Bohemia, NY Financial Advisors and Resources



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


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.)


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.