and ATM access. With a focus on community development and social responsibility, Alternatives is committed to providing affordable and accessible financial services to its members. Visit their branch in Ithaca to learn more about how they can help you achieve your financial goals.

Jay Z Gerlitz & Associates, Inc. is an insurance agency located in New York, United States. We specialize in providing affordable individual and group insurance services, including quality and cost-effective health insurance plans. Our services also include group long term care insurance, disability insurance, employee profit sharing, pension, and retirement plans. With over thirty years of experience, we are dedicated to helping businesses in various industries find the ideal insurance solutions for their needs. As an independent agency, we work closely with top-rated benefit carriers to ensure our clients receive competitive pricing and services.

TEG Federal Credit Union - Route 376 is a trusted financial institution located in Wappingers Falls, New York, United States. As a full-service credit union, TEG offers a wide range of financial services including banking, ATM access, and personalized financial solutions to meet the needs of individuals and businesses in the community. With a commitment to providing excellent customer service and competitive rates, TEG Federal Credit Union is dedicated to helping members achieve their financial goals.

Greylock Federal Credit Union is a trusted financial institution located at 464 Fairview Avenue in Hudson, New York, United States. As a credit union, Greylock offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Greylock is committed to helping individuals and families achieve their financial goals. Whether you are looking to open a new account, apply for a loan, or simply seek financial advice, Greylock Federal Credit Union is here to help you every step of the way.

Flaire Network is a finance institution located at 500 South Broadway in Yonkers, New York, United States. Our institution offers a wide range of financial services such as investment management, wealth planning, and retirement solutions. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at Flaire Network to learn more about how we can assist you in managing your finances effectively.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 3 North Broad Street in Peekskill, New York. As a member-owned credit union, we offer a wide range of financial services including banking, lending, and investment options to individuals and businesses in the community. Our convenient location and ATMs make managing your finances easy and accessible. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.

The First Bank of Greenwich is a trusted financial institution located at 500 Westchester Avenue in Port Chester, New York. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized service and expert guidance to help you achieve your financial goals. Whether you're looking to open a checking account, secure a loan, or invest in your future, The First Bank of Greenwich is here to help. Visit us today to experience the difference of banking with a community-focused institution.

Trustco Bank, located at 75 North State Road in Briarcliff Manor, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. With a focus on providing exceptional Home Town service, Trustco Bank offers various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account. Voted as the #1 Bank in the Capital District and recognized for its outstanding services, Trustco Bank has been serving customers for over 120 years. With a commitment to community banking, Trustco Bank empowers customers to achieve their financial goals with innovative products and solutions. Come home to Trustco, your trusted Home Town Bank.

Academic Federal Credit Union is a financial institution located at 425 North State Road in Briarcliff Manor, New York, United States. As a credit union, it offers a variety of financial services such as savings accounts, loans, and credit cards to its members. Additionally, it provides ATM services for convenient access to cash. Academic Federal Credit Union is dedicated to serving the academic community and helping its members achieve their financial goals.

Suma Federal Credit Union is a financial institution located at 125 Corporate Boulevard South in Yonkers, New York, United States. As a credit union, Suma offers a range of financial services to its members including savings accounts, loans, and other banking products. With a focus on community involvement and member satisfaction, Suma Federal Credit Union strives to provide personalized and reliable financial solutions to help individuals and families achieve their financial goals.

Palisades Credit Union is a trusted financial institution located at 240 New York 59 in Nanuet, New York, United States. As a full-service credit union, we offer a wide range of financial services to our members, including savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. Whether you're looking to save for the future, purchase a new home, or simply manage your finances, Palisades Credit Union is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Suffolk Credit Union is a trusted financial institution located at 3681 Horseblock Road in Medford, New York, United States. As a credit union, we offer a wide range of financial services including ATM access, banking services, and personalized finance solutions. Our dedicated team is committed to helping our members achieve their financial goals and providing top-notch customer service. Join Suffolk Credit Union today and experience the benefits of being a part of a community-focused financial institution.

Spring Bank is a leading financial institution located at 69 East 167th Street in New York, United States. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to providing personalized and innovative solutions to help our customers achieve their financial goals. With a focus on community development and financial empowerment, Spring Bank is proud to serve the diverse needs of our customers in the New York area. Visit us today to experience the difference of banking with Spring Bank.

KeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.

NY TEAM Federal Credit Union is a trusted financial institution located at 65 Broadway in Hicksville, New York. As a credit union, we are dedicated to providing our members with personalized financial services and products to help them achieve their financial goals. Our friendly and knowledgeable staff are committed to helping our members make smart financial decisions and manage their money effectively. Join us today and experience the benefits of being a part of the NY TEAM Federal Credit Union community.

M&T Bank is a reputable financial institution located at 59 Kensico Road in Thornwood, New York, United States. As a full-service bank, M&T offers a wide range of financial products and services to individuals, businesses, and organizations. With a strong commitment to customer service and community involvement, M&T Bank has earned a reputation for reliability and trustworthiness in the banking industry. Whether you need a checking account, mortgage loan, or investment advice, M&T Bank is dedicated to helping you achieve your financial goals.

MetLife is an insurance agency located at 707 Westchester Avenue, White Plains, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect yourself and your family all in one place. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. MetLife offers various dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). Register online to access and manage your benefits with MetLife. They also provide insights on disability insurance, paid leave, and retirement savings. Join the global community of individuals at MetLife who are dedicated to helping build confidence and security for their customers.

Loretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.

Sunmark Credit Union is a trusted financial institution located at 207A Green Street in Hudson, New York, United States. As a credit union, Sunmark offers a variety of financial services including ATM access and personalized finance solutions. At Sunmark, we prioritize the security of our members and will never ask for personal account information such as passwords through email, text message, or phone call. Visit us today to learn more about protecting yourself from fraud and to experience the benefits of banking with Sunmark Credit Union.