List of Firms
Port Jefferson Station, NY Fiduciary Financial Advisors
Barnes & Sherry
Cody Tarver - TD Wealth Financial Advisor
Brian Knust - Ramsey Financial Coach
Jose Rosario - Morgan Stanley
Strategic Wealth Solutions LLC
Bank of America (with Drive-thru ATM)
Wells Fargo Advisors
Heritage Financial Advisory Group
Holly Hohenschuh, CPA
Merrill Edge Financial Solutions
Time Capital Securities Corporation
Girard Wealth Management Group of Raymond James
Where Certified Financial Advisors in Port Jefferson Station, NY Serve
Port Jefferson Station, NY is a bustling suburban community located in Suffolk County. This vibrant town is home to a variety of landmarks, including the historic Port Jefferson Village, which boasts charming shops, restaurants, and a picturesque harbor. Additionally, the town is home to the Port Jefferson Country Club, a premier golf course and event venue, as well as the beautiful Cedar Beach. When it comes to top employers, Port Jefferson Station has a diverse mix of businesses. Some of the largest employers in the area include the Stony Brook University Medical Center, Suffolk County Community College, and the Long Island Rail Road. Additionally, the town is home to a number of small businesses and local shops, which contribute to the town's unique character and charm. Major highways and streets in the area include the Long Island Expressway, Route 112, and Route 347. These thoroughfares provide easy access to neighboring towns and cities, as well as to major airports and transportation hubs.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Port Jefferson Station, NY
A financial advisor in Port Jefferson Station, NY can provide a range of financial advising services to their clients. These services may include investment planning, retirement planning, estate planning, tax planning, and insurance planning. With its proximity to the Long Island Sound and the bustling city of New York, Port Jefferson Station is home to a diverse range of individuals with varying financial needs. A financial advisor in this area may specialize in working with clients in industries such as healthcare, education, or technology. They may also have expertise in navigating the unique financial challenges faced by small business owners in the area. With its rich history and vibrant community, Port Jefferson Station offers a unique environment for financial advisors to provide tailored financial advice to their clients.
Port Jefferson Station, NY is an ideal location to receive financial advising due to its diverse range of financial institutions and experienced professionals. The town is home to several established banks, credit unions, and investment firms, all of which offer a variety of financial services to meet the needs of both individuals and businesses. Additionally, the financial advisors in Port Jefferson Station possess a wealth of knowledge and expertise in various areas of finance, including retirement planning, wealth management, and tax planning. They are well-versed in the latest industry trends and regulations, and are committed to providing personalized and comprehensive financial advice to their clients. With its convenient location and abundance of financial resources, Port Jefferson Station, NY is undoubtedly the best place to receive top-notch financial advising.
A financial planner in Port Jefferson Station, NY is responsible for creating and executing comprehensive financial plans for individuals and businesses in the area. This involves analyzing their current financial situation, identifying their goals and objectives, and developing strategies to help them achieve those goals. The planner must also stay up-to-date on the latest financial products, tax laws, and investment trends to provide the most relevant and effective advice to their clients. In Port Jefferson Station, NY, the planner must also be familiar with the unique economic landscape of the area, which includes a mix of small businesses, tourism, and residential areas. This requires a deep understanding of the local market and the ability to tailor financial plans to meet the specific needs and challenges of clients in this community. The financial planner must also have strong communication skills to effectively educate and guide their clients through the complexities of financial planning, ensuring they feel confident and empowered in their financial decisions.
Port Jefferson Station, NY residents should consider reaching out to a financial advisor when they are experiencing a significant life change, such as a job loss, divorce, or inheritance. With a population of over 8,000 residents, Port Jefferson Station is a bustling community that offers a variety of opportunities and challenges. From navigating the local real estate market to managing the costs of healthcare, there are many financial considerations that can impact the lives of residents. A financial advisor can provide guidance and support in developing a comprehensive financial plan that addresses these unique challenges and opportunities. Whether you are looking to save for retirement, pay off debt, or invest in the stock market, a financial advisor can help you navigate the complex world of personal finance and make informed decisions that align with your goals and values.
In Port Jefferson Station, NY, a financial advisor must possess several important qualities to effectively serve their clients. Firstly, they must have extensive knowledge of the local economy and market trends. This includes understanding the unique financial challenges faced by residents in the area, such as the high cost of living and property taxes. Additionally, a great financial advisor must have excellent communication skills to convey complex financial information in a clear and concise manner to their clients. They must also be highly analytical and detail-oriented, with the ability to identify potential risks and opportunities in their clients' portfolios. Furthermore, a successful financial advisor in Port Jefferson Station must be adaptable and able to adjust their strategies to meet the changing needs of their clients in this fast-paced and dynamic community. Overall, a top-notch financial advisor in Port Jefferson Station, NY must possess a unique combination of local knowledge, communication skills, analytical ability, adaptability, and attention to detail to provide the best possible financial advice and service to their clients.
Port Jefferson Station, NY is home to some of the top financial advising firms in the state. These firms have a wealth of experience and expertise in providing financial advice and investment management services to individuals and businesses alike. One specific aspect that sets these firms apart is their deep understanding of the local economy and market trends in Port Jefferson Station, NY. They have a keen eye for identifying investment opportunities and creating customized financial plans that align with their clients' goals and objectives. With their burstiness and complexity, these firms have helped countless clients navigate the complex world of finance and achieve financial success.
Financial advisors in Port Jefferson Station, NY are compensated in various ways. One of the most common ways is through commissions earned from selling financial products such as stocks, mutual funds, and insurance policies. Another way is through fee-based compensation, which is charged as a percentage of the client's assets under management. Some financial advisors in Port Jefferson Station, NY also charge hourly fees or a flat fee for their services. It is worth noting that the financial services industry in Port Jefferson Station, NY is highly competitive, with numerous financial advisors vying for clients' attention. As a result, financial advisors in this area must be knowledgeable and experienced in order to stand out from the competition and attract clients.