Find a Financial Advisor in Huntington, NY

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Huntington 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 Huntington, NY


  • Financial Advisor Close to Huntington, 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 Huntington, 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 Huntington, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Huntington financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Huntington, NY?

  • Population: 17,420
  • % of Population 62 Years and Over: 25.4%
  • Average Home Value: $631,000
  • Average Monthly Housing Cost: $2,418
  • Average Household Income: $158,275
  • 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 Huntington, NY

 

SAFE HARBOR ASSET MANAGEMENT, INC.

Website

(631) 421-4341

167 East Main Street

Huntington, NY 11743

SEC#: 801-79634
Years in Business: 7 years

FOUR CORNERS FINANCIAL

Website

(631) 271-1170

1160 East Jericho Turnpike
Suite 222
Huntington, NY 11743

SEC#: 801-118152
Years in Business: 1 years

EDGE WEALTH MANAGEMENT, LLC

Website

(631) 365-1474

8 Conklin Lane

Huntington, NY 11743

SEC#: 801-67345
Years in Business: 15 years

LONG ISLAND FINANCIAL ADVISORS, INC.

Website

(631) 694-2170

315 Walt Witman Road
Suite 316
Huntington, NY 11746

SEC#: 801-61594
Years in Business: 19 years

EDGE WEALTH MANAGEMENT, LLC

Website

(631) 365-1474

8 Conklin Lane

Huntington, NY 11743

SEC#: 801-67345
Years in Business: 15 years

MAIN STREET FINANCIAL SOLUTIONS, LLC

Website

(800) 821-1460

3 Greenview Circle

Huntington, NY 11743

SEC#: 801-117871
Years in Business: 2 years

THE PINNACLE FINANCIAL GROUP

Website

(516) 763-9700

866 West Jericho Turnpike

Huntington, NY 11743

SEC#: 801-77304
Years in Business: 9 years

THE PINNACLE FINANCIAL GROUP

Website

(516) 763-9700

58 New Street

Huntington, NY 11743

SEC#: 801-77304
Years in Business: 9 years

NPA ASSET MANAGEMENT, LLC

Website

(631) 784-7848

775 Park Avenue
Suite 220
Huntington, NY 11743

SEC#: 801-66006
Years in Business: 15 years

 


Huntington, NY Financial Advisor FAQs

Questions you could ask are: What is your investment philosophy? What do you tell clients to do if the market goes down and systematically rebalances investments? Do you provide a monthly performance report or make an annual update about my portfolio's progress (including updates post-trades and market swings)? How will we communicate?
A financial advisor helps clients assess their current situation so they can arrive at the best financial decision based on what they want. Financial advisors help create the best strategy to manage your money for both short-term and long-term goals.
It is often necessary to seek outside guidance when it comes to managing your debt. Working with an expert provides you with a unique perspective on your finances.
You should always be aware of the skills and qualities a financial advisor brings to the table. An advisor who will provide excellent service for your needs must have these three qualities: Technical knowledge, practical knowledge, and effective communication skills.