Find a Financial Advisor in Harrison, NY

 

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

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We Only Work With The Best Harrison 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 Harrison, NY


  • Financial Advisor Close to Harrison, 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 Harrison, 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 Harrison, NY

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

  • Population: 28,135
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $923,200
  • Average Monthly Housing Cost: $2,594
  • Average Household Income: $229,679
  • 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 Harrison, NY

 

MARINER INVESTMENT GROUP, LLC

Website

(914) 670-4300

500 Mamaroneck Avenue
4th Floor
Harrison, NY 10528

SEC#: 801-62016
Years in Business: 18 years

DUNDON ADVISERS LLC

Website

(914) 341-1188

440 Mamaroneck Ave., 5th Fl.

Harrison, NY 10528

SEC#: 801-110309
Years in Business: 4 years

FIFTH SET INVESTMENT ADVISORS LLC

Website

(646) 783-9717

600 Mamaroneck Avenue
Suite 600
Harrison, NY 10528

SEC#: 801-110682
Years in Business: 4 years

HEYDORN STONE CAPITAL MANAGEMENT LLC

Website

(914) 752-5300

600 Mamaroneck Avenue
Suite 400
Harrison, NY 10528

SEC#: 801-64133
Years in Business: 16 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(914) 220-6196

440 Mamaroneck Ave
Suite 403
Harrison, NY 10528

SEC#: 801-78808
Years in Business: 7 years

IFP ADVISORS, LLC

Website

(914) 747-4717

83 Calvert St

Harrison, NY 10528

SEC#: 801-69511
Years in Business: 13 years

TRANSAMERICA RETIREMENT ADVISORS, LLC

Website

(914) 627-3000

440 Mamaroneck Avenue

Harrison, NY 10528

SEC#: 801-42910
Years in Business: 28 years

JOSEPH P. LUCIA & ASSOCIATES, LLC

Website

(914) 455-4000

600 Mamaroneck Ave
Suite 400
Harrison, NY 10528

SEC#: 801-76540
Years in Business: 9 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(914) 220-6196

440 Mamaroneck Ave
Suite 403
Harrison, NY 10528

SEC#: 801-78808
Years in Business: 7 years

 


Harrison, NY Financial Advisor FAQs

A good question to ask an advisor is whether they come with any hidden fees, and what their opinions are on investment risk.
A financial advisor typically analyzes your finances by determining what you spend on day-to-day expenses, savings, your retirement or other long term goals, insurance coverage or any other factor that would affect money in the future.
A Financial Advisor is not necessary for many people. However, the person's life goals, income, level of risk tolerance and wealth are factors involved in determining whether or not you would benefit from a financial advisor.
Choosing a financial advisor is never easy. You should ask them about their qualifications, experience, and education. Ask what they specialize in to determine if it will match your need