Find a Financial Advisor in Florida, NY

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

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We Only Work With The Best Florida Financial Advisors

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

3rd Party Rankings

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 Florida, NY

  • Financial Advisor Close to Florida, 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 Florida, 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 Florida, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Florida financial advisors.
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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.)

The Top Financial Advisor Firms in Florida, NY




(845) 651-3070

59 North Main Street

Florida, NY 10921

SEC#: 801-78851
Years in Business: 8 years



(561) 708-6104

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

SEC#: 801-74320
Years in Business: 10 years


Florida, NY Financial Advisor FAQs

Florida is a small community in Orange County, New York. The Poughkeepsie-Newburgh-Middletown Metropolitan Statistical Area, as well as the wider New York–Newark–Bridgeport, NY–NJ–CT–PA Combined Statistical Area, encompass the city. The settlement is in the town of Warwick, with two tiny sections in Goshen. Cities near Florida, New York include Middletown, Kiryas Joel, West Milford, and Ringwood, NJ. Publix is the top employer in Florida, New York with 193,000 employees. Florida, New York is best known for its large city, which is a popular tourist destination. Many people visit the city for its famous beaches, resorts, and theme parks. Financial advisory services are within reach in Florida, a small community in Orange County, New York. It is best known for its large city, which is a popular tourist destination. Many people visit the city for its famous beaches, resorts, and theme parks. Moreover, Publix is the top employer in the area with 193,000 employees. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.