Find a Financial Planner in Garden City, NY

 

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We Only Work With The Best Garden City 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Garden City, NY


  • Financial Advisor Close to Garden City, 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

 

How Can a CFP® in Garden City Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Garden City area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Garden City include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.6% of Garden City's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Garden City area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Garden City area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Garden City area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Garden City area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Garden City area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Garden City area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Garden City, NY


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Garden City, NY

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

  • Population: 22,499
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $866,000
  • Average Monthly Housing Cost: $3,155
  • Average Household Income: $239,817
  • 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 Garden City, NY


MEADOWBROOK WEALTH MANAGEMENT, LLC

Website

(888) 888-5250

1044 Franklin Avenue
Suite 204
Garden City, NY 11530

SEC#: 801-110418
Years in Business: 4 years

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

Website

(516) 408-1160

9 Endo Blvd.

Garden City, NY 11530

SEC#: 801-61925
Years in Business: 19 years

HILTON CAPITAL MANAGEMENT, LLC

Website

(516) 693-5380

1010 Franklin Avenue

Garden City, NY 11530

SEC#: 801-60776
Years in Business: 19 years

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Website

(516) 746-9000

585 Stewart Ave
Suite 620
Garden City, NY 11530

SEC#: 801-71111
Years in Business: 11 years

STEPHEN J. GARRY & ASSOCIATES, LLC

Website

(516) 280-5588

990 Stewart Avenue
Suite 190
Garden City, NY 11530

SEC#: 801-113487
Years in Business: 3 years

BRIXTON CAPITAL WEALTH ADVISORS, LLC

Website

(516) 222-3500

1305 Franklin Ave
Suite 300
Garden City, NY 11530

SEC#: 801-110811
Years in Business: 4 years

PRIVATE CLIENT ASSET MANAGEMENT, INC.

Website

(516) 280-4622

401 Franklin Ave, Suite 110

Garden City, NY 11530

SEC#: 801-74655
Years in Business: 9 years

LA FERLA GROUP LLC

Website

(877) 257-9040

1050 Franklin Avenue
Suite 400
Garden City, NY 11530

SEC#: 801-92167
Years in Business: 6 years

UNITED WEALTH PLANNING, LLC

Website

(516) 222-0021

377 Oak Street
Suite 403
Garden City, NY 11530

SEC#: 801-106716
Years in Business: 5 years

WILMINGTON CAPITAL SECURITIES, LLC

Website

(516) 750-6200

600 Old Country Road
Suite 200
Garden City, NY 11530

SEC#: 801-101483
Years in Business: 6 years