Armonk, NY Financial Advisors and Resources



Financial Advisor Firms in Armonk, NY


FORTERIS WEALTH MANAGEMENT, INC.

Website

(914) 696-5300

200 Business Park Drive
Suite 211
Armonk, NY 10504

SEC#: 801-44613
Years in Business: 28 years

STUYVESANT CAPITAL MANAGEMENT CORPORATION

Website

(914) 219-3010

200 Business Park Dr.
Ste. 300
Armonk, NY 10504

SEC#: 801-14169
Years in Business: 42 years

INCOME & ASSET ADVISORY, INC.

Website

(914) 273-6800

80 Business Park Drive, Suite 304

Armonk, NY 10504

SEC#: 801-69801
Years in Business: 12 years

TRUMAN CAPITAL ADVISORS, LP

Website

(914) 730-7000

200 Business Park Drive
Suite 103
Armonk, NY 10504

SEC#: 801-73957
Years in Business: 9 years

FORTIS CAPITAL ADVISORS, LLC

Website

(914) 517-3095

80 Business Park Drive
Suite 209
Armonk, NY 10504

SEC#: 801-119354
Years in Business: 1 years

THE SWARTHMORE GROUP, INC.

Website

(917) 992-6900

7 Patriots Farm Place

Armonk, NY 10504

SEC#: 801-58069
Years in Business: 20 years

FORTIS CAPITAL ADVISORS, LLC

Website

(914) 517-3095

80 Business Park Drive
Suite 209
Armonk, NY 10504

SEC#: 801-119354
Years in Business: 1 years


How Retirement-Friendly is Armonk, NY?

  • Population: 4,438
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $908,000
  • Average Monthly Housing Cost: $3,564
  • Average Household Income: $284,858
  • 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.)


Armonk, NY Financial Advisor FAQs

Conduct some research before selecting an advisor to make sure they are qualified for your situation.
The best way to find the right financial advisor for you is to do extensive research into their background. You can take a look at their qualifications, affiliations, or testimonials.
There are a lot of different reasons someone may need a financial advisor. For example, they may either have a high volume of assets or be very concentrated in their asset mix. If you answered yes to the question, then it is worth entertaining the idea of working with one for at least an hour to see if there can be mutual benefit.
Financial advisors typically get paid on a commission-based system. Advisors who receive a salary, instead of a commission, typically work for financial institutions with large portfolios of investments from which they can draw from to provide advice.