Find a Financial Advisor in Brewster, NY

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Brewster 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 Brewster, NY


  • Financial Advisor Close to Brewster, 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 Brewster, 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 Brewster, NY

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


How Retirement-Friendly is Brewster, NY?

  • Population: 2,228
  • % of Population 62 Years and Over: 7.2%
  • Average Home Value: $298,700
  • Average Monthly Housing Cost: $1,375
  • Average Household Income: $76,167
  • 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 Brewster, NY

 

INFINITI WEALTH MANAGEMENT

Website

(845) 278-8638

3 Starr Ridge Road
Suite 103
Brewster, NY 10509

SEC#: 801-68893
Years in Business: 13 years

STILWELL VALUE LLC

Website

(845) 278-0296

315 Clock Tower Commons

Brewster, NY 10509

SEC#: 801-73419
Years in Business: 9 years

 


Brewster, NY Financial Advisor FAQs

Choosing a good financial advisor is like hiring any other professional: you need to do some research and speak with a few advisors and their clients before making your pick. Some places you can start your search for an advisor are by looking online or reading reviews, but of course it's important to ask about fees and services as there's always the risk of false advertising.
Financial advisors are important for clients if they have plans to purchase a home, renovate or expand their current home, change careers, get married and/or help with retirement planning.
The cost of a financial advisor will depend on the level of service. Branch advisors typically offer full-service management, including assets allocated to an overall asset mix, tax and estate planning advice, guidance with the introduction of new innovations such as robo advising and more.
Begin by asking trusted friends who they use - do not be afraid to ask around. Once you have found some prospects, contact them and schedule a meeting. Find out how their fee structure works and determine which fees are reasonable for you before signing up with someone who will take money from your investment account each year. Ask the right questions to make sure your financial advisor has an understanding of all of your different assets, is qualified to work with you, and is truly interested in finding ways that they can help grow what assets you have now.