Airmont, NY Financial Advisors and Resources

Financial Advisor Firms in Airmont, NY



(845) 426-6300

365 Route 59
Suite 251
Airmont, NY 10952

SEC#: 801-107136
Years in Business: 5 years

How Retirement-Friendly is Airmont, NY?

  • Population: 8,770
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $539,800
  • Average Monthly Housing Cost: $2,295
  • Average Household Income: $123,938
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)

Airmont, NY Financial Advisor FAQs

Choosing a financial advisor is one of the most important decisions you'll ever make, so it's worth taking your time to find someone who can best add value to your life. A good financial advisor will ask some tough questions about what you want from them and how they can be most helpful.
When selecting an advisor, make sure you speak with them regularly and ask them what they can do for you.
It depends on your risk tolerance, goals, and needs. It's never too early to start investing—especially if you want the funds for retirement.
Financial advisors usually provide professional assistance in planning an investment portfolio for retirement purposes. They may use techniques such as asset allocation to help clients determine their risks and returns for future situations. Some advisors can evaluate specific risk factors that may impact your savings goals, then create a plan that will work for your needs - including income requirements and estate desires.