Find a Financial Advisor in Farmingdale, NY


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

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We Only Work With The Best Farmingdale Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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


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


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 Farmingdale, NY

  • Financial Advisor Close to Farmingdale, 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 Farmingdale, NY

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Farmingdale, NY

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

  • Population: 8,902
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $415,800
  • Average Monthly Housing Cost: $1,902
  • Average Household Income: $130,129
  • 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 Farmingdale, NY




(631) 226-9046

1111 Route 110
Suite 359
Farmingdale, NY 11735

SEC#: 801-79944
Years in Business: 7 years


Farmingdale, NY Financial Advisor FAQs

This is a difficult question. It depends on many different factors like what you want to achieve, how much time and effort you are willing to put in, the current state of your finances, among others. In general it does pay off to have someone help advise as they can combine their own expertise with yours- as long as the two complement each other well enough.
A financial advisor is there to give advice on what stocks, bonds, or other assets to invest money in. You can choose them based on how they will charge you - either by the hour, by the quarter, etc., how much they know about their profession, and what specific qualifications they offer.
A financial advisor is someone who looks at the goals you have for the future, matches those goals to your current finances, and helps you plan how to best spend what money you have so that it aligns with your goals.
A financial advisor charges on an hourly, retainer fee, or commission basis. Their fees will vary depending on what they negotiate with their clients and what types of services they offer.