Florida, NY Financial Advisors and Resources

Financial Advisor Firms in Florida, NY



(845) 651-3070

59 North Main Street

Florida, NY 10921

SEC#: 801-78851
Years in Business: 7 years



(561) 708-6104

110 Front Street - Suite 300
Harbourside Place
Florida, NY 33477

SEC#: 801-74320
Years in Business: 9 years

How Retirement-Friendly is Florida, NY?

  • Population: 2,866
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $291,200
  • Average Monthly Housing Cost: $1,859
  • Average Household Income: $103,757
  • 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.)

Florida, NY Financial Advisor FAQs

The first step to finding an advisor is more of a question that needs to be answered first - do you have just one goal or objective that they need to cater towards? Once the objective is determined the second step is looking into credentials and experience among these advisors. Financial planners are generally certified by professional organisations.
It is recommended that you ask for a recommendation from a friend or family member who has used a financial advisor in the past. Another way to find a potential advisor is by going online and searching LinkedIn for advisors in your area, then looking at the profile of each one to see if they have been recommended or not - this should give you an idea about the quality of their work.
There are three ways that most financial advisors are paid. First, is the fee only model where the advisor is an independent contractor and they keep all of their fees. Second, some advisors will take a percentage off of the assets under management. Thirdly, some can charge a per transaction or hourly fee to manage your portfolio for you with minimal oversight on your behalf.
A financial advisor can help you develop a strategy for saving, investing, and diversifying your life saver to reduce the risk of dips in the market. They can also provide financial advice when it comes to your current income needs or helping you make job changes.