Find a Financial Advisor in Cold Spring Harbor, NY

 

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We did the hard work of finding trustworthy partners in Cold Spring Harbor, NY.

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We Only Work With The Best Cold Spring Harbor Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Cold Spring Harbor, NY


  • Financial Advisor Close to Cold Spring Harbor, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Cold Spring Harbor, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cold Spring Harbor, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Cold Spring Harbor financial advisors.
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How Retirement-Friendly is Cold Spring Harbor, NY?

  • Population: 4,932
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $943,100
  • Average Monthly Housing Cost: $2,999
  • Average Household Income: $258,606
  • 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.)



The Top Financial Advisor Firms in Cold Spring Harbor, NY

 

TAGLICH BROTHERS, INC.

Website

(631) 757-1500

37 Main Street

Cold Spring Harbor, NY 11724

SEC#: 801-68376
Years in Business: 13 years

TLG ADVISORS, INC.

Website

(516) 677-6278

94 Woodchuck Hollow Road

Cold Spring Harbor, NY 11724

SEC#: 801-60458
Years in Business: 20 years

 


Cold Spring Harbor, NY Financial Advisor FAQs

You have a number of criteria to filter by when choosing. The first is the type of advisor. Your choice may depend on how much money you will need during your lifetime and/or after death; whether you will take into account future inflation; and if there is any relationship between quality of planning and price charged.
It depends on your goals. A financial advisor can identify if there are any missteps in your portfolio, help with tax planning, and assist you in retirement planning.
The most important question to ask is what are their fees. It's also important to ask which products they use in order to generate returns and speculate with your money. Possible other questions could include other concerns you may have about investing, such as how much go information is given about investment strategies before you sign up for any service? Do they offer tax-sheltered vehicles like IRAs? What protections are available if things don't work out for me financially?
A financial advisor advises and invests their clients' personal funds to generate a given level of returns. A financial advisor also guides the client through the broader process of managing money – this generally includes debt management, retirement planning, estate planning, risk-management and insurance.