Cohoes, NY Financial Advisors and Resources



Financial Advisor Firms in Cohoes, NY


THE AYCO COMPANY,L.P.

Website

(518) 886-4000

100 Coliseum Drive

Cohoes, NY 12047

SEC#: 801-48238
Years in Business: 26 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(518) 237-3641

132 Mohawk Street

Cohoes, NY 12047

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(518) 237-3641

132 Mohawk Street

Cohoes, NY 12047

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(518) 237-3641

132 Mohawk Street

Cohoes, NY 12047

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(518) 237-3641

132 Mohawk Street

Cohoes, NY 12047

SEC#: 801-69970
Years in Business: 12 years

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Website

(123) 456-7890

100 Coliseum Drive

Cohoes, NY 12047

SEC#: 801-64376
Years in Business: 16 years

NEXT FINANCIAL GROUP, INC.

Website

(518) 233-1422

7 Mohawk St.

Cohoes, NY 12047

SEC#: 801-56786
Years in Business: 22 years

KEY INVESTMENT SERVICES LLC

Website

(518) 233-6535

72 Mohawk Street

Cohoes, NY 12047

SEC#: 801-65060
Years in Business: 15 years

KEY INVESTMENT SERVICES LLC

Website

(518) 233-6535

72 Mohawk Street

Cohoes, NY 12047

SEC#: 801-65060
Years in Business: 15 years


How Retirement-Friendly is Cohoes, NY?

  • Population: 16,684
  • % of Population 62 Years and Over: 22.5%
  • Average Home Value: $163,400
  • Average Monthly Housing Cost: $986
  • Average Household Income: $62,124
  • 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.)


Cohoes, NY Financial Advisor FAQs

It depends on their relationship with their client. Financial advisors typically receive an annual fee in exchange for services, much like a consultant or contractor would, and there are other models such as hourly billing.
There are different fees charged for various levels of financial services. The type you would need depends on how complex your situation is. Many firms offer hourly rates to do an initial investment plan or prepare before next year's taxes. But more complex tasks require greater expertise and cost more money.
If you want to maintain the value of the assets that provide your income, yourself and those who depend on you, then yes. If not considered necessary by all people in this category (i.e. single-income), feelings about need for consulting help are relative to each person's circumstances and could range from beneficial to necessary.
As far as financial advisors go, you need to find the type of person that can meet your needs. What are those? Some advice seekers trade off the lure of high commission fees for much lower ones. Do they offer services specific to your situation? Can they be trusted not to take advantage of you either because they are too busy, or because that's their style?