Fairport, NY Financial Advisors and Resources



Financial Advisor Firms in Fairport, NY


GEOVEST ADVISORS INC

Website

(585) 248-5050

245 Willowbrook Office Park
1451 Pittsford Victor Rd
Fairport, NY 14450

SEC#: 801-31544
Years in Business: 33 years

SAGE TREE WEALTH

Website

(585) 500-2579

10 East Church Street

Fairport, NY 14450

SEC#: 801-114389
Years in Business: 2 years

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Website

(585) 203-1956

375 Woodcliff Drive

Fairport, NY 14450

SEC#: 801-111043
Years in Business: 4 years

MANNING & NAPIER ADVISORS, LLC

Website

(585) 325-6880

290 Woodcliff Drive

Fairport, NY 14450

SEC#: 801-10733
Years in Business: 46 years

CLOVER LEAF FINANCIAL, LLC

Website

(585) 899-3940

1387 Fairport Rd
Suite 620
Fairport, NY 14450

SEC#: 801-110029
Years in Business: 4 years

SEAWAY ADVISORS

Website

(585) 425-9510

1387 Fairport Rd
Suite 640
Fairport, NY 14450

SEC#: 801-81143
Years in Business: 6 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

375 Woodcliff Drive
Suite 1C
Fairport, NY 14450

SEC#: 801-69271
Years in Business: 13 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(585) 454-3985

295 Woodcliff Drive
Suite 305
Fairport, NY 14450

SEC#: 801-10746
Years in Business: 46 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

375 Woodcliff Drive
Suite 1C
Fairport, NY 14450

SEC#: 801-69271
Years in Business: 13 years


How Retirement-Friendly is Fairport, NY?

  • Population: 5,349
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $175,600
  • Average Monthly Housing Cost: $1,155
  • Average Household Income: $92,240
  • 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.)


Fairport, NY Financial Advisor FAQs

Financial advisors typically charge in two ways. One way is an hourly fee and the other is a percentage (or commission) charged when they make a profit after buying and selling stocks to tailor their clients' portfolios.
You need a financial advisor if you want or find value in the advice they provide. It makes sense to hire someone who is well-versed in your type of business, because even if their job was not catering to your specific needs, they will be able to help you understand what aspects of your operation are like and how they might affect you financially.
Your questions depend on what services you're planning to use. A financial advisor should always be able to offer advice for investments, retirement needs, college funding, and insurance options. However, these services often cost money - so make sure you know exactly what each interest is worth to you before agreeing to anything.
Financial advisors are paid in two ways - an ongoing yearly fee for service, usually based on the portfolio size. The second form of payment is a commission that financial advisors earn on the products they sell for their clients.