Commack, NY Financial Advisors and Resources

Financial Advisor Firms in Commack, NY



(631) 366-1999

353 Veterans Memorial Hwy
Suite 210
Commack, NY 11725

SEC#: 801-112346
Years in Business: 3 years

How Retirement-Friendly is Commack, NY?

  • Population: 36,953
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $498,000
  • Average Monthly Housing Cost: $2,564
  • Average Household Income: $162,349
  • 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.)

Commack, NY Financial Advisor FAQs

Start with the basics. What is your social security income? What are your current monthly expenses? Once you have a better idea of what type of advisor would best serve those needs, start looking for an advisor who will provide an initial consultation at no charge.
A financial advisor can be found in a few ways, but typically speaking people find advisors through word-of-mouth and referrals by friends, relatives and others who they know and trust.
Financial advisors who work on commission typically get paid out of the total revenue generated by their clients. This is because they generally meet with clients and present product options to them, then buy those products themselves and charge their clients a markup.
A financial advisor's job is to give guidance on how to best deal with money and investments, as well as make certain that the client knows exactly what they are getting into before investing. Financial advisors work independently or may be employed by a bank, brokerage firm, insurance company, trust department of a bank or trust institution, or securities exchange participant who provide investment advice.