Centereach, NY Financial Advisors and Resources



Financial Advisor Firms in Centereach, NY


PENSION FUND EVALUATIONS, INC.

Website

(631) 585-8282

2450 Middle Country Rd

Centereach, NY 11720

SEC#: 801-15614
Years in Business: 40 years

PENSION FUND EVALUATIONS, INC.

Website

(631) 585-8282

2450 Middle Country Road

Centereach, NY 11720

SEC#: 801-15614
Years in Business: 40 years


How Retirement-Friendly is Centereach, NY?

  • Population: 31,493
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $344,900
  • Average Monthly Housing Cost: $2,246
  • Average Household Income: $124,700
  • 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.)


Centereach, NY Financial Advisor FAQs

A financial advisor is someone who can help individuals manage their finances. Most people reach out to a financial advisor when they need some help investing or making decisions about money that affect their financial situation.
A financial advisor does pretty much what it sounds like: they help you with your finances and investments, both professionally and semi-professionally. Financial advisors can advise you on just about anything that relates to finance or business, such as brokerage transactions, retirement planning, estate planning, mortgages and loans.
Financial advisors will help you define your goals and then set out specific plans on how they will be achieved, which takes away some of the daily anxiety that goes along with living paycheck-to-paycheck.
In general, advisors are paid as a percentage of the assets under management. Some advisors may also employ commission-based payments or fees.