Dutchess County, NY Financial Advisors and Resources



Financial Advisor Firms in Dutchess County, NY


FSC WEALTH ADVISORS, LLC

Website

(845) 297-0300

766 Old Route 9 North

Wappingers Falls, NY 12590

SEC#: 801-71646
Years in Business: 11 years

GRIMALDI PORTFOLIO SOLUTIONS, INC

Website

(845) 297-3500

1207 Route 9, Suite 10

Wappingers Falls, NY 12590

SEC#: 801-51163
Years in Business: 25 years

CADARET, GRANT & CO., INC.

Website

(914) 455-2200

1289 Rt 9
Suite 3
Wappingers Falls, NY 12590

SEC#: 801-42709
Years in Business: 28 years

NEXT FINANCIAL GROUP, INC.

Website

(845) 297-0300

766 Old Route 9 North

Wappingers Falls, NY 12590

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

NEXT FINANCIAL GROUP, INC.

Website

(845) 297-0300

766 Sergeant Palmateer Way

Wappingers Falls, NY 12590

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

PRUDENT MAN ADVISORS, LLC

Website

(866) 996-9523

300 Westage Business Center Drive
Suite 405
Fishkill, NY 12524

SEC#: 801-115313
Years in Business: 2 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

1401 Rt. 52, Suite 100

Fishkill, NY 12524

SEC#: 801-60749
Years in Business: 19 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

1401 Rt. 52, Suite 100

Fishkill, NY 12524

SEC#: 801-60749
Years in Business: 19 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

1401 Rt. 52, Suite 100

Fishkill, NY 12524

SEC#: 801-60749
Years in Business: 19 years


How Retirement-Friendly is Dutchess County, NY?

  • Population: 293,754
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $289,200
  • Average Monthly Housing Cost: $1,470
  • Average Household Income: $105,034
  • 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.)


Dutchess County, NY Financial Advisor FAQs

The first step of selecting a financial advisor is to determine what services you'll want them to offer. This will help narrow down the search and make your job more manageable.
Financial advisors get paid by their clients based on the following fees: Annual management fee (AMF), management fee for equity funds, mutual fund expense ratio, or fixed annuity fees.
Financial advisors use their years of experience and expertise in investment strategies and making investments to help people like you acquire wealth by providing sound financial advice.
Financial advisors have a variety of responsibilities. These include understanding the needs and wants each individual has as it relates to investments, insurance, mortgages or fundraising issues.