Glens Falls, NY Financial Advisors and Resources



Financial Advisor Firms in Glens Falls, NY


SLOAN ADVISORY GROUP, INC.

Website

(888) 978-8880

12 E. Washington Street

Glens Falls, NY 12801

SEC#: 801-108115
Years in Business: 5 years

NORTH COUNTRY INVESTMENT ADVISERS, INC.

Website

(518) 745-1000

C/O Glens Falls National Bank
250 Glen Street
Glens Falls, NY 12801

SEC#: 801-58290
Years in Business: 20 years


How Retirement-Friendly is Glens Falls, NY?

  • Population: 14,340
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $156,000
  • Average Monthly Housing Cost: $966
  • Average Household Income: $65,458
  • 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.)


Glens Falls, NY Financial Advisor FAQs

Financial advisors get paid in a few different ways. The most common are commissions, fee-only compensation, or asset management-based compensation.
What fees does your firm charge? How will you determine my investment strategy, and who will execute that strategy?
Faced with the rising complexity of today's global marketplace, many people are understandably seeking guidance from an expert in the field who can help them make sense of things. An advisor can help people navigate complex choices to minimize risk and maximize returns - all while considering personal preferences, family situations or responsive needs. This is not a mandatory service that you need but it would be wise to find someone who specializes in this area if you are interested.
If you need help with setting financial goals or deciding on what to do about your current situation, a Certified Financial Planner* is an ideal choice. If you're looking for someone with specific expertise in certain areas, such as tax implications of life events - like death, divorce, new job (quite often the CPA's friend), considering retirement (especially early retirement), disability insurance needs - then seek out an expert in that area. And if you know exactly what you want to do and how much risk is acceptable for you at this point in your life, then it might be preferable to talk directly to an investment advisor.