Find a Financial Advisor in Cold Spring, NY

 

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

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We Only Work With The Best Cold Spring 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, NY


  • Financial Advisor Close to Cold Spring, 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, 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, NY

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

  • Population: 1,775
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $531,300
  • Average Monthly Housing Cost: $1,721
  • Average Household Income: $115,444
  • 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, NY

 

MAGNOLIA CAPITAL MANAGEMENT

Website

(845) 809-5259

145 Main Street

Cold Spring, NY 10516

SEC#: 801-65323
Years in Business: 15 years

 


Cold Spring, NY Financial Advisor FAQs

Most financial advisors are meant to work with families and businesses, so it would be wise to look for an advisor that matches your situation.
The only way to answer this question accurately is by providing specific information about yourself and your current situation so someone can tailor an accurate estimate for you.
They get paid through commissions, trailing commissions, fixed asset management fees, and performance-based bonuses.
Financial advisors provide a variety of services to their clients. They can work with people on retirement plan distribution decisions, tax-cutting strategies, and on saving for education costs. A financial advisor's job is not always necessary though, since people can do this themselves by opening a savings account at the bank and investing in mutual funds.