Briarcliff Manor, NY Financial Advisors and Resources



Financial Advisor Firms in Briarcliff Manor, NY


SAW MILL CAPITAL L.L.C.

Website

(914) 741-1300

555 Pleasantville Rd
South Bldg #220
Briarcliff Manor, NY 10510

SEC#: 801-73432
Years in Business: 9 years

TIMBER POINT CAPITAL MANAGEMENT

Website

(914) 579-2456

555 Pleasantville Rd
Ste N202
Briarcliff Manor, NY 10510

SEC#: 801-118290
Years in Business: 1 years

MIROVA US LLC

Website

(734) 657-2807

John O'Shea
55 Pine Road
Briarcliff Manor, NY 10510

SEC#: 801-114631
Years in Business: 2 years

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

Website

(914) 747-5004

555 Pleasantville Road
North Building- Suite 230
Briarcliff Manor, NY 10510

SEC#: 801-61925
Years in Business: 19 years

PFS INVESTMENTS INC.

Website

(914) 236-3114

515 North State Rd
Suite A
Briarcliff Manor, NY 10510

SEC#: 801-72263
Years in Business: 10 years


How Retirement-Friendly is Briarcliff Manor, NY?

  • Population: 7,616
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $752,100
  • Average Monthly Housing Cost: $3,209
  • Average Household Income: $252,343
  • 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.)


Briarcliff Manor, NY Financial Advisor FAQs

Financial advisors typically sell their services to employers through salary, hourly rates, take-home commissions, commission splits or by getting paid for fulfilling certain criteria detailed in vendor contracts.
Financial advisors are necessary for people with a high net worth or who have complex finances. A financial advisor can help with tax planning, wealth management, retirement planning, education planning, wills and estate planning.
If the advisor is a registered investment advisor, you can perform a background check with FINRA. Any misconduct found in this report should be cause for alarm and they need to address the issue. Don't let your guard down if they can't or won't show you their reports - it's only going to get worse from there. If the advisor is not a registered investment advisor, there are less stringent reporting mechanisms in place however most of these topics require an experienced professional.
A financial advisor solves problems from a perspective of the whole picture. Throughout one's life, there are many financial puzzles to solve. Many of these puzzles have more than one piece, and pieces that seem similar may be completely different when viewed as a whole.