Find a Financial Advisor in Bohemia, NY

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Bohemia, NY.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Bohemia Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bohemia, NY


  • Financial Advisor Close to Bohemia, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bohemia, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bohemia, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Bohemia financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Bohemia, NY?

  • Population: 9,262
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $404,100
  • Average Monthly Housing Cost: $2,140
  • Average Household Income: $113,428
  • 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.)



The Top Financial Advisor Firms in Bohemia, NY

 

R.W. ROGE & COMPANY, INC

Website

(631) 218-0077

One Corporate Drive
Suite 101
Bohemia, NY 11716

SEC#: 801-28012
Years in Business: 35 years

ROSEMARK ADVISORS, INC.

Website

(631) 699-2662

5 Orville Drive
Suite 400
Bohemia, NY 11716

SEC#: 801-106614
Years in Business: 6 years

FEDERAL PREP ADVISORS, INC.

Website

(631) 750-6499

1650 Sycamore Ave. Suite 23

Bohemia, NY 11716

SEC#: 801-118329
Years in Business: 1 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(631) 244-8201

640 Johnson Ave
Ste. # 204
Bohemia, NY 11716

SEC#: 801-14059
Years in Business: 43 years

CAPITAL ANALYSTS, LLC

Website

(631) 244-8201

640 Johnson Ave
Ste. # 204
Bohemia, NY 11716

SEC#: 801-74614
Years in Business: 9 years

AKSIA LLC

Website

(631) 244-1485

80 Orville Drive
Suite 100
Bohemia, NY 11716

SEC#: 801-67661
Years in Business: 14 years

 


Bohemia, NY Financial Advisor FAQs

A financial advisor is a professional who helps you make decisions about income, savings, investments, taxes, and retirement. A good advisor will help you manage your money so that you can reach your goals.
If you're just starting out or unwilling to put forth the effort for research than talking with an experienced professional is a great idea. Talking with someone knowledgeable about finance may help you find what works best in your situation through experience and guidance so that when financial time requires hard decisions-you know what moves might be right.
Commission is typically paid on the assets under management, with the percentage determined by the mutual fund companies they work for. Mutual funds charge an expense ratio annually out of your invested assets. This cost increases over time, which makes it vitally important to measure how much you're paying in expenses each year and weigh that against what you're earning in return.
Do some research on their background and qualifications, for example find out how long they've been in business, their license status, what associations they are affiliated with etc. If you plan on giving your advisor personal information it's important to know them at the very least by reputation.