Find a Financial Advisor in Glen Cove, NY

 

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

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We Only Work With The Best Glen Cove 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

Experience

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

Trustworthiness

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 Glen Cove, NY


  • Financial Advisor Close to Glen Cove, 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 Glen Cove, 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 Glen Cove, NY

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

  • Population: 27,232
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $519,300
  • Average Monthly Housing Cost: $1,887
  • Average Household Income: $109,465
  • 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 Glen Cove, NY

 

AMERICAN WEALTH ADMINISTRATION GROUP LLC

Website

(516) 833-6800

50 Glen Cove Road
Suite 101
Glen Cove, NY 11542

SEC#: 801-107222
Years in Business: 5 years

ABBONDANDOLO WEALTH MANAGEMENT CORP

Website

(516) 674-9229

21 Cedar Swamp Road

Glen Cove, NY 11542

SEC#: 801-79209
Years in Business: 7 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(516) 818-2357

71 Robinson Avenue

Glen Cove, NY 11542

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(516) 818-2357

71 Robinson Avenue

Glen Cove, NY 11542

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(516) 818-2357

71 Robinson Avenue

Glen Cove, NY 11542

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(516) 818-2357

71 Robinson Avenue

Glen Cove, NY 11542

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(516) 818-2357

71 Robinson Avenue

Glen Cove, NY 11542

SEC#: 801-72203
Years in Business: 10 years

 


Glen Cove, NY Financial Advisor FAQs

Financial advisors are helpful when retirement is in sight and estate planning is needed.
Financial Advisors offer advice on topics such as budgeting, insurance, taxes, retirement, and other personal finance subjects to help people set financial goals and reach those goals.
Some financial advisors work for firms that pay them a salary plus commission. Others may receive payment from the company they represent plus a fee or bonus charged to clients for research or advice. In other cases, financial advisors might sell their products exclusively on the basis of solicitation by word-of-mouth referrals from friends and family members. In another type of independent contractor agreement, an independent advisor may be compensated entirely from commissions earned from retail transactions made on stocks or bonds purchased or sold through that advisor's own account.
Do some research on the advisors at major institutions such as banks and other institutions like brokerages.