Bronx County, NY Financial Advisors and Resources

Financial Advisor Firms in Bronx County, NY



(212) 928-1842

3636 Fieldstone Rd
Apt 7G
Bronx, NY 10463

SEC#: 801-108889
Years in Business: 4 years

How Retirement-Friendly is Bronx County, NY?

  • Population: 1435,068
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $432,200
  • Average Monthly Housing Cost: $1,236
  • Average Household Income: $58,740
  • 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.)

Bronx County, NY Financial Advisor FAQs

I would first want to know their experience with the investments that they are offering. It's best to go with someone who has at least 5 years of experience, but it's also worth checking if he or she is trying to sell any particular financial product.
Financial advisors can get paid in a variety of ways, and an interview with the advisor is always the best way to determine what rate they will charge for their service.
Yes. In a general sense, financial advisors work with you to make a plan for where your money should go in order to reach your savings goals. This includes making decisions about how much should be allocated towards retirement or emergency funds.
Generally, financial advisors will gather all relevant information of their clients - including lifestyle details, risk tolerance, investment preferences, retirement needs and objectives - to create a comprehensive asset management plan which meets those individual objectives.