Find a Financial Advisor in Goshen, NY

 

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

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We Only Work With The Best Goshen 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 Goshen, NY


  • Financial Advisor Close to Goshen, 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 Goshen, 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 Goshen, NY

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

  • Population: 5,344
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $310,500
  • Average Monthly Housing Cost: $1,632
  • Average Household Income: $109,000
  • 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 Goshen, NY

 

10-15 ASSOCIATES, INC.

Website

(845) 294-2080

9 Coates Drive
Suite 3
Goshen, NY 10924

SEC#: 801-61077
Years in Business: 19 years

HUDSON VALLEY INVESTMENT ADVISORS, INC.

Website

(845) 294-6127

117 Grand Street, Suite 201

Goshen, NY 10924

SEC#: 801-48913
Years in Business: 26 years

GREAT PATH PLANNING

Website

(845) 397-7284

10 Matthews Street
Lower Level
Goshen, NY 10924

SEC#: 801-119391
Years in Business: 1 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

9 Coates Drive, Suite 3

Goshen, NY 10924

SEC#: 801-60749
Years in Business: 19 years

BRUDERMAN ASSET MANAGEMENT, LLC

Website

(845) 368-2900

3 Hatfield Lane
Suite 2A
Goshen, NY 10924

SEC#: 801-81097
Years in Business: 6 years

SECURITIES AMERICA ADVISORS, INC.

Website

(845) 294-1313

30 Matthews St
Ste 301
Goshen, NY 10924

SEC#: 801-45628
Years in Business: 27 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

9 Coates Drive, Suite 3

Goshen, NY 10924

SEC#: 801-60749
Years in Business: 19 years

SECURITIES AMERICA ADVISORS, INC.

Website

(845) 294-1313

30 Matthews St
Ste 301
Goshen, NY 10924

SEC#: 801-45628
Years in Business: 27 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(845) 294-2080

9 Coates Drive, Suite 3

Goshen, NY 10924

SEC#: 801-60749
Years in Business: 19 years

 


Goshen, NY Financial Advisor FAQs

Financial advisors typically charge a fee for their time or a percentage of the funds being managed. For example, someone could charge an upfront service fee to look at your finances and create a plan, but would then require you to pay them quarterly based on the money you're invested.
Estimates for what financial advisors should cost vary. The final number does not depend on the advisor's experience or the location, but rather on what type of service they provide and how much time they spend with their clients.
The financial advisor takes responsibility for helping to develop and implement an investment plan that matches the client's goals, needs, and risk tolerance. They evaluate current investments, retirement plans, taxes, cash flow needs, asset allocation strategy and portfolio performance.
You should insist on finding one who has the professional qualifications, the expertise, and the ethics you expect. Ask for letters of reference from people who have experienced them as advisor or chairperson-in-charge. Check their track record to see they meet your investment objectives.