List of Firms
Port Jefferson, NY Fiduciary Financial Advisors
Morgan Stanley Financial Advisors
Montauk Point Financial Services
Holly Hohenschuh, CPA
Coastline Wealth Management
Munistat Services, Inc.
Samir Makar - TD Wealth Relationship Manager
Susan Whitcomb - Financial Advisor, Ameriprise Financial Services, LLC
John P Fitzpatrick - Morgan Stanley
Anthony C. Barone - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Port Jefferson, NY Serve
Port Jefferson, NY is a quaint village located on the north shore of Long Island, boasting a rich history and a plethora of landmarks. The village is home to the Port Jefferson Harbor, a bustling hub for boating and fishing enthusiasts. The historic Port Jefferson Village Center, which was once a shipyard, now houses a museum and cultural center. The village is also home to the Port Jefferson Country Club, a premier golf course, and the Port Jefferson Ferry, which provides transportation to Connecticut. The top employers in Port Jefferson include the Port Jefferson School District, St. Charles Hospital, and the Danfords Hotel, Marina, and Spa. The village is also home to several small businesses, including boutique shops and restaurants. Major highways in the area include Route 25A and the Long Island Expressway, providing easy access to neighboring towns and cities. Main Street and East Broadway are the village's main thoroughfares, lined with shops, restaurants, and historic buildings.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Port Jefferson, NY
A financial advisor in Port Jefferson, NY can offer a wide range of services to help clients manage their finances. They can provide advice on investment strategies, retirement planning, tax planning, and estate planning. One specific area where a financial advisor in Port Jefferson, NY can be particularly helpful is in navigating the local real estate market. With its picturesque harbor and historic downtown, Port Jefferson is a highly desirable place to live, but the high cost of living can make it challenging to find affordable housing. A financial advisor can help clients make informed decisions about buying or renting property in Port Jefferson, taking into account factors such as property taxes, mortgage rates, and the local job market. They can also provide guidance on how to build wealth through real estate investments in the area, whether through rental properties or other forms of real estate investment. With their expertise and knowledge of the local market, a financial advisor in Port Jefferson, NY can help clients achieve their financial goals and build a secure financial future.
Port Jefferson, NY is undoubtedly the best place to get financial advising. With its picturesque harbor views and charming small-town vibe, Port Jefferson offers a unique and inviting atmosphere that sets it apart from other financial hubs. However, what truly sets Port Jefferson apart is its wealth of experienced financial advisors who possess a deep understanding of the local economy and its nuances. These advisors are well-versed in a range of financial planning strategies and can help clients navigate complex financial situations with ease. From retirement planning to investment management, Port Jefferson's financial advisors have the expertise and knowledge to help clients achieve their financial goals. Additionally, the town's proximity to major financial centers like New York City and Stamford, CT, provides easy access to a wide range of financial services and resources. Overall, Port Jefferson's combination of small-town charm and financial expertise makes it the ideal destination for anyone seeking top-notch financial advising services.
A financial planner in Port Jefferson, NY is responsible for helping clients manage their finances and plan for their future. They work with individuals, families, and businesses to develop customized financial plans that meet their specific needs and goals. One unique aspect of Port Jefferson, NY is its location on Long Island Sound, which provides ample opportunities for water-based recreation and tourism. As such, a financial planner in this area may need to consider the potential impact of seasonal fluctuations in tourism on their clients' financial plans. Additionally, they may need to take into account the high cost of living in the area, which can impact clients' ability to save and invest for the future. With their expertise in financial planning and knowledge of the local area, a financial planner in Port Jefferson, NY can help clients navigate these challenges and achieve their financial goals.
Port Jefferson, NY residents should consider reaching out to a financial advisor when they are facing complex financial decisions. With the town's proximity to the bustling New York City, residents may have unique financial considerations that require a knowledgeable and experienced advisor. Additionally, with its picturesque harbor and historical landmarks, Port Jefferson is a popular tourist destination, which may impact the financial planning needs of residents who own businesses or rental properties. A financial advisor can help residents navigate these complexities and provide tailored advice to help them achieve their financial goals. Whether it's planning for retirement, managing debt, or investing in the stock market, a financial advisor can offer valuable insights and strategies to help Port Jefferson residents make informed decisions about their finances.
A competent financial advisor in Port Jefferson, NY should possess several important qualities to provide effective financial guidance to their clients. Firstly, they must have a deep understanding of the local market and the economic landscape in Port Jefferson, NY. This knowledge will enable them to provide tailored investment advice that aligns with the unique needs of their clients. Additionally, a financial advisor in Port Jefferson, NY should possess strong analytical skills that enable them to evaluate complex financial data and make informed decisions. They should also have excellent communication skills to explain financial concepts to their clients in a clear and concise manner. Furthermore, they should be trustworthy and have a high level of integrity to ensure that their clients' financial interests are protected. Lastly, a financial advisor in Port Jefferson, NY should be proactive and adaptable to changes in the financial landscape to provide the best possible outcomes for their clients.
Port Jefferson, NY is home to some of the top financial advising firms in the country. These firms are known for their expertise in providing financial advice to clients from all walks of life. One of the most notable features of these firms is their ability to tailor their services to the unique needs and goals of each client. They take into account the specific financial circumstances of each client, as well as their long-term financial goals, to create a customized plan that will help them achieve their objectives. Additionally, the financial advising firms in Port Jefferson, NY pride themselves on their ability to stay up-to-date on the latest financial trends and regulations, ensuring that their clients receive the most comprehensive and accurate advice possible. Overall, these firms are a testament to the thriving financial industry in Port Jefferson, NY, and their commitment to providing top-notch financial advice to their clients is truly unparalleled.
Financial advisors in Port Jefferson, NY are compensated in various ways. One common way is through a fee-based model, where clients pay a set fee for the advisor's services. Another is through commission-based compensation, where advisors earn a percentage of the investments they sell to clients. In Port Jefferson, NY, financial advisors may also receive compensation through a hybrid model that combines both fees and commissions. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. It's important for clients to understand how their advisor is compensated, as it can impact the advice and recommendations they receive. In Port Jefferson, NY, financial advisors must adhere to strict ethical standards and regulations set forth by the Securities and Exchange Commission and other governing bodies to ensure that clients are receiving unbiased and appropriate advice.