Fishkill, NY Financial Advisors and Resources



Financial Advisor Firms in Fishkill, NY


MURPHY WEALTH MANAGEMENT GROUP

Website

(845) 226-1200

60 Merritt Blvd.
Suite 106
Fishkill, NY 12524

SEC#: 801-108780
Years in Business: 4 years

CIRCLE N ADVISORS, LLC

Website

(845) 897-1560

1065 Main Street
Suite F
Fishkill, NY 12524

SEC#: 801-101534
Years in Business: 6 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

BRUDERMAN ASSET MANAGEMENT, LLC

Website

(845) 896-2110

300 Westgate Business Center Drive
Suite 370
Fishkill, NY 12524

SEC#: 801-81097
Years in Business: 6 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

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 Fishkill, NY?

  • Population: 2,014
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $211,500
  • Average Monthly Housing Cost: $1,646
  • Average Household Income: $82,225
  • 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.)


Fishkill, NY Financial Advisor FAQs

Financial advisors usually help with retirement plans or investments. A benefit they would provide is diversified portfolios which are made up of diverse products such as stocks, bonds, et cetera.
Check their knowledge and experience. Financial advisors should have at least 5 years of experience and be Registered with the Securities and Exchange Commission (SEC). Anyone not qualified to work in the United States will not be allowed to sign up for or sell financial products in this country.
Ask them how much tax will be earned on any dividends earned from these investments. You should also ask about whether there are any fees, commissions or transaction costs associated with these products plus find out if they offer any other investment services such as life insurance, disability coverage or home loans.
If your financial plans are complicated or if you don't have any investments that somebody can manage for you then it might be worth consulting with somebody who has knowledge in the field of finance.