Croton-on-Hudson, NY Financial Advisors and Resources



Financial Advisor Firms in Croton-on-Hudson, NY


HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

Website

(914) 271-8102

20 Baltic Place
Suite 2
Croton-On-Hudson, NY 10520

SEC#: 801-64064
Years in Business: 13 years

HUDSON VIEW ADVISORS, LLC

Website

(914) 827-0051

132 Maple St.
2nd Fl.
Croton-On-Hudson, NY 10520

SEC#: 801-111035
Years in Business: 4 years

THE DAVID J. YVARS, GROUP, INC

Website

(914) 862-0428

309 Halfmoon Bay Drive

Croton-On-Hudson, NY 10520

SEC#: 801-63040
Years in Business: 17 years


How Retirement-Friendly is Croton-on-Hudson, NY?

  • Population: 8,155
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $560,500
  • Average Monthly Housing Cost: $2,339
  • Average Household Income: $158,783
  • 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.)


Croton-on-Hudson, NY Financial Advisor FAQs

First, it's important to note that financial advisors usually make money in one of two ways. They either earn a commission for selling investment products (e.g., mutual funds), or they charge an hourly rate for general consulting services (for example, estate planning).
If you're starting with a clean slate, find a fiduciary advisor who is committed to providing unbiased advice and not just seeking your business.
A financial advisor helps people with their finances to ensure they have the assets needed to meet their longer-term plans and
When choosing a financial advisor, it is important that they are fiduciaries. A fiduciary assumes legal responsibility to act in the best interest of their client, while an ordinary broker only has obligations to follow the suitability test.