Find a Financial Planner in Great Neck, NY

 

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We Only Work With The Best Great Neck 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 Great Neck, NY


  • Financial Advisor Close to Great Neck, 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 Great Neck Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Great Neck area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Great Neck offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
22.7% of Great Neck'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 Great Neck area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Great Neck area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Great Neck area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Great Neck 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Great Neck area, 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 is a good way to make high-interest debts more manageable. Advisors in the Great Neck area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Great Neck, 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 Great Neck, NY

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

  • Population: 10,205
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $820,500
  • Average Monthly Housing Cost: $2,410
  • Average Household Income: $145,815
  • 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 Great Neck, NY


STONE HILL FIDUCIARY MANAGEMENT, LLC

Website

(516) 439-5581

1010 Northern Boulevard
Suite 308
Great Neck, NY 11021

SEC#: 801-76970
Years in Business: 8 years

PALUMBO WEALTH MANAGEMENT LLC

Website

(516) 629-7536

1010 Northern Boulevard

Great Neck, NY 11021

SEC#: 801-117901
Years in Business: 1 years

SIGNALERT ASSET MANAGEMENT LLC

Website

(516) 829-6444

525 Northern Boulevard
Suite 210
Great Neck, NY 11021

SEC#: 801-73117
Years in Business: 9 years

KUTZ AND COMPANY INC.

Website

(516) 482-1158

475 Northern Blvd
Ste 26
Great Neck, NY 11021

SEC#: 801-111680
Years in Business: 3 years

C & C FINANCIAL SERVICES, INC.

Website

(516) 482-3260

175 Great Neck Rd
Suite 405
Great Neck, NY 11021

SEC#: 801-47062
Years in Business: 26 years

KINGS POINT CAPITAL MANAGEMENT LLC

Website

(516) 439-5100

60 Cuttermill Road
Suite 516
Great Neck, NY 11021

SEC#: 801-64958
Years in Business: 15 years

CROSS SHORE CAPITAL MANAGEMENT, LLC

Website

(516) 684-4040

111 Great Neck Road
Suite 210
Great Neck, NY 11021

SEC#: 801-65999
Years in Business: 15 years

SAG HARBOR CAPITAL MANAGEMENT, LLC

Website

(212) 684-2283

60 Cutter Mill Road
Suite 601
Great Neck, NY 11021

SEC#: 801-100439
Years in Business: 5 years

ZENYTH ADVISORS LLC

Website

(516) 441-2630

40 Cuttermill Road
Suite 500
Great Neck, NY 11021

SEC#: 801-117088
Years in Business: 1 years