Cambridge, NY Financial Advisors and Resources



Financial Advisor Firms in Cambridge, NY


WEATHERHELM CAPITAL MANAGEMENT LLC

Website

(518) 407-3886

5 Washington Street
Suite 1
Cambridge, NY 12816

SEC#: 801-81110
Years in Business: 6 years


How Retirement-Friendly is Cambridge, NY?

  • Population: 1,976
  • % of Population 62 Years and Over: 27.3%
  • Average Home Value: $159,800
  • Average Monthly Housing Cost: $896
  • Average Household Income: $63,908
  • 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.)


Cambridge, NY Financial Advisor FAQs

Financial advisors are compensated in a variety of ways. The primary methods include commissions, assets under management, and fees.
Asking friends and family for referrals is always the best first step.
A financial advisor will manage the client's investments with the goal of maximizing their return. Sometimes this goal is achieved by taking risks with stocks, other times it is achieved with bonds, and sometimes it is best with a diversified portfolio that includes both.
Asking this question implies the assumption that you are already aware of what is available in terms of financial service providers. It is recommend speaking to an advisor in your area, or if that is not possible, contacting a company offering holistic money management systems. This will include retirement planning, education funding for children and their future, bequests for parents and other family members when you pass on to provide continuity in their lives too.