Islandia, NY Financial Advisors and Resources

Financial Advisor Firms in Islandia, NY



(631) 439-7878

1377 Motor Parkway
Suite 203
Islandia, NY 11749

SEC#: 801-60622
Years in Business: 20 years



(631) 652-6001

1377 Motor Parkway
Suite Ll1
Islandia, NY 11749

SEC#: 801-66512
Years in Business: 15 years

How Retirement-Friendly is Islandia, NY?

  • Population: 3,341
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $327,000
  • Average Monthly Housing Cost: $2,031
  • Average Household Income: $105,735
  • 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.)

Islandia, NY Financial Advisor FAQs

In order to choose a good financial advisor, you need to first decide what your specific needs are.
The best way to find a financial advisor is to refer your friends or acquaintances who are satisfied with the service of their advisor.
While it is possible to handle financial matters on your own, unless you have a great deal of expertise in the management of finances, you absolutely need a trusted advisor.
A financial advisor who is a fiduciary will provide you with advice on how to diversify your investments and plan for retirement, taking into account the individual specifics of your situation. A fiduciary must put your interest ahead of their own, including by acting in accordance with any lawful instructions from the person whose assets they manage.