Babylon, NY Financial Advisors and Resources



Financial Advisor Firms in Babylon, NY


LAUFER WEALTH MANAGEMENT, LLC

Website

(631) 226-9600

406 Deer Park Avenue

Babylon, NY 11702

SEC#: 801-109945
Years in Business: 4 years

QUANTITATIVE SYSTEMATIC STRATEGIES LLC

Website

(631) 359-1777

175 West Main Street
Suite 6
Babylon, NY 11702

SEC#: 801-77355
Years in Business: 8 years

THE COLONY GROUP, LLC

Website

(631) 539-7809

133 East Main Street
2nd Floor
Babylon, NY 11702

SEC#: 801-72862
Years in Business: 9 years

THE COLONY GROUP, LLC

Website

(631) 539-7809

133 East Main Street
2nd Floor
Babylon, NY 11702

SEC#: 801-72862
Years in Business: 9 years

THE COLONY GROUP, LLC

Website

(631) 539-7809

133 East Main Street
2nd Floor
Babylon, NY 11702

SEC#: 801-72862
Years in Business: 9 years

THE COLONY GROUP, LLC

Website

(631) 539-7809

133 East Main Street
2nd Floor
Babylon, NY 11702

SEC#: 801-72862
Years in Business: 9 years


How Retirement-Friendly is Babylon, NY?

  • Population: 12,056
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $480,800
  • Average Monthly Housing Cost: $2,408
  • Average Household Income: $157,957
  • 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.)


Babylon, NY Financial Advisor FAQs

First, identify your goals and risk tolerance. Next, do your research and find a qualified candidate. Once you've found the right advisor for you-- based on qualifications, availability and so forth-- be sure to establish clear ground rules before parting ways.
Financial advisors are often engaged by companies, rather than by individuals. Having said that, there are fee-only financial advisors (who can charge their clients an hourly rate, a flat dollar figure up front, or a percentage of assets managed) and commission-based financial advisors (whose clients pay commissions on transactions).
The role of a financial advisor is to help you and your family plan for and manage life's complexities. Most advisors are certified in areas such as tax planning, retirement planning, insurance planning, investing strategies, retirement options for self-employed individuals, employee benefits design.
You may want to know what their experience is or if they have an asset allocation already composed. The more specific you can be with any questions you might have about finances and investing will help you narrow down who would be the best expert to consult with.