Find a Financial Advisor in Great Neck, NY

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 9 years

PALUMBO WEALTH MANAGEMENT LLC

Website

(516) 629-7536

1010 Northern Boulevard

Great Neck, NY 11021

SEC#: 801-117901
Years in Business: 2 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: 4 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: 27 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: 16 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: 6 years

ZENYTH ADVISORS LLC

Website

(516) 441-2630

40 Cuttermill Road
Suite 500
Great Neck, NY 11021

SEC#: 801-117088
Years in Business: 2 years

 


Great Neck, NY Financial Advisor FAQs

If you are looking for a financial advisor or advisor then it is really important that you find someone who can provide value. One of the best ways to do this step is by assessing the advisor's credentials, background, knowledge and insurance.
A Financial Advisor provides a whole spectrum of financial service from managing your portfolio to retirement planning. At the heart of their job is taking risk analysis into account when making investment choices.
Financial advisors are typically compensated through either an hourly fee, a flat rate, or commissions. There's really no good way to distinguish which is the best way because it all depends on their industry and experience.
A good place to start would be to research and compare online. Many subscriptions to financial advisors will include a free comparison service.