Find a Financial Advisor in Glen Head, NY

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All of our partners are advisors who hold the proper designations from FINRA

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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 Head, NY

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

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

  • Population: 5,053
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $658,800
  • Average Monthly Housing Cost: $2,524
  • Average Household Income: $164,349
  • 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.)


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The Top Financial Advisor Firms in Glen Head, NY

 

TSA MANAGEMENT INC

Website

(516) 676-3332

725 Glen Cove Ave

Glen Head, NY 11545

SEC#: 801-41423
Years in Business: 30 years

 


Glen Head, NY Financial Advisor FAQs

Glen Head is a hamlet and census-designated place (CDP) in the Town of Oyster Bay, Nassau County, New York, United States, on the North Shore of Long Island. It is part of the larger Glen Cove area, which is centered on the City of Glen Cove. Green Vale School is a notable employer in Glen Head. It has around 100 people in the organization. The American Stamp Dealers Association has its headquarters in Glen Cove. Welwyn, a 204-acre thickly wooded preserve on the former Harold Pratt estate, is open to the public. Connect with various financial advising firms in Glen Head, NY located within the Town of Oyster Bay in Nassau County, on the North Shore of Long Island. It is considered part of the greater Glen Cove area, which is anchored by the City of Glen Cove. Connect with financial advisors who are working in the neighboring areas of this place through the links below.

Many people make the mistake of thinking advisors are only necessary after they've accumulated a large sum of money. This is simply not the case, and in fact many international authorities recommend working with an advisor before accumulating any significant wealth for planning purposes.

One benefit of working with an advisor is the holistic picture they can provide about an individual's finances — from budgeting to long-term savings — not just what investments might be optimal for someone based on age, risk tolerance or time horizon.

When choosing a financial advisor, you should ask questions about their qualifications and certifications. They should be registered with the SEC or have passed FINRA's qualifying exam. You can also look for advisors who are members of independent organizations like the CERTIFIED FINANCIAL PLANNER™ certification Board.

Financial advisors typically get paid two ways. Some might take a management-fee approach and charge a percentage of the client's portfolio annually. Others might offer fee-based advice, meaning you only pay when they provide services such as opening or managing your account, or purchasing investments for you.


Other Nearby Financial Advisors

Glen Cove, NY
Locust Valley, NY
Old Westbury, NY
Port Washington, NY
Mineola, NY

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.